- BMO Financial Group (Urbandale, IA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and...referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales… more
- Manulife (Tempe, AZ)
- …an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team to support the creation, development and implementation of ... In this role you will develop a strong understanding of mutual funds, ETF 's, UCITS, 529 College Savings Plans and Separately Managed Accounts. As part of… more
- Neuberger Berman (TX)
- …Ameriprise, and LPL. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment ... + Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** We have two opportunities to drive sales activities for Principal Funds Distribution throughout either the Dakotas and Minnesota or WI and the ... for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels… more
- BlackRock (New York, NY)
- …This position will also require partnering with BlackRock's institutional and retail sales team globally to generate short duration fixed income content to support ... of 40 Act and UCITS funds, an actively managed ETF , and over 100 separate managed accounts, delivering solutions...work closely with other senior product strategists, portfolio managers, sales , and marketing teams to position our short duration… more
- BlackRock (Princeton, NJ)
- …to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with ... **: responsible for all aspects of client relationship and driving sales through all channels (RIA, Independent, Wirehouse firms) within assigned Market… more
- Janus Henderson Investors (Denver, CO)
- …and oversee production of new product marketing content (eg webpages, sales aids, videos, product brochures); Collaborate closely with product specialists, ... of product collateral that aligns to each distribution channel's sales process and client journey + Represent for the...vehicle (Separate/Segregated Account, Mutual Fund, UCIT, OEIC, SICAV, VIT, ETF , etc.) marketing experience a major plus + Five… more
- S&P Global (New York, NY)
- …of finance, economics, and storytelling. Partnering closely with Product and Sales , we build brand awareness, fuel pipeline growth, and deliver measurable ... to commercial results. + Serve as a key liaison between Product, Sales , and Marketing teams, influencing stakeholders beyond your direct reporting line to… more
- Neuberger Berman (New York, NY)
- …position Neuberger as an easy-to-work with investment partner ultimately resulting in sales deepening and revenue growth. + Demonstrated ability to achieve outcomes ... in a complex, cross-functional organization partnering with sales leaders, external clients/wholesalers, investment professionals, control and operational partners,… more
- Principal Financial Group (Washington, DC)
- **What You'll Do** We have two opportunities to drive sales activities for our Institutional Wealth management within the RIA channel throughout either the SE Region ... for collective success in building RIA relationships. Accountable for achieving sales targets and maintaining relationships within the channel covering our … more