- City National Bank (Los Angeles, CA)
- …for City National Securities (CNS). Process stock, option, fixed income, and mutual fund transactions for clients of City National Securities. Assist ... CNS clients to enter equity, option, fixed income, and mutual fund orders into the National Financial...stock option trades and trades pursuant to SEC 10B5-1 Sales plans. * Work with National Financial Services on… more
- Bloomberg (Skillman, NJ)
- …their portfolio holdings. You will be responsible for a list of accounts, covering all fund types from Mutual Funds to ETPs. You will engage with fund ... We source this information through establishing and maintaining strong relationships with fund houses globally, and other content partners in the funds industry.… more
- The Hartford (Wayne, PA)
- …of funds within an asset class (Fixed Income and Multi-Asset) across Hartford Funds' mutual fund and ETF complex. This role will provide the opportunity for ... the role: + Act as a subject matter expert for a subset of mutual funds/ETFs within the Fixed Income and Multi-Asset line-up; responsible for day-to-day oversight of… more
- Lincoln Financial (Radnor, PA)
- …be doing** + Prepare and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance and fund data ... internal documentation and reports. + Collaborate with internal teams such as Fund Accounting, Product Teams, and Marketing. + Support initiatives and projects to… more
- T. Rowe Price (Baltimore, MD)
- …leaders internally and externally. + Advanced knowledge and understanding of T. Rowe Price mutual fund , ETF, and separately managed account vehicles. + Able to ... of TRPIS/TRPA investment management strategies across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts) through registered investment… more
- BMO Financial Group (Covina, CA)
- …and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, ... referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales... sales and performance targets for new asset sales , joint appointments, fee-based sales , and financial… more
- BlackRock (MN)
- …required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Wirehouse Broker-Dealers ... full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's...all aspects of the client relationship and for driving sales through multiple channels, this role specifically through Wirehouse… more
- City National Bank (New York, NY)
- …wealth management business, including client service and operations, portfolio management, sales and research. Collaborates with CNR's senior management team to ... of Business Affairs, assist in the operations of the affiliated family of mutual funds, closed end funds and private funds, including managing all services provider… more
- City National Bank (Los Angeles, CA)
- …asset servicing, and client account maintenance. Process money market transfers, fixed income, mutual fund , and equity trades and provide technical support for ... clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund , and provide ongoing support and service. Ensure all CIP and KYC… more
- Montana State University (Bozeman, MT)
- …setting appointments, presenting, prospecting, proposing marketing solutions, and closing sales with business owners, advertising agencies, nonprofits, arts groups ... and media buyers using a consultative sales approach. Position Number 4M0968 Department KUSM... approach. Position Number 4M0968 Department KUSM State Base Fund Division Others under the President Appointment Type Classified… more