- BMO Financial Group (Los Angeles, CA)
- …and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, ... + Oversees the implementation and delivery of business development strategies and sales initiatives. + Enhances presence in the marketplace by collaborating with… more
- BMO Financial Group (Beaver Dam, WI)
- …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 (Seattle, WA)
- …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 Independent… 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
- BlackRock (Boston, MA)
- …**Qualifications** + Bachelor's degree + 3+ years compliance background with a broker-dealer, mutual fund , or ETF business with 1+ years advertising review ... innovations that drive progress. BlackRock's iShares is the largest Exchange Traded Fund (ETF) provider globally with over $4.3 trillion in assets under management.… more
- Lincoln Financial (Radnor, PA)
- …and thought leadership in the development of a market leading and profitable Fund Management line-up. They will lead teams that are responsible for continuous ... candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative evergreen funds, and being able to create… more
- BlackRock (New York, NY)
- …The successful candidate will possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They ... responsibility of the role will be to work alongside the portfolio managers, sales teams, other FE Product Strategists, marketing teams, and other stakeholders in… more
- Ace Hardware (New York, NY)
- …looking for a **Territory Manager** who will be responsible for growing profitable sales with current and new Emery Jensen customers in the **Staten Island, ... Manhattan area.** The Territory Manager is focused on growing sales through weekly warehouse orders, convention sales ...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- Ace Hardware (Chicago, IL)
- …looking for a **Territory Manager** who will be responsible for growing profitable sales with current and new Emery Jensen customers in the Midwest region. The ... Territory Manager is focused on growing sales through weekly warehouse orders, conventional sales ...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- JPMorgan Chase (Columbus, OH)
- …supports single manager and multi-manager advisory strategies, multi-strategy solutions as well as mutual fund advisory products for PB, CWM, JPMA, and JPMPA ... of contact for equity trading desks, technology, operations, product, project, and sales teams + Assist Wealth Management portfolio managers with account maintenance… more
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