- JPMorgan Chase (Boston, MA)
- …and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, ... Join JPMorganChase as a Fund Service Vice President and become a pivotal part...skills to guide their professional development. + Manage all client queries in relation to ETF Basket… more
- BlackRock (New York, NY)
- …draft comments on various regulatory proposals and consultations. + Draft and negotiate service provider, intermediary and client contracts. + Draft and update ... searching for an exciting, challenging, multi-faceted opportunity with the world's largest asset manager ? We are seeking an attorney to serve as a member of… more
- JPMorgan Chase (New York, NY)
- …stakeholders Related Responsibilities: + Contribute to strategy for delivering excellent client service + Identify potential tactical and strategic improvements ... **Job Summary:** Manage the implementation of new and incremental client business into the Securities Services organization within JP Morgan's Corporate Investment… more
- Neuberger Berman (New York, NY)
- …client experience across all products and channels. This role requires a keen appreciation for client service and a belief that ease of use is critical to ... mutual fund, ETF , SMA, and Alternative asset classes and structure client solutions that may incorporate multiple underlying asset types. + Partner within… more
- Janus Henderson Investors (Denver, CO)
- …superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core ... on sales calls, provide intermediaries with sales ideas, answer product and service questions, provide performance data, identify new sales opportunities and help… more
- BMO Financial Group (Los Angeles, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and… more
- BMO Financial Group (Sacramento, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and… more
- Neuberger Berman (FL)
- …in Neuberger Berman CRM database. + Work with internal partners, including Client Advisory Specialists, Alternative Specialists, ETF Strategists, and other ... through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the… more
- Janus Henderson Investors (Denver, CO)
- …superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core ... that aligns to each distribution channel's sales process and client journey + Represent for the team in major...vehicle (Separate/Segregated Account, Mutual Fund, UCIT, OEIC, SICAV, VIT, ETF , etc.) marketing experience a major plus + Five… more
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