- US Bank (Boston, MA)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** _The ETF Client Service Manager is responsible for ensuring a high ... timely delivery of service ; and overall effective operational support for our ETF client base. They will act as a single point of contact, escalation point,… more
- Citigroup (Tampa, FL)
- …Facilitate testing and documentation for each new technology release. + Coordinate Manager 's Control Assessment with risk and other partners, ensure completeness and ... between Fund Accounting, Financial Reporting and Market Data and ETF Operations teams within and among each region +...define requirements to onboard new funds and clients + Client change requests- partner with Product and Client… more
- Citigroup (Jersey City, NJ)
- …come join us. We'll enable growth and progress together. We are seeking a Client Technology Solutions Manager with a strong background in financial services, ... suit an individual with strong experience in Technology Product Delivery Management, Client Relationship Management and Service , Change Management and Program… more
- US Bank (Boston, MA)
- …step ahead of evolving economic, technological, and customer needs. As a Product Manager , you will: + Identify, analyze and interpret business data using various ... business results using business metrics, key performance indicators, design systems, service blueprints, and reusability + Ability to anticipate shifting market… 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
- 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 (Beaver Dam, WI)
- …+ 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 (CA)
- …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 Los… more
- BMO Financial Group (New York, NY)
- …onsite with the trading desk in NY to support Equity, Option, Swaps and ETF desks. + Trading application support experience is must. + Trading application support ... provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... regulatory frameworks (eg, SEC Rule 204, Reg SHO) + Client -Facing Experience: Ability to interface with Prime Brokerage clients,...one products is highly desirable + Experience with Leveraged ETF Stock Loan and Borrow **Base Salary Range:** USD… more
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