- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... USBFS' Relationship Managers are viewed as trusted advisors and we...- One to two years of experience in a mutual fund related or brokerage industry position… more
- Bank of America (Wellesley Hills, MA)
- Merrill Market Client Relationship Manager Wellesley Hills, Massachusetts;Providence, Rhode Island **To proceed with your application, you must be at least 18 ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Ace Hardware (Boston, MA)
- **Business Development Manager ** (1) Opening within the geographic locations listed below. Ideally, we are targeting candidates who live in close proximity to ... NY; Providence, RI; or Hartford, CT. **The Job** As the Business Development Manager (BDM), you will be responsible for finding and signing new high-value customers… more
- Charles Schwab (Boston, MA)
- …will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds , separately managed accounts, option trading), setting you up for success ... this role to work on site in the specified locations.** As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based,… more
- Oracle (Boston, MA)
- …Oracle is seeking a dynamic and strategic Principal Product/Partner Marketing Manager (IC4) to drive co-marketing initiatives and deepen our relationships with ... technology solutions and ensure seamless execution. **Key Responsibilities:** + Partner Relationship Management: Act as the primary marketing contact for technology… more
- BlackRock (Boston, MA)
- …a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate ... to drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds , SMA, Alternatives, Models). Advisor education on BlackRock's robust… more
- BlackRock (Boston, MA)
- …a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate ... identify, develop, and own client relationships. As the world's largest asset manager , BlackRock has product and solution offerings for almost any investor's needs.… more
- BlackRock (Boston, MA)
- …+ CFP, CIMA or CFA preferred + Minimum 3+ years in SMA, ETF or mutual fund sales + Strong financial services background with knowledge of investment trends ... the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA… more
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