- 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
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds (External Wholesaler) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... Candidate will be responsible for communication with National Sales Manager on an ongoing basis. + Managing a budget...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... facilitate on-going training for continual improvement of sales skills (eg relationship selling, decision-making styles, customer centric language, etc.) + Deliver… more
- US Bank (Milwaukee, WI)
- …clients expect to be serviced by professionals who understand the ETF and mutual fund industry and their client's expectations and strategic goals. US ... Bancorp Fund Services (USBFS) Relationship Managers are viewed...- 12 to 16 years of experience in a mutual fund /ETF related or brokerage industry position… more
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... an immediate opening for a Merrill Private Wealth Client Relationship Manager . The ideal candidate is a...knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin,… more
- Bank of America (Stamford, CT)
- Merrill Market Client Relationship Manager Stamford, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Bank of America (San Diego, CA)
- Merrill Market Client Relationship Manager San Diego, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior… more
- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000GV ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with...settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial… more
- Vanguard (Charlotte, NC)
- …your success in this area. Grow With Us We're hiring for two levels of the Relationship Manager role - each offering a unique opportunity to manage a book of ... to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven...services solutions. + Confidence in discussing topics like ETFs, mutual funds , legacy and estate planning, charitable… more
- T. Rowe Price (San Francisco, CA)
- …these developments into process or policy changes. + Leads and/or spearheads non- mutual fund client opportunities. + Partners with various internal groups ... client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention. + Serves as an… more