29 asset management jobs found

Description Introductory Market Language Our clients trust us to manage over $2.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $34B CAD under management.  Job Summary You will play a vital role is an integral position within the Subadvisory / Canada Advisor Team focused on helping to attract new clients and assets to the firm. Through product positioning with clients/prospects and competitive analysis/research, ICA’s serve as a partner and an extension of the Client Advisor in helping to facilitate the sales and retention process for clients. This is an opportunity to join a successful/fast growing team and participate in the launch of a new line of business in Canada.   Job Responsibilities Proactively identifying new business opportunities by completing ongoing screens to...

Description                                                                        ***Positions available in Chicago, IL, Columbus, OH, & New York, NY***    Introductory Market Language: JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. Job Summary: As an Internal Client Advisor (internal wholesaler), you will be helping financial advisors navigate the complexities of the broader capital markets by offering timely solutions By partnering with a External Client Advisor you will be...

Description                                                                        ***Positions available in Chicago, IL, Columbus, OH, & New York, NY***  You will be helping financial advisors navigate the complexities of the broader capital markets by offering timely solutions. You will partner with a Client Advisor and you will both strive to meet the goals for your territory by successfully marketing our mutual funds, ETFs, and separately managed accounts. This role is most rewarding for you to   work collaboratively, and enjoy making a true difference in helping others achieve their investing goals. JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic...

Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary...

À propos d’AGF : Fondée en 1957, La Société de Gestion AGF Limitée est une société indépendante de gestion de placements diversifiés à l’échelle mondiale. AGF adopte une approche disciplinée pour assurer l’excellence de la gestion de placements par l’entremise de ses volets axés sur des activités fondamentales et quantitatives de même que sur des capitaux privés et des avoirs de particuliers bien nantis. Notre gamme de solutions d’investissement diverses s’étend à l’échelle mondiale à une vaste clientèle, depuis les investisseurs particuliers et les conseillers financiers, jusqu’aux investisseurs institutionnels, y compris les caisses de retraite, les programmes d’entreprise, les fonds souverains, les fonds de dotation et les fondations. Notre engagement à l’égard des principes de bonne gérance et d’investissement responsable constitue un facteur de différenciation positif pour AGF. Selon nous, l’intégration des considérations environnementales, sociales et de gouvernance...

Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants. The wholesaler will provide technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and has access to a major airport that serves all of their respective states. Wholesaler will be able to clearly differentiate our investment strategies and articulate the...

Requisition Number: 72626 Position Title: External Description: Role Summary The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios.  This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution. Utilizes deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals. Responsible for the achievement of sales targets for the region....

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  ​   We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us. Role Summary The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios.  This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and...

Requisition Number: 72627 Position Title: External Description: Role Summary The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios.  This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution. Utilizes deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals. Responsible for the achievement of sales targets for the region....

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  ​   We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us. Role Summary The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios.  This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and...

Description Overview:   The Regional Director (RD) is a sales professional who operates independently and in partnership with external wholesalers to drive sales in Natixis products and solutions. It is the Regional Director’s responsibility to uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid sales position and is located in Boston, MA with expected in field travel of up to 25% of the time.     What you will do: Proactive sales outreach to both new and existing financial advisor clients via phone, email, virtual and in-person meetings. Identify new opportunities and grow existing client base by using data, profiling clients, fostering leads and closing business both independently and/or in partnership with the field sales teams. Build an efficient and thoughtful outreach strategy incorporating both Company and regional goals. Meet or exceed regional sales...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 23,000 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge...

How will you create impact? As an External Insurance Wholesaler, you will manage the Western Sales region (British Columbia and Alberta) and will be responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client-centric solutions that increase Mass Market Insurance sales at Manulife. As an Insurance External Wholesaler, you are a dynamic individual with a sales focus, excellent communication skills, strong work ethic and a dedication to succeed. You are coachable, collaborative, organized and can think critically. Position Responsibilities: Expertly promote the suite of Manulife Insurance solutions to our top mass market advisors Actively identify opportunities and activities to support and grow advisors’ businesses Develop, analyze & refine strategies and tactics to achieve/exceed sales targets. Assist in developing and implementing plans designed to provide “best in class” marketing support and...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Sells ETF, Mutual Fund and SMA products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and the outside marketplace 4. Makes customized sales presentations to large and...

Req ID:   75316   Location:   Tulsa -TUL   Areas of Interest:  Sales   Pay Transparency Salary Range:   Not Available   Application Deadline:   03/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary BOK Financial has a growing portfolio of services and clients, offers investment solutions for businesses, individuals, and institutions. The company is seeking a passionate wealth management professional to distribute Cavanal Hill mutual funds and separately managed account strategies through various channels, developing relationships primarily through outbound communication....

About this role Are you a highly motivated, self-starter who can develop positive relationships? Would you like to use your market knowledge to make a difference day in and day out at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. Our USWA team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The team has roughly 200 colleagues between Boston, Princeton, Atlanta, and San Francisco partnering with 130 Market Leaders/External Wholesalers who are at the forefront of reinventing the industry. Come join our team and experience what it feels like to be part of an organization that makes a difference. Who We Are: At BlackRock we are a fiduciary to our clients,...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Sells ETF, Mutual Fund and SMA products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and the outside marketplace 4. Makes customized sales presentations to large and...

American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment strategies across a variety of investment fields. We are committed to providing institutional-quality, actively handled solutions with a performance-centered approach. Our expertise spans global growth equity, global value equity, focused equity, multi-asset strategies, global fixed income, alternatives and ETFs. Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs. Our culture of winning behaviors exemplifies our dedication to clients every...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Sells ETF, Mutual Fund and SMA products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and the outside marketplace 4. Makes customized sales presentations to large and...

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives ® . With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com . The Role The Relationship Management Associate ( RMA ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate...