Client Portfolio Strategist recruitment
SEI’s Investment Management Unit (IMU) has an opening for an Investment Strategist within the Client Investment Strategy group. The Client Portfolio Strategist is the investment professional within SEI’s Investment Management Unit who works to develop an informed, philosophically sound, and proactive relationship with our institutional clients. As such, the Client Portfolio Strategist works with members of SEI’s Portfolio Strategy team, SEI’s Investment Strategies Team and the relevant members of our solutions, sales and service organizations in developing investment strategies that meet Read more […]
Associate recruitment
Duties and ResponsibilitiesThe Associate can expect to focus on the following areas:• Complete and process new and existing client account applications and accountmaintenance documentation• Interact with clients and custodian(s) as necessary in servicing clients’ needs• Gather, organize and synthesize client data within a financial planning context• Attend client meetings in a supporting roleQualificationsThe Associate position typically requires the following qualifications:• Desire/ability to work successfully in a small company environment• Team player, collaborative, able to work Read more […]
Portfolio Advisor recruitment
An effective candidate will possess the skills and licensing to perform the following functions within our team:Preparation and review of client account performance reportsMarket research as part of both ongoing portfolio monitoring and rebalance and new business proposal preparationClient query responseIndividual client financial plan development (including full financial planning, lead advisor planning support, or paraplanning)General support of portfolio and investment strategiesFace private wealth and business clients with well prepared talking pointsReview and maintenance of account transactions Read more […]
Management Thought Partner, HR (strategic initiatives/projects) Asset Management recruitment
Seeking a highly intelligent and driven individual to join the office of the HR Chief Operations Officer to cohesively work side-by-side to execute all HR Operations strategy, projects, as well as ensure team goals are being met in corporate HR department of asset management firm.The talented individual chosen will:Work strategically along-side COO, HR to understand department pain points, develop plans to alleviate, and execute on those.Act as COO thought partner to conceptualize and create departmental processes and procedures to ensure a smooth and efficient operation for this newly created Read more […]
Business Development Manager, National Broker/Dealer Channel recruitment
Role SummaryRussell is seeking a Business Development Manager (BDM) for the National Broker/Dealer (NBD) sales team. This position will report to the Director of National Broker/Dealer ETF Sales and will be based in the Los Angeles area. The successful candidate will be responsible for effectively managing the territory and servicing both clients and prospects within the NBD Channel. This individual will also be responsible for targeted coverage in the RIA channel. The responsibilities of the individual in this position include:Call on advisors at national broker/dealer firms (i.e. Merrill Lynch, Read more […]
Sr. Associate, Marketing Business Analyst recruitment
This combination of investment products allows us to serve the needs of large institutional investors, thousands of financial advisors and investment professionals, as well as our individual mutual fund shareholders.Throughout our history, our objective has remained the same: Develop and deliver investment strategies that can improve our clients’ ability to meet their long-term investment needs.This position is located in our Chicago office.JOB SUMMARY: This position will be responsible for maintaining the integrity of the Marketing aspects of the CRM and utilizing that data to provide management Read more […]
Senior Consultant Position recruitment
We currently service over 120 relationships from offices in Seattle and Los Angeles on a discretionary and non-discretionary basis. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration to serve as a Senior Consultant in our Seattle office.The Consultant is responsible for:Providing institutional clients with well-developed investment solutions by understanding their funding needs, risk tolerance and history. Meeting with clients at least quarterly to present historical performance, discuss firm generated Read more […]
Senior Vice President – ETF Sales (New York) recruitment
ETF Securities (US) LLCETF Securities is a global provider of Exchange Traded Products (ETPs), specializing in commodities. ETF Securities pioneered the world’s first gold ETF in 2003 and now manages over 200 listed products on 10 exchanges in 6 currencies. The global ETF platform offered by ETF Securities has experienced considerable growth with assets under management growing to over $28 billion (as of 9th Jan 2012). The increase in assets has occurred as a result of growing investor demand for commodities and a market leading exchange traded product offering. ETF Securities continue to innovate Read more […]
Head of Research & Strategy for Product, Latin America and Iberia recruitment
BlackRock, the worlds leading investment manager and risk manager is very committed to growing its presence in Latin America Iberia. Since 2004, assets under management from Latin American Iberian markets have grown from almost nil to over $40 billion in assets under management across our iShares, retail and institutional businesses. BlackRock’s iShares footprint now includes 12 local funds in Mexico, 6 local iShares funds in Brasil, 1 local fund in Colombia and between 80 and 200 iShares and other funds listed or registered in 6 target markets. The regional business has offices in 8 locations Read more […]
iShares Operations – Vice President recruitment
The iShares Operations, Communications Review VP will be responsible for compliance review and approval of iShares communications with the public. The position will require close partnering with the firm’s legal compliance, sales and marketing, and product teams to develop and maintain a robust compliance communications review program for the iShares business. The primary focus will be regulatory review and principal approval of communications with the public. The position is service oriented, will report to the business, and will entail creating robust relationships throughout iShares. Key Read more […]