31 regional vp mutual funds jobs found

R10067691 Vice President of Sales & Marketing (Open) Location: Long Beach, CA - Management - Regional Office How will you CONTRIBUTE and GROW? The Vice President of Sales & Marketing provides leadership for driving the overall regional business sales, marketing and business development strategy with direct oversight over Strategic Accounts, Customer Service, Sales Support, e-Business sales and Marketing within the West Region. In particular, you will: Provide quality sales leadership and make sales operational changes to ensure sales forecasting (through SFDC) is accurate and meets regional goals, market intelligence is as high as can be, competitive analysis is routinely refreshed and sales close rates continue to improve. Delivers overall top line sales performance in line with established sales goals by actively leading all sales operations and strategies alongside our Area Vice Presidents and in specific areas such as (but not limited to) specialty gas sales,...

About this role Business Description BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's mandate is to deliver "One BlackRock" to retail. Role Description Market Leaders in US Wealth Advisory are responsible for all aspects of the client relationship and for driving sales through multiple channels, this role specifically through Wirehouse Broker-Dealer firms. The Market Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep relationships. Further, they will be expected to drive results and have working knowledge across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds, SMA, Alternatives, Models). The geography for this position will be primarily Minnesota and North Dakota. Primary...

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more...

Summary: The Vice President ("VP"), Investment Consultant is responsible for managing retail sales activities. This role is pivotal in promoting and distributing Calamos' suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. The VP also develops annual business plans and strategies to maximize and retain sales in the region. Primary Responsibilities: Directs retail sales initiatives in the territory, aiming to achieve or surpass sales targets. Engage with clients across the territory through travel and presentations, fostering new business opportunities for Calamos products. Articulate the advantages of Calamos offerings, highlighting our dedication to superior performance and client service. Develops and implements comprehensive business plans to bolster sales and ensure client retention. Works in conjunction with an internal wholesaler to identify and pursue leads generated from referrals, ad...

We are currently hiring for a distribution role at State Street Global Advisors within the Client Coverage Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with financial advisors in the RIA Channel and provide valuable client solutions to assist advisors in growing their business using SPDR ETFs, model portfolios, and other SSGA solutions. You should be recognized as a reliable and trusted advisor and champion the US Wealth Intermediary distribution efforts with Registered Investment Advisory Firms located throughout New Jersey and Eastern Pennsylvania. This position will be based out of PA or NJ. As an RIA Regional Consultant: You will personally own key client and strategic partner relationships as a member of the US Wealth Intermediary group. The position will cover Registered Investment Advisors inclusive of Wealth Managers, Regional RIAs and local offices of RIA Aggregators, across New Jersey and...

We are currently hiring for a distribution role at State Street Global Advisors within the Client Coverage Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with financial advisors in the RIA Channel and provide valuable client solutions to assist advisors in growing their business using SPDR ETFs, model portfolios and other SSGA solutions. You should be recognized as a reliable and trusted advisor and champion the US Wealth Intermediary distribution efforts with Registered Investment Advisory Firms located throughout the Northern California region. This position will be based out of CA. As an RIA Regional Consultant: You will personally own key client and strategic partner relationships as a member of the US Wealth Intermediary Team. The position will cover Registered Investment Advisors inclusive of Wealth Managers, Regional RIAs and local offices of RIA Aggregators, across the Northern California region....

Resolute Investment Managers, Inc. Regional VP, Great Lakes Region (External Wholesaler) Sales Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers. The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual investors. We trace our history to 1986 when an affiliate, American Beacon Advisors, Inc. (formerly AMR Investment Services, Inc.), began providing investment management services as an independently operated entity. Since 1987, American Beacon Advisors has managed the American Beacon Funds family of mutual funds. Over the years, American Beacon has built a reputation for innovative thinking, discipline and prudent investing, which has led to several prestigious awards for its pension management, cash management and mutual fund investment services. Today, Resolute is a privately held organization...

Resolute Investment Managers, Inc. Regional VP, Great Lakes Region (Hybrid Wholesaler) Sales Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers. The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual investors. We trace our history to 1986 when an affiliate, American Beacon Advisors, Inc. (formerly AMR Investment Services, Inc.), began providing investment management services as an independently operated entity. Since 1987, American Beacon Advisors has managed the American Beacon Funds family of mutual funds. Over the years, American Beacon has built a reputation for innovative thinking, discipline and prudent investing, which has led to several prestigious awards for its pension management, cash management and mutual fund investment services. Today, Resolute is a privately held organization...

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Regional Vice President (RVP) is responsible for creating new and managing existing relationships with broker/dealer (BD) advisors to increase Jackson sales in the given territory. This is accomplished through meetings, seminars, campaigns and follow up. The RVP is responsible for keeping BD advisors informed of Jackson's rapidly changing product and service enhancements. This role's territory is located in UT, ID and Las Vegas. Essential Responsibilities Works closely with the VP, Head of Sales to develop an appropriate business plan to maximize territorial sales. Identifies and develops top producing advisors, multi-product advisors, recruits new advisors and strengthens relationships with existing producers. Conducts product and sales training through individual meetings, group meetings, seminars and conferences. Strategically plans and manages the deployment...

Thrivent's Purpose: Why we exist We believe humanity thrives when people make the most of all they've been given. Thrivent's Promise: What we exist to do We help people achieve financial clarity, enabling lives full of meaning and gratitude Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents to lead geographic areas focused on growing new advisors through teams and future team leaders and enabling practices who provide advice and solutions to Thrivent clients. The Area Vice President will partner closely with our COEs focused on Advisor Growth, Practice Growth, and Advice Adoption (Matrix Partners) to ensure Thrivent drives productive capacity growth by attracting, selecting, onboarding, and launching talent into Thrivent. These Area VPs will also work with experienced...

Summary: The Vice President ("VP"), Investment Consultant is responsible for managing retail sales activities. This role is pivotal in promoting and distributing Calamos' suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. The VP also develops annual business plans and strategies to maximize and retain sales in the region. Primary Responsibilities: Directs retail sales initiatives in the territory, aiming to achieve or surpass sales targets. Engage with clients across the territory through travel and presentations, fostering new business opportunities for Calamos products. Articulate the advantages of Calamos offerings, highlighting our dedication to superior performance and client service. Develops and implements comprehensive business plans to bolster sales and ensure client retention. Works in conjunction with an internal wholesaler to identify and pursue leads generated from referrals, ad...

Summary: The Vice President ("VP"), Investment Consultant is responsible for managing retail sales activities. This role is pivotal in promoting and distributing Calamos' suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. The VP also develops annual business plans and strategies to maximize and retain sales in the region. Primary Responsibilities: Directs retail sales initiatives in the territory, aiming to achieve or surpass sales targets. Engage with clients across the territory through travel and presentations, fostering new business opportunities for Calamos products. Articulate the advantages of Calamos offerings, highlighting our dedication to superior performance and client service. Develops and implements comprehensive business plans to bolster sales and ensure client retention. Works in conjunction with an internal wholesaler to identify and pursue leads generated from referrals, ad...

Headquartered in the United States, TP-Link Systems Inc. is a global provider of reliable networking devices and smart home products, consistently ranked as the world's top provider of Wi-Fi devices. The company is committed to delivering innovative products that enhance people's lives through faster, more reliable connectivity. With a commitment to excellence, TP-Link serves customers in over 170 countries and continues to grow its global footprint. We believe technology changes the world for the better! At TP-Link Systems Inc, we are committed to crafting dependable, high-performance products to connect users worldwide with the wonders of technology. Embracing professionalism, innovation, excellence, and simplicity, we aim to assist our clients in achieving remarkable global performance and enable consumers to enjoy a seamless, effortless lifestyle. Overview: The Vice President of B2B Sales & Strategy is a results-driven leader responsible for driving revenue growth...

Job Description: VP, Business Development, Northwest Region The Role Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving. You'll work daily to provide valuable tax and charitable planning insight, philanthropic practice guidance, and create awareness of strategic charitable solutions, including the gifting of complex assets and the value of philanthropic consultation, to intermediaries and their clients committed to making more of a difference through comprehensive wealth management....

The San Diego Workforce Partnership is the leader for innovative workforce solutions in San Diego County. We fund and deliver job training programs that enable all job seekers to develop the skills and knowledge needed for in-demand careers. Our vision is that every business in our region has access to a skilled workforce and every job seeker has access to meaningful employment. We seek to earn trust and inspire growth in every action we take. Position Summary Reporting to and under the general guidance of the CEO, the Vice President (VP) of Programs serves as a key member of the organization's Executive team and is responsible for the oversight of outcomes, staff, and budget, and leadership of a range of teams focused on programmatic design and implementation. The VP is expected to be a highly collaborative and skilled leader experienced in nurturing and building high performing teams, designing high impact programs, and executing on key operational and strategic priorities....

ABOUT BCI Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The VP Investment Advisor leads new client acquisition and retention through a broad knowledge of investment solutions, in a highly regulated environment. It will also be responsible for managing different discretionary and non-discretionary portfolios for high-net-worth...

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a...

The National Association of Mutual Insurance Companies (NAMIC) has a new opportunity for a Regional Vice President in our State & Policy Affairs Department. This position will effectively represent and advocate for membership interests while working to achieve association advocacy goals and objectives. States covered: New Jersey, New York, Connecticut, Rhode Island, Massachusetts, New Hampshire, Vermont, Maine. Essential functions of the position include: Coordinates and implements issue management with direct responsibility for specific advocacy priorities and efforts in assigned states; masters NAMIC legislative and regulatory issues, specifically those relevant in assigned states. Establishes and develops excellent and collaborative working relationships with state insurance trade associations, reviewing each relationship annually for value, Establishes and develops relationships with key state legislators (insurance committee chairs) and state insurance...

Posting Details Posting Details Posting Number S253 Classification Title Vice President for Fiscal Affairs and Chief Financial Officer Working Title Vice President for Fiscal Affairs and Chief Financial Officer Department Fiscal Affairs - DEPT Home Campus Bloomsburg City Bloomsburg State Pennsylvania Zip Code 17815 Bargaining Unit Non-represented Work Location Home Campus Position Type Management Temporary/ Permanent Permanent Full-time/ Part-time Full-Time If Part-time, specify percentage (Examples: 0.75; 0.50; 0.25) Benefits The Pennsylvania State System of Higher Education provides a comprehensive package of employer benefits to eligible employees and their enrolled dependent(s), which include*: Medical and prescription drug benefits. Generous retirement plans, two options: Alternative Retirement Plan (ARP) State Employees' Retirement System (SERS) Tuition benefits for employees and dependents....

Position Summary The VP, Retirement Benefits provides oversight, leadership, and strategic direction to operations related to the administration and processing of retirement benefits for client funds, in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Establishes, implements, and communicates the strategic direction of the Retirement Benefits department. Oversees all aspects of retirement benefits operations to ensure client needs and expectations are consistently met. Mentors, coaches, and trains leadership staff consistent with Company values and mission. Develops staff through performance management, goal setting, training, and effective employee relations to ensure superior service is consistently provided. Implements and monitors internal systems, policies, and...