Milwaukee or Montana or Oklahoma or Idaho or Wisconsin or Utah or Texas or Tennessee or South Carolina or Pennsylvania or Ohio or New York or Indiana or New Jersey or Nebraska or North Carolina or Missouri or Minnesota or Michigan or Maryland or Massachusetts or Kansas or Illinois or Iowa or Georgia or Florida or Delaware or District of Columbia or Colorado or California or Arizona or Maine or New Mexico
Bachelor's in Accounting/Finance/Economics or related; perform NAV calculation, general ledger, reconciliations, and SEC/GAAP compliance; collaborate with custodians, brokers, auditors.
Tidal Financial Group: Provides a platform for launching and managing exchange-traded funds.
3+ YOEBachelor's preferred; 3+ years trading equities, options, and fixed income; institutional/RIA experience; proficiency with Bloomberg and Microsoft Excel; strong communication and analytical skills.
Bloomberg, Microsoft Excel, Microsoft Office Suite, Order Management System (OMS)
4+ YOE4+ years in asset management, private banking, ETFs, wealth or institutional sales; bachelor's in finance/economics/business; Spanish and English fluency; commercial mindset, relationships with institutional/intermediary channels, knowledge of ETFs/mutual funds/UCITS/alternatives; relevant Mexican financial licenses preferred.
Asset Management Senior Trading Associate - UMA Trading
Saint Petersburg, Florida, United States
HybridFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEBachelor's degree, 1+ year finance/trading experience preferred, knowledge of equities/ETFs/ADRs/UCITS/mutual funds, intermediate Excel, strong analytical and communication skills.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
7+ YOE7+ years in financial services operations with deep trade/instruction capture expertise, ETF processing experience, automation/AI delivery experience, and strong operational risk and controls knowledge.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
7+ YOE7+ years financial services operations experience with deep expertise in trade/instruction capture, ETF processing, automation and operational risk/controls; strong stakeholder leadership and AI/automation delivery experience.
St. Petersburg or Philadelphia or New York or Baltimore or Boston
$150k-$200k/yrHybridFull Time
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
5+ YOE5–8 years compliance experience supporting private funds and ETF products; bachelor’s degree required; strong knowledge of SEC rules, Form ADV, monitoring/testing, analytical and communication skills.
Alabama or California or Colorado or Connecticut or Florida or Georgia or Louisiana or Maryland or Massachusetts or New Jersey or New York or North Carolina or Oregon or Pennsylvania or South Carolina or Tennessee or Texas or Virginia or Wisconsin or District of Columbia
$140k-$165k/yrRemoteFull Time
The Motley Fool: Provides stock market guidance and financial education services.
6+ YOE6+ years financial services marketing experience (ETF/investment management preferred), Bachelor's degree, multi-channel campaign and project management, AI fluency, compliance knowledge, team and vendor management.
HubSpot, Google Analytics, ChatGPT, Claude, Copilot, Jasper, eVestment, Wilshire, Red Oak, Morgan Stanley 4U
United States or Chicago or Milwaukee or New York City or West Palm Beach
$100k-$130k/yrRemoteFull Time
Tidal Financial Group: Provides a platform for launching and managing exchange-traded funds.
7+ YOERequires 7–10+ years in client success, relationship management, or similar financial-services leadership; institutional client growth, ETF expertise, communication, project management, and a bachelor's degree in finance, business, or related field.
ProShares: Creates and manages a wide range of exchange-traded funds.
5+ YOEBA/BS required; Series 7 & 63 required; 5+ years field sales experience in mutual funds/ETF sales; CFA/CFP/CAIA preferred; strong presentation, analytical, and territory management skills; ability to travel 25%.