PIMCO: Global investment management firm specializing in fixed income strategies.
5+ YOEBachelor's degree, Series 7 and 63 required, minimum 5 years ETF client-facing or field sales experience, demonstrated territory management and ETF expertise, established Southwestern U.S. relationships, willingness to travel up to 90%.
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.
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
5+ YOEBachelor's degree and 5+ years relevant experience in asset management or product roles; strong ETF and capital markets knowledge, content creation, project management, 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
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Entry-level role supporting ETF and other trade executions for retirement clients. Requires analytical and communication skills, intermediate Excel, willingness to learn financial markets; bachelor\u0002s degree preferred.
8+ YOE8+ years fund accounting/assurance experience with mutual funds, ETFs or complex products; bachelor’s in accounting/finance required; CPA or CFA preferred; NAV, SOX, audit, regulatory and data/automation expertise.
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
4+ YOEBachelor's degree required, 4+ years in asset management or related role, strong knowledge of ETFs and capital markets, excellent communication and judgment, ability to analyze data and present investment concepts; MBA/CFA a plus.
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/ETFs, CFA/CFP/CAIA preferred, strong presentation and selling skills, ability to meet sales/activity metrics, travel ~25%.