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The Fixed Income ETF Portfolio Management team is part of the broader Global Fixed Income group and is responsible for the oversight, implementation and management of $9 billion of ETF assets across passive and active portfolios. This individual will serve as a primary subject matter expert and spokesperson for the Firm’s Fixed Income ETF strategies. This Client Portfolio Manager (CPM) role will bridge the gap between the portfolio management teams and clients, prospects and internal stakeholders, providing in-depth insights into the investment philosophy, process and performance of the ETF products. The CPM will play a key role in supporting the distribution team, driving client engagement, and contributing to the growth of the Firm’s ETF platform.
As regulatory requirements evolve, wealth management firms must adapt to open finance needs without increasing operational risk. The Ninth Wave Platform simplifies compliance by providing a single, scalable point of connectivity for external data. This centralization reduces the operational challenges associated with managing multiple integrations and enhances compliance oversight. By adopting this streamlined approach, wealth managers can address new regulatory demands — such as those outlined in CFPB Section 1033 — without compromising security or efficiency.
Factors such as the operator’s safety, diversity of games, and mobile-friendliness play a substantial role in the gambler’s decision-making process. In case you feel confused about what to look for, we are here to give you all the pointers below.
The Harvard Business Review found that leads contacted within an hour of showing interest are 7 times more likely to become qualified prospects. Effective automation tools help ensure you never miss these critical windows of opportunity.
Discover how Select Advisors Institute helps luxury brands connect with high-net-worth individuals (HNWIs) through personalized experiences, exclusivity, and value-driven storytelling. Our tailored marketing strategies are designed to resonate with affluent clients’ unique values, building engagement and loyalty. Explore why we’re the trusted choice for luxury brand marketing to HNWIs.
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