- Unknown (Charlotte, NC)
- Head of Intermediary Operations About the Company Top-tier financial firm Industry Financial Services Type Privately Held About the Role The Company is in ... need of a Head of Intermediary Operations to spearhead the strategic development and execution of intermediary relationship management. This senior… more
- SMBC (Jersey City, NJ)
- …(144A/REG S) + Sec Lending + Client and Static Data Setup and Management + Intermediary between BPO and Nikko Operations + Review and maintenance of system ... focusing on North America and Latin America. The Securities Operations Group within SMBC Nikko Securities America, Inc. is...Supervision and Controls Team. The role reports to the Head of Supervision and Controls. The primary office location… more
- Insight Global (Boston, MA)
- Job Description Insight Global is seeking a Head of Intermediary Operations resource for a top Financial firm out of Charlotte, NC. The Head of ... Manage a team tasked with oversight of transfer agent intermediary operations , including account establishment, trade execution,...and the fund board. o Work closely alongside the Head of Transfer Agent Services to manage transfer agent… more
- Vanguard (Malvern, PA)
- …go-to-market excellence is pivotal to that transformation. As the Senior Manager, Head of Go-to-Market Strategy for our Financial Advisor Services (FAS) business, ... advisor experiences. This newly created role reports to the Head of Distribution Strategy & Planning and leads a...over $4 trillion in assets under management across our intermediary channel, Vanguard's FAS division is a market leader.… more
- Vanguard (Malvern, PA)
- …is a core driver of long-term distribution excellence. As the Senior Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you ... advisors nationwide. This newly created role reports to the Head of Distribution Strategy & Planning and leads a...over $4 trillion in assets under management across our intermediary channel, Vanguard's FAS division is already a market… more
- Vanguard (Malvern, PA)
- …platforms, and seamless integration across the investment lifecycle. As the Head of Personalized Indexing Technology, you will drive the strategic technology ... continuous learning. + Cross-Functional Stakeholder Partnership: Collaborate with product, operations , enterprise technology, investment, and distribution teams to prioritize… more
- T. Rowe Price (Baltimore, MD)
- …as portfolio manager and lead representative. + This role reports to the Head of Global Investment Solutions, Americas in Global Multi-Asset. + The portfolio manager ... + Support distribution teams in the placement of public/private funds on intermediary client platforms; this may include educating clients on the alternatives… more
- Mount Sinai Health System (New York, NY)
- …details. This individual typically reports to a manager, director or division head . **Qualifications** + Associates Degree in Secretarial Science or related field, ... or medical office experience required **Responsibilities** + Serves as an intermediary between supervisor and other departmental staff by transmitting written and… more
- Neuberger Berman (TX)
- …strategic dialogue + Liaise with other internal teams (marketing, performance, analytics, operations , legal & compliance) to ensure client needs are met; effectively ... with stakeholders within each function + Proactively tackle client issues head -on by swiftly engaging the appropriate internal stakeholders to ensure comprehensive… more
