- Aegon Asset Management (Denver, CO)
- …Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity , and insurance marketplace as well as visibility ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …markets and products including annuities, UIT's, structured products, alternative investments, mutual funds , stocks and options. **Skill in:** * Organizational ... executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied… more
- Lincoln Financial (Fort Wayne, IN)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund...Required) * 5 - 7+ Years of experience with mutual funds , investment advisers and/or service providers… more
- Lincoln Financial (Fort Wayne, IN)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, this role will have oversight of pricing ... and accounting functions related to variable separate accounts. + Mutual fund transfer agency functions, in both...**Nice to Have:** + Experience with variable life or annuity products. + Experience writing SQL or VBA is… more
- Lincoln Financial (Charlotte, NC)
- …regulatory filings. The focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely and accurately. ... desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual … more
- Lincoln Financial (Fort Wayne, IN)
- …and disclosures for Regulated Investment Companies (RICs), while also working across broader fund structures including mutual funds , private equity, and ... for** _Must-haves:_ * 3+ years of experience in investment fund taxation ( mutual funds , private...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Lincoln Financial (Fort Wayne, IN)
- …*4 Year/bachelor's degree (or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager/ fund research and ... assets totaling $174B, $92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with senior management, Lincoln… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …markets and products including annuities, UITs, structured products, alternative investments, mutual funds , and stocks. **Skill in** * Communicating detailed ... ideal candidate will have a passion for providing excellent customer experience to our annuity contract owners and financial advisors of the firm. The person in this… more
- Manulife (Boston, MA)
- …401(k) products as well as John Hancock's IRA product offerings, which include the JH Mutual Fund IRA, JH Managed IRA and JH Guaranteed Income for Life Variable ... Annuity IRA (GIFL). The RC also needs to display...John Hancock's IRA product offerings, which includes the JH Mutual Fund IRA, JH Managed IRA and… more
- Equitable (Charlotte, NC)
- …securities and insurance department rules and regulations, and a foundational knowledge of variable annuity , variable life and mutual fund products as they ... providing guidance on, revisions for, and principal approval of advertising and sales material largely developed by or on behalf of individual Financial… more