- Lincoln Financial (Omaha, NE)
- …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
- 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
- Lincoln Financial (Fort Wayne, IN)
- …also provide legal support, legal project management and guidance regarding the proprietary mutual funds , including advice regarding fund operations and ... are responsible for providing investment management services to proprietary mutual funds and separate accounts. You will...vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and… more
- Lincoln Financial (Radnor, PA)
- …(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 (Radnor, PA)
- …with financial systems or tools (eg, Morningstar, FactSet, Power BI). + Familiarity with mutual funds , segregated funds , or insurance investment products. + ... We're looking for a motivated Analyst to join our Funds Management team. You'll play a key role in...and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance… more
- Lincoln Financial (Radnor, PA)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... market open related to our separate accounts and LVIPT funds (hours are generally 4AM to 1PM ET). Additional...and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both… more
- Lincoln Financial (Radnor, PA)
- …Ideal candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative evergreen funds , and being ... in the development of a market leading and profitable Fund Management line-up. They will lead teams that are...the creation, structuring, and launch of new alternative evergreen funds and other retail investment products. + Contributes to… more
- T. Rowe Price (Baltimore, MD)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... in FL, GA, TN or NC. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally...channel along with our insurance partners on the variable annuity channel. In this specialized role the RSS maintains… more
- Raymond James Financial, Inc. (Denver, CO)
- …limit firm liability. The packaged product category includes but is not limited to mutual funds , UITs, exchange traded products and fixed income. Some guidance ... **Job Summary:** The Traditional Product team oversees annuity and insurance transaction exception reviews as well...manages concerns in a professional manner. * Interfaces with sales management associates to inform them of any supervisory… more