- Charles Schwab (Westlake, TX)
- …degree required + 7-10 years in financial services / Asset Mgmt. with 3-5 RIA channel sales experience + ETF, Mutual Fund and SMA sales experience ... advisor for Schwab Funds; including Schwab ETFs, Index funds, mutual funds, SMA's, Collective Trusts and Target Date Funds....talented client facing team. The goal of the SAM sales team is to promote the sale of Schwab… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to...and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with… more
- Cleveland Research Company (Cleveland, OH)
- Hedge Fund Sales Consultant Intern- Summer 2026 Have immediate impact | Be passionate about what you do | Grow with us Cleveland Research Company is an employee ... covered companies and industry forecasts. Our clients (Hedge Funds, Mutual Funds, Branded manufacturers, and Food manufacturers) find value...reliable research product in the market. As a Hedge Fund Sales Consultant Summer Intern, you will… more
- Lincoln Financial (Greensboro, NC)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... contracts. * Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund financial statements. *… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. + Principles and practices of ... trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. + Establishes and maintains periodic orders.… more
- Deloitte (Tampa, FL)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one… more
- Lincoln Financial (Fort Wayne, IN)
- …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting, negotiating, and interpreting participation ... project management and guidance regarding the proprietary funds, including advice regarding fund operations and fund board matters. Familiarity with the… 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 ... in:** + Operational and accounting functions related to variable separate accounts. + Mutual fund transfer agency functions, in both an operational and oversight… more
- Janus Henderson Investors (Denver, CO)
- …we would love to hear from you! Your opportunity + Prepare, review, and assist Sales with US mutual fund distribution agreements for clients investing ... contribution advisory programs and direct retail investments. + Manage intermediary mutual fund distribution contracts, including drafting updates, revisions and… more
- Equitable (Charlotte, NC)
- …presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be responsible for ... Sales Desk Manager- Funds Team (Strong Compensation Package)...also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace,… more
- Janus Henderson Investors (Denver, CO)
- …or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, ... to hear from you! Your opportunity + Initiate outbound sales telephone calls to clients and prospective clients to...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- Janus Henderson Investors (Denver, CO)
- …develop strategic business relationships + Four years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination ... banks, and insurance companies. This role is heavily focused on sales generation through direct client engagement, requiring excellent communication skills, a… more
- Columbia Bank (Greenwood Village, CO)
- …+ Service clients through researching and resolving problems. + Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 ... Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village,...licensed employees. Accept unsolicited mutual fund and money market investment direction… more
- United Rentals (Columbus, OH)
- …equipment rental provider, **come build your future with United Rentals!** As an Outside Sales Rep within the Power/HVAC division at United Rentals, you will be the ... initial point of contact for our industry leading company. You will use your sales skills to rent and sell specialty engineered power supply and climate control… more
- T. Rowe Price (Owings Mills, MD)
- …of contact for inbound participant service requests. Respond to requests for investment, mutual fund , and account information. Resolve complex account issues. + ... matter to you . Role Summary As an Associate Sales Consultant for Workplace, you will play an integral...needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... matter to you . Role Summary As a Senior Sales Specialist, you will play an integral role in...needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants… more
- Lincoln Financial (Omaha, NE)
- …Analyst** with investment fund tax experience to join our Corporate Tax / Mutual Fund Administration team. In this role you will support tax compliance, ... disclosures for Regulated Investment Companies (RICs), while also working across broader fund structures including mutual funds, private equity, and hedge funds.… more
- Thrivent Financial (OH)
- …assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial ... area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed Portfolios. Position will provide… more
- BlackRock (New York, NY)
- …a Strategist to work on: + Drive business development and client service for SFI's mutual fund and ETF product offering in BlackRock's wealth channel with a ... with a range of products that include separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment...focus on the Systematic Multi-Strategy Fund + Communicate to sales… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF/ Mutual Fund allocation products offered to numerous SMA and Unified ... accordance with strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows,… more