- Edward Jones (Dallas, TX)
- …bring over 15 years of financial industry experience, deep expertise in 1940 Act mutual funds , and a proven track record of strategic leadership and stakeholder ... Builder Trust and the $35B Edward Jones Money Market Fund . As President of both funds , the...service providers required. + Expert-level understanding of 1940 Act mutual funds and related investments required +… more
- The Hartford (Wayne, PA)
- …and leading high-performing teams + Strong understanding of investment products ( mutual funds , ETFs, SMAs, alternatives) + Established relationships with ... Relationship Management (SRM) is a key member of Hartford Fund 's Sales Leadership team and responsible for developing and...criteria and be able to expertly articulate how Hartford Funds products meet those criteria + Collaborate with distribution… more
- The Hartford (Wayne, PA)
- …on RIA's, Bank Trust and Private Wealth Groups + Position requires knowledge of the mutual funds market, and an existing network of RIA's in assigned territory. ... RIA Sales Consultant is responsible for directing sales efforts for Hartford Funds within the assigned geographic territory. This includes identifying and developing… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... a valid telephone number. + Master of Business Administration ( MBA ) / Master of Public Administration (MPA) is preferred.... mutual funds . Employees may reallocate their account… more
- Santander US (Boston, MA)
- …the firm's wealth management product platform. This includes investment products (eg, mutual funds , ETFs, SMAs, alternatives), advisory programs (eg, model ... Product Oversight:** + Supervise due diligence on third-party investment products (ETFs, mutual funds , SMAs, private equity, alternatives, etc.). + Serve on… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives. + Follow established ... group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the… more
- Charles Schwab (Chicago, IL)
- …for managing our third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds , ETFs, Structured Products, Fixed Income, Annuities & ... such as marketing, sales, operations, risk, legal and compliance + MBA and/or equivalent post- MBA level experience preferred **What's in it for you** At Schwab,… more
- RTX Corporation (Austin, TX)
- …together to achieve and exceed business goals, with an aim to ensure mutual long-term success. We are valued business partners, influencing and executing balanced ... and advanced degrees such as Juris Doctor, JD or MBA + Defense Production Act Title III experience working...employees + Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime… more
- Charles Schwab (Miami, FL)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent ... oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your… more
- BlackRock (New York, NY)
- …(~10% org growth rate). Our personalized portfolios utilize individual securities, BlackRock Mutual Funds , and iShares ETFs to customize, diversify, and tailor ... and design teams using Agile/Scrum methodologies. + Bachelor's degree required; advanced degree ( MBA , CFA, etc.) a plus. For New York, NY Only the salary range… more
- Entergy (New Orleans, LA)
- …from other utilities within the jurisdiction as well as those participating in mutual assistance agreements. Represent the Company at public events as required and ... near- and longer-term budget periods supporting the Corporation's management of funds and projections of results. Establish flexibility and contingencies that… more
- Aristotle Capital Management (Newport Beach, CA)
- …intermediary relationships, custodial platforms and investment vehicles (SMA, model delivery, TAMPs, mutual funds , etc). What You'll Bring We recognize that not ... being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in financial services sales… more
- nVent (St. Louis County, MN)
- …exceptional value, building key relationships, and fostering innovation that drives mutual success. **WHAT YOU WILL EXPERIENCE IN THIS POSITION:** * Develop ... HAVE:** * Bachelor's degree in business, Engineering, Marketing, or a related field; MBA or equivalent global account leadership experience is helpful. * 10+ years… more
- The Hartford (Hartford, CT)
- …Hartford's affiliated general accounts, non-affiliated insurance companies and institutions and sub-advised mutual funds . As part of one of the oldest financial ... LOOKING FOR? + BS/BA degree in Accounting, Finance, Business, or a related discipline. An MBA and/or CFA is a plus. + 10+ years of relevant experience in Investment… more
- Thrivent Financial (Denver, CO)
- …FAs. + In-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds , and securities. + FINRA Series 7, 63/65 or 66 ... practices into their area. QUALIFICATIONS & SKILLS: Required: + College degree, MBA and/or other related advanced education preferred. + Demonstrated experience (5+… more
- Aflac (GA)
- …or other similar professional designation + Financial institution (bank, investment bank, mutual fund , insurance company, etc.) experience in similar or related ... and experience Education & Experience Preferred + Graduate degree or work toward an MBA or a graduate degree + Progress toward or willingness to work toward… more
- HCA Healthcare (Brentwood, TN)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... finalizing sponsorship agreements. * Develop marketing strategies with partners to ensure mutual benefit and brand alignment. * Maintain and grow relationships with… more
- Wellington (Boston, MA)
- …including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund , and bank loan allocations within our multi-sector FI approaches. ... growth mindset; and * Undergraduate degree with a strong academic record; MBA /CFA preferred. **LOCATION** This position will be based in Wellington's Global… more
- Cardinal Health (Dublin, OH)
- …guaranteeing contractual marketing obligations are met, securing and managing trade fund dollars, and ensuring successful execution of supplier and private label ... with a diverse supplier base with a solutions-oriented mindset to drive mutual success and business impact + Understands and can demonstrate sound thought… more