- Raymond James Financial, Inc. (St. Petersburg, FL)
- …parties, and take appropriate action to resolve any issues identified, so that senior stakeholders have confidence that the project can deliver according to time, ... budget, and quality. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve… more
- Thrivent Financial (OH)
- …The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolios. Position will provide field ... Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact...email and virtual presentations as needed to position Thrivent Mutual Funds , ETFs and Thrivent Managed… more
- Lincoln Financial (Greensboro, NC)
- …for this opportunity. **Requisition #:** 74826 **The Role at a Glance** As a Senior Consultant , Fund Admin, Regulatory, you will prepare complex regulatory ... * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits,...Required) * 5 - 7+ Years of experience with mutual funds , investment advisers and/or service providers… more
- Lincoln Financial (Fort Wayne, IN)
- …and tools (eg, Morningstar, FactSet, Power BI, Bloomberg Terminal). * Familiarity with mutual funds , segregated funds , or insurance investment products. * ... Role at a Glance** We're looking for an experienced Senior Analyst to join our Funds Management...processes, including automation and integration of analytics. * Supporting fund and variable product projects and reporting requirements. *… more
- Deloitte (Charlotte, NC)
- Senior Consultant , Anti-Money Laundering About Deloitte Regulatory, Risk & Forensic Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate ... path to value creation. Work You'll Do As a Senior Consultant , you will have the opportunity...institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service… more
- Charles Schwab (Bethesda, MD)
- …Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock ... quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service,… 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 - 87SY5E We're determined to make a... is responsible for directing sales efforts for Hartford Funds within the assigned geographic territory. This includes identifying… more
- Janus Henderson Investors (Denver, CO)
- …as a Certified Financial Planner (CFP) strongly preferred + Five years mutual funds /financial services experience or equivalent required + FINRA SIE, ... as requested + Organize and provide digestible feedback to senior management to ensure shareholder-driven feedback loops result in...be obtained within 6 months + Demonstrated experience in mutual funds or financial services industry and… more
- Deloitte (Salt Lake City, UT)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...we have an exciting opportunity for you as a Senior Tax Consultant on our growing team!… more
- Commonwealth of Pennsylvania (PA)
- …+ Experience in a mutual fund , treasury government office, pension fund , foundation, investment consultant , or an endowment. How to Apply: + You must ... have experience in a mutual fund , treasury government office, pension fund , foundation, investment consultant , or an endowment? + Yes + No Required… more
- BlackRock (New York, NY)
- …and overcome challenges with a range of products that include separate managed accounts, mutual funds , iShares (exchange traded funds ), and other pooled ... BlackRock's client relationships, including within the wealth, institutional and consultant channels. **Position Overview:** BlackRock's Fundamental Fixed Income (FFI)… more
- Ithaca College (Ithaca, NY)
- …for Development works closely with the advancement staff, campus leaders, and senior volunteers to set Development policies and priorities. This position is open ... high visibility position will serve as a member of the Vice President's Senior Leadership Team including working with the President's Office and Trustees. The new… 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 + ... that matter to you . Role Summary As a Senior Sales Specialist, you will play an integral role...qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our teams… more