- Super (Phoenix, AZ)
- …Century Ventures, the NATIONAL ASSOCIATION OF REALTORS(R)' strategic technology investment fund . Existing investors Aquiline Technology Growth, Liberty Mutual ... You will be responsible for sales of Super home subscriptions in the Phoenix,...superior service, thereby increasing client satisfaction and increasing agents' sales from referrals in the future. Homeowners benefit from… more
- The Citco Group Limited (Overland Park, KS)
- …hiring, training and mentoring. *Assist with business development and support of the sales and marketing of Citco Retail Alternative Fund Services to potential ... Description About Citco Citco is a global leader in fund services, corporate governance and related asset services with...is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage… more
- Garry Campbell - State Farm Agent (Chesapeake, VA)
- …life, health and bank products Learning to market property/casualty, life, health, bank and mutual fund products Working closely with the agent to gain an ... business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the… more
- Brookfield Asset Management, Inc. (Chicago, IL)
- …to provide insights and solutions. The Regional Director's performance is measured by gross fund flows, sales activity, diversification of gross fund flows, ... Regional Director (External Wholesaler) is responsible for the execution of all sales , service, and marketing related activities in their region within the IBD… more
- Voya Financial, Inc. (Boston, MA)
- …on delivery of service to all existing retail customer accounts (brokerage, mutual fund , advisory) to retain assets, identify potential account consolidation ... Investor Channel team) Responsible for brokerage account trading/servicing Responsible for Mutual fund account trading/servicing Identify and refer consolidation… more
- Fidelity Investments (Bellbrook, OH)
- …utilization, and client appreciation. The Skills You Bring All-encompassing brokerage and mutual fund knowledge and expertise in financial planning A contagious ... Description: It's said that the key to a successful sales strategy is to sell yourself, sell your company,...that you have at least five years in financial sales role We believe that three or more years… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually Managed account, mutual fund , and brokerage experience Financial planning experience Preferred Qualifications: ... relationships with the Equitable Advisors financial professionals (FPs) and enable sales and practice growth through driving investment and advisory-related revenue… more
- Chick-fil-A (Columbus, OH)
- …and DOC (Digital Offer Cards) distribution * Implement school programs (Breakfast, Fund -Raising Programs, Third Party Sales ) * Event planning with schools, ... Marketing Director's primary responsibility is to plan and execute sales growth strategies that engage community partnerships, expand the...relationship would be viewed as a partnership with a mutual vision of each other's roles in the ultimate… more
- Boston Health Care for the Homeless Program (Boston, MA)
- …work that is transformational: recognizing our shared humanity; centering dignity, compassion, mutual respect and supporting the right of every individual to access ... journal entries. Enter monthly payroll labor distribution report into the Fund Accounting system. Maintain capital assets and depreciation schedule, prepaid… more
- Lincoln Financial (Omaha, NE)
- …desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual ... focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely...ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of… 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 (Radnor, PA)
- …(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
- Deloitte (Mclean, VA)
- 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
- Neuberger Berman (New York, NY)
- …will be providing legal advice and support on Neuberger Berman's US registered fund business, including mutual funds, exchange-traded funds and closed-end funds. ... a variety of internal business clients, including portfolio managers, marketing and sales personnel on a variety of legal and regulatory matters associated with… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Director, Fund Shareholder Services to lead, develop, and manage the daily operations of a Service Provider Oversight Team. ... overseeing a transfer agency oversight program for various investment products, including mutual funds, CITs, interval funds, and 529 plans! This role involves close… 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
- 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
- City National Bank (Los Angeles, CA)
- …servicing, and client account maintenance. * Process money market transfers, fixed income, mutual fund , and equity trades and provide technical support for CNS ... with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund , and provide ongoing support and service. * Ensure all CIP and KYC… more
- Lincoln Financial (Fort Wayne, IN)
- …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and interpreting participation ... also provide legal support, legal project management and guidance regarding the proprietary mutual funds, including advice regarding fund operations and fund … 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. ... currently residing in FL, GA, TN or NC. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories… more
