- Deloitte (Morristown, NJ)
- Mutual funds -Are you a leader, passionate about financial...have the career for you! What you'll do As a Tax Manager , you will draw on experience in ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- UMB Bank (Milwaukee, WI)
- …manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund Accountant ... Registered Fund team** , which...the daily calculation of the net asset value for multiple mutual funds , as well as, performing the accounting,… more
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... field, or equivalent experience - One to two years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Solid… more
- Charles Schwab (Lone Tree, CO)
- …of our proprietary mutual funds and ETFs, and bank collective trust funds . The Manager position within Fund Services will play an important role ... Corporation. SAM delivers a wide variety of products including mutual funds , exchange-traded funds (ETFs),...People Leader on the team. Primary responsibilities of the Manager , Fund Services include, but are not… more
- Charles Schwab (Lone Tree, CO)
- …the third-party fund accounting service provider with respect to the proprietary mutual funds , exchange-traded funds (ETFs), and bank collective trust ... Fund Accounting Team is looking for a Senior Manager to support their growing team. This individual is...to Ten (7 to 10) years' experience in administering mutual funds , ETFs, hedge funds … more
- BlackRock (San Francisco, CA)
- …the design and implementation of tokenized share classes for ETFs and mutual funds , including multi-share class structures and blockchain-based trading models. ... digital asset custody and transfer agency operations into existing mutual fund and ETF workflows. ** Fund...Fund Administration & Board Support** + Collaborate with fund administrators to adapt accounting, tax , and… more
- Charles Schwab (Lone Tree, CO)
- …is primarily responsible for all tax matters relating Schwab's proprietary mutual funds , exchange-traded funds (ETFs), and alternative products. The ... Tax Team is looking for a Senior Manager to support their growing team. This individual is...tax issues affecting various product and investment types, fund qualification and compliance matters as well as develop… more
- Edward Jones (St. Louis, MO)
- …discretionary and non-discretionary model portfolios, as well as 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund . Overall, the team is ... portfolios and over $200bn in proprietary mutual funds . + PST is seeking a Portfolio Manager...Money Market fund complexes comprise 13 multi-sub-adviser mutual funds with over $200 billion in… more
- Nuveen Investments (New York, NY)
- …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... **Job Description** + Assist the VP of Tax and Head of Tax with...+ Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly… more
- Robert Half Finance & Accounting (Buellton, CA)
- …accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. Evaluates enterprise contracts for ... Responsibilities: Oversees cash flow positions, borrowing needs, and available funds for investments Monitors and evaluates financial and operational performance… more
- HUB International (Albuquerque, NM)
- …and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and financial planning ... + Depth of experience working with high net worth or ultra-high net worth clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication… more
- Bank of America (North Bethesda, MD)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager North Bethesda, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Bank of America (San Diego, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager San Diego, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Bank of America (San Francisco, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Private Wealth Client Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Planned Parenthood of Greater New York (Bronx, NY)
- …and vision coverage options for you and eligible dependents FSA, HSA, Commuter pre- tax reimbursement funds Short- and Long-Term Disability, Free Basic Life and ... we are seeking an experienced Employee and Labor Relations Manager with a focus on Union 1199 to join...sessions for both management and union members to promote mutual understanding of roles, rights, and responsibilities. Compliance: o… more
- Oracle (Albany, NY)
- …Oracle is seeking a dynamic and strategic Principal Product/Partner Marketing Manager (IC4) to drive co-marketing initiatives and deepen our relationships with ... for technology partners to cultivate strong, trust-based relationships and drive mutual business success. + Go-to-Market Strategy: Develop, execute, and optimize… 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 ... Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… 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 ... Number 3057-02 Department Community & Economic Development Division Business Tax Operations 1203110000 Opening Date 12/19/2025 Closing Date Continuous... mutual funds . Employees may reallocate their account… more
- Amalgamated Bank (New York, NY)
- …of the instruction. + Review and input entry of trades for DTC, FED, and mutual funds . Pre-balance next day trade activity and make determination whether early ... Instruction (LOI) sequencing and resolving complex client and investment manager issues. The position also supports evolving departmental needs,...redemptions are required to fund scheduled activity. + Responsible for all aspects of… more
- Banfield Pet Hospital (Summerville, SC)
- …with a tax -advantaged HSA, allowing you to pay for medical expenses with pre- tax funds . + Paid Parental Leave: We support growing families with paid parental ... health. The Chief of Staff partners with the Practice Manager (if applicable) to operate an effective and productive...support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit… more