- Ascensus, LLC. (San Francisco, CA)
- …other special tasks as requested. Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost Ability to discuss ... Learn more at FuturePlan.com. Section 1: Position Summary The Vice President, Sales Consultant's primary responsibility is to facilitate the growth of new… more
- Clearwater Analytics (New York, NY)
- The Role: We are seeking a dynamic and results-driven Leader to join our sales team. In this pivotal role, you will be responsible for driving revenue growth by ... develop relationships with C-Level decision makers of our existing hedge fund clients. Key Responsibilities: Account Strategy Development: Collaborate with clients… more
- Super (San Francisco, CA)
- …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 San Francisco,...superior service, thereby increasing client satisfaction and increasing agents' sales from referrals in the future. Homeowners benefit from… more
- EY (New York, NY)
- …and experienced with varied and specialized facets of hedge fund , private equity fund and mutual fund taxation, including fund and organizational ... be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds. Skills and attributes...tax character and book tax differences, such as wash sales , constructive sales , straddles, and other securities… 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
- Resolute Investment Managers (Cincinnati, OH)
- …led to several prestigious awards for its pension management, cash management and mutual fund investment services. Today, Resolute is a privately held ... Managers, Inc. Regional VP, Great Lakes Region (External Wholesaler) Sales Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate… more
- Fidelity Investments (Novi, MI)
- …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
- Bank of Montreal (Portland, OR)
- …and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, ... Application Deadline: 09/29/2025 Address: 810 SW Broadway Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in… more
- Ace Hardware Corporation (Woodridge, IL)
- …currently looking for a Territory Manager who will be responsible for growing profitable sales with current and new Emery Jensen customers in the Midwest region. The ... Territory Manager is focused on growing sales through weekly warehouse orders, conventional sales ...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every… more
- Ace Hardware Corporation (La Crosse, WI)
- …(CMN) and Habitat for Humanity, as well as through our employee-sponsored Ace Helpful Fund that provides emergency financial support to our own Ace team members in ... Hardware, they often think of the helpful cashiers and sales associates at their local store. However, have you...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
- SS&C Technologies (New York, NY)
- …end-user know even exists. But, if you have a loan, investments in stock, bonds, mutual funds, or have a 401(k) plan, it's likely our technology and service drive ... services we offer: accounting, compliance, risk analytics, data management, retirement services, fund operations, and many others. Why You Will Love It Here!… 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
