- Lincoln Financial (Broomall, PA)
- …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. *Drafting negotiating, and interpreting participation agreements, ... also provide legal support, legal project management and guidance regarding the proprietary mutual funds, including advice regarding fund operations and fund … 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
- LexisNexis Risk Solutions (Cambridge, MA)
- …Tracking and updating key information Using organizational tools for compliance management Reviewing sales data related to mutual fund performance Ensuring ... About the Team: Our Compliance team ensures that all mutual fund operations meet complex state-level regulatory requirements. You'll be part… more
- eTeam, Inc. (Milwaukee, WI)
- …of necessary tax forms and supporting schedules to investors/partners. Prepare mutual fund taxable income calculations, including book-to-tax differences for ... authorities. Maintains adequate accounting and control for an assigned area. The Fund Administration practice of Bank provides value-added services to a robust and… more
- The Cape Cod Five Cents Savings Bank (Hyannis, MA)
- …end for qualifying clients. Mail Financial Check-up Cards to all Pershing, Direct Mutual Fund , Managed Accounts and Annuity clients. Prepare performance reports ... etc. Scan checks and ensure accuracy of account credits. Enter and monitor mutual funds and stocks orders; process annuity purchases. Check Items For Attention (IFA)… more
- Dollar Bank (Pittsburgh, PA)
- …*Bachelor's degree or commensurate experience. *Three years of experience selling mutual fund products, life insurance products, stocks and bonds. ... upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs… more
- New York Life - John Judkins (Boston, MA)
- …*Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products *Identify, seek ... is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported… more
- Voya Financial, Inc. (Atlanta, GA)
- …trades and for monitoring the risk position of holdings in the insurance accounts, pension fund , and mutual fund family. The trader will be responsible for ... to base salary, Voya offers incentive opportunities (ie, annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the… more
- AllianceBernstein Holding LP (Nashville, TN)
- …for Business Transformation and sales & home office coverage for our Mutual Fund and SMA products through intermediary distributors and Financial Advisors ... and Australia, and is composed of four main areas: Sales & Client Services works with financial intermediaries and...Group senior leaders, US National Accounts team, US Divisional Sales Directors, and our US National Sales … more
- Nesco Resource (New Haven, CT)
- …individual must have an excellent understanding of the insurance, financial planning and mutual fund industries. Skills Qualifications Ability to speak and write ... be a strategic thinker and have the ability to recruit and coach sales personnel. Good working knowledge of all insurance products. Ability to drive recruiting… more
- Fidelity Investments (Burlingame, CA)
- …utilization, and client appreciation. The Skills You Bring All-encompassing brokerage and mutual fund knowledge and expertise in financial planning A contagious ... Leader 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
- Morningstar, Inc. (Chicago, IL)
- …superior service to our institutional clients (financial advisors, banks, broker dealers, mutual fund companies, etc.) This role will interact extensively with ... products. The Client Service Representative works closely with their internal Sales and Customer Success Manager counterparts on client retention, issue resolution,… more
- NFP (Los Angeles, CA)
- …understanding priorities in the organization and different departments at Lenox, NFP and Mass Mutual . Acts as a Champion with the team on all new initiatives being ... Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product… more
- Ace Hardware Corporation (Dallas, TX)
- …(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
- State of South Carolina (Blythewood, SC)
- …*Collects all requirement fees and donations for the Gift of Life Trust Fund . Reconciles and prepares individual daily report and refund request documents. Computes ... vehicle sales tax and makes weight adjustments to the vehicle...of an exceptional team and diverse culture that nurtures mutual success for our customers, employees and our communities.… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. + Principles and practices of ... trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. + Establishes and maintains periodic orders.… more
