- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …12 days per month in our St Petersburg, FL corporate office._ As a Sr Mutual Fund Trading Support Associate, you will be responsible for executing a variety ... of standard and specialized financial transactions within our mutual fund operations. Working within established administrative and operational guidelines, you… more
- Deloitte (San Juan, PR)
- 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
- Neuberger Berman (New York, NY)
- …affiliated investments, investor concentration and servicing the needs of an independent Mutual Fund Board while seeking opportunities for further automation and ... a Global Funds Registered platform. The successful candidate will be responsible for fund oversight, calculating and paying the financial arrangements to the Fund… more
- BlackRock (Wilmington, DE)
- …challenges with a variety of products that include separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. ... compliance while modernizing technology for BlackRock's public websites and associated fund data. The services leveraging this platform reach millions of end… more
- Principal Financial Group (Des Moines, IA)
- **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
- Broadridge Financial Solutions (New York, NY)
- …of data-driven technology solutions to healthcare, utilities, telecommunications, insurance, banking, mutual fund , retirement and asset management firms. Our ... of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds, and corporate issuers globally. Innovating and growing for… more
- BlackRock (Princeton, NJ)
- …+ BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + FINRA Licenses: SIE, Series 7 ... **About this role** **Veterans Transition Program-Associate Market Sales Partner/Internal Wholesaler** We recognize that veterans bring a unique and valued… 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
- Umpqua Bank (Tacoma, WA)
- …+ Service clients through researching and resolving problems. + Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 ... Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About...licensed employees. Accept unsolicited mutual fund and money market investment direction… 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
- BlackRock (Boston, MA)
- …or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of ... Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… more
- Broadridge Financial Solutions (New York, NY)
- …their core business. We are looking for someone with extensive experience in software sales to the alternatives/ hedge fund market including private credit. You ... Broadridge is hiring! We are seeking an experienced VP, Sales . In this position you will report to the...guided by the Service-Profit Chainthe idea that success is mutual , directly connecting employee engagement, client satisfaction, and the… more
- T. Rowe Price (Colorado Springs, CO)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... currently residing in CO, MN, or IL. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories… more
- Cancer IQ (Chicago, IL)
- …on our mission, with our Series B funding round led by Merck Global Health Innovation Fund and Amgen Ventures. Our team is made up of a committed, all-in group of ... be the focus of the team of Regional Directors. The Regional Directors (our Senior Sales Executives) at CancerIQ will serve as mentors to the BDR role. You are… more
- Ace Hardware (Los Angeles, CA)
- …of programs, services, or related auxiliary functions to maximize both retail and wholesale sales at Ace. Be prepared to take on a new or an advanced role ... and skills necessary to implement various assignments related to sales , profit and growth with our retailers + Learn...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- Ace Hardware (Billerica, MA)
- …want solved + Casual and professional workplace **What you need to succeed:** + Views sales as a science + Customer focused + Coachable - trainable + Competitive and ... help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation** + **Ace invests in...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
- United Rentals (Columbus, OH)
- …equipment rental provider, **come build your future with United Rentals!** As an Outside Sales Rep within the Power/HVAC division at United Rentals, you will be the ... initial point of contact for our industry leading company. You will use your sales skills to rent and sell specialty engineered power supply and climate control… more