- Ecruit (Boston, MA)
- …Location - United StatesMassachusettsBoston Job Type Permanent Posted 10 July 2025 Mutual Fund Wholesaler : (Sales-Based Compensation) Remote/Boston The ... Opportunity Are you an experienced Mutual Fund Wholesaler with valuable financial advisor relationships considering the next step in your career? If so, we… 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
- 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
- Thrivent Financial (OH)
- …assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial ... The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed Portfolios. Position will provide field sales… 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
- Lincoln Financial (Radnor, PA)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... in: * Operational and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both an operational and oversight… more
- Janus Henderson Investors (Denver, CO)
- …client support or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- BlackRock (Seattle, WA)
- …degree required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Wirehouse ... full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's...entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds, SMA, Alternatives, Models). The geography for this… 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. ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more
- Lincoln Financial (Radnor, PA)
- …be doing** + Prepare and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance and fund data ... internal documentation and reports. + Collaborate with internal teams such as Fund Accounting, Product Teams, and Marketing. + Support initiatives and projects to… more
- Ace Hardware (Oak Brook, IL)
- …looking for a Pricing Specialist who will be responsible for maintaining wholesale pricing in SAP. They will also be responsible for maintaining, analyzing, ... You'll Do ** + Maintain, execute, analyze and report wholesale pricing in SAP by channel. + Maintain, execute,...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- Lincoln Financial (Radnor, PA)
- …and thought leadership in the development of a market leading and profitable Fund Management line-up. They will lead teams that are responsible for continuous ... candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative evergreen funds, and being able to create… more
- Ace Hardware (New York, NY)
- …your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in every employee we hire, ... want to hear from you!** Emery Jensen Distribution delivers wholesale products and best-in-class service to independent retailers in...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
- Ace Hardware (Oak Brook, IL)
- …3-5 years' experience in consumer products related industries like retail, wholesale buying, category management + Bachelor's Degree required, concentration in ... 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
- Ace Hardware (Oak Brook, IL)
- …your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in every employee we hire, ... want to hear from you!** Emery Jensen Distribution delivers wholesale products and best-in-class service to independent retailers in...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
- Ace Hardware (Oak Brook, IL)
- …Administrator** you will be responsible for implementing Ace's Retail Operations wholesale sales strategies via Salesforce. This position will be expected to ... 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
- Volvo Group (Greensboro, NC)
- …the opportunity to work with various departments within VFS including, Doc/ Fund /Book, Collateral administration, Capital Markets, and your counterparts on the Retail ... lead to potential growth opportunities as Retail Credit Analyst, Wholesale Analyst, or roles in other roles within VFS....is defined by a climate of support, care and mutual respect. If you aspire to grow and make… more
- Ace Hardware (Chicago, IL)
- …your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in every employee we hire, ... want to hear from you!** Emery Jensen Distribution delivers wholesale products and best-in-class service to independent retailers in...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
- Ace Hardware (Oak Brook, IL)
- …your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in every employee we hire, ... want to hear from you!** Emery Jensen Distribution delivers wholesale products and best-in-class service to independent retailers in...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
