- Lincoln Financial (Charlotte, NC)
- …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
- Deloitte (Raleigh, NC)
- 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
- 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
- Lincoln Financial (Charlotte, NC)
- …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
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... relationships with the Equitable Advisors financial professionals (FPs) and enable sales and practice growth through driving investment and advisory-related revenue… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... build relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related revenue generating… more
- Principal Financial Group (Charlotte, NC)
- …accounting, finance, economics or business + 5+ years professional experience in investment/ mutual fund operations or related field + Understanding of financial ... Range Information** Salary ranges below reflect targeted base salaries. Non- sales positions have the opportunity to participate in a...have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives,… more
- Volvo Group (Greensboro, NC)
- …cross-functional support across all business areas within Retail Operations - Doc Fund Book, Collateral Administration and Customer Service. The Operations team is ... Experience. These areas will include risk management, legal, credit, sales & marketing, insurance, and accounting. * Participate in...is defined by a climate of support, care and mutual respect. If you aspire to grow and make… 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 ... You will work directly with both our customers and sales teams to become a trusted advisor. **Daily Focus**...is defined by a climate of support, care and mutual respect. If you aspire to grow and make… more
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