- Lincoln Financial (Radnor, PA)
- …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
- Deloitte (Philadelphia, PA)
- 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
- Lincoln Financial (Radnor, PA)
- …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
- 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
- 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
- The Hartford (Wayne, PA)
- Retail Sales Consultant - 87SX5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... assets within an assigned territory. Advisor Consultants drive Hartford Funds' sales through building deep and long-term relationships with financial advisors,… more
- The Hartford (Wayne, PA)
- …of 3 years of wholesaling experience (internal or external) + Technical proficiency of mutual funds, ETFs, and other Hartford Fund investment products + Strong ... Retail Sales Analyst - 87SX6E We're determined to make...Summary: The Business Development Consultant is responsible for driving sales of Hartford Funds' products and solutions. This hybrid… more
- The Hartford (Wayne, PA)
- …This position will give selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support ... Sales Support Associate - 87PR7N We're determined to...will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial… more