- Lincoln Financial (Charlotte, NC)
- …regulatory filings. The focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely and accurately. ... desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual … more
- Raymond James Financial, Inc. (Raleigh, NC)
- …markets and products including annuities, UIT's, structured products, alternative investments, mutual funds , stocks and options. **Skill in:** * Organizational ... executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied… more
- Lincoln Financial (Hartford, CT)
- …also provide legal support, legal project management and guidance regarding the proprietary mutual funds , including advice regarding fund operations and ... are responsible for providing investment management services to proprietary mutual funds and separate accounts. You will...vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and… more
- Lincoln Financial (Fort Wayne, IN)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund...Required) * 5 - 7+ Years of experience with mutual funds , investment advisers and/or service providers… more
- Lincoln Financial (Radnor, PA)
- …with financial systems or tools (eg, Morningstar, FactSet, Power BI). + Familiarity with mutual funds , segregated funds , or insurance investment products. + ... We're looking for a motivated Analyst to join our Funds Management team. You'll play a key role in...and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance… more
- Lincoln Financial (Radnor, PA)
- …*4 Year/bachelor's degree (or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager/ fund research and ... assets totaling $174B, $92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with senior management, Lincoln… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …markets and products including annuities, UITs, structured products, alternative investments, mutual funds , and stocks. **Skill in** * Communicating detailed ... ideal candidate will have a passion for providing excellent customer experience to our annuity contract owners and financial advisors of the firm. The person in this… more
- KeyBank (Portland, OR)
- …+ Retirement accounts including contribution, distributions, and RMD calculations. + Securities, Bonds, Annuity in addition to Mutual Fund classes and fee ... (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention. This… more
- Equitable (Charlotte, NC)
- …securities and insurance department rules and regulations, and a foundational knowledge of variable annuity , variable life and mutual fund products as they ... providing guidance on, revisions for, and principal approval of advertising and sales material largely developed by or on behalf of individual Financial… more
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