- 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 ... Consultants will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry. If you are smart and eager to learn, then you will develop the skills and expertise needed to… more
- Vanguard (Malvern, PA)
- …a high level of expertise in applicable areas of the law, Vanguard's business, the mutual fund industry, and the derivatives industry. + Maintain a high level of ... expertise in regulatory law, Vanguard's business and products, and the investment industry. Stays abreast of industry and regulatory developments affecting Vanguard, and maintains affiliations with relevant industry, compliance, and risk associations. +… more
- FM (Waltham, MA)
- …of external managers across FM investment portfolios, including separate accounts and pooled fund types ( mutual funds, CITs, hedge funds, private funds, etc.) * ... Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely… more
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds (External Wholesaler) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... must be able to identify, create and implement investment fund and MPS model sales opportunities. + Knowledge of...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous direct sales… more
- Deloitte (Morristown, NJ)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Edward Jones (Dallas, TX)
- …opportunity to oversee the strategic direction and operational management of two major fund complexes: the $200B Bridge Builder Trust and the $35B Edward Jones Money ... Market Fund . As President of both funds, the position involves...of financial industry experience, deep expertise in 1940 Act mutual funds, and a proven track record of strategic… more
- US Bank (Cincinnati, OH)
- …and discover what you excel at-all from Day One. **Job Description** The Global Fund Custody Account Opening team performs opening of Global Fund Services ... clients. These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity...Effectively communicate efforts, status updates, and challenges to Global Fund Custody Onboarding team and Global Fund … more
- Cleveland Research Company (Cleveland, OH)
- Hedge Fund Sales Consultant Intern- Summer 2026 Have immediate impact | Be passionate about what you do | Grow with us Cleveland Research Company is an employee ... covered companies and industry forecasts. Our clients (Hedge Funds, Mutual Funds, Branded manufacturers, and Food manufacturers) find value...reliable research product in the market. As a Hedge Fund Sales Consultant Summer Intern, you will work on… more
- Charles Schwab (Lone Tree, CO)
- …Economics highly preferred) + Minimum 6 years of direct experience administering mutual funds, including financial reporting, fund accounting, and/or operational ... for oversight of the following functions with respect to the proprietary mutual funds and exchange-traded funds (ETFs), and bank collective trust funds: Daily,… more
- Robert Half Finance & Accounting (Tinton Falls, NJ)
- …experience, with significant exposure to asset management, private equity, hedge funds, or mutual funds + Advanced knowledge of fund structures, NAV calculation, ... and portfolios + Coordinate audits and liaise with external auditors, fund administrators, and custodians + Implement process improvements to enhance efficiency… more