- Lincoln Financial (Fort Wayne, IN)
- …(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 (Hartford, CT)
- …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
- Equitable (Charlotte, NC)
- …presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be responsible for ... individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace, conference calls… 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 (IL)
- …+ CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... financial advisors. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs, USWA's mandate is to deliver One BlackRock to… 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)
- …Year/bachelor's degree (or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager/ fund research and risk ... totaling $174B, $92B of which is Lincoln's proprietary variable insurance trust mutual funds. You will regularly interact with senior management, Lincoln Variable… 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