- Raymond James Financial, Inc. (Memphis, TN)
- …+ Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction, ... topics and account maintenance. + Contacts internal/external customers including fund companies to resolve account maintenance issues/requests + Monitors reports… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as… more
- Raymond James Financial, Inc. (Southfield, MI)
- …Complex investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities. + Intermediate mathematical skills ... balancing and reconciliation to provide support and oversight of the mutual fund reconciliation cash and/or share functions. + Independently resolve and/or… more
- Aegon Asset Management (Denver, CO)
- …Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities + As part of a team, works ... productively together with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship Managers to effectively service and support Transamerica financial partners. +… more
- Citigroup (Columbus, OH)
- …+ Responsible for a portfolio of highest intensity platinum clients acting as their advocate and owning the client experience relationship end to end across geography ... The Client Mgt Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 ... days per month in our St. Petersburg, FL Corporate Office. **Responsibilities:** + Produce workstream or project plans, ensuring that all activities are identified, are appropriately organized to deliver project objectives, and comply with the organization's… more
- Aegon Asset Management (Denver, CO)
- …management using a sub-advised structure that includes more than 100 different registered mutual funds , variable insurance funds , and collective investment ... role reporting to the TAM COO, will serve as the Treasurer for the mutual fund complex and will interact with the independent Board of Trustees. Job Description… more
- Equitable (Charlotte, NC)
- …product positioning, territory management and territory pipelines to drive national sales of 1290 Funds mutual funds . + Implement point of sales processes ... plans for new and existing investment management products, strategies, portfolios, and mutual funds . + Oversee sales pipeline management, deal progression,… more
- UMB Bank (Milwaukee, WI)
- …, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the **Lead Fund ... daily workload. This includes approving exception cases created by the Fund Accountant for 15-20 funds daily, including the most complex funds of the… more
- Vanguard (Malvern, PA)
- …strategic leadership and direction on the design and management of Vanguard's mutual funds , ETFs, institutional products, and new product offerings. Successful ... oversight, and global regulations impacting investment management. Prior experience with private funds is a plus. Candidates should demonstrate a strong track record… more