- Charles Schwab (Chicago, IL)
- …(WAS) enterprise. IOS is responsible for Schwab's investment solution marketplaces, including Mutual Funds , ETFs, 529 Plans, SMAs, Alternatives, Fixed Income, ... bias for action and innovation + Bachelor's degree required **Preferred Experience:** + MBA , CFA, CFP, or other advanced credentials strongly preferred + High degree… more
- Aristotle Capital Management (Newport Beach, CA)
- …intermediary relationships, custodial platforms and investment vehicles (SMA, model delivery, TAMPs, mutual funds , etc). What You Will Need: + Minimum of ... being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in financial services sales… more
- Jackson National Life Insurance Company (Nashville, TN)
- …projects as assigned. **Knowledge, Skills and Abilities** + Expertise in annuities, mutual funds , and other investment related sales strategies. + Expertise ... **Bachelor's Degree required.** **Advanced degree or certification, including JD, LLM, CFP, MBA , CPA, CIMA, CAIA or CFA required.** **8+ years experience in… more
- The Hartford (Hartford, CT)
- …assets under management. These assets are managed on behalf of institutions, sub-advised mutual funds and non-affiliated insurance companies. HIMCO is also a ... or Technology + Advanced degree or professional designations such as PMP or MBA a plus + Well-developed skills in project management demonstrated in large scale… more
- Zions Bancorporation (Houston, TX)
- …bonds, commercial paper, fixed and floating rate corporate bonds, money market mutual funds , and certificates of deposit. Since our investment portfolios ... in each client's jurisdiction. Education & Experience Requirements: + Bachelor's degree required, CFA or MBA a plus. + A minimum of 10 or more years of fixed income… more
- Thrivent Financial (MI)
- …FAs. + In-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds , and securities. + FINRA Series 7, 63/65 or 66 ... advanced NPG practices into their area. Role Requirements + College degree, MBA and/or other related advanced education preferred. + Demonstrated experience (5+… more
- Ace Hardware (Oak Brook, IL)
- …and exceed business targets. **What you need to succeed ** + BA required, MBA preferred + 7-10 years of E-Commerce experience. + 5 Years E-Commerce Market Leadership ... help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
- Capital One (New York, NY)
- …seek to invest in and partner with technology startups in order to unlock mutual strategic value and to accelerate Capital One's progress as an innovative technology ... to support the operational and governance aspects of the fund . This person has experience working in a Ventures...or Risk Management experience Preferred Qualifications: + Masters or MBA degree + 4+ years of Process, Project, Analyst… more
- Merck (Rahway, NJ)
- …Analysis, Financial Services Operations, Loan Processing, Loan Underwriting, Management Process, Mutual Fund Operations, Preparation of Financial Reports, Team ... **Requirements** + Bachelor's degree in business, Finance, Information Systems, or related field; MBA or other advanced degree preferred. + 8 years of experience in… more
- Wellington (Boston, MA)
- …including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund , and bank loan allocations within our multi-sector FI approaches. ... growth mindset; and * Undergraduate degree with a strong academic record; MBA /CFA preferred. **LOCATION** This position will be based in Wellington's Global… more