- Lincoln Financial (Radnor, PA)
- …Ideal candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative evergreen funds , and being ... in the development of a market leading and profitable Fund Management line-up. They will lead teams that are...the creation, structuring, and launch of new alternative evergreen funds and other retail investment products. + Contributes to… more
- Fairfield University (Fairfield, CT)
- …interest and list of 4 references (which will only be contacted if mutual interest is determined) to: Doug Cooney, Executive Search Consultant DEERFIELD ASSOCIATES ... needed:** Knowledge of current gift planning strategies, estate planning methods, related tax laws and planned giving software is required. Knowledge of rules for… more
- 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, ... managing concentrated equity positions and enrolling in managed investing offers. As a senior leader on the IOS team, you will collaborate with business partners… more
- Bank of America (Lake Oswego, OR)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- Bank of America (San Diego, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management… more
- JPMorgan Chase (New York, NY)
- …whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds (ETFs) across ... the investment management, business channels, trading, legal, compliance, risk, finance, tax , operations and technology teams + Provide subject matter expertise on… more
- Bank of America (San Francisco, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development… more
- Eliassen Group (Westlake, TX)
- …(think stock market / yields, B2B and institutional trading based applications for bonds, mutual funds , and et cetera) who are VERY strong with Java, Spring, ... + Description + Recommended Jobs **Description:** Our client is seeking strong 10+ year senior level engineers with great financial trading application experience… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... that matter to you . Role Summary As a Senior Sales Specialist, you will play an integral role...Understand the overall Financial Services industry and related legal, tax , and regulatory issues to guide clients + Develop… more