- Aegon Asset Management (Denver, CO)
- …Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity , and insurance marketplace as well as visibility ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …markets and products including annuities, UIT's, structured products, alternative investments, mutual funds , stocks and options. **Skill in:** * Organizational ... executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied… more
- Lincoln Financial (Greensboro, NC)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund...Required) * 5 - 7+ Years of experience with mutual funds , investment advisers and/or service providers… more
- Lincoln Financial (Fort Wayne, IN)
- …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting, negotiating, and interpreting participation ... Providing legal advice on the ongoing operation of Lincoln Financial Group's proprietary mutual funds and the advisory and administrative services LFG affiliates… more
- Lincoln Financial (Fort Wayne, IN)
- …and tools (eg, Morningstar, FactSet, Power BI, Bloomberg Terminal). * Familiarity with mutual funds , segregated funds , or insurance investment products. * ... at a Glance** We're looking for an experienced Senior Analyst to join our Funds Management team. You'll lead efforts to enhance processes and ensure the accuracy and… more
- Lincoln Financial (Fort Wayne, IN)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, this role will have oversight of pricing ... and accounting functions related to variable separate accounts. + Mutual fund transfer agency functions, in both...**Nice to Have:** + Experience with variable life or annuity products. + Experience writing SQL or VBA is… more
- Lincoln Financial (Omaha, NE)
- …and disclosures for Regulated Investment Companies (RICs), while also working across broader fund structures including mutual funds , private equity, and ... for** _Must-haves:_ * 3+ years of experience in investment fund taxation ( mutual funds , private...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …markets and products including annuities, UITs, structured products, alternative investments, mutual funds , and stocks. **Skill in** * Communicating detailed ... ideal candidate will have a passion for providing excellent customer experience to our annuity contract owners and financial advisors of the firm. The person in this… more
- KeyBank (Denver, CO)
- …+ Retirement accounts including contribution, distributions, and RMD calculations. + Securities, Bonds, Annuity in addition to Mutual Fund classes and fee ... (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention. This… more
- Lincoln Financial (Radnor, PA)
- …communication, and organizational skills + Strong knowledge of capital markets as well as mutual funds , separate accounts, closed end funds , and alternative ... services to meet or exceed established individual and team sales goals and help the financial professionals provide the...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
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