- Raymond James Financial, Inc. (St. Petersburg, FL)
- …level of autonomy, applies comprehensive subject matter expertise of client and account opening and maintenance department policies, procedures and workflows to lead ... lead projects that are moderate to complex in scope including Mass Account Transfers. Works with management to establish and enhance procedures. **Essential Duties… more
- Lincoln Financial Group (Columbus, OH)
- …accounting + A minimum of 5 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment + Mutual ... coordination of financial operations for Lincoln's insurance company separate accounts, and Lincoln fund of funds trade operations. This position will serve as a… more
- HCA Healthcare (Nashville, TN)
- …training of the team **Operations** + Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, financial ... want to join an organization that invests in you as a(an) Senior Strategic Account Director? At HealthTrust, you come first. HCA Healthcare has committed up to $300… more
- HCA Healthcare (Nashville, TN)
- …all necessary HealthTrust personnel. + Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, ... work environment where diversity and inclusion thrive? Submit your application for our Account Director opening with HealthTrust today and find out what it truly… more
- Morgan Stanley (Purchase, NY)
- …Experience and knowledge in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds , ETFs, separate accounts, ... provide quarterly reporting * * Ensure the smooth functioning of administrative and operational activities, including those involving outside custodians and trading,… more
- Morgan Stanley (Boston, MA)
- …account and product inquiries from shareholders and registered representatives regarding mutual fund accounts and Eaton Vance investment products, while ... providing administrative support to Eaton Vance's internal and external sales...shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered by Eaton… more
- Thrivent Financial (Minneapolis, MN)
- …The Regional Hybrid Investment Consultant (RHIC) is responsible for sales of Thrivent Mutual Funds , Managed Portfolios, and ETFs. Position will provide field ... and lnvestment Representatives. The RHIC is an external hybrid mutual fund wholesaling position. RHICs proactively interact...as telephone, email and virtual presentations to position Thrivent Mutual Funds , Managed Portfolio, and ETFs in… more
- MetroLink (Los Angeles, CA)
- …of experience supervising a team in a finance department in environment that uses grant funds and/or is an enterprise fund . + A combination of training, with a ... plans, and assignments. + Participate in the preparation and administration of assigned departmental budget; submit recommendations and monitor...a finance department in an environment that uses grant funds and/or is an enterprise fund . How… more
- UMB Bank (Kansas City, MO)
- …Points If:_** + You have brokerage including investment advisor, mutual fund transfer agency, or alternative administration experience. + You have knowledge ... level position in the AML Division supporting the UMB Fund Services (UMBFS) AML program. The Analyst is responsible...of mutual funds and/or alternative investment funds . + You… more
- City of Lakeland (Lakeland, FL)
- …. The Employees' Pension Board performs the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for ... + Benefits + Questions GENERAL DESCRIPTION OF CLASS Professional and responsible administrative work of complex large volume purchasing of goods, services, equipment… more
- HUB International (Bethesda, MD)
- …and provide investment screening in advance of firm's Investment Committee meetings + Analyze mutual funds and ETF's for inclusion in model portfolio + Maintain ... will be responsible for preparing client reviews and providing administrative support to the advisor's to ensure our clients...mutual fund and ETF recommended lists +… more
- Neuberger Berman (New York, NY)
- …This includes substantial interaction with the firm's intermediary sales, legal, compliance, fund administration , account administration , performance ... right candidate to deeply immerse themselves in the multifaceted world of our Mutual Fund and Investment Management Business, while gaining significant exposure… more
- City of Lakeland (Lakeland, FL)
- …. The Employees' Pension Board performs the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for ... independent judgment in applying City policies. Work is performed under the administrative direction of the Facilities Maintenance Manager, who reviews and evaluates… more
- Ace Hardware (Kansas City, MO)
- …will include all exempt and non-exempt talent acquisition, employee relations, policy administration and assistance with employee services and events for the RSC. ... on-boarding process for RSC population, compensation equity and compliance, unemployment administration , leaves of absence administration , workers comp … more
- Thrivent Financial (Appleton, WI)
- This job performs various accounting activities in support of the Bank, Mutual Funds , Insurance, Tax, and Corporate Accounting; requiring experienced, ... assists with various project assignments. Incumbents may be cross-trained in tax, mutual fund , corporate and financial reporting disciplines. + Basic knowledge… more
- City of Lakeland (Lakeland, FL)
- …. The Employees' Pension Board performs the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for ... university with major course work in Human Resources, Business Administration , Industrial/Organizational Psychology, Leadership Development, Organizational Development, or a… more
- New York Genome Center (New York, NY)
- …excellence within the New York Genome Center ("NYGC"). This role oversees the administration of grants and sponsored research for the New York Genome Center, serving ... also manage NYGC programs, sequencing contracts and large initiative funds . The role will serve as an adviser to...and help setup spending plans that will maximize restricted fund spending. The incumbent will liaise with departmental counterparts… more
- City of Lakeland (Lakeland, FL)
- …. The Employees' Pension Board performs the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for ... and applying federal, state, and local laws, judicial decisions, and administrative procedures. Key responsibilities include the legal representation of the City… more
- Wellington (Boston, MA)
- …of 30 June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are ... and the coordination of transaction activity across portfolio management, fund administrators, agents, and loan administration service...is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered… more
- BlackRock (San Francisco, CA)
- …and overcome challenges with a range of products that include separate accounts, mutual funds , iShares(R) (exchange-traded funds ), and other pooled ... fluency across BlackRock's product range - including fixed income, equity, hedge funds , real assets, private equity and private credit. + Cultivate strong… more