- Morgan Stanley (Boston, MA)
- …experience preferred. - FINRA Series 7, & 63 or 66 licenses required and mutual fund /investment sales experience preferred. - Must meet required outbound ... Basic Purpose: Providing support to Regional Director and maintaining sales /service relationships with brokers. Primary Responsibilities: - Provide support to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …education, training and experience to support the growth and administration of the offshore mutual fund platform at Raymond James. This position will work within ... Solutions group within Global Wealth Solutions and will provide support to the Offshore Mutual Fund Product Manager. In addition, they will provide support in… more
- Lincoln Financial Group (Radnor, PA)
- …#:** 73909 **The Role at a Glance** Lincoln is excited to hire a Specialist, Mutual Fund Financial Reporting to join our Fund Management team. The ... desired + 1 - 3+ years of accounting, financial reporting/analysis experience in mutual fund , insurance or investment accounting environment + Mutual … more
- Deloitte (Stamford, CT)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one… more
- Neuberger Berman (New York, NY)
- …classes and strategies (equity, fixed income, liquid alternatives and private equity) in mutual fund , exchange-traded funds and closed-end fund structures. ... **Responsibilities:** + Managing all aspects of a registered fund compliance program, including: + Annual Rule 38a-1 compliance review; + Maintaining compliance… more
- Equitable (Charlotte, NC)
- Hybrid Wholesaler- Mutual Funds (Based out of Charlotte, NC) (...RVP will be responsible for driving growth of 1290 Fund sales in their assigned region. You ... sales goals. Candidate must be able to identify, create and implement fund sales opportunities. + The candidate will be responsible for communication with NSM… more
- US Bank (Milwaukee, WI)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... or equivalent experience - Nine to 14 years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Advanced… more
- Morgan Stanley (Purchase, NY)
- …on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed ... investment funds and managers, with an emphasis on hedge fund strategies, for new prospective managers and as part...with internal teams including Operational Due Diligence, Product Management, Sales , Legal, and Compliance, as needed. * Support a… more
- Principal Financial Group (Chicago, IL)
- **What You'll Do** We're looking for a Senior Associate to join our Fund Administration, Tax & Oversight team. In this role, you'll be responsible for ... regulatory and internal control procedures and guideline and also involved in fund actions to aid the team in achieving operational readiness. + Financial… more
- Broadridge Financial Solutions (New York, NY)
- …their core business. We are looking for someone with extensive experience in software sales to the alternatives/ hedge fund market including private credit. You ... Broadridge is hiring! We are seeking an experienced VP, Sales . In this position you will report to the...guided by the Service-Profit Chainthe idea that success is mutual , directly connecting employee engagement, client satisfaction, and the… more
- Nuveen Investments (New York, NY)
- The Defined Contribution Investment Only (DCIO) Sales job sells mutual funds, Collective Investment Trusts (CIT), sub-advised management and annuity products to ... plan investment business, along with best practices and established sales tools, to meet DCIO sales goals....platform gatekeepers and investment due diligence teams to win fund and sub-advised mandates as well as recommended … more
- BlackRock (San Francisco, CA)
- …or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of ... Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… more
- United Rentals (Columbus, OH)
- …largest equipment rental provider, **come build your future with United Rentals!** As a Sales Associate, you will have an exciting opportunity to grow your sales ... opportunities and relocation!** **_Sales Development Program - What We Do:_** + Sales Performance: improve time to productivity with automated learning paths and… more
- United Rentals (Charlotte, NC)
- **_Great company. Great people. Great opportunities._** **OUTBOUND SALES SUPERVISOR - OUTBOUND SALES TEAM** **This position is not a remote/hybrid opportunity. ... rental provider, **come build your future with United Rentals!** As an Outbound Sales Supervisor at United Rentals, you'll be instrumental in supporting Outbound … more
- United Rentals (Stamford, CT)
- …equipment rental provider, **come build your future with United Rentals!** As a Sales & Use Tax Analyst, you will assist with company exemption certificate ... and analysis of state and local indirect tax laws. Ensure tax calendar for sales and use tax filings, licenses and permits is maintained to reflect current filing… more
- United Rentals (Charlotte, NC)
- …rental provider, **come build your future with United Rentals!** As an Outbound Sales Manager, you will be responsible for leading, coaching, and developing an ... outbound sales team of Supervisors and Business Development Representatives. You'll...also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development… more
- United Rentals (Hayward, CA)
- …equipment rental provider, **come build your future with United Rentals!** As an Outside Sales Rep within the Power/HVAC division at United Rentals, you will be the ... initial point of contact for our industry leading company. You will use your sales skills to rent and sell specialty engineered power supply and climate control… more
- Ascensus (Queens County, NY)
- …other special tasks as requested. + Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost + Ability to ... largest in-house ERISA teams. Learn more at FuturePlan.com. The Vice President, Sales Consultant's primary responsibility is to facilitate the growth of new… more
- United Rentals (Bridgeton, MO)
- …equipment rental provider, **come build your future with United Rentals!** As a Sales Representative for our Reliable Onsite Services (ROS) division, you will drive ... products and services. You will report to the branch Manager and work closely with Sales Reps from all business units. As a subject matter expert, you will assist… more
- United Rentals (Joppa, MD)
- …build your future with United Rentals!** We have an excellent opportunity for a branch Sales Intern who is ready to grow their career with the leading company in the ... industry. You will learn the sales process by spending time in both inside and...also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development… more