- Amerant Bank (Coral Gables, FL)
- …delivery/receive of securities free of payment which include DTC, Government, Mutual Fund , International transfers, DRS and/or DWAC transfers.Monitoring client ... email inboxes to ensure processing of all pertinent client requests and ensure high levels of customer satisfaction. Requests include performing account maintenances to investment accounts.Provide support reviewing and approving requests initiated by other… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual fund knowledge and expertise in financial ... Job Description:It's said that the key to a successful sales strategy is to sell yourself, sell your company,...that you have at least five years in financial sales roleWe believe that three or more years of… more
- 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
- HSBC (Miami, FL)
- …and PowerPoint) + Strong knowledge base of General Mutual Fund and Mutual Fund Wrap Program Sales , Offshore Mutual Funds as well as brokerage ... all asset classes and offer presentation ideas to the sales force to engage with their clients. Your remit...the Offshore business within WPB through effective and influential sales coaching to the Premier and PB front line.… 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
- JPMorgan Chase (New York, NY)
- …through JP Morgan affiliates. The Six Circles Trust within the Private Bank is a Mutual Fund Complex with assets of ~$90 billion. Job Summary: As a Private ... Bank Mutual Fund Administration, Assistant Treasurer, you will...including Portfolio and Risk Management, Legal, Compliance, Product Development, Sales /Distribution, and Client Service. This role provides an excellent… 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
- UMB Bank (Columbus, OH)
- …your time:** + Assessing, prospecting and calling on financial institutions in the mutual fund and alternative investment industries + Cross selling company ... As the ** Fund Services Business Development Representative Sr.** , you...territory. Successful incumbents have good working industry knowledge of mutual funds, hedge funds, collective investment funds, ETF's, PE,… more
- Morgan Stanley (Boston, MA)
- …to account and product inquiries from shareholders and registered representatives regarding mutual fund accounts and Eaton Vance investment products, while ... information to shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered by Eaton Vance and operational… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for an Associate to join our Fund Administrative, Tax & Oversight team. In this role, you'll be responsible for performing financial ... reporting related activities for a group of assigned mutual funds including: semi-annual/annual financial statement preparation, reporting related to regulatory… more
- Principal Financial Group (Des Moines, IA)
- **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
- Boston University (Boston, MA)
- …from softballs to software at BU. These gifts are then deployed to fund research, provide emergency student assistance, pay for travel to academic conferences, and ... proficiency with MS Office suite, Adobe Creative Cloud, and Sales Force Marketing Cloud is a plus. + Demonstrated...someone who embodies our values: + Teamwork, transparency, and mutual respect , because we value every member's contributions… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience **Preferred Qualifications:** + Experience working ... Investment Product Sales Specialist ( 240000AQ ) **Primary Location** :...services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income, third party managed accounts,… more
- Broadridge Financial Solutions (New York, NY)
- …Solutions division is bringing a suite of data-driven technology solutions to mutual fund , retirement, insurance and asset management firms. Our clients ... to a Broadridge officeandgiven the flexibility to work remote. Responsibilities include: + Sales Enablement: + Assist in developing strategic sales plans, to… more
- United Rentals (Houston, TX)
- …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
- Janus Henderson Investors (Denver, CO)
- …or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, ... to hear from you! Your opportunity + Initiate outbound sales telephone calls to clients and prospective clients to...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… 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
- Manulife (Boston, MA)
- …equivalent experience in Accounting or Finance. + 2-4 years prior tax or mutual fund accounting experience necessary. + Ability to understand financial ... required. + Analyzes tax adjustments such as: RIK, wash sales , POL, OID, market discount, CLCFs, PFICs, REITs, ROC,...use of macros, and Word required + Understanding of mutual fund related tax code sections, forms… more
- United Rentals (North Aurora, IL)
- …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
