- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Solutions group within Global Wealth Solutions and will provide support to the Offshore Mutual Fund Product Manager . In addition, they will provide support ... to support the growth and administration of the offshore mutual fund platform at Raymond James. This...sourcing. * In partnership with the more senior product manager , collaborate with Cross Border strategy & supervision and… 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...career for you! What you'll do As a Tax Manager , you will draw on experience in accounting 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
- 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
- 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 ... Candidate must be able to identify, create and implement fund sales opportunities. + The candidate will...will be responsible for communication with NSM and Salesdesk Manager on an ongoing basis. + Ability to travel… more
- Morgan Stanley (Purchase, NY)
- …and insurance, retirement and trust. * * *Position Summary* Global Investment Manager Analysis (GIMA), a unit within the WM Investment Solutions, provides ... comprehensive manager research on a wide range of investment strategies,...wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds and private vehicles in… 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
- Charles Schwab (San Francisco, CA)
- …an array of asset classes across product structures - separately managed accounts, ETFs, mutual fund , collective investment trusts and money market funds - and ... rd largest provider of money market funds. The Senior Manager will assist the Director and Managing Director of...Experience in business strategy and/or product strategy, including ETF, mutual fund and separately manage account product… more
- Citigroup (New Castle, DE)
- …growth and progress together. **Role** We are seeking a Client Technology Solutions Manager with a strong background in financial services, technology aptitude and a ... This role may suit an individual with strong experience in, Technical Sales and Solutions, Technology Product Delivery Management, Client Relationship Management and… more
- Deloitte (Jersey City, NJ)
- …financial services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies + Experience ... role ends on 5/31/2025 Work you'll do As a Manager on our team, you will: + Collaborate with...compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance… more
- United Rentals (Stamford, CT)
- …Assist with monthly sales and use tax compliance process: + Assist Sales Tax Senior Analyst and Manager with monthly reconciliation process, internal audit ... equipment rental provider, **come build your future with United Rentals!** As a Sales & Use Tax Analyst, you will assist with company exemption certificate… more
- Ace Hardware (Cedar Rapids, IA)
- …for a **Territory Manager ** who will be responsible for growing profitable sales with current and new Emery Jensen customers in the Midwest region. The Territory ... Manager is focused on growing sales through...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- Ace Hardware (Staten Island, NY)
- …for a **Territory Manager ** who will be responsible for growing profitable sales with current and new Emery Jensen customers in the **Staten Island, Brooklyn, ... Lower Manhattan area.** The Territory Manager is focused on growing sales through...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- United Rentals (Bridgeton, MO)
- …single point of contact for ROS products and services. You will report to the branch Manager and work closely with Sales Reps from all business units. As a ... equipment rental provider, **come build your future with United Rentals!** As a Sales Representative for our Reliable Onsite Services (ROS) division, you will drive… more
- Sharp Electronics Corporation (Atlanta, GA)
- **Overview** Reporting to the Associate Vice President of Sales , the National Account Manager is responsible for developing and executing a comprehensive ... Military Exchanges, and other assigned accounts. The National Account Manager will have a specific sales quota...product categories. + Develop and manage a market development fund budget to maximize sales and ROI.… more
- BlackRock (San Francisco, CA)
- …**Qualifications:** + BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63 & ... day in and day out at the world's largest asset manager ? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory… 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
- T. Rowe Price (Owings Mills, MD)
- …of contact for inbound participant service requests. Respond to requests for investment, mutual fund , and account information. Resolve complex account issues. + ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and...career with us. ABOUT THIS POSITION As a Workplace Sales Associate, you will play an integral role in… more
- Bank of America (Sacramento, CA)
- …* Monitor and review client accounts for potential risk with regard to mutual fund trading, concentrated positions, active client reviews, and margin usage. ... Supervision Manager Charlotte, North Carolina;Frisco, Texas; Lake Oswego, Oregon;...ensure regulatory compliance and corporate mandates for all administrative, sales , and operational activities performed by Field Financial Services… more
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