- Bank of America (Tucson, AZ)
- Merrill Market Client Relationship Manager Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona To proceed with your application, you must be at least 18 ... while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division… more
- EY (Oklahoma City, OK)
- …and experienced with varied and specialized facets of hedge fund , private equity fund and mutual fund taxation, including fund and organizational ... advice, and tax compliance. Your key responsibilities As a manager in our Wealth & Asset Management practice, you...objectives. You will manage tax compliance accounts for hedge funds and or private equity funds . You… more
- PwC (Kansas City, MO)
- …Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds , mutual funds and private equity funds : ... careers, now and in the future. As a Senior Manager , you'll work as part of a team of...Leveraging knowledge of structuring of funds and fund management companies to limit tax liability; Possessing in-depth… more
- EY (Detroit, MI)
- …and experienced with varied and specialized facets of hedge fund , private equity fund and mutual fund taxation, including fund and organizational ... planning, on-call advice, and tax compliance. Your key responsibilities A Services Manager in FSO EDGE WAM will be responsible for delivering and managing… more
- PwC (Boston, MA)
- …What Sets You Apart In-depth abilities in compliance and consulting for mutual funds Knowledge around Form 1120-RIC and associated requirements Identifying ... require a deeper level of sophistication. As a Senior Manager you are expected to lead large projects, innovate...conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or… more
- Cardinal Health (Dublin, OH)
- What Category Marketing contributes to Cardinal Health The Category Marketing Manager is responsible for developing strategy and process for supplier marketing that ... guaranteeing contractual marketing obligations are met, securing and managing trade fund dollars, and ensuring successful execution of supplier and private label… more
- BMO Financial Group (Scottsdale, AZ)
- …client needs and provides solutions though the sales of managed products and services (eg mutual funds , mutual fund wrap accounts, ETF wrap accounts, ... a relationship management plan in collaboration with the lead relationship manager . Determines client needs and provides solutions though the sales of… more
- Oracle (Phoenix, AZ)
- …Oracle is seeking a dynamic and strategic Principal Product/Partner Marketing Manager (IC4) to drive co-marketing initiatives and deepen our relationships with ... allied technology solutions and ensure seamless execution. Key Responsibilities: Partner Relationship Management: Act as the primary marketing contact for technology… more
- Neuberger Berman (Philadelphia, PA)
- …the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds , SMAs, ETFs, and alternative investment strategies within the prescribed ... business building ideas and services; maintain and grow assets in territory across mutual funds , SMAs, alternative investment products, and ETFs Develop and… more
- JPMorgan Chase (Columbus, OH)
- …Degree or equivalent Active FINRA 6 or 7 & 63 licenses OR Two years Mutual Fund Client Servicing experience required Strong written and oral communication skills ... classes including equities, fixed income, alternatives, multi-asset and money market funds . For individual investors, the business also provides retirement products… more
- TIAA (Charlotte, NC)
- …field. 4+ years of public/private investment taxation experience. CPA preferred. Mutual Fund /RIC compliance experience strongly preferred. Experience with ... is a plus. Knowledge of private credit and traditional private equity fund taxation. Proficient in Microsoft Excel. Highly organized and detail-oriented individual… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …sophistication and trust, and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex ... working in the Financial Services industry, preferably in securities processing, mutual fund operations or brokerage operations environment. Proven excellent… more
- Synchrony (Cincinnati, OH)
- …understanding their business goals and develop marketing strategies that align with mutual program objectives. Partner with business and client teams to lead, ... manage marketing spend with rigorous ROI analysis, ensuring efficient use of marketing funds and budget to grow the Outdoor Power Equipment segment profitably. Take… more
- Bank of America (Charlotte, NC)
- …for the Automated Investment (Sweep) product including the high-risk process of the Mutual Fund Trades, wires, and financial entries. 1099, 1042 reporting and ... multiple priorities with attention to detail Strong business partnering and relationship management skills Self-motivated; able to work unsupervised Strong time… more
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... USBFS' Relationship Managers are viewed as trusted advisors and we...- One to two years of experience in a mutual fund related or brokerage industry position… more
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds (External Wholesaler) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... Candidate will be responsible for communication with National Sales Manager on an ongoing basis. + Managing a budget...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as...departments , the Regional Vice Presidents, Division Vice President's, Relationship Manager 's and Internal Relationship … more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... facilitate on-going training for continual improvement of sales skills (eg relationship selling, decision-making styles, customer centric language, etc.) + Deliver… more
- Bank of America (San Francisco, CA)
- Private Wealth Client Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... an immediate opening for a Merrill Private Wealth Client Relationship Manager . The ideal candidate is a...knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin,… more
- Bank of America (Ponte Vedra Beach, FL)
- Merrill Market Client Relationship Manager Jacksonville, Florida;Ponte Vedra Beach, Florida **To proceed with your application, you must be at least 18 years of ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
