- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Investment Solutions group within Global Wealth Solutions and will provide support to the Offshore Mutual Fund Product Manager. In addition, they ... experience to support the growth and administration of the offshore mutual fund platform at...under more senior direction assisting in setting strategy around product pricing strategy, suitability and availability. Extensive contact with… more
- Citigroup (Tampa, FL)
- …the North America Managed Investments business, including client agreements, onshore and offshore mutual fund distribution agreements, and third-party ... performance reports, Form ADV, Form CRS and other disclosures/filings, fund distribution agreements, sub-manager agreements, model provider agreements, fiduciary… more