- Volunteers of America Mid-States (Stanford, KY)
- …Full Time, Hourly, Non-Exempt PROGRAM: Addiction Recovery Services REPORTS TO: Senior Program Manager - RCC INTRODUCTION: Volunteers of America Mid-States (VOA) ... Packages Life Insurance (company paid) 403b retirement plan with company fund matching Employee discounts *Loan forgiveness options through federal programs… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Hybrid Work Environment:** **40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from one of our home offices.** **Job ... Summary:** Under minimal supervision and with a high level of autonomy, applies comprehensive subject matter expertise of client and account opening and maintenance department policies, procedures and workflows to lead others and aid in the improvement of… more
- Vanguard (Wayne, PA)
- The Senior Fund Reporting Specialist ...preferred. + Prior Audit and Big 4 experience + Mutual fund Reporting experience Special Factors Sponsorship ... administration of various strategic initiatives within the department. The Senior Fund Reporting Specialist : +...analytical review of reports for medium to high complexity funds for accuracy. Validates results and performs control checks… more
- Charles Schwab (Boston, MA)
- …of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds , exchange-traded funds (ETFs) and money market funds ... + Ensure data integrity and assist with system maintenance + Network with senior personnel internally and externally to resolve issues, gain needed information, and… more
- S&P Global (Dallas, TX)
- …in nature within the context of client servicing. Clients include Asset Managers, Banks, Hedge Funds , Mutual Funds , and Total Return Swap programs. + Lead ... internal use):** 11 The Team: The WSO Client Support Specialist team is the primary point of contact for...is an opportunity to build and maintain relationships with senior -level decision makers while gaining valuable industry knowledge that's… more
- HSBC (Miami, FL)
- … Fund and Mutual Fund Wrap Program Sales, Offshore Mutual Funds as well as brokerage account opening and account maintenance procedures + ... platforms (currently Spectrum and Managed Portfolio Allocations) and Alternatives. As the Senior Investment Specialist for Asset Management, you will be the… more
- JPMorgan Chase (Columbus, OH)
- …trusts and estates, loans, mortgages, and deposits. **Job Summary** : As an SBL Sr Specialist within Wealth Management Operations, you will be supporting the JP ... applications for credit products secured by marketable securities, such as equities, mutual funds , and fixed income. **Job Responsibilities:** + Analyzing,… more
- Court Services and Offender Supervision Agency for DC… (Washington, DC)
- …and audit of the agency's Financial Statements. Responsibilities The incumbent is the Senior Financial Management Specialist and develops and analyzes actual and ... the status of fiscal resources and future requirements. The incumbent is the Senior Financial Management Specialist and plans, coordinates, reviews, and performs… more
- State of Minnesota (St. Paul, MN)
- **Working Title: SAEF2 Project Manager** **Job Class: Grants Specialist Senior ** **Agency: Labor & Industry Dept** + **Job ID** : 80177 + **Location** : St. Paul ... management and successful implementation of the Minnesota State Apprenticeship Expansion Fund Competitive Grant (SAEF2 Competitive) and for identifying plans to… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... to join us and grow your career with us. ABOUT THIS POSITION As a Senior Sales Specialist , you will play an integral role in the success of our organization. You… more
- Thrivent Financial (Minneapolis, MN)
- …strategies & plans for Thrivent's investment products, with an emphasis on mutual funds , variable portfolios and discretionary managed account programs. Supports ... monthly, quarterly and ad-hoc reports for marketing materials and senior leadership. + Assist with the development of sales...well as regular contact with Vice Presidents and other senior leaders. In addition, the role requires frequent contact… more
- City of Lakeland (Lakeland, FL)
- HR Specialist or HR Analyst - Employee Engagement and...457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs ... the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2024 is $23,000; employees aged 50 or older… more
- Bank of America (New York, NY)
- …equity, hedge funds , managed futures, real assets, non-traditional mutual funds and other alternative investment strategies. **Job Responsibilities:** ... Internal AI Specialist New York, New York **Job Description:** At...and client presentation materials. Works under direction of more senior associates. The Alternative Investment Sales Desk associate will… more
- Wellington (Boston, MA)
- …Team** is a specialist client-facing team dedicated to our US Mutual Fund /Sub-advisory clients, interacting directly with our clients and collaborating ... we are carrying out responsibilities as an investment manager and ultimately to mutual fund shareholders. Topics of interest include our trading practices… more
- Morgan Stanley (New York, NY)
- …of marketable securities (eg, equities, investment and non-investment grade bonds, offshore mutual funds , etc.), commercial real estate, art, aircraft, hedge ... skill to communicate with sophisticated clients, financial advisors, and senior stakeholders. *Leverages accounting, economics, finance, and credit knowledge to… 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 ... during the sales process including legal, finance, product specialists, and senior management. + Implement processes and procedures to maintain accountability on… more
- Bank of America (Pennington, NJ)
- …correspondence is responded to in timely manner. Desired skills: + Five plus years Mutual Fund , ETF, SMA, Model Portfolios or financial services experience + ... Product Specialist - ISG Managed Investments Pennington, New Jersey;Jersey...brokerage or institutional offering. Responsibilities include working with more senior Product Specialists in developing product plans, strategies and… more
- Morgan Stanley (New York, NY)
- …Services, Client Onboarding, Fund Services, Transfer Agency Function, Mutual Funds , Alternative Investments *Understanding of financial market products ... We're seeking someone to join our team as a Senior Business Analyst, Strategic Transformation who willdrive the strategic...strategic vision for a group of specialists or varied specialist functions within allocated budget * Address highly complex… more
- Citigroup (Miami, FL)
- …tax implications; and Knowledge of Financial securities trading, including bonds, equities, mutual funds , alternative investments (Hedge Funds , Private ... Washington, DC 20210 NOTICE OF FILING Citibank, NA seeks an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen client relationships and… more
- Charles Schwab (Austin, TX)
- …organization that unites money management, research, and asset management platforms for mutual funds , exchange-traded funds (ETFs), managed accounts, ... engineering team and for our business partners. As a Sr Specialist Software Developer, you will be...new tools and technologies. + Experience in presenting to senior leadership. + Google Cloud and Pivotal Cloud Foundry… more
