- US Bank (Milwaukee, WI)
- … Services is seeking a future team member for the role of Mutual Funds Specialist to support our Contact Center team. In this role you will: + Be responsible ... for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies and their shareholders; including new… more
- Manulife (NH)
- …ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. ... **Position Overview** The **Director, Investment Specialist /Head of Co-Manufactured Products** will lead the end-to-end development and product management of… more
- Charles Schwab (Westlake, TX)
- …relationships + Process service inquiries as well as equity, ETF, option, and mutual fund transactions. + Adhere to all company policies and procedures. ... their investment choices within the plan. The Participant Group Specialist will directly interact with a variety of clients...+ Contact Participants/Advisors/Trustees by phone or email to resolve Back… more
- Manulife (Boston, MA)
- …ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. ... **Position Overview** The **Director, Investment Specialist /Head of Co-Manufactured Products** will lead the end-to-end development and product management of… more
- T. Rowe Price (Baltimore, MD)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... residing in Chicago or Minnesota. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories… more
- T. Rowe Price (Colorado Springs, CO)
- … for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + Identify ... to you . Role Summary As a Senior Sales Specialist , you will play an integral role in the...will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized… more
- Commander, Navy Installations (Millington, TN)
- …includes warrant authority for acquisitions directly supporting the non-appropriated fund (NAF) small purchase and Major Construction Projects. Responsibilities In ... processes, post-performance assessment, and warranty administration. Develops and maintains contact with Department of Defense (DoD) and other Government agencies,… more
- Nuveen Investments (New York, NY)
- …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... is a plus. + Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly organized and detail-oriented… more