- 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
- T. Rowe Price (Baltimore, MD)
- …independently. + In-depth knowledge of ETFs and competing investment vehicles such as mutual funds , separately managed accounts, etc. + Ability to travel (>50%). ... POSITION The position is part of the Exchange Traded Fund (ETF) Group within T. Rowe Price and will...is an area with rapid innovation and growth. The Senior ETF Specialist will partner with sales… 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