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The position supports two WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational efficiencies. Schedule & prepare Advisor for upcoming client meetings, including preparing/updating financial plans, conducting investment research, preparing documentation for new business or other client transactions.
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Creates proper formatting of equity and mutual fund trade corrections to meet custodian requirements. The Investment Operations Analyst, Trading is responsible for performing operational activities pertaining to the daily firm brokerage trading, centralized trading, and servicing of client brokerage accounts for the company.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Preferred: Minimum of two years of compliance experience in the mutual fund and asset management industry. Coordinate annual disclosure for the Department of Labor and the Federal Reserve Bank of New York.
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You will be responsible for technical and business matters pertaining to Allianz Investment Management's (AIM LLC) mutual fund and ETF businesses. o Monitor capital markets for impacts on mutual fund performance and evaluate effectiveness of subadvisers and fund managers.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
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We offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex. Fund Controllers perform in a high-level contributor role demonstrating expertise in the mutual fund industry, multiple lines of business, business processes and the customers' business.
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Interacts with bank staff, various personnel from the Broker Dealer, annuity and mutual fund vendors. Interacts with bank staff, various personnel from the Broker Dealer, annuity and mutual fund vendors.
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Specific operational knowledge of investment and insurance products (specifically mutual funds, variable annuities, and mutual fund wrap programs) The Client Solutions Specialist II role supports our clients, employees, and field partners, with a full range of servicing by responding to inbound calls related to investment and insurance accounts and products and acting as a client advocate in all situations.
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A minimum of one to two (1-2) years' prior brokerage and/or investment operations experience is required, either in prior work experience or internship. Runs transaction report in Fidelity Wealthscape and Schwab Advisor Center and uses trade correction backup to match equity trades and dividend adjustments.
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In this role, you will have the opportunity to gain experience about the mutual fund industry and the products and services offered by Franklin Templeton in the financial services arena, while being part of a DALBAR Award-winning team.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Experience with administration of Individual Retirement Accounts (IRA) and retail mutual fund and brokerage account is a plus. Non-sales positions have the opportunity to participate in a bonus program.
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For more than five decades, we’ve focused our expertise solely on this market, providing a broad suite of annuities and mutual fund programs to help customers from coast to coast align their assets with their aspirations.
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PGIM Fixed Income has a strong commitment to its customers, including mutual fund investors, corporations, public retirement funds, Taft-Hartley plans, sovereign wealth funds, insurance companies, foundations, and endowments.
$83,400 - $124,100 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Knowledge of standard commercial lines carriers systems is a huge plus (Liberty Mutual, Travelers, State Fund, Mercury, Hanover, Hartford, etc.) Knowledge of standard commercial lines carriers systems is a huge plus (Liberty Mutual, Travelers, State Fund, Mercury, Hanover, Hartford, etc.
$65,000 - $95,000Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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WHAT WE ARE LOOKING FORREQUIRED: Bachelor’s degree in business or equivalent experience in the mutual fund or securities industry. Helps facilitate responses to auditor questions, comments and audit issues to assure that fund audits are completed on time.
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