mutual fund

Immediate need for a talented Mutual Fund Specialist. This is a 08 months contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:26-34500Pay Range: $25 - $31/hour. Employee benefits include, but are not limited to, health insurance...

 At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a...

Tax ManagerAre you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! Work You'll Do As a Tax Manager, you will draw on experience...

Tax ManagerAre you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! Work You'll Do As a Tax Manager, you will draw on experience...

Job Overview:The Pod4 transfers Team is responsible for transferring mutual funds from the sponsor to LPL Financial in a broker controlled environment. Team provides quality service to our Independent Advisors, Financial Institutions and RIA Firms by supporting ACAT fails, sponsor transfers and PTF acat transfers.The ideal candidate will be responsible for...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about...

Where Ambition Meets Innovation: Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job...

WHO WE AREApex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others;...

WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others;...

Where Ambition Meets Innovation: Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job...

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees. If you're ready to lead with intention and discover what’s possible,...

Citigroup Inc. is seeking an entry level Financial Administration Compliance Analyst in Columbus, OH. The role supports mutual fund compliance activities in coordination with the Operations - Transaction Services team. Responsibilities include reviewing daily compliance results, auditing support, board reporting, and proactive inquiry responses, with...

About Our CompanyWorking at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment...

WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others;...

JOB DESCRIPTION Bank Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services. We provide the efficiencies necessary for fund sponsors to deliver economical...

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving...

 At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a...

Apex Group in Portland, ME is seeking a regulatory specialist to support 1940 Act mutual funds and trusts. You will prepare fund documents, filings with the SEC, and board materials; coordinate with clients, law firms, and service providers to ensure timely, compliant deliverables. The role requires a law degree with fund/regulatory experience, knowledge of...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about...

Job Description - Mutual Funds Internal Wholesaler (HYBRID) (260000GM)Mutual Funds Internal Wholesaler (HYBRID) ( 260000GM )Primary LocationUNITED STATES-NC-CharlotteOrganizationEquitableScheduleFull-timeAbout the RoleAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwe’vehoned since...