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Mutual Funds Jobs in Matthews

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United States
Posted On Sep 29, 26
Full-time Experience : 1-8 yrs required
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation

Job Title: Senior Manager, Mutual Fund Tax Job Responsibilities: -... Build and manage client relationships while overseeing a portfolio of large clients. Act as the primary contact for both internal and external clients. - Manage senior-level relationships with large clients, provide...

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Posted On Sep 10, 26
Full-time 15 views Experience : 8-8 yrs required
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation

Job Title: Senior Manager, Mutual Fund Tax Job Responsibilities:... - Build and manage client relationships while overseeing a portfolio of large clients and acting as the primary contact for both internal and external clients. - Manage senior-level relationships with large...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
family finance financial products hedge funds Immigration Insurance investment management Investment Partnerships marketing Mutual Funds Partnership private equity spectrum Taxation
Job Tags:
family finance financial products hedge funds Immigration Insurance investment management Investment Partnerships marketing Mutual Funds Partnership private equity spectrum Taxation

Title: Tax Manager – Mutual Funds Job Responsibilities: As a Tax... Manager specializing in mutual funds, candidates will utilize... their expertise in accounting and taxation to provide comprehensive tax compliance and consulting services to clients within the Investment Management sector. Key responsibilities...

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Posted On Jun 26, 26
Full-time 8 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa

Title: Senior Counsel – Mutual & Private Fund Distribution... specifically focusing on the distribution of registered investment companies and private investment funds. The responsibilities include: -... Advising on the distribution of mutual funds, ETFs, and other... registered... products, ensuring complianc...

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Posted On Jul 07, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol artificial intelligence banking children Code of Conduct derivatives Disability Benefits ETFs FINRA health benefits Insurance Investment Advisers Act of 1940 investment management marketing Mutual Funds Privacy Securities Act of 1933 Securities Exchange Act of 1934 Visa
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol artificial intelligence banking children Code of Conduct derivatives Disability Benefits ETFs FINRA health benefits Insurance Investment Advisers Act of 1940 investment management marketing Mutual Funds Privacy Securities Act of 1933 Securities Exchange Act of 1934 Visa

Title: Senior Counsel – Mutual & Private Fund Distribution... on the distribution of mutual funds, ETFs, and other... the distribution of private funds, including private placements under... Regulation D and offshore offerings. - Draft, review, and negotiate distribution-related agreements, including selling...

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Posted On Sep 10, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
asset management company policies criminal family Insurance Partnership Taxation
Job Tags:
asset management company policies criminal family Insurance Partnership Taxation

Title: Tax Senior Associate, Asset Management Job Responsibilities: - Support Tax Managers and Partners in the day-to-day management of client portfolio. - Take responsibility for overall engagement planning and job administration. - Keep management informed on the progress of important...

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Posted On Sep 22, 26
Full-time Experience : 2-4 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions hedge funds Insurance Mutual Funds pension private equity Securities spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions hedge funds Insurance Mutual Funds pension private equity Securities spectrum Taxation

Title: Financial Services - Tax - Wealth and Asset Management - Senior Job Responsibilities: As a Senior in the Tax Compliance role within the Wealth & Asset Management practice at the company, you will manage and implement tax compliance strategies, providing essential...

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Posted On Sep 22, 26
Full-time Experience : 4-6 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance Partnership pension private equity Securities spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance Partnership pension private equity Securities spectrum Taxation

have a crucial role in managing and implementing tax compliance strategies for clients, focusing on hedge funds, private equity funds, and... mutual funds. Key responsibilities include:... -... Managing and implementing tax compliance strategies and reporting support. - Streamlining and optimizi...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
company policies criminal family Insurance Partnership Taxation
Job Tags:
company policies criminal family Insurance Partnership Taxation

Title: Senior Associate Job Responsibilities: - Support Tax Managers and Partners in the day-to-day management of client portfolio - Take responsibility for overall engagement planning and job administration - Keep management informed on the progress of important engagement and client relationship...

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Posted On Sep 24, 26
Contract, Full-time 2 views Experience : Min 6 yrs required
Job Tags:
AML crime criminal emerging technologies finance Financial Institutions fraud Government Immigration Insurance Money Laundering Mutual Funds OFAC public sector Software terrorist financing
Job Tags:
AML crime criminal emerging technologies finance Financial Institutions fraud Government Immigration Insurance Money Laundering Mutual Funds OFAC public sector Software terrorist financing

Title: Manager - Anti-Money Laundering - Financial Crime and Fraud Job Responsibilities: As an Anti-Money Laundering (AML) Manager, the primary responsibility is to assist clients in mitigating risks associated with money laundering, terrorist financing, and sanctions violations. The role involves improving clients'...

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Posted On Jul 07, 26
Full-time 3 views Experience : 4-8 yrs required
Practice Area:
Finance - Banking Fintech & Blockchain Finance - General
Job Tags:
agreements alcohol artificial intelligence banking banking laws children Code of Conduct derivatives Disability Benefits equity health benefits Insurance investment management Privacy Visa wealth management
Practice Area:
Finance - Banking Fintech & Blockchain Finance - General
Job Tags:
agreements alcohol artificial intelligence banking banking laws children Code of Conduct derivatives Disability Benefits equity health benefits Insurance investment management Privacy Visa wealth management

Title: Assistant General Counsel, Executive Director: Wealth Banking, Cash Management & Digital Assets Job Responsibilities: The Assistant General Counsel, Executive Director, is responsible for leading the legal team that supports Wealth Banking, Cash Management, and Digital Assets at the company. Key...

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Posted On Jul 08, 26
Full-time 3 views Experience : 4-8 yrs required
Practice Area:
Finance - Banking Fintech & Blockchain Finance - General
Job Tags:
agreements alcohol artificial intelligence banking banking laws children Code of Conduct derivatives Disability Benefits equity health benefits Insurance investment management Privacy Visa wealth management
Practice Area:
Finance - Banking Fintech & Blockchain Finance - General
Job Tags:
agreements alcohol artificial intelligence banking banking laws children Code of Conduct derivatives Disability Benefits equity health benefits Insurance investment management Privacy Visa wealth management

Title: Assistant General Counsel, Executive Director: Wealth Banking, Cash Management & Digital Assets Job Responsibilities: - Lead and manage a team of attorneys providing legal support for wealth banking and digital assets. - Advise senior business leaders on strategic initiatives, product development, and...

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