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Waddell And Reed Jobs & Careers

7 jobs

Waddell and Reed
Job Overview: Impact sales by delivering the highest caliber of sales support to Waddell & Reed field management and financial advisors in their efforts to create, build, and maintain successful financial planning practices. Key functions include: Improving the awareness and usage of Waddell & Reed’s financial planning process, tools and resources Increasing the effective use of our financial pl...
Waddell and Reed
Job Overview: Provides customer service support to shareholder and company Financial Advisors for the Waddell & Reed Group of mutual funds. Job Responsibilities: Answer telephone inquiries for basic shareholder account information Respond to written inquiries from shareholders and Financial Advisors Research problems, determine solutions and perform corrective actions Provide Financial Advis...
Waddell and Reed
The Corporate Tax Manager will be primarily responsible for the following income and privilege tax related duties: “Income Taxes Topic,” ASC 740 Analysis Detailed review of monthly and quarterly tax provisions Identify new permanent and temporary differences Monitor state tax rate Monitor new tax legislation Adjust the deferred tax inventory as needed. Review settlement of provision to retu...
Waddell and Reed
Are you looking for an opportunity to turn your engaging personality and your customer service talents into a rewarding career in the finance industry? Join our team at Waddell & Reed! Founded in 1937, we are among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors. Due to our ...
Waddell and Reed
This position has multiple responsibilities within the finance department that touch on a variety of areas including general accounting, transfer pricing, financial reporting, insurance and treasury. The position will primarily be responsible for: Oversight and review of the monthly accounting for all investment-related activity, which may include the purchase and sale of various investment secur...
Waddell and Reed
There are two primary components to this position. They are important to the success of the candidate in the job: The candidate will manage the on-boarding and transition of financial advisors and managers. This candidate is responsible for learning and maintaining in-depth knowledge of the Classic and Choice platforms, participating in the qualification analysis, and managing the transition of t...
Waddell and Reed
PRINCIPAL DUTIES AND RESPONSIBILITIES: Coordinate communication with outside counsel, Boards of Directors and Senior Executive Team. Create, edit and maintain databases and electronic spreadsheets. Maintain calendar and docket and coordinate, schedule and arrange meetings (including logistics) with Senior Executive Team and others. Assist General Counsel with budget preparation and control. R...