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waddell and reed Jobs & Careers

9 jobs

Waddell and Reed
This position is responsible for conducting the analysis and OSJ review of financial plans written by Waddell & Reed Financial Advisors. The following are specific responsibilities: • Supervise Financial Advisors’ financial plans following up with the Financial Advisor when the plan is inconsistent with Waddell & Reed policies as well as identify and address problematic patterns detected in the c...
Waddell and Reed
The Branch Manager is responsible for leading a key W&R branch office in the applicable Complex. Duties include the exercising discretion in the general management of all assigned registered branch offices, ensuring adherence to all compliance policies and applicable rules and regulations, management of the day to day operations and budget, management of administrative staff in the assigned branc...
Waddell and Reed
Job Overview: The Purchasing Departments perform processing for the majority of Waddell & Reed''s incoming new customer accounts and subsequent investments. Processors will be responsible for reviewing requests and account information and determining the appropriate steps to take to complete a request. Associates will be expected to monitor personal work queues and process information by utilizin...
Waddell and Reed
Job Overview/Responsibilities: The Senior Treasury Accountant position is responsible for performing various accounting and treasury duties that occur within the corporate treasury department. The responsibilities of this position will consist of, but not be limited to: The appropriate accounting treatment for and classification of the Company’s various corporate investments. This includes determ...
Waddell and Reed
JOB SUMMARY: Responsible attorney for day-to-day legal advice and guidance for investment adviser subsidiaries, mutual funds, ETMFs and closed-end funds; general corporate transactional and securities work related to investment management business. Candidate will have regular interaction with board of trustees, senior management, investment professionals (portfolio managers and traders), operatio...
Waddell and Reed
Job Overview: As part of the Finance Division, this position is a member of the Field Compensation Accounting team and will primarily be responsible for assisting and supporting the Compensation Accounting staff with day-to-day operations. Administer compensation/incentive programs to include system setup, reviewing payment calculations, and reporting. Monthly accounting responsibilities to inclu...
Waddell and Reed
This position maintains and processes technology contracts and provides administrative support to management as required. Processes new technology contracts and renewals, processes purchases as required utilizing Oracle Financials and other tools, monitors and resolves discrepancies of invoices and general ledger entries, updates and maintains records related to IT purchases. Maintain reports rel...
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...