Ivy Funds

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Ivy Funds Jobs & Careers

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Transition Specialist

Ivy Funds Overland Park, KS

The Transition Specialist will manage the on-boarding and transition of qualified financial advisors to the Choice platform. This candidate is… Glassdoor


Data Validation Associate

Ivy Funds Overland Park, KS

. Maintain Third Party Sales Reporting (ACS) and CRM (VINES) Systems Research the dealer, branch and representative information received on third… Glassdoor


UCITS Administration

Ivy Funds Overland Park, KS

The primary responsibility of this position is be the homes officess specialist in undertakings for collective investment in transferable securities… Glassdoor


Manager - F.A.S.T. Retirement Plan Sales

Ivy Funds Overland Park, KS

Positively impact sales by providing leadership, support, training and motivation to a team of internal sales and sales support specialists dedicated… Glassdoor


Business Analyst

Ivy Funds Overland Park, KS

• Required to learn all aspects of the OnBoard and OpenPFA software products including integration with outside vendor software products such as… Glassdoor


Classic Broker Dealer Operations Senior Associate

Ivy Funds Overland Park, KS

• Required to learn all aspects of OpenPFA and Onboard systems • Review each transaction request for signatures, legal documents and other… Glassdoor


Channel Development Consultant

Ivy Funds Overland Park, KS

This individual will be responsible for the successful deployment of technology. He/she will drive the successful utilization of existing tools by… Glassdoor


Compliance Surveillance Analyst

Ivy Funds Overland Park, KS

• Review exception reports, gather supporting documentation, and request suitability information from supervisors to evaluate whether advisor… Glassdoor


Senior Compliance Examiner

Ivy Funds Overland Park, KS

• Schedule, plan, and prepare pre-audit material for branch office audits. • Review and research branch office activities including, but not… Glassdoor


Classic Broker Dealer Operations Sr. Associate

Ivy Funds Overland Park, KS

• Required to learn all aspects of OpenPFA and Onboard • Review each transaction request for signatures, legal documents and other requirements as… Glassdoor

Updated Jul 30, 2014

See What Ivy Funds Employees Are Saying

Employees say it's “OK”   1 ratings

3.0

100% Approve of the CEO   1 ratings

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Hank Herrmann

Chairman, President, and CEO

Pros: “Great entry level mutual fund sales position. Overall the people at Ivy are good people to work with, especially co-workers. They are a very motivated group of young professionals. Education is valued at Ivy, which is a big bonus if you are seeking to further your education or obtain financial…”Full Review


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