Ivy Funds

www.ivyfunds.com

Ivy Funds Jobs & Careers

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Show:  All Results Last 7 Days
30+ days ago

Integration Architect / Developer

Ivy Funds Overland Park, KS

With minimal supervision, performs process analysis and provides technical solutions using company-directed advanced methods and technologies… Ivy Funds


18 days ago

Internal Wholesaler

Ivy Funds Overland Park, KS

• Responsible for raising and retaining assets within a geographic territory by making proactive phone calls to brokers and financial advisors to… Ivy Funds


30+ days ago

Contract Administrator

Ivy Funds Overland Park, KS

• Develop and nurture strong working relationships with cross-functional groups and business areas to facilitate preparation and execution of… Ivy Funds


30+ days ago

Broker Dealer Compliance Customer Complaint Specialist

Ivy Funds Overland Park, KS

• Research, analyze circumstances and facts surrounding customer complaints and provide appropriate written response to customers to bring resolution… Ivy Funds


30+ days ago

Sr. Financial Planning Sales Specialist

Ivy Funds Overland Park, KS

• Respond to incoming phone calls, emails, requests for information, and problem resolution, in a professional and timely manner… Ivy Funds


30+ days ago

Chief Regulatory Officer/ Chief Compliance Officer

Ivy Funds Overland Park, KS

The Chief Regulatory Officer (CRO) / Chief Compliance Officer (COO) is primarily responsible for directing the overall Compliance function for a… Ivy Funds


30+ days ago

Compliance Surveillance Analyst

Ivy Funds Overland Park, KS

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


30+ days ago

Onsite Transition Specialist

Ivy Funds Overland Park, KS

• Onsite support: work directly with new advisor to complete new account paperwork, get it submitted, and accounts opened • Work withnew advisors… Ivy Funds


13 days ago

Part-Time Accounting Associate

Ivy Funds Overland Park, KS

• Utilizing the accounting system: • to look up account activity for various reports or projects, • to research accounts payable activity… Ivy Funds


30+ days ago

Customer Service Rep

Ivy Funds Overland Park, KS

• Answer telephone inquiries for basic shareholder account information • Respond to written inquiries from shareholders and Financial Advisors… Ivy Funds


Ivy Funds Reviews

1 Review
3.0
1 Review

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Hank Herrmann
1 Rating
  •  

    Great entry level financial position.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Internal Wholesaler in Overland Park, KS
    Former Employee - Internal Wholesaler in Overland Park, KS

    I worked at Ivy Funds

    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 designations. The sales desk is moving toward being all "Series 7" certified and either "CFP" or "CFA" certified. The company will pay all expenses for these designations if pre approved.

    Cons

    Not much chance of upward mobility - very political workforce. Snobby environment. Management has a feel of elitism to them. Definitely not a good environment if you have thin skin.

    Advice to ManagementAdvice

    None.

    Approves of CEO

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