Ivy Funds Jobs & Careers

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30+ days ago

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


30+ days ago

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


7 days ago

Client Portfolio Strategist

Ivy Funds Overland Park, KS

1) oversight and delivery of mutual fund, market and economic knowledge to Marketing and Sales (Ivy and FAD sales channels), 2) travel with Ivy… Glassdoor


30+ days ago

Customer Service Representative (CSR_CP)

Ivy Funds Overland Park, KS

Provide award-winning customer service support to shareholders and company Financial Advisors for Waddell & Reed/Ivy Funds. Job… Glassdoor


30+ days ago

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


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… Glassdoor


30+ days ago

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


7 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… Glassdoor


30+ days ago

Associate Staff Accountant

Ivy Funds Overland Park, KS

Within the Mutual Fund Accounting department, this position takes an active role as a member of the pricing team, responsible for pricing all of the… Glassdoor


10 days ago

FAD OSJ Consultant Investment Advisory

Ivy Funds Overland Park, KS

• Supervise advisors daily sales activities, including the OSJ review/approval of transactions involving Classic Investment Advisory trades… Glassdoor


Ivy Funds Reviews

1 Review
3.0
1 Review

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Hank Herrmann
1 Rating
  1.  

    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