Teams at Aegon

Sell Aegon AM products to RIAs, family offices, and mutual fund sub-advisors within a defined territory. Build and expand relationships, design tailored sales strategies, meet territory sales targets, collaborate with investment and client service teams, maintain Salesforce activity logs, monitor market developments, and ensure data privacy and compliance.

Perform complex accounting for partnership and investment-related transactions, prepare financial statements and statutory reporting, analyze variances and accounting topics, improve processes and controls, develop reports, assist with divisional budgets, and potentially supervise or train other accountants.

Provide legal support to the LIHTC platform: review, negotiate and close LIHTC transactions; oversee due diligence; manage post-closing asset matters; engage outside counsel; review tax opinions; advise on corporate, tax and commercial mortgage loan issues; respond to investor counsel.