- Intrua Financial, LLC (Houston, TX)
- …all trading functions and investment operations . Build, guide, and manage the investment research team . Lead the billing and audit functions , ensuring ... individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair… more
- HOUSEMAX FUNDING LLC (Austin, TX)
- …make a measurable impact, wed love to hear from you. Role Overview As a Lead Conversion Manager, you will play a critical role in maximizing the performance of our ... digital funnels and lead lifecyclefrom inbound engagement through closing and post-sale follow-up. Your mission is to analyze user and lead behavior, identify… more
- Larson Capital Management LLC (Chesterfield, MO)
- …role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the ... the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.… more
- Usaa (Charlotte, NC)
- …and assists with contract negotiations, proof of concepts, and return on investment contract surveys. Collaborates with Marketing and Corporate Affairs partners to ... and delivery, and community engagement and advocacy. 3 years of direct team lead or management experience required. 20 years of experience serving in the Armed… more
- Trust Counsel PL (Coral Gables, FL)
- …of distributions. Administer individual and family trusts with respect to investment and banking activity, real estate investments, including rental properties, ... corporate and partnership interests, and ensure federal tax compliance. Lead the Team of professionals in the Foundational Estate Planning Dept. Qualifications:… more
- Usaa (San Antonio, TX)
- …spend, headcount, and program costsand provide insights that inform investment decisions, trade-offs, and resource allocations. Experience inmanaging affiliate and ... TX. Relocation assistance is available for this position. If you are ready to lead teams to deliver impactful HR solutions, apply now! What you'll do: Consults with… more
- Usb (Union Savings Bank) (New Preston Marble Dale, CT)
- …process. Demonstrate a sense of urgency with achieving branch deposit, loan, investment , cross sell goals through individual production and by providing feedback and ... all aspects of the USB Customer Service Commitment Charter and the USB brand. Lead by example to create a positive branch environment that is friendly and welcoming.… more
- Usb (Union Savings Bank) (Bethel, CT)
- …all aspects of the USB Customer Service Commitment Charter and the USB brand. Lead by example to create a positive branch environment that is friendly and welcoming. ... Demonstrate a sense of urgency with achieving branch deposit, loan, investment , cross sell goals through individual production. Providing feedback and coaching… more
- Lindt & Sprungli (Stratham, NH)
- …across paid, owned, and earned channels. Campaign & Channel Leadership Lead always-on and campaign-based digital activations to drive omnichannel awareness and ... Translate insights into actionable recommendations for creative, content, and investment decisions. Drive test-and-learn culture around new platforms, creators, and… more
- United Nations Federal Credit Union (New York, NY)
- …and members alike through consistent demonstration of our service excellence behaviors Lead project management efforts by coordinating with stakeholders to drive the ... insights Serve as point of contact for vendor management; manage deposit, investment , and department protection related vendor information in Vendor Point; assist… more
- Northwestern Mutual (Champaign, IL)
- …systems, and LAN. Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business ... ability to drive % increase in adoption, sales etc.) Demonstrated ability to lead and facilitate groups of people. #LI-Onsite This position has been classified as… more
- Roers Companies LLC (Austin, TX)
- …Top Workplace and a national leader in multifamily real estate investment , development, construction, and property management. Headquartered in Plymouth, Minnesota, ... opportunities, and regional conferences to enhance brand awareness and generate leads Lead the proposal and bid process for prospective clients, coordinating with… more
- Larson Financial Group, LLC (St. Louis, MO)
- …a fast-paced and supportive environment. Requirements: What You'll Do Prepare for and lead client meetings Collect and organize client data to build financial plans ... Construct insurance illustrations and financial scenarios Communicate investment recommendations in collaboration with the advisory team Track planning process… more
- JPMorgan Chase (Jacksonville, FL)
- …best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key… more
- Wells Fargo (New York, NY)
- …colleagues, and middle to more experienced managers to resolve issues and achieve goals + Lead Investment Banking projects and teams, or serve as a peer mentor ... funds and commercial real estate finance companies. The candidate will take the lead role in executing commercial real estate securitizations, including as fixed or… more
- Wells Fargo (San Francisco, CA)
- …of business at wellsfargojobs.com . **About this role:** Wells Fargo is seeking a Lead Investment Banker, Vice President to join the Technology, Media, and ... The Corporate & Investment Bank (CIB) delivers a comprehensive suite of...Telecommunications (TMT) Group. **In this role, you will:** + Lead complex initiatives and independently manage client relationships, including… more
- CVS Health (Hartford, CT)
- …convenient and more compassionate. And we do it all with heart, each and every day. ** Investment Management Technology Lead (IMT Lead )** CVS is hiring an ** ... Investment Management Technology Lead ** to drive digital transformation for a $37+ billion...to drive digital transformation for a $37+ billion multi-asset investment portfolio. This role combines investment acumen… more
- Neuberger Berman (New York, NY)
- We are seeking a technically strong, self-directed Product Manager with deep investment management experience to lead solutions across NB's investment ... proofs of concept, and iterative feedback. + Delivery and execution + Lead solution architecture and documentation with an AI-first philosophy + Manage product… more
- WTW (Tampa, FL)
- …As a member of dedicated client teams, you will work closely with the lead consultant in providing a variety of high-quality services to defined contribution and ... their various sub committees. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures,… more
- T. Rowe Price (Baltimore, MD)
- …row and make a difference in ways that matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and ... Solutions Group and is a collaborative member of the TRPIM investment process. The primary purpose of the Lead PIA is to use their knowledge of the portfolio … more
