- Charles Schwab (Westlake, TX)
- …to develop and assist with sales strategy, call campaigns and workshop delivery. The Fixed Income Specialist utilizes multiple sources to uncover and convert ... **Your opportunity** Fixed Income Specialists, within Income and Wealth Solutions, build relationships with clients and key partners, focusing their efforts… more
- UWorld, LLC (Dallas, TX)
- …economics, financial reporting and analysis, corporate finance, equity investments, fixed income investments, derivatives, alternative investments, and portfolio ... UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time,...the Future of Finance Education: As a CFA Content Specialist , you'll be involved in every step of the… more
- Neuberger Berman (Dallas, TX)
- …organizational and communication skills, a deep understanding of the equity, derivative, and fixed income markets, and the ability to work well in a ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's Investment, National Accounts...June 30, 2024) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private… more
- USAA (Plano, TX)
- …sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer ... this position. **What you'll do:** + Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment… more
- JPMorgan Chase (Plano, TX)
- …division offers investment management across all major asset classes including equities, fixed income , alternatives, multi-asset and money market funds. For ... work closely with Product CFOs, desk heads, and investment specialist heads, and will be expected to interact with...be achieved. + Partner with desk heads and investment specialist heads to produce and develop metrics to measure… more