- Altru Health (Grand Forks, ND)
- …to seek high quality and cost effective products and services with maximum supply investment value.Conducts cost data analysis and assimilates it into a format to be ... by decision makers and stakeholders.Participates in Captis as Altru's designated representative . This work includes representing Altru in Cohort and Captis… more
- Wellington (Boston, MA)
- …and will lead business, investor relations and marketing strategy, and act as investment representative for the firm's private credit business in in the ... primary responsibilities will include the following: * Acting as an effective investment representative of the private investment teams and portfolios with… more
- Kestra Financial (Deerfield, IL)
- …pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
- Charles Schwab (Westlake, TX)
- …+ Professional licensing and/or compliance certifications (eg FINRA Series 7, 66, Investment Adviser Representative , CRCP and CAMS) + Strong analytical thinking ... Manager to conduct risk-based compliance testing within our Broker-Dealer and Investment Adviser programs. Though this is an Individual Contributor position, the… more
- Insight Global (Atlanta, GA)
- …that you actively advise today ($50 million+) * Certified to work as an investment advisor representative (Series 65 or equivalent) * Master's degree in Finance, ... * Preparing financial documents, such as income projections and investment reports * Work with third-party experts such as...of financial planning * Experience advising at a Registered Investment Advisory (RIA) firm null We are a company… more
- Bank of America (Scranton, PA)
- Financial Service Representative - Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida; Scranton, Pennsylvania **Job ... America and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders… more
- T. Rowe Price (Baltimore, MD)
- … Liaison works to support portfolio management operations and is generally a representative of the investment strategy to internal groups and a conduit ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...grow your career with us. About the Role The Investment Liaison at T. Rowe Price plays a critical… more
- T. Rowe Price (Baltimore, MD)
- … Liaison works to support portfolio management operations and is generally a representative of the investment strategy to internal groups and a conduit ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...your career with us. About this Role: The Multi-Asset Investment Liaison acts to support the investment … more
- Principal Financial Group (Costa Mesa, CA)
- …preferably in the financial services industry. + SIE, 6 or 7, and IAR ( Investment Advisory Representative ) either 66 or 63&65 licensing required. + Life & ... help our customers live their best lives by providing investment advisory education services in a call center environment...services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …of success in advising clients as well as in business development. As a registered Investment Adviser Representative (IAR) of Fort Pitt, You will have access to: ... invest in yourself? Fort Pitt Capital Group - an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture - has a… more
- TEKsystems (Owings Mills, MD)
- …is currently searching for career-driven candidates interested in a Customer Service Representative opportunity with an Investment Institution in the Owings ... Mills, MD 21117 area! Description: + Responsible for reviewing transaction requests and authorizations, processing transactions, and timely and accurate reconciliatory of transactions. + Maintain department processing standards in productivity and quality. +… more
- Owens Realty Services (Orlando, FL)
- Acquisitions Analyst ( Investment and Acquisitions) Orlando, FL, United States of America $0.00 -$0.00 BackApply Now Back Apply Now Overview Established in 1990, ... Owens Realty Services is a full-service commercial brokerage, investment , management, maintenance, housekeeping and environmental services company. Our comprehensive… more
- Truist (Mclean, VA)
- …shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers ... and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM.… more
- Wellington (Boston, MA)
- …to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. ** Investment Integrity and Risk ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Wellington (Boston, MA)
- …relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. INVESTMENT INTEGRITY AND RISK ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Santander US (New York, NY)
- Executive Director - Regulatory Capital Management, Corporate & Investment Banking New York, United States of America Job Summary: We are seeking an experienced and ... highly skilled individual to join the CFO organization of our Corporate & Investment Banking (CIB) division in the US The candidate will be responsible for strategic… more
- Wellington (Boston, MA)
- …to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. ** INVESTMENT INTEGRITY AND RISK ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Kestra Financial (Columbia, MD)
- The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment ... Record conversations and requests in SmartOffice + Process distribution requests Investment Operations Responsibilities + Maintain client records and notes in… more
- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- CBRE (Orlando, FL)
- SVP Development Investment - Trammell Crow Company Job ID 160994 Posted 04-Apr-2024 Service line REI Segment Role type Full-time Areas of Interest Development ... **About the role:** Our SVP D&I role is responsible for multifamily development and investment activities in the Orlando, FL market. The role is accountable for the… more
