Investment Advisor jobs

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Security Network Consulting Engineer Cisco Systems North Carolina May 21
you directly.As a member of the AS team, you will establish yourself as a trusted advisor by taking a collaborative and consultative approach with delivery of Security ... skills, the ideal candidate will be well positioned to become a trusted advisor who is capable of building solid, long-term relationships with customers and inside... more
Digital Marketing Planner Grainger Lake Forest, IL Mar 20
online only/ ad-hoc) Help define digital marketing strategy - Be a trusted advisor to business segments on leveraging eCommerce new/ current capabilities to ... across campaigns o Explore and pursue incremental business segment specific eCom investment opportunities Execute: o Support Associate Digital Marketing Planner in... more
Marketing Communications Manager Umpqua Bank Portland, OR May 21
expenditures, research and development appropriations, and return-on-investment. • Work with brand and product teams to create effective growth strategies by ... of living and owning the brand message. Function as a leading advisor and solutions provider to all departments as they “live and own the brand”. JOB QUALIFICATIONS... more
Channel Program Marketing Manager Hitachi Data Systems Itasca, IL May 20
in close collaboration with the geo field marketing teams, acting as a trusted advisor and conduit to access corporate marketing, branding, legal, enablement and messaging · Drive ongoing strategy, initiatives and processes through HDS Strategic Partners · Empower Strategic Partners to leverage HDS tools and resources... more
General Manager of Insight Software Business NetApp Waltham, MA May 17
background and proven instincts pertaining to technology direction and investment. He or she will be a compelling leader and an effective communicator with a history ... drive toward improving the customer experience while making technical investment and product decisions; •Have a demonstrated ability to work collaboratively with... more
Manager/Senior Manager - Asset Management (Mutual Funds, Private Equity) Deloitte New York, NY Apr 26
* Demonstrate a thorough understanding of asset management/ investment management/ private equity and/or regulatory compliance issues ... and drafting compliance policies and procedures, . Knowledge and experience with the Investment Advisors Act of 1940 and the Investment Company Act - 38a-1. . Strong... more
Advisory Services Senior - Financial Services Office - Solutions Enablement - Core Banking Operations Ernst & Young Chicago, IL Sep 27
* Financial Advisor Workstations and other front-office tools * Financial planning and financial advices models, methodologies and platforms * Investment products; securi ... * Investment products (all asset classes) * Product development * Advisory model and advisor support * Financial planning and advice * Retirement planning/trust services... more
Licensed Financial Advisor Edward Jones Gadsden, AL May 14
looking to get into the financial services industry. As an Edward Jones Financial Advisor, you will build a profitable business long term while enjoying the potential ... career independence and financial rewards. Edward Jones offers individualized investment recommendations focused on a diversified mix of stocks, fixed-income... more
Account Services Associate - St. Louis, MO Job Scottrade Saint Louis, MO May 17
and transfer for Advisor Services customers. RESPONSIBILITIES: * Review and process Advisor Services accounts, including troubleshooting and recommending solutions for ... of customer service experience required. * Prior brokerage, insurance or investment advisor operations experience preferred. Scottrade, Inc., an equal opportunity... more
GSAM, Third Party Distribution - Advisor Sales Group, Key Accounts Relationship Manager - Associate Goldman Sachs Group New York, NY May 10
The Key Accounts Team within the Advisor Sales Group, a part of Goldman Sachs Asset Management (GSAM) Third Party Distribution Sales Channel, is responsible for ... of focus firm opportunities, best ideas based upon firm specific investment themes, provide training on platform/programs Basic Qualifications • Bachelors degree... more
Wealth Manager USAA Tampa, FL May 21
and consultations. Ensures the acquisition, relationship, and retention of private investment management accounts. JOB DUTIES * Applies broad knowledge of financial ... services work experience. * 4+ years financial services experience providing investment advice and counsel directly to clients. * Broad knowledge of financial... more
Senior Manager - Asset Management (Mutual Funds, Private Equity) Deloitte Los Angeles, CA May 21
reports and proposals. * Demonstrate a thorough understanding of asset management/ investment management/ private equity and/or regulatory compliance issues. * ... drafting compliance policies and procedures, . Knowledge and experience with the Investment Advisors Act of 1940 and the Investment Company Act - 38a-1. . Strong... more
Mobility and Benefits Tax Manager Job Intel Santa Clara, CA May 04
Benefits, Finance, Stock, Staffing, Tax, and Business groups. Act as a strategic tax advisor to business owners by effectively engaging with HR, Finance, and employees to drive regulatory, and overall tax compliance requirements for compensation and benefits issues. Research and analyze complex U.S. and foreign tax issues and develop... more
Business to Business Sales Associate AFLAC Aberdeen, SD Oct 28
side sales, sales executive, AE, salesman, saleswoman, sales person, selling, policy, underwrite, underwriter, LTC, insurance salesman, insurance salesperson, coverage, insurance, financial advisor, financial planner, financial counselor, financial analyst, portfolio, finance, profit & loss, profit and loss, investment advisor,... more
Advisory Services Senior Manager - Financial Services Office - Performance Improvement - Asset Management Ernst & Young New York, NY Mar 07
investments within insurance companies; 3) bank-owned asset management firms; 4) the advisor's investment operations (middle and back-office operations, including ... investment operations, or trade settlement and reconciliation * Fund accounting or investment recordkeeping * Shareholder or retirement plan recordkeeping * Investment... more
Lead Developer-RSA Archer Administrator American Express Phoenix, AZ May 19
required to support the platform. A successful candidate will also become a trusted advisor to the business partners. The candidate will be required to lead the following activities across the application portfolio, and support functional capabilities, such as: * Works with business analysts/partners to determine and translate business... more
Finance - Bank Mortgage Specialist Goldman Sachs Dallas, TX Mar 22
Job Summary & Responsibilities: GS Private Bank offers tailored lending capabilities to enhance client liquidity and flexibility. Solutions range from the conventional to the creative and include residential mortgages, unsecured loans and loans secured by marketable securities, hedge funds, private equity funds, commercial real estate... more
Senior Manager, Channel Sales, ASEAN Autodesk Pacific, WA May 17
VARs and VADs (for all products and divisions), becoming their Autodesk's trusted advisor, assisting in the development and success of their Autodesk's business, inspiring and driving their investments and divestments to optimize their resources allocated to Autodesk's business. Direct the activities and manage the performance of... more
Financial Services Office - Advisory Services Manager - Technology Enablement - Operations Improveme Ernst & Young Charlotte, NC May 21
the following focus areas: * Asset Management * Wealth Management * Mutual Funds * Investment Advisors * Private Banking * Hedge Funds * Prime Brokerage Team with ... working at a financial services company or comparable experience working as an advisor to a financial services company * experience working in a Hedge Fund, Asset... more
Commercial Account Executive - Financial Services Salesforce New York, NY Apr 01
growth potential. The opportunity will target Insurance, Commercial Banking and Investment Advisors. Any relevant experience in these industries would be a strong asset. Responsibilities: Developing and managing relationships within our Commercial segment specifically within the Financial Services Sector. Managing complex sales-cycles... more
Technology Portfolio Manager, Google Giving Google Mountain View, CA May 17
The Google Giving team leads Googles strategic philanthropy, annually investing in best-in-breed organizations that use technology to change the world. We look for innovative solutions with the potential for massive social impact. We source, vet, fund and manage our programs, including our primary grantmaking program, Global Impact... more
Director, Consulting Services - Financial Services Vertical Cisco Systems New York, NY May 21
solutions for Financial Services industry issues including Retail Banking, Investment Banking, Trading Floor and Insurance.Essential Job Responsibilities:• ... that include consulting service components.Develops trusted advisor relationships with senior and C-Level IT, and business, clients.Supports Financial Services... more
Assistant Vice President, SAS Client Services Job ID: 20131502 Scottrade St Louis, MO May 12
the client services group of advisor division. Areas of responsibility include advisor relationship teams (support), advisor business transition services, and ... to network with industry influencers, and leaders in the Registered Investment Advisor industry that may include members of technology firms, asset management... more
PT Client Relationship Assistant I Robert W. Baird & Co. Columbus, OH May 18
questions; initiates action and forwards only those calls necessary to the Financial Advisor for handling. 3. Assists with new account paperwork preparation and opens accounts updating/maintaining information in Financial Advisors client and subscription databases as necessary. 4. Perform administrative functions including preparing and... more
Enterprise Legal: Mergers & Acquisitions Transactional Attorney - Manager (Chicago, Arlington/Metro DC Accenture New York, NY May 09
Summary: Serve as the Legal support for multiple complex M&A and strategic investment transactions within a fast-paced public company corporate environment, primarily on buy-side, focusing on the North America region (including cross-border transactions). Over time, may lead (with oversight from a senior M&A Legal team member) the legal... more