This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill

of Responsibilities (Grades 312 & 314 Develop portfolio strategies based upon internally or externally implemented investment strategies, with a goal of meeting the long term performance objectives of the total fund. Generate and/or evaluate prospective investment opportunities, including meeting with principals, conducting due diligence, conferring with outside parties an

Work with the Telecom, Media & Technology team monitoring a portfolio of TMT accounts. Industry subsectors include (a) Towers, (b) Communications, (c) Technology, (d) Gaming , (e) Entertainment/Media and (f) Data Centers. Engage in all aspects of a portfolio management, including quarterly reporting, annual company reviews, amendment memo preparation and presentation, leg

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Symetra has an exciting opportunity to join our team as a Sr. Investment Risk Manager! About the role As a Senior Investment Risk Manager at SIM, you will contribute to the effective oversight and management of risks. This role involves providing relevant risk information, advising senior management, and actively participating in new initiatives. With dynamic growth in As

Join Macquarie Group Foundation as an Investment Manager to become part of its growing Social Impact Investment team. You will develop and implement key infrastructure, systems, and processes to manage the growing social impact investment portfolio. At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financ

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Enterprise Housing Credit Investments is seeking a Director, Investor Relations to assist with the management of investor bid authorization and investment closing processes for low income housing tax credit (LIHTC) investments. Extensive knowledge of LIHTC along with strong real estate financial analysis and underwriting skills is required. Job Description Qualifications

Your Job 1888 Management, LLC. is seeking a highly skilled and experienced Director of Investments to lead our family office investment activities and strategies. The Director of Investments will play a critical role in managing the organization's investment portfolios, analyzing investment opportunities, and maximizing returns while minimizing risks. The ideal candidate

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You'll be positioned for a great career! Job Descript

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Plan, coordinate, and execute the schedules and logistics for all industry conferences, road shows, analyst days, and other events. Oversee benchmarking efforts to ensure messaging efforts remain relevant and competitive with peers. Review and select key vendors that provide critical services to support and maintain Investor Relations' activities. QUALIFICATIONS Bachelor'

At HCSC, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning path to a rewarding and fulfilling career. Come join us and be part of a purpose driven company who is invested in your future! Job Summary Interpret and describe BCBS product