- Intrua Financial, LLC (Houston, TX)
- …make sure to apply today. Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly ... individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair… more
- New York Life - Northern California (Roseville, CA)
- …each of the four major rating companies. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment ... Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental,… more
- Northwestern Mutual (Franklin, WI)
- …advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. Find out if this opportunity is a good fit by ... & Relationship Management Provide consultative guidance on trading strategies and investment solutions tailored to client objectives.Act as a trusted resource for… more
- Trust Counsel PL (Coral Gables, FL)
- …treatment of distributions. Administer individual and family trusts with respect to investment and banking activity, real estate investments , including rental ... tax implications to clients. Administer individual and family trusts, overseeing investments , banking activities, real estate holdings, and ensuring tax compliance.… more
- Usaa (San Antonio, TX)
- …talent effectiveness with organizational priorities, shaping how talent and learning investments are measured and communicated across the association. To be ... spend, headcount, and program costsand provide insights that inform investment decisions, trade-offs, and resource allocations. Experience inmanaging affiliate and… more
- Intrua Financial, LLC (Houston, TX)
- …position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration ... portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management… more
- Northwestern Mutual (Milwaukee, WI)
- …business's product strategy, features, and end-user experience. Leads appropriate investments in emerging technologies to maintain industry leadership. Leads ... appropriate investments in emerging technologies to maintain industry leadership. Identifies...budget that balances priorities, tradeoffs, and efficiencies. Optimizes IT investments and ensures technology budgets align with strategic business… more
- Larson Capital Management LLC (Chesterfield, MO)
- …the Company Larson Capital Management primarily focuses on commercial real estate investments . The company is rapidly expanding in investment holdings throughout ... 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… more
- Usaa (San Antonio, TX)
- …to problem resolutions. Identifies additional resource needs ranging from IT investments , 3rd party support or additional analysts and provides business rationale ... and justification for additional needs. Understands the business direction, environment, and strategies, to set the analytic direction and builds strategy to execute the approach that will influence business and drive change. Leads the effort and/or partners… more
- Midland States Bank (Joliet, IL)
- …$103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients ... Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties… more
- City National Bank (Los Angeles, CA)
- …employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Usaa (Plano, TX)
- …income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and ... needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements… more
- Larson Capital Management LLC (Chesterfield, MO)
- …real estate firm focused on creating long-term value through strategic investment , disciplined underwriting, and hands-on asset management. Our portfolio includes ... culture built on integrity, collaboration, and a commitment to excellence in every investment we make. Position Summary The Private Equity Analyst will play a key… more
- Disney Experiences (Glendale, CA)
- …thinking and execution. * Manage budgets and resources with intention, ensuring investments align to priorities and deliver measurable impact. * Collaborate closely ... with Marketing Strategy leadership to ensure consistency in message, voice, and franchise positioning across audiences and campaigns. * Stay ahead of emerging marketing trends, technologies, and retail innovations to evolve how Disney engages fans and… more
- Keurig Dr Pepper (Frisco, TX)
- …state architecture, and rolling three-year capability roadmaps * Maximize IT investments by facilitating leverage and reuse of existing technology solutions and ... reducing the cost, complexity and future proofing the IT landscape * Develop an IT architecture that can scale and adjust to evolving business requirements and technological progress, while promoting Enterprise Architecture principles and technology standards… more
- Larson Wealth Partners, LLC (Minneapolis, MN)
- …communication. Process new business and manage paperwork for investments , insurance, and alternative assets. Coordinate transfers, contributions, distributions, ... and premium payments across custodians and carriers. Maintain and track tasks, follow-ups, and planning milestones using Salesforce. Schedule and prepare for client meetings, including calendar management and pre-meeting materials. Gather and organize… more
- Vaco by Highspring (Alhambra, CA)
- Our Real Estate Investment Trust is seeking a Tax Manager to join our growing team. The Tax Manager will be responsible for managing all aspects of partnership tax ... returns and compliance, as well as providing guidance to senior management on tax-related matters. The ideal candidate will have a strong background in partnership taxation, CPA certification, and experience within the real estate industry. Responsibilities:… more
- NYL - Matthews (Charlotte, NC)
- …life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE ... as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning… more
- Usaa (Plano, TX)
- …society, and personal financial situation. Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as ... USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Work Hours:… 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 ... ensure accuracy and appropriateness of content and imagery depicting or referencing members of the Armed Forces. Leads and initiates team training opportunities (eg, New Product information, Marketing Campaign, Eligibility etc.) for Military Affairs Field team… more
