- iCapital (Greenwich, CT)
- About the Role iCapital is hiring an Internal Alternative Investment Sales Specialist for the distribution partnership with one of its largest wealth management ... role will be responsible for working with our client's advisors, bankers, investment counselors, specialists and in partnership with third-party managers to grow… more
- Rapid Fire Home Buyers (Louisville, KY)
- We're looking for an Investment Sales Specialist to play a key role on our team. The ideal applicant has a knack for identifying sales opportunities, building ... 1:1 concierge services with investors, potential investors, and the investment community to facilitate future business. Continually analyze investor inquiries… more
- Lincoln Financial (Broomall, PA)
- …a Glance We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, ... the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we work with.… more
- Markel Corporation (New York, NY)
- …60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about ... Sr. Underwriter position is $84k - $114k/year with a 25% bonus potential, the Underwriting Specialist is $105k - $140k with a 25% bonus potential. Who we are: Markel… more
- BNY Mellon (Seattle, WA)
- …investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering ... world. This is what #LifeAtBNY is all about. BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 31, 2025.… more
- State Street Corporation (Boston, MA)
- The Sector Sales Specialist distributes the SPDR Select Sector ETFs, drives Sector fund adoption and owns business results as part of the Sector ETF Sales ... Specialist team. The Sector Sales Specialist will...will be joining is a part of State Street investment Management, one of the largest asset managers in… more
- State Street Corporation (Irvine, CA)
- …Manager/Specialists - lead the implementation of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, ... Experience leading the implementation of Front, Middle or Back Office Investment Management systems is highly valued. However, candidates with exceptional… more
- Novo Nordisk Inc. (Charlotte, NC)
- …a frontrunner in the cardiometabolic care market. The Health System Portfolio Specialist I is responsible for achieving sales targets by effectively promoting Novo ... to approved guidelines. Relationships Externally, the Health System Portfolio Specialist I maintains relationships with physicians, pharmacists, nurses, and other… more
- Novo Nordisk Inc. (Boston, MA)
- …as a frontrunner in the cardiometabolic care market. The Ecosystem Portfolio Specialist is responsible for achieving sales targets by effectively promoting Novo ... adherence to approved guidelines. Relationships Externally, the Ecosystem Portfolio Specialist maintains relationships with physicians, pharmacists, nurses, and other… more
- Bank of Montreal (Barrington, IL)
- …Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for ... all aspects of investment management and administration to ensure compliance. Works collaboratively...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise… more
- Santander Holdings USA Inc (New York, NY)
- GTB Product Specialist - Export and Agency Finance Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the ... to Talk to You! The Difference You Make: The Associate, GTB Product Specialist is responsible for setting up appropriate policies and procedures to ensure adherence… more
- Franklin Templeton (Stamford, CT)
- …by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, ... clients around the world! What is the Client Service Specialist responsible for? We are seeking a Client Service...Roth contributions, up to the IRS limits Employee Stock Investment Program Reimbursement for certain education expenses Purchase of… more
- Cushman & Wakefield (Bellevue, WA)
- Job Title Brokerage Specialist Job Description Summary Join a dynamic, high-performing Capital Markets/Agency/Tenant Rep leasing team focused on buyer ... representation, investment sales, agency leasing and multi-family/office/flex development site dispositions...land use, entitlement, and market positioning strategies. The Brokerage Specialist will play a central role in managing deal… more
- JPMorgan Chase & Co. (New York, NY)
- Job Description The Global Specialist Sales team is comprised of individual sector specialists who are client-facing and an integral part of the trading floor. The ... specialist is a central point of contact on their...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- MRA Recruiting Services (Minneapolis, MN)
- Job Title: Client Service Specialist Company: Laurel Wealth Planning Location: Edina, MN - Hybrid About our Firm Laurel Wealth Planning (LWP) has served clients ... through comprehensive financial planning and proactive investment advice for over twenty-five years from our main...track with clear skill-building opportunities and support. Client Service Specialist (CSS) Role The Client Service Specialist … more
- Arch.co (New York, NY)
- …hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of ... investors' time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are...About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our Strategic… more
- CVS Health (Flushing, NY)
- …with heart, each and every day. Company: Oak Street Health Title: Behavioral Health Specialist , - LCSW, LPC, LMHC, LMFT Required - Bilingual Spanish Required Sign On ... Bonus: $5000 Role Description: The purpose of a Behavioral Health Specialist at Oak Street Health is to provide care management services and to provide… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- IEC CORP GROUP (Irvine, CA)
- …and financial effectiveness. We are looking for an Human Resources and Benefits Specialist to join our team at our corporate office located in Irvine, CA. ... is 100% on-site. Job Summary: The HR & Benefits Specialist is responsible for supporting the administration and management...What will you bring? Our students are making an investment in their futures, and joining the IEC team… more
- Harbor Group Management (Mesquite, TX)
- Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for passionate, ... customer service and providing exquisite living experience for our residents. Leasing Specialist Job Title: Leasing Specialist Division: Multifamily Status: Non… more
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