A company is looking for an Outbound Associate to contribute to their investment advisory offering.Key ResponsibilitiesConduct outbound and inbound phone sales to generate interest in wealth management servicesInteract with Financial Advisors and prospective clients to schedule virtual meetingsTroubleshoot user issues with the Financial Dashboard and document interactions in CRM softwareRequired QualificationsKnowledge of investment products and servicesProven abilities to maintain regulatory-driven policies and proceduresPossess a clean U4 recordProven investment advisory sales skills, including proactive outbound calling effortsSeries 7, 63, 65, and 66 licensure is a plus
Outbound Associate - Investment Advisory
A company is looking for an Outbound Associate to contribute to their investment advisory offering. ...
Credit Strategy Analyst
A company is looking for a Credit Strategy Analyst/Data Scientist to analyze data and develop credit risk strategies for lending products. ...
Senior Business Analyst
The Senior Business Analyst works as a liaison between IT and business units; acts as a consultant; works with project teams; runs reports to ensure accurate solutions. Bachelor’s degree in science, Math, Finance, Accounting, Statistics, Business, Economics, 7+ years of experience in Business Analys...
Actuarial Analyst - Financial Analysis
The Actuary - Financial Analysis is the lead actuarial resource for financial/management reporting and experience analysis for Network Health. Strong financial reporting competencies including holistic understanding of health insurance valuation, experience analysis and financial/management reportin...
Data Center Project Controls Analyst
The Project Controls Analyst is responsible for collaborating with the project team to execute project control functions and increases the visibility of project schedule, cost, performance and risks. Provides formal and as hoc analyses of project data to the project management staff to support the d...
Business Analyst - Third Party Liability (TPL)
Business Analyst - Third Party Liability (TPL). Utilize your Medicaid Third Party Liability (TPL) experience to support new client business for the Wisconsin account. Analyze, plan, design, document and make recommendations to improve business processes to support client’s technological aspirations ...
Expert Business Analyst
Nine or more years of experience working as a business analyst or requirements translator between technical and non-technical personnel, with 3 or more years of Medicaid and Medicare experience preferred. Join the group that solves business challenges and enhances the way we work and grow. Coordinat...
Research Analyst
Enhance your analytical, quality, and research skills. ...
Commercial Credit Analyst
The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to loan committee by the lenders, perform annual credit reviews as needed. The Commercial Credit Analyst will support the lenders in und...
Market Research Analyst
The Hired Guns are seeking a Market Research Analyst who can create actionable customer qualitative and quantitative research for a $2-billion promotional products company that’s on its way to being #1 in its industry. This two-billion-dollar market leader in the personalized products space is looki...