Senior Investment Solutions Manager
A company is looking for a Senior Investment Solutions Manager to support financial outcomes for clients.Key ResponsibilitiesEngage with retail investment clients and advisors through calls to discuss investment topicsCreate and update investment-related content and respond to client inquiriesSupport the launch of new investment products and assist the Investment Committee as neededRequired QualificationsBachelor's degree7+ years of investment industry experienceFINRA Series 65 requiredStrong understanding of core portfolio management theories and processesSolid grasp of basic financial planning topics
Senior Investment Solutions Manager
A company is looking for a Senior Investment Solutions Manager to support financial outcomes for clients. ...
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held busi...
Senior Manager Global Solutions Operations
A company is looking for a Senior Manager, Global Solutions Operations. ...
Senior Investment Solutions Manager
Cetera Financial Group (CFG) is currently seeking an Investment Advisory Platform Manager to support the ongoing enhancements and growth of our RIA Services business line. Collabration with internal departments such as operations, digital solutions, compliance, and research as well as with external ...
Senior Manager HR Solutions
A company is looking for a Senior Manager, HR Solutions to manage and execute key HR programs and initiatives. ...
Private Partnership Solutions (PPS) - Tax Senior Manager
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Innovating through new and ex...
Portfolio Manager IV - Investment Mgmt
Be responsible for directing components of the ongoing management and administration of the investment function through leadership of or membership in teams involved in one or more of the following: Development and administration of compliance policies and procedures; Providing individual security r...
Senior Manager, Payment Solutions
The Senior Manager, Payment Solutions will lead a team of customer-focused professionals dedicated to expediting the payment process. This is a position of relative high visibility with senior leadership across the organization. Drive process improvements and regularly communicate these improvements...
Senior Project Manager, Controls & Automation
Project Manager, Controls and Automation. Reporting to the Group Manager, the Sr. Project Manager, Controls and Automation, maintains overall administrative and technical direction for Instrumentation & Controls projects, emphasizing Building Management Systems and Industrial Control Systems. Projec...
Contracts Lifecycle Management (CLM) Solutions Management- Senior Manager
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Library Science, Computer and...