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. ...
ITSM Analyst
The Information Technology Service Management (ITSM) Analyst will be responsible for analyzing and improving IT service management processes to ensure efficient and effective delivery of IT services. Additionally, ITSM Analysts support the configuration and optimization of ITSM tools and technologie...
Credit Analyst
A company is looking for a Credit Analyst to support the expansion of its Capital platform. ...
Hybrid Remote Financial Analyst
The Financial Analyst will be responsible for Financial Planning and Analysis (FP&A) and report to the Senior FP&A Analyst on the following:. Fluent in spreadsheets (Excel and GSheets), financial analysis, financial modeling and familiarity with Google Slides and Docs. Able to export data from suppo...
IT Governance, Risk and Compliance Analyst
IT Governance Risk and Compliance Analyst. As Coastal's IT Governance, Risk, & Compliance (GRC) Analyst, you will coordinate Coastal's information security and IT governance activities, facilitate IT risk assessments and audits, partner with business units to assess third party risk and ...
Senior Financial Analyst
Dexian is working with a client in the Raleigh-Durham area that is hiring for a Senior Financial planning analyst. The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. Strong quantitative financial skills. ...
Business Analyst: Retirement and Investment, Service Management Domain - 5451175
As a Business Analyst, you will be responsible for analyzing an organization and designing its processes and systems. ...
Senior Financial Analyst (Remote)
Experience in bottoms-up financial budgeting and forecasting, financial modeling, financial reporting, and financial analysis. The Senior Financial Analyst will partner with the Finance and Senior Leadership teams to drive detailed budgeting and forecasting, variance analysis, and insights into busi...
Analyst, It, Dcri*
Composed of more than 2,600 faculty physicians and researchers, nearly 2,000 students, and more than 6,200 staff, the Duke University School of Medicine along with the Duke University School of Nursing, and Duke University Health System comprise Duke Health, a world-class academic medical center. An...
Senior Analyst- Research, Monitoring, and Evaluation (Remote Flexible)
Abt seeks a qualified Senior Analyst to support Abt’s Research, Monitoring, & Evaluation Capability. As a member of the Research, Monitoring, and Evaluation Capability team, you will conduct research, monitoring, and evaluation services at the highest levels of quality and rigor to generate evidence...