Investment Strategy Associate — Sourcing & Growth
Ames Watson
Ames Watson is seeking a Senior Associate to join the investment team and support strategic and long-range goals of the firm. The role focuses on sourcing and evaluating new investments, supporting new initiatives, and providing operational support within portfolio companies as required. The Senior Associate will work on financial analysis and modeling, prepare investment memos, and collaborate with portfolio company personnel to drive execution across the firm's growth agenda and capital #J-18808-Ljbffr Ames Watson
$150k - $195k
Fund Strategy and Structuring, DirectorLocation: Remote LocationTime Type: Full timeRequisition... ...on the ground, aggregate and invest capital for impact, advance housing policy... ...where you’re valued and supported in your growth journey.Enterprise offers career opportunities...SuggestedRemote workFlexible hours- ...companies to create long term value. Our strategy is based on bringing more than just... ...year. General Summary The Senior Associate will be part of the investment team and support strategic and long... ...will primarily be responsible for: sourcing and evaluation of new investments,...SuggestedPermanent employmentWork at office
- ...collaboration with senior leadership on portfolio management and investment strategies, providing significant exposure to high-net-worth clients.... .... Join a respected firm with a client-focused culture and great growth potential. #J-18808-Ljbffr Chesapeake Search PartnersSuggested
- A leading financial services firm in Maryland seeks financial professionals to support their growth and enhance client experiences. The role offers comprehensive tools and resources to help advisors thrive in their practices. Candidates with a successful track record in...Suggested
- ...engaging with clients to meet their financial goals, recommending investment strategies, and ensuring regulatory compliance. Applicants should... ...Suitable candidates will also benefit from industry-leading benefits and support for career growth. #J-18808-Ljbffr Bank of AmericaSuggestedHourly payWork at office
- ...proactive and disciplined approach to generate growth in their balances. You will help acquire... ...and developing internal and external sources. Job responsibilities Put clients... ...credit cards, mortgages, auto financing, investment advice, small business loans and payment...Immediate startAfternoon shift
- ...via face‑to‑face and virtual sourcing strategies (residential, business,... ...program? Deliver personalized investment and financial solutions to... ...ownership of your business’s growth and success? Meet... ...licenses will be required. An associate must complete ongoing training...Full timeTraineeshipWork at officeLocal areaHome officeFlexible hours
$150k - $200k
...Composition Wealth – a fun, fast-growing, investment firm with an award-winning culture... ...Our platform offers multiple avenues of growth, which is why we’re regularly recognized... ...dedicated support ecosystem including estate strategy, investment management, client service,...H1bWork at officeDay shift- ...Work with senior advisors to review planning assumptions and investment strategies. Assist clients in completing risk profiles and investment... ...Support team members and provide guidance when needed. Business Growth Identify opportunities to expand services with existing...Local area
$61k - $119k
...skill‑building, and development strategies you need to be successful in... ...· Education Funding · Investment & Advisory Services · Trust Services... ...—including investments for growth, insurance for protection, and... ...is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2...Full timeContract workFor contractorsWork at office- ...10 years of experience in direct mail and fundraising, with a strong focus on developing client relationships and driving revenue growth. The ideal candidate will possess a Bachelor's degree in Marketing or Business Administration and skills in interpreting campaign metrics...
$30 per hour
...credit limits and payment terms can impact retention and sales growth. Qualifications Good math and negotiation skills. Detail orientated... ..., customer credit histories and network with external sources to access risk and potential issues. Have excellent verbal and...Hourly payFull timeMonday to Friday- ...goes beyond the standard model. Associate Financial Advisor The... ...The role contributes to sales growth, client retention, and high‑quality... .... Analyze clients’ current investments and insurance policies. Place... ...Group’s Corporate Communication Strategy and remain in good compliance...Full timeTemporary workFlexible hours
$75k - $125k
...provide unique financial plans and investment management services to over 9... ...– and growing – nationwide. Associate Financial Advisor – Columbia... ...meet objectives for sales growth, client retention and... ...Group’s Corporate Communication Strategy and in good compliance standing...Full timeTemporary workWork at officeFlexible hours$80k - $90k
...wealth management and investment products and services... ...Wealth Management Client Associates help clients pursue... ...to promote portfolio growth. The Merrill Advisor Development... ...prioritizes sourcing prospective clients, capitalizing... ...and investment strategies for a client...Interim roleWork at officeLocal areaImmediate startShift workDay shift$150k - $195k
...community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of... ...will find a career home where you’re valued and supported in your growth journey.Enterprise offers career opportunities in our offices across...Flexible hours$28.85 - $33.65 per hour
...connection. We do this by driving Responsible Growth and delivering for our clients,... ...meeting with clients to review financial and investment goals and recommend products. Job... ...solutions Recommends banking and investments strategies that align with client financial goals...Hourly payTemporary workWork at officeShift workDay shift$70k - $80k
...connection. We do this by driving Responsible Growth and delivering for our clients,... ...meeting with clients to review financial and investment goals, building a financial plan, and... ...solutions Recommends banking and investments strategies that align with client financial goals...Temporary workWork at officeShift workDay shift$150k - $200k
A growing investment advisory firm is seeking a Senior Wealth Advisor to join their Columbia, MD team. The ideal candidate will have over 5 years of experience working with high-net-worth individuals and be responsible for providing tailored financial planning and investment...- ...required, along with sales experience and strong communication skills to serve clients effectively and compliantly. You will provide investment options, conduct needs analyses and manage client portfolios, while building lasting relationships and delivering value‑based...Work at office
- ...plans. The ideal candidate has strong communication skills and a background in financial services, along with the requisite licenses. The position offers competitive pay and benefits, encouraging a culture of growth and community impact. #J-18808-Ljbffr Bank of America
- ...area seeking a Portfolio Manager to join its investment team. This individual will partner closely with... ...to firm leadership, sophisticated investment strategies, and high-net-worth clients, with excellent long-term growth potential. This is an outstanding opportunity...Work at office
- Aogarciaagency in Columbia, Maryland seeks a passionate individual to secure families’ financial well-being through virtual consultations and tailored solutions. Enjoy a fulfilling and flexible career while advancing your skills. In this role, you'll manage client relationships...Remote workFlexible hours
- ...Clinical team to develop member-level risk and compliance scores. Provide recommendations that influence program design and client strategy. Required Qualifications Bachelor's degree in Actuarial Science, Statistics, Mathematics, Economics, or related field. 1-3 years...
$125k
...Manager in Elkridge, Maryland. The selected candidate will drive business opportunities, manage client relationships, and develop strategies for growth. With a focus on market analysis and client success, candidates should have strong negotiation and presentation skills. A...Full time$86.8k - $198k
..., including competitive and non-competitive Experience with source selections and technical evaluations Experience with acquisition... ...with the development and execution of DoD acquisition strategies Experience with telecommunications acquisition Experience...Full timeContract workPart timeWork at officeLocal areaRemote work- Atlantic Union Bank is seeking a Senior Financial Consultant in Olney, Maryland. In this role, you will provide investment solutions to clients, manage client relationships, and ensure adherence to regulations. A bachelor's degree and a minimum of five years in the investment...
$57.75k - $96.25k
...client information from various sources and translates to actionable sales strategy and tactics. Generates quality referrals... ...cash management, payments, and investing. Solves clients’ problems... ...effectively managing all of the risks associated with their business objectives...Full timeTemporary workPart timeWork experience placementWork at officeShift work$60.8k - $86.64k
...analysis. Utilize internal and external data sources to analyze client performance and... ...evaluate potential opportunities for portfolio growth based on market trends, client needs,... ...initial responses and recommending strategies for cost savings and revenue growth. Develop...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- Citi is hiring an entry-level Personal Banker SAFE Act in Laurel, MD. You will support sales and service activities, foster relationships with customers, and help increase consumer client sales. You’ll refer larger lending opportunities and promote treasury products while...
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