Institutional LLC Investment Sales Associate
Summr
Summr in Dallas, TX is looking for an Investment Sales Associate to build relationships with LLC managers and members. The position involves educating organizational leadership on investment strategies tailored for LLCs, as well as analyzing financials to position suitable solutions. The ideal candidate holds a Bachelor's degree and is licensed (State Life & Health, SIE, Series 63, Series 65), with strong interpersonal skills. This role offers a competitive base salary, commission structure, and comprehensive benefits. #J-18808-Ljbffr Summr
- ...Capital Management is a systematic investment manager and RIA operating at the... ...of data-driven strategy and institutional execution. We serve institutional... ...RoleWe're seeking an Investment Sales Associate to develop relationships with LLC managers, members, and investment...SuggestedFull timeRemote workVisa sponsorship
- Summr is looking for an Investment Sales Associate based in Dallas-Fort Worth, TX (Remote within Texas) to cultivate relationships and educate partners on tailored investment strategies. The role requires strong communication, an understanding of partnership structures...SuggestedRemote job
$67k - $134k
...St. Louis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As an Institutional Investment Consulting Associate , you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating...SuggestedMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...Summr Capital Management is a systematic investment manager and RIA operating at the intersection of data-driven strategy and institutional execution. We serve institutional... ...The Role We're seeking an Investment Sales Associate to build relationships with nonprofit...SuggestedRemote jobFull timeVisa sponsorship
- Summr in Dallas, TX is looking for an Investment Sales Associate to build relationships within the employee benefits ecosystem. This role involves... ...tailored investment solutions. You will cultivate institutional relationships, educate clients, and manage the sales cycle...SuggestedRemote job
- Investment Sales Associate - Benefit Plans Full-time Dallas-Fort Worth, TX (Remote within Texas) Summr Capital Management About Summr Capital... ...operating at the intersection of data-driven strategy and institutional execution. We serve institutional clients across U.S....Remote jobFull timeVisa sponsorship
$146.3k - $298.87k
...success. As a LOB Risk Manager Senior within PNC's Corporate & Institutional Banking Risk organization, you will be based in either... ...Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they...Full timeTemporary workPart timeWork experience placementWork at office- ...suite of services tailored to meet the diverse needs of investors, owners, and tenants throughout Texas. Job Summary The Investment Sales Associate supports the firm’s full‑cycle transactions across multifamily, retail, office, project leasing, and property management...Work at office
- Warbird Consulting Partners, LLC is expanding its network of senior tax professionals to support complex financial institution resolution, receivership, and federally contracted tax compliance engagements nationwide. We are seeking highly qualified consultants with deep...Hourly payContract workLocal area
- Connect Search, LLC is seeking an Associate for an institutional investment platform in Dallas, TX. This role will support the oversight and performance of real asset-backed investments, working closely with senior team members on portfolio management initiatives. The ideal...
- Summr Capital Management is looking for an Investment Sales Associate based in Dallas, Texas. This role focuses on building relationships within the employee benefits ecosystem, educating decision-makers about investment solutions, and managing the sales cycle. The ideal...Remote job
$225k
Multi-Office - Investment Management - Private Funds Institutional Investor Midlevel Associate Morgan, Lewis & Bockius LLP, one of the world's leading international law firms... ...funds. Experience in negotiating purchase and sale agreements for secondary transactions and/or...Hourly payWork at office- ...the opportunity to take your career to the next level.As an Investment Professional in the U.S. Private Bank, you will provide integral... ...to accuracy JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers...
$140k - $180k
...advisors Partner with Marketing, Sales, and Advisor Experience teams... ...-dealers and registered investment advisers empowering the delivery... ...advisors and financial institutions. Cetera is one of the largest... ...FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC...Full timeContract workWork at officeFlexible hours- ...About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment... ...assets on behalf of over 2,000+ institutional clients and private investors worldwide... ...valuation and assumption inquiries associated with the monthly valuation pricing process...Permanent employmentInternshipWork at officeLocal areaWorldwide
$98.23k - $123.77k
...Clearance)About BY Defense Solutions:Blue Yonder Defense Solutions, LLC., a Blue Yonder company, is the leader in supply chain... ...Cybersecurity Maturity Model Certification (CMMC) Level 2, NIST (National Institute of Standards and Technology) Special Publication 800-171 and...Full timeFor contractorsWork at officeLocal areaWork from homeFlexible hours$170k - $350k
...that informs management’s view of how the investment community will interpret the company’s... ...strategic announcements across peer institutions; provide timely analysis and implications... ...· Manage, coach, and develop a Senior Associate focused on competitive intelligence.· Establish...Full timeWork at officeRemote workWork from homeFlexible hours$240k - $350k
...Foley & Lardner is seeking an associate with 2-5 years of relevant... ...to join our Fund Formation & Investment Management (FFIM) Practice... ...negotiating for and against institutional investors (such as government... ...and foundations), secondary sales of LP fund stakes (both buy‑...Work at office- The Role: Investment Consultant - Advisor Solutions (Irving, Texas) United Capital Financial... ..., mass affluent households, and institutional clients such as family offices, foundations... ...States without sponsorship. #J-18808-Ljbffr United Capital Financial Advisors, LLC
$225k
...international law firm is looking for a highly qualified midlevel associate to join their Investment Funds team in Dallas. The ideal candidate has 3-5 years of experience in representing institutional investors in private fund investments. Strong academic background and...- Investment Associate - Retail Investments The Investments Associate will play a key role on the Investments team, working closely with senior investment leadership, including the Head of Retail, as well as the firm’s credit, legal, and asset management teams. This is a...
$60k - $65k
...Irving, TX | In-Office We are seeking an Investment Operations Specialist to support a... ...comprehensive financial planning with institutional-grade investment solutions. This practice... ...lead to a Senior Operations Specialist, Associate Advisor, or Investment Analyst position...Private practiceWork at office- A leading global financial institution in Dallas is seeking an experienced Investment Professional to support client relationships in the U.S. Private Bank. The role involves executing brokerage trades, creating mandates, and monitoring risk metrics. Candidates should...
- A leading investment firm in Dallas is seeking an experienced Investment Associate for its Retail Investments team. The role focuses on underwriting, structuring, and executing acquisitions, with an emphasis on developing relationships within the industry. Candidates should...
- ...Investment Analyst Or Associate Preston Hollow Community Capital (PHCC) is seeking a highly motivated, entry-to-junior level analyst/associate to join its investment team based in Dallas, Texas. The investment team focuses on fixed income investments in high yield tax...Temporary workLocal area
- Summr is seeking a full-time Investment Sales Associate for the Dallas-Fort Worth area to build relationships with nonprofit organizations and foundations. The role involves facilitating investment strategies tailored for tax-exempt entities and ensuring compliance with...Remote jobFull time
- ...to diversity and inclusion. Using a broad investment product and thought leadership platform... ...are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and... ...re proud to lead the U.S. in credit card sales and deposit growth and have the most-used...
$90k - $130k
...+ years of relevant Private Equity Fund/Investment Company Accounting & Reporting experience... ...applying to Gen II Fund Services, LLC must be legally authorized to work in the... ...significant investor in the asset class Institutional grade infrastructure and SSAE 18 (SOC-1,...Work at officeRemote work3 days per week$39.1k - $126.5k
...Development Programs is to move analysts and associates from development roles into production... ...to drive business results (e.g., deal, sales, process support, internal or external... ...relationship‑based customer service and community investments. Our inclusive workplace allows our...Permanent employmentFull timeTemporary workPart timeWork experience placementWork at office- ...local government clients as well as public higher education institutions, our team of professionals brings fresh perspective to help clients... ...on-going operations of their technology and business process investments through multi-year contracts. Deloitte’s Center Talent Model...Work at officeLocal areaRelocationNight shift
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