Portfolio Manager
$118.89k - $185kMARSHALL+STERLING
Portfolio Manager
Poughkeepsie Mill St Office - Poughkeepsie, NY 12601
Salary Range $118,893.00 - $185,000.00 Salary Position Type Full Time
Portfolio Managers, Poughkeepsie, NY: Build risk adjusted portfolios, through research & analysis suitable to wide range of investors including but not limited to high net worth & mass affluent investors. Occasional travel required for industry conferences & client presentations (less than 5%). $118,893 - $185,000/year, Std Co. Benefits.
- ...Lead Flow: Ongoing opportunities designed to keep your pipeline active and productive. • Proprietary Technology: Advanced lead management system to help maximize efficiency and conversion. • In-House Support: Dedicated management and operational support to help move...SuggestedImmediate startRemote work
- ...advancement ~ Paid time off ~ Training & development ~ Vision insurance Here We GROW Again! Are you a potential Club General Manager and ready to leave average in the past? Be a part of one of the greatest growth stories ever told in the fitness industry. With...SuggestedLocal area
$91.1k - $151.8k
...improves the Bank's real estate assets to provide a safe and comfortable environment for employees and customers.Primary Responsibilities:Manage building operations including mechanics and electricity, safety and contract services.Manage and develop budgets.Manage maintenance...SuggestedFull timeContract workWork experience placement- ...Job Description Job Description Job Description The General Manager is responsible for every facet of store operations. This position is reserved for those candidates who have either come through the Company ranks in the CSR, Delivery Driver or Assistant Manager...SuggestedNight shiftDay shiftAfternoon shift
$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage...Full timeContract workFor contractorsWork at office$61k - $250k
...goals. As a financial representative, your responsibilities will include client acquisition, personalized planning, and relationship management. The position offers performance-based earnings ranging from $61K to $250K annually, with support for licensing and comprehensive...$61k - $250k
...achieve their financial goals while building your own business. You'll grow your client base, create tailored financial plans, and manage those plans throughout clients' lives. With performance-based earnings ranging from $61K to $250K, extensive training, and support...- ...are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected. You will engage with the community to bring...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Northwestern Mutual is offering a College Financial Representative internship designed to mirror a full-time financial representative career. You’ll learn prospecting, develop a business strategy, and meet potential clients to understand their financial goals while gaining...Full timeInternshipFlexible hours
$61k - $119k
...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage...Work at office$80k - $90k
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program - Financial...Interim roleWork at officeLocal areaImmediate startShift workDay shift- Milton Hershey School, a cost-free pre-K through 12th grade residential school, is seeking a Youth Development Specialist in the Education, Training & E-Learning department. This role supports students’ academic, social, and emotional growth through mentoring, small-group...
$55k - $70k
...experience. This role is responsible for coordinating all aspects of new client onboarding, facilitating account establishment, and managing account -opening requests for existing clients. The ideal candidate is client -focused, process-driven, and thrives in a fast...Hourly payFull timeWork at office- ...goals and objectives. Provide needs-based analysis to help ensure the client’s financial goals are met at every life stage. Managing financial risk and achieving financial security in the areas but not limited to; life insurance, disability insurance, longterm care...Contract workWork at office
- ...descriptions, compiling tax reports, and coordinating with municipal departments to gather necessary documentation. The assistant also manages correspondence with clients by emailing reports and responding to inquiries, contributing to a smooth and efficient process within...
$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time‑management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal areaFlexible hours- Dormont Manufacturing Co in Fishkill, New York is seeking a Mortgage Loan Officer responsible for working with customers to identify and obtain mortgage loans that meet their financial needs. The role involves analyzing financial information, advising on mortgage products...
$60k - $70k
...support for unexpected life events • SmartDollar: Free financial education and budgeting platform for employees Your Role: Sales Manager As a Sales Manager, you will be responsible for leading, developing, and managing the performance of the sales team. You will...Full timePart timeWork at officeFlexible hoursDay shift2 days per week- ...off ~ Training & development ~ Vision insurance Description Here We GROW Again! Are you a potential Assistant General Manager and ready to leave average in the past? Be a part of one of the greatest growth stories ever told in the fitness industry. With over...Local areaWeekend workAfternoon shift
$46.92k
...development so they can reach their full potential. Responsibilities include: Providing daily supervision and mentorship Managing household routines and student schedules Administering medications and ensuring student wellness Driving students to...Full timeWork from homeRelocationRelocation packageFlexible hoursWeekday work- ...Front End Manager Ensures that fast, friendly, helpful and efficient customer service and courtesy is provided on the Front End and Customer Service areas of the store. Responsible for overseeing the Front End operation to include customer service desk, register checkouts...Work at office
- Senior Project Manager - HVACPosition OverviewWe are seeking an experienced Senior Project Manager - HVAC to lead the planning, execution and successful delivery of medium to large mechanical and MEP projects within commercial, institutional and industrial sectors. The...For subcontractorWork at officeLocal area
- MEP Project Manager (Mechanical / HVAC / Process Piping)Position OverviewWe are seeking an experienced MEP Project Manager to lead mechanical, electrical, and plumbing projects with a strong emphasis on mechanical systems, HVAC, and process piping. The role is responsible...Contract workFor subcontractorLocal area
$50k - $65k
...Manager Trainee Position Stewart's Shops is a fast growing convenience store chain in New York and Vermont with friendly store associates and great customers! We are looking for Manager Trainees to join our fast track training program in our shops. Our Manager Trainees...Full timeTraineeshipRemote workFlexible hours- ...Stewart's Shops - 6 Manchester Circle - Responsibilities: Learn operational standards and procedures to become a Shop Manager; Create schedules based on business needs and partners' availabilities; Lead weekly shop meetings and train Stewart's tools and solutions; Support...Traineeship
- Jeffrey Spillane - State Farm Agent seeks a Registered Representative - State Farm Agent Team Member in Town of Fishkill, NY. The role involves marketing financial products and assisting customers in navigating their financial options with expertise. The ideal candidate...
$24 - $35 per hour
...interviews at bedside to ensure optimal customer service and personal attention. 5. Works in collaboration with Clinical Resource Management, providers, clinical departments, revenue cycle departments and the Insurance Verification Team to address patients financial...Hourly payFull timeMonday to Friday$1,124.2 - $1,200 per week
...General Manager The franchise owner, Opstad Consolidated Enterprises, Inc., is an independent franchisee operating a McDonald’s restaurant. The General Manager will be employed by Opstad Consolidated Enterprises, Inc., not by McDonald’s USA. All employment matters—hiring...Weekly payMinimum wageShift work- ...Position Summary The Senior Project Manager is responsible for the overall leadership, planning, execution, and financial performance of large-scale and complex mechanical construction projects, including HVAC, plumbing, piping, process piping, industrial, and design...Contract workFor contractorsFor subcontractorWork at officeLocal areaWeekend workAfternoon shiftEarly shift
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