Strategic Investment Trader & Advisor Support
Cetera Financial Group
Cetera Financial Group is seeking a Trader to support the execution of mutual fund, equity, option, and fixed-income trades for various client accounts. You will work closely with financial advisors, assist with rebalancing and portfolio management, and serve as a subject matter expert on investments and trading processes. The role requires Series 7 and Series 63 licenses (or ability to obtain within 90 days), strong market knowledge, and a customer-focused approach. #J-18808-Ljbffr Cetera Financial Group
- POSITION SUMMARY:The Investment Consultant - Relationship Manager on... ...with the Financial Advisor Team, Relationship Managers... ...provide individualized, highly strategic Investment consulting. Relationship... ...environment where you are supported and empowered. Our teams are...Suggested
$128k - $252.5k
...and align talent strategies with their strategic visions. Our practice is renowned for making... ...-functional teams and senior leaders to support solution development, sales efforts,... ...organizations, as well as through our own investments, commitments, and actions across areas...SuggestedLocal areaVisa sponsorship- Center for Brain Health is seeking a strategic leader to head its development program, guiding multi-year fundraising and major gifts. The... ..., and drive cross-institutional collaboration to sustain growth in philanthropic support. #J-18808-Ljbffr Center for Brain HealthSuggested
$100.4k - $197.9k
...challenges across the health care ecosystem. In this role, you will support strategic and technical consulting engagements for health plans,... ...incurred but not reported (IBNR) analyses and return on investment (ROI) assessments A successful candidate would possess these...SuggestedWork at officeLocal areaVisa sponsorship$128k - $252.5k
...Senior Consultant, you will apply actuarial, strategic, and analytical experience to help... ...business issues, improve decision-making, and support transformation in a rapidly evolving... ...for client review Build return on investment models for medical management and other...SuggestedWork at officeLocal areaVisa sponsorship- ..., North America's leading wholesale distributor of HVACR equipment, is seeking a Corporate Development Associate in Dallas to support strategic growth initiatives and core FP&A efforts. You will provide high‑visibility analysis and partner with executives to drive data‑...
- Johnstone Supply LLC, a leading HVACR distributors group, seeks a Corporate Development Associate in the US to support strategic growth initiatives and core FP&A activities. You will prepare financial reports, dashboards, and analyses for leadership and external partners...
$77k - $202k
...of our dynamic team within our Workforce Consulting practice, focusing on Rewards and Benefits. You will provide strategic, analytic, and technical support to our payer and provider clients in the ever-evolving healthcare sector. Our clients rely on us to help redefine...Full timeH1b- ...financial services firm providing investment banking, securities and... ...OUR IMPACTRegistered Investment Advisor (RIA) Custody is a new and growing... ...objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. Serve as...Work experience placement
- ...Reece USA is hiring a Credit Account Manager to support the accounts receivable portfolio, focusing on credit, collection, and customer communication. You will review credit limits, monitor aging, and coordinate with branches to resolve discrepancies. Ideal candidates...
$96.88k - $127.15k
Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.Oscar is the first health insurance company built... ...in the family.About the role:The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business...Full timeWork at officeRemote work$77k - $202k
...of our dynamic team within our Workforce Consulting practice, focusing on Rewards and Benefits. You will provide strategic, analytic, and technical support to our payer and provider clients in the ever-evolving healthcare sector. Our clients rely on us to help redefine...- Parkland Health in Dallas, Texas, is seeking an experienced investment manager to assist with treasury management and investment portfolio... ...adhere to investment policies. Strong analytical, communication, and strategic skills are essential. #J-18808-Ljbffr Parkland Health
- Concentra is seeking a Corporate Development Associate focused on expanding its footprint through acquisitions and strategic partnerships. The role includes market analysis, deal origination, financial modeling, and stakeholder communication. The ideal candidate will have...
- ...Corporate Development Associate to focus on expanding our footprint through acquisitions and strategic partnerships. The role involves market research, financial analysis, and supporting all phases of transactions. The ideal candidate should have a Bachelor’s Degree in...
- ...protecting the natural environment. Job Summary: The Congestion Trader (L24) will support/conduct modeling transmission systems and pricing... ...energy markets and translate wholesale market changes into strategic opportunities. In collaboration with the Transmission group...Full timeTemporary workWork at officeLocal areaRemote work2 days per week3 days per week
- ...forefront of client relationships, driving strategic conversations and guiding organizations... ...sales; it’s about becoming a trusted advisor who understands client needs, crafts tailored... ...engaging others in the business unit to support as needed.Target specific clients and...For contractorsWork at office
- ...colleagues across the Sixth Street platform to support Investor Reporting and Onboarding and... ...skills High trust and integrity Strategic / entrepreneurial mindset Strong combination... ...Salesforce) a plus Experience in alternative investments a plus Experience with AI tools and...Full timeWork at officeLocal area
- Navy Federal Investment Services seeks a financial consultant to identify client goals via telephone or video meetings and promote NFIS... ...and investment solutions to client objectives as a registered advisor, handling smaller accounts with supervision. Role involves collaborating...
- ...Management in Dallas to lead pricing and demand management initiatives within the Pricing and Yield Management Team. The role focuses on strategizing, executing, and optimizing revenue opportunities through rigorous analysis and cross-functional collaboration. You will mentor a...
- ...individual to join our team as a Fund Accounting lead to support several of our investment funds in Dallas, Texas. The ideal candidate will have... ...regularly develop first-of-their-kind structures to meet the strategic objectives of management teams. We do all this globally...Full timeLocal areaImmediate start
- ...to maximize their return on investment, reduce costs, and solve real... ...expectations and objectives Support technical teams in executing... ...economics with adherence to strategic priorities.Required Skill and... ...independently and act as trusted advisor for advising industry best practicians...Full timeTemporary workRelocation
$99k - $266k
...workstreams focused on energy incentives and credits- Guiding teams in strategic planning and execution of tax-related initiatives- Utilizing... ..., documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content...Full timeApprenticeshipH1b$150k
...optimizing their tax positions. As a Director, you will set the strategic direction and lead business development efforts, making... ..., documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and...Full timeApprenticeshipH1b- ...success. As a Financial Advisor within PNC Wealth Management,... ...clients meet their savings, investing and retirement goals. Our... ...comprehensive, holistic and strategic approach will harmoniously keep... ...training program, administrative support and state of the art...Full timeTemporary workPart timeWork experience placementWork at office
$64.2k - $116.4k
...offer are rapidly evolving to support them. Our internal finance... ...working world and achieve our strategic ambitions. Finance provides... ...engagement margin improvement and investment decisions. The... ...In the Engagement Business Advisor (EBA) – Senior Associate role...Contract workWork experience placementSummer holidayWork at officeFlexible hours$91k - $185.9k
...success. As a Business Experience Plan Advisor SR within PNC's President's CIO - Fiscal... ...and Advisor Sr plays a critical role in supporting the President's CIO Group - Fiscal Governance... ...of business planning processes. Designs strategic plans based on forecasts, and provides...Full timeTemporary workPart timeWork experience placementWork at office- The Investments Manager is responsible for overseeing the strategy, development... ...investment solutions that support the firm's Retail managed... ..., investment management, advisor and client experience, and technology... ..., program enhancements, and strategic initiatives. The role serves...Full timeWork at office
- ...proven experience in Systems Integration Sales and a strong knowledge of security systems. RAE Security offers competitive pay, a comprehensive benefits package, and the opportunity for career advancement within a supportive culture. #J-18808-Ljbffr Rae Security, Inc.
$130k - $160k
...bonus Vaco has partnered with one of our investment management & advisory clients looking to... ...quarterly investor reporting and support the preparation and review of investor capital... ...executive search, managed services, and strategic staffing solutions for companies around...Permanent employmentWork at officeLocal area
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