Investment Specialist

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Miami, United States Leeds Professional Resources Full time

We are seeking an investment specialist with their series 7 to join our client's team. This role requires fluency in English and Spanish.

Responsibilities

  • Manage day-to-day portfolio activities and establish working plan for each project phase
  • Analyze and appraise sales methods, costs, and results
  • Facilitate project reviews and checkpoint meetings
  • Analyze key performance indicators to produce reports on portfolio and projects
  • Escalate issues that threaten portfolio and project success

Required skills and qualifications

  • Series 7 license
  • Series 65 a plus
  • Fluency in English and Spanish


  • Sales Specialist

    5 days ago


    Miami, United States Disaronno Ingredients Full time

    Disaronno Ingredients SpA is searching for an experienced Sales Specialist in Florida to join our company. As the Sales Specialist, you would cover the following territories:NORTH SOUTH FLORIDA – CARIBEAN ISLANDS – CENTRAL AMERICA (including Venezuela)Responsibilities:Manages the area of competence by identifying opportunities and proposing solutions for...

  • Sales Specialist

    Found in: Appcast Linkedin GBL C2 - 6 days ago


    Miami, United States Disaronno Ingredients Full time

    Disaronno Ingredients SpA is searching for an experienced Sales Specialist in Florida to join our company. As the Sales Specialist, you would cover the following territories:NORTH SOUTH FLORIDA – CARIBEAN ISLANDS – CENTRAL AMERICA (including Venezuela)Responsibilities:Manages the area of competence by identifying opportunities and proposing solutions for...

  • Field Sales Support Specialist, Critical Care

    Found in: beBee jobs US - 2 weeks ago


    Miami, Florida, United States Edwards Lifesciences Full time

    As Critical Care transitions to an independent company, we will continue to benefit from the expertise and experience of 4,000+ dedicated global employees, a vibrant innovation engine with strong investment in our future pipeline, and strong sales growth and profitability.Your knowledge of working within the hospital ecosystem, combined with our in-depth...

  • Field Sales Support Specialist, Critical Care

    Found in: beBee S US - 2 weeks ago


    Miami, United States Edwards Lifesciences Full time

    As Critical Care transitions to an independent company, we will continue to benefit from the expertise and experience of 4,000+ dedicated global employees, a vibrant innovation engine with strong investment in our future pipeline, and strong sales growth and profitability.Your knowledge of working within the hospital ecosystem, combined with our in-depth...


  • Miami, United States Sequel Full time

    Job DescriptionJob DescriptionWhat we're looking forA world-class team is looking for a motivated self-starter as our first US-based hire to manage our investment operations.This will be the first hire in our investment operations team with quick career progression opportunities as we look to quickly hire more team members.Responsibilities...


  • Miami, United States Latitude, Inc. Full time

    Job DescriptionJob DescriptionNew Job Opportunity - Analytics Optimization Specialist/ Analytics ManagerNew and exciting job opportunity with a client based out of Miami, FL. Looking to hire an experienced analytics manager with a minimum of 3+ years of related work experience working on a digital marketing team. Must have technical ability in SQL, Tableau,...


  • Miami, United States Latitude, Inc. Full time

    Job DescriptionJob DescriptionNew Job Opportunity - Analytics Optimization Specialist/ Analytics ManagerNew and exciting job opportunity with a client based out of Miami, FL. Looking to hire an experienced analytics manager with a minimum of 3+ years of related work experience working on a digital marketing team. Must have technical ability in SQL, Tableau,...

  • Equity Analyst

    Found in: Appcast Linkedin GBL C2 - 5 hours ago


    Miami, United States Selby Jennings Full time

    Company Overview:A global enterprise that invests across diverse asset classes and strategies on a global scale. Committed to achieving outstanding outcomes through rigorous analysis, strategic foresight, and prudent investment methodologies. The team comprises seasoned professionals devoted to delivering bespoke solutions and exceptional...

  • IT Sales Specialist

    5 days ago


    Miami, United States Incredible People Resources Ltd. Full time

    Job DescriptionJob DescriptionOur client is a leading IT solutions company specializing in providing tailored technology solutions to businesses in local and international retail sectors. From point-of-sale systems to inventory management software, they empower retailers with cutting-edge technology to streamline operations and boost profitability.We're...

  • Managing Director; Private Wealth Manager

    Found in: beBee jobs US - 1 week ago


    Miami, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Agriculture Derivatives Sales

    Found in: Appcast US C2 - 1 week ago


    Miami, United States Redstone Search Group Full time

    Redstone Commodity Search focus on offering 360° search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today’s volatile market.Redstone Commodity Search are...

  • Agriculture Derivatives Sales

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Miami, United States Redstone Search Group Full time

    Redstone Commodity Search focus on offering 360° search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today’s volatile market.Redstone Commodity Search are...

  • Business Banking Sr. Relationship Manager

    Found in: beBee S US - 4 days ago


    Miami, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Miami, United States Guerra Wealth Advisors Full time

    If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!  With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you’re able to spend 90% of your time sitting with clients and prospects providing superior service. As a boutique firm, we offer the...

  • Order To Cash Specialist

    Found in: beBee jobs US - 1 week ago


    Miami, Florida, United States EasyVista Full time

    Company DescriptionBecause at EASYVISTA, we pay particular attention to the well-being of all our employees, we have obtained the Great Place To Work certification.Would you like to join a fast-growing French software company that places the professional development and success of its employees at the heart of its strategy?As a leader in the ITSM market,...

  • Surveyor | Miami Research Assistant

    Found in: beBee jobs US - 2 weeks ago


    Miami, Florida, United States Citadel Full time

    Job DescriptionTitle: Surveyor Research AssistantLocation(s): MiamiScope of Position: Provide administrative and organizational support for Portfolio Managers and teams.Duties and Responsibilities: Coordinate high volume of internal and external meetings Develop relationships with broker sales teams and Investor Relations to effectively plan...


  • Miami, United States EASYVISTA Full time

    Job DescriptionJob DescriptionCompany DescriptionBecause at EASYVISTA, we pay particular attention to the well-being of all our employees, we have obtained the Great Place To Work® 2022-2023 certification.Would you like to join a fast-growing French software company that places the professional development and success of its employees at the heart of its...

  • Territory Manager

    1 week ago


    Miami, United States Medsurg Sales Staffing Full time

    Job Description Job Description Do you thrive in building relationships and driving new business? Are you passionate about helping healthcare facilities navigate the complexities of medical waste disposal ? If so, we have an exciting opportunity for you to join our established and growing company as an Outside Territory Manager ! In this dynamic role, you...

  • Banking Center Support Specialist

    Found in: Talent US C2 - 1 week ago


    Miami, United States City National Bank of Florida Full time

    Overview Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties...

  • Sales & Customer Service Associate

    Found in: beBee S US - 2 weeks ago


    Miami, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Do you have a passion for helping others? At the Massage Envy North Miami franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our member base to help more people on their wellness...