Current jobs related to Portfolio Strategy and Investment Lead - Saint Petersburg FL - Jobot
-
Portfolio Counselor
2 weeks ago
Saint Petersburg, FL, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
Investment Portfolio Oversight Specialist
5 days ago
Saint Paul, United States Securian Financial Group Full timeAt Securian Financial Group, we are committed to providing innovative investment solutions while ensuring the stability and security of our clients' portfolios. As an Investment Risk Manager, you will play a critical role in developing and implementing our risk management strategy.Our Asset Management team is dedicated to building a robust risk monitoring...
-
Portfolio Counselor
1 month ago
Saint Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
Investment Sales Strategy Summer Intern
7 days ago
Saint Petersburg, FL, United States Raymond James Financial Full timeJob DescriptionAs a summer associate in our Structured Investments Group, you will have the opportunity to gain hands-on experience in sales strategy, investment operations, and client relations. You will work closely with our experienced team members to understand our business and contribute to the growth of our platform.
-
Investment Portfolio Specialist
2 days ago
St. Petersburg, United States Jobot Full timeWe are a rapidly expanding startup with a strong mission to support independent registered investment advisors by providing cutting-edge technology and innovative solutions.Our company has experienced tremendous growth, surpassing $100 billion in assets under management, and we're seeking talented professionals who share our passion for putting clients first...
-
Portfolio Manager
4 weeks ago
Saint Petersburg, United States Jobot Full timeJob DescriptionJob DescriptionWealth Tech Company with 100B in AUM / St. Pete's FloridaThis Jobot Job is hosted by: Katrina McFillinAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $140,000 - $175,000 per yearA bit about us:We specialize in supporting independent registered investment advisors by...
-
Portfolio Manager
4 weeks ago
Saint Petersburg, United States Jobot Full timeJob DescriptionJob DescriptionWealth Tech Company with 100B in AUM / St. Pete's FloridaThis Jobot Job is hosted by: Katrina McFillinAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $140,000 - $175,000 per yearA bit about us:We specialize in supporting independent registered investment advisors by...
-
Portfolio Manager
6 days ago
St Petersburg, United States Dynasty Financial Partners Full timeThe Dynasty Investment Team is responsible for the delivery and servicing of the investment platform to the Dynasty network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. The incumbent will be integral to the investment...
-
Portfolio Manager
1 day ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Portfolio Manager
21 hours ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Portfolio Manager
1 day ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Portfolio Manager
2 days ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Portfolio Investment Expert
3 weeks ago
Saint Louis, United States MRINetwork Jobs Full timeJob DescriptionWe are seeking a highly skilled Portfolio Investment Expert to join our team at MRINetwork Jobs. The successful candidate will be responsible for supporting client-facing consultants with investment needs.The ideal candidate will have a wide range of investment knowledge, excellent communication skills, and experience interacting with high net...
-
Investment Portfolio Coordinator
4 days ago
saint petersburg, United States Home Team Vacation Rentals Full timeAbout UsBNB Turnkey is a division of Home Team Vacation Rentals, specializing in short-term rental investments.We provide a comprehensive approach to help high-income individuals succeed in the Airbnb investment space.What We OfferAnnual salary of $60,000Hybrid work environmentOpportunities for growth and professional developmentSupportive and collaborative...
-
Investment Strategist
5 days ago
St Petersburg, United States Dynasty Financial Partners Full timeCompany OverviewDynasty Financial Partners is a leading provider of investment solutions to high net worth individuals and families. Our team of experienced professionals works closely with clients to understand their unique financial goals and objectives, providing customized investment advice and portfolio management services. Job DescriptionAs an...
-
Saint Louis, United States Edward Jones Full timeYou could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...
-
Saint Louis, United States Edward Jones Full timeYou could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...
-
Investment Associate Analyst- Portfolio Solutions
2 months ago
Saint Louis, United States Edward Jones Full timeJob DescriptionYou could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience....
-
Investment Risk Manager Lead
3 weeks ago
Saint Paul, Minnesota, United States Securian Financial Group Full timeAt Securian Financial Group, we are dedicated to building a better tomorrow for our customers. As a global leader in insurance, investments, and retirement solutions, we offer a comprehensive range of products and services designed to meet the evolving needs of individuals, families, and businesses.About This OpportunityWe are seeking an experienced...
-
Alternative Investment Specialist
6 days ago
St Petersburg, United States Dynasty Financial Partners Full timeThe Dynasty Investment Team is responsible for the delivery and servicing of the investment platform to the Dynasty network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. The incumbent will be integral to the advisory...
Portfolio Strategy and Investment Lead
3 weeks ago
We are looking for an experienced Portfolio Strategy and Investment Lead to join our team. In this role, you will be responsible for developing and implementing portfolio strategies that meet the needs of our clients.
The ideal candidate will have a strong background in investment management and portfolio strategy, with excellent analytical and problem-solving skills. You will also have experience in market analysis and due diligence, as well as portfolio performance monitoring and reporting.
In this position, you will have the opportunity to work with a talented team of professionals and contribute to the growth and success of our business.
Estimated Salary: $150,000 per year
Key Requirements- Develop and implement portfolio strategies that meet client needs
- Analyze market trends and make informed investment decisions
- Conduct due diligence on potential investments
- Monitor and report on portfolio performance
- Collaborate with cross-functional teams to achieve business objectives
Our Company:
We are a leading provider of wealth tech solutions, with over 10 years of experience in the industry. We have a strong track record of success, with over $100 billion in assets under management.
