Current jobs related to Investment Portfolio Manager - Hyannis, Massachusetts - The Cooperative Bank of Cape Cod
-
Investment Services Officer
3 weeks ago
Hyannis, Massachusetts, United States The Cape Cod Five Cents Savings Bank Full timeJob Summary:The Investment Services Officer is responsible for developing non-deposit investment products business for The Cape Cod Five Cents Savings Bank within an assigned territory. The incumbent works with Bank personnel to generate appropriate referrals and acts as an advocate for clients by facilitating all of their financial dealings with the bank....
-
Financial Manager
4 weeks ago
Hyannis, Massachusetts, United States Barnstable County Full timeJob SummaryBarnstable County seeks a highly skilled Financial Manager to oversee the fiscal management of grants and contracts. The ideal candidate will have a strong background in accounting, finance, and grant management, with excellent communication and analytical skills.Key ResponsibilitiesManage a portfolio of grants and contracts, ensuring compliance...
-
Hospitality Specialist
3 weeks ago
Hyannis, Massachusetts, United States SpotOn: Sales (Career Site) Full timeJob Title: Hospitality SpecialistAt SpotOn, we're looking for a motivated individual to join our team as a Hospitality Specialist. As a key member of our sales team, you will be responsible for promoting our full product suite while building positive relationships with local businesses and restaurant owners.Responsibilities:Be a local representative for...
-
Senior Wealth Management Officer
2 weeks ago
Hyannis, United States The Cape Cod Five Cents Savings Bank Full timeDescription GENERAL SUMMARY: The Senior Wealth Management Officer directs and coordinates activities relative to administering investment management accounts, personal trusts, individual retirement accounts, and other fiduciary accounts in accordance with the terms of the trusts, wills, court orders, or other governing documents. Acts as an advocate for...
-
Private Client Relationship Manager
13 hours ago
HYANNIS, United States Citizens Full timeDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals....
-
RN Clinical Manager
2 months ago
Hyannis, United States BAYADA Home Health Care Full timeJob DescriptionJob DescriptionIf you’re ready to make a change, we’re ready to invest in you! BAYADA Home Health Care is seeking a Registered Nurse (RN) to fill the position of Clinical Manager (RN) in our Hyannis, Assistive Care office!We are looking for a RN Clinical Manager that is passionate about keeping care in the home and developing skills for...
-
Pro Territory Manager
2 weeks ago
Hyannis, United States West Marine Full timeAbout the job About West Marine We don’t just sell anchors and rigging. We sell a love of the water that lasts for generations. We don’t just sell life jackets and flares. We sell peace of mind for your most precious cargo. We don’t just have a passion for boating. We have a lifetime of experience that we can’t wait to share with you. So when...
-
Pro Territory Manager
2 weeks ago
Hyannis, United States West Marine Full timeAbout the job About West Marine We don’t just sell anchors and rigging. We sell a love of the water that lasts for generations. We don’t just sell life jackets and flares. We sell peace of mind for your most precious cargo. We don’t just have a passion for boating. We have a lifetime of experience that we can’t wait to share with you. So when...
-
Retail Assistant Manager
2 weeks ago
Hyannis, United States Talbots Full timeJob Number: 22995 Position Title: Operations Manager External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. SMIP: Store Management Incentive Bonus Program. Complete Benefit Package! Our benefits kick off the first day of the month after your start date. To learn more,...
-
Customer Relations Specialist
4 months ago
Hyannis, United States Stewart Painting Inc Full timeWe are an established painting company that invests in our team and offers real opportunities for career growth. This Customer Relations Specialist position works from 7:30 AM to 4:30 PM in our Hyannis location and earns a competitive pay of $22.00-24.00 per hour, based on experience. We also provide our office team great benefits and perks, including health...
-
Customer Relations Specialist
4 months ago
Hyannis, United States Stewart Painting Inc Full timeWe are an established painting company that invests in our team and offers real opportunities for career growth. This Customer Relations Specialist position works from 7:30 AM to 4:30 PM in our Hyannis location and earns a competitive pay of $22.00-24.00 per hour, based on experience. We also provide our office team great benefits and perks, including health...
-
Business Development Executive
2 weeks ago
Hyannis, United States Insight Investments Full timeBusiness Development Executive - RED8 2NDGEARJob Locations US-MA-Hyannis | US-MA-Boston | US-CA-Costa MesaJob ID 2024-1702Type Regular Full-TimeDivision Red8Responsibilities Prospect for new accounts and seek opportunities to expand existing lines of business within the install base Conduct regular sales calls to develop customer relationships and follow...
-
2nd Shift Pkg. Machine Operator
2 months ago
Hyannis, United States Campbell Soup Company Full timeSince 1869 we've connected people through food they love. Our history was created by remarkable people, ideas, and innovations. It serves as inspiration and foundation for our future success.We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Michael Angelo's, noosa, Pace, Pacific...
-
Pkg Machine Oper
2 months ago
Hyannis, United States Campbell Soup Company Full timeSince 1869 we've connected people through food they love. Our history was created by remarkable people, ideas, and innovations. It serves as inspiration and foundation for our future success.We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Michael Angelo's, noosa, Pace, Pacific...
-
3rd Shift Packer
5 days ago
Hyannis, United States Campbell Soup Company Full timeSince 1869 we've connected people through food they love. Our history was created by remarkable people, ideas, and innovations. It serves as inspiration and foundation for our future success.We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Michael Angelo's, noosa, Pace, Pacific...
-
Retail Banker II Float
4 days ago
Hyannis, United States TD Bank Group Full timeWork Location: Hyannis, Massachusetts, United States of America Hours: 40 Line of Business: Personal & Commercial Banking Pay Detail: $23.25 - $32.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
-
Maintenance Technician
3 months ago
Hyannis, United States Campbell Soup Company Full timeSince 1869 we've connected people through food they love. Our history was created by remarkable people, ideas, and innovations. It serves as inspiration and foundation for our future success.We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Michael Angelo's, noosa, Pace, Pacific...
Investment Portfolio Manager
2 months ago
The Cooperative Bank of Cape Cod is seeking a skilled Investment Executive to develop client relationships and provide investment solutions to individual and business clients.
Key Responsibilities:- Collaborate with Bank personnel to generate referrals and ensure client needs are met.
- Develop new business and refer clients to other Bank departments as necessary.
- Educate clients on investment topics and collaborate with account managers to develop investment portfolios.
- Ensure compliance with regulations, policies, and the Bank's standards of conduct.
- Customer Service: Ability to educate customers on products and services.
- Communication: Ability to interact with customers, colleagues, and the public.
- Professionalism: Uphold a consistent professional appearance.
- Bachelor's Degree in a related field, preferably business, finance, or accounting.
- Five to ten years' experience in a bank investment services program or directly related field.
- FINRA SERIES 7, Series 63, Series 65/66 licensures required.
- Comprehensive knowledge of investment principles and financial products.
- Ability to maintain confidentiality and demonstrate tact and diplomacy.
- Ability to lift and carry up to 25 pounds on an occasional basis.
The Cooperative Bank of Cape Cod offers a competitive salary and incentives, outstanding benefits, and a commitment to exceptional customer service. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.
