Relationships and Investments Specialist
1 day ago
As a Senior Relationship Manager at Capital Group, you will play a critical role in driving business growth and revenue through effective relationship management and business development. Your primary responsibility will be to build and maintain strong relationships with key stakeholders, including Product Leaders and Research Departments, to drive business growth and revenue.
Key Responsibilities:
- Identify and create business development opportunities with key clients and partners.
- Manage ongoing relationships with Product Leaders and Research Departments to drive business growth and revenue.
- Develop and execute firm-level business plans and proactive engagement strategies with key relationship gatekeepers for private markets.
Requirements:
- Proven experience in third-party distribution within asset management, selling directly at the home office client level and relationship management experience with Product and Research Teams.
- Experience working with private markets strategies, comfortable educating audiences on their benefits.
- Broad knowledge of Private Markets from a distribution perspective across vehicle structures, competition, pricing, platforming usage, and established relationships across key firms.
- Stay up-to-date on industry trends and best practices.
What We Offer:
We offer a highly competitive base salary of $180,000 - $260,000, plus applicable bonuses, an annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings. Our compensation and benefits package is designed to attract and retain top talent in the industry.
-
Investment Specialist
3 days ago
Denver, Colorado, United States Signature Estate & Investment Advisors, LLC Full timeJob OverviewWe are seeking an experienced Investment Specialist to join our team at Signature Estate & Investment Advisors, LLC. As an Investment Specialist, you will be responsible for providing exceptional client service and support in all aspects of investment management.About the Role:Provide guidance on investment strategies and products to clients and...
-
Renewable Energy Investment Specialist
2 weeks ago
Denver, Colorado, United States SolRiver Capital Full timeSolRiver Capital, a leading renewable energy power-plant owner, operator, and investment manager, seeks an energetic and skilled Renewable Energy Investment Specialist.Job OverviewThe successful candidate will support all aspects of solar project investments, working closely with the executive team and partners to evaluate new opportunities, prepare outreach...
-
Relationship Building Specialist
2 days ago
Denver, Colorado, United States Capital Group Full timeKey ResponsibilitiesAs a Senior Relationship Manager, you will be responsible for leading Capital Group expansion into private markets with experience across semi-liquid investment structures across private credit, private equity, infrastructure, and private real estate.You will work closely with Product and Research Teams to deliver point of sale...
-
Investment Research Analyst
1 day ago
Denver, Colorado, United States Wilshire Advisors LLC Full timeJob OverviewWilshire Advisors LLC is a renowned investment advisory firm dedicated to providing customized portfolio solutions grounded in research and powered by cutting-edge technologies.We advise on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and are headquartered in the United States with...
-
Real Estate Investment Operations Specialist
2 weeks ago
Denver, Colorado, United States The Atlas Portfolio Full timeJob OverviewThe Atlas Portfolio is a leading real estate investment firm in Colorado, seeking an experienced Operations Manager to drive business growth and success.Key ResponsibilitiesLead the real estate investment operations team to achieve exceptional results and efficiency.Develop and execute strategies to increase revenue, close deals, and maintain a...
-
Investment Banking Professional
2 weeks ago
Denver, Colorado, United States Selby Jennings Full timeJob Title: Investment Banking AssociateEstimated Salary:$120,000 - $180,000 per yearCompany OverviewSelby Jennings is a leading global recruitment organization serving the financial industry. We offer expertise in niche markets and micro-specialisms, delivering tailored solutions to clients worldwide.We have offices globally, proactively sourcing top talent...
-
Investment Portfolio Coordinator
4 weeks ago
Denver, Colorado, United States Mercer Advisors Full timeMercer Advisors is a unique wealth management firm. We cater to clients who value personalized financial services, with an unwavering commitment to their well-being.Our mission at Mercer Advisors revolves around fostering long-lasting relationships with our clients and providing tailored investment solutions that cater to their distinct needs.About the...
-
Insurance Client Relationship Specialist
2 weeks ago
Denver, Colorado, United States Nese Sahin - State Farm Agent Full timeWe are seeking a motivated and customer-focused Insurance Client Relationship Specialist to join our team at Nese Sahin - State Farm Agent. This role is ideal for individuals who thrive in a dynamic environment and are passionate about providing exceptional client experiences.Company OverviewNese Sahin - State Farm Agent is a successful insurance agency...
-
Client Service Representative
2 weeks ago
Denver, Colorado, United States Prestige Staffing, Inc. Full timeAbout the RolePrestige Staffing, Inc. is seeking a highly skilled Client Service Representative - Investment Advisory to support the client base of investment advisors.The successful candidate will report to the Chief Operations Officer and be responsible for interfacing on a daily basis with the firms investment advisory clients and their needs.Main...
-
Renewable Energy Investment Specialist
2 days ago
Denver, Colorado, United States SolRiver Capital Full timeSolar Finance JobSolRiver Capital is a leading renewable energy power-plant owner, operator, and investment manager. We are seeking a skilled Clean Energy Financial Analyst to join our team.**Job Overview:**We offer a competitive salary of $65,000, plus up to $15,000 in bonuses per year. Our total compensation package includes medical, dental, vision, life,...
-
Investment Banking Director
2 weeks ago
Denver, Colorado, United States Selby Jennings Full timeKey ResponsibilitiesWe are seeking an Investment Banking Managing Director to lead our Healthcare practice, providing strategic financial advice and overseeing complex transactions.Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.Deal Origination and...
-
Senior Investment Manager
2 weeks ago
Denver, Colorado, United States Meketa Investment Group Full timeAbout Meketa CapitalMeketa Capital is a leading investment consulting firm that works with some of the nation's largest and most sophisticated institutional investors. Our team of experienced professionals provides expert guidance on investment strategies, portfolio management, and risk assessment.
-
Strategic Client Relationship Manager
2 weeks ago
Denver, Colorado, United States Jobot Full timeJob SummaryAs a Strategic Client Relationship Manager, you will be an integral part of a dynamic client service team, responsible for solving complex family office problems with the utmost confidentiality.About UsWe are a company that values our clients' stories and experiences. Founded in 2005, we fill a void in services that we personally experienced as...
-
Denver, Colorado, United States TBWA\Chiat\Day Full timeCompany Overview: GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments.Job Description: As an Investment Banking Associate at GLC Advisors & Co., you will work on deal teams with direct exposure to clients and senior bankers. You will...
-
Relationship Building Specialist
1 day ago
Denver, Colorado, United States Jesus Cruz - State Farm Agent Full timeJob SummaryWe are seeking a motivated and results-driven individual to join our team as a Customer Relations Representative. In this role, you will build and develop customer relationships within the community to promote State Farm products.Key ResponsibilitiesEstablish strong customer relationships and follow up as needed.Develop leads, schedule...
-
Insurance Relationship Specialist
4 days ago
Denver, Colorado, United States John Magoto - State Farm Agent Full timeAbout the OpportunityJoin our John Magoto - State Farm Agent team as a Customer Service Representative and embark on a rewarding career journey. With a focus on delivering exceptional customer experiences, you will play a vital role in driving business growth and success.Key Responsibilities:Build and maintain strong relationships with customers through...
-
Professional Communications Specialist
2 weeks ago
Denver, Colorado, United States Shaw Construction Full timeAbout Shaw ConstructionShaw Construction is a dynamic organization committed to delivering exceptional construction services. We prioritize building strong relationships with our clients, partners, and team members.**Job Overview**We are seeking a highly skilled Professional Communications Specialist to join our corporate team. As a key member of our...
-
Enterprise Door Sales and Relationship Manager
2 weeks ago
Denver, Colorado, United States D.H. Pace Company, Inc. Full timeAbout the RoleAs an Enterprise Door Sales and Relationship Manager at D.H. Pace Company, Inc., you will play a critical role in driving business growth by developing and maintaining strong relationships with commercial and industrial building owners/managers, hospitals, colleges, K-12 schools, and municipalities in Denver, Colorado, and surrounding areas.Key...
-
Portfolio Director
2 weeks ago
Denver, Colorado, United States Atlas Real Estate Full timeJob Opportunity: Portfolio DirectorWe are seeking a highly skilled Portfolio Director to lead our property portfolio at Atlas Real Estate, a Denver-based company with a national presence. This role offers an exciting opportunity to leverage your expertise in real estate investing and management.About the RoleThe successful candidate will oversee all aspects...
-
Cybersecurity Transformation Specialist
1 week ago
Denver, Colorado, United States Palo Alto Networks Full timeWe are Palo Alto Networks, a cybersecurity leader that protects our digital way of life. Our mission is to be the partner of choice for our customers, and we're looking for innovators who share our vision.As a Solutions Consultant, you'll play a key role in defining technical solutions that secure our customers' business imperatives. You'll work closely with...