Portfolio Management Specialist

Job OverviewWe are seeking a talented Insurance Account Position at Jordan Bowden - State Farm Agent. As an Insurance Portfolio Development Specialist, you will play a crucial role in managing client insurance accounts and updating information.Compensation PackageThe estimated salary for this position is $65,000 per year, plus benefits including paid time...

Job OverviewVanguard offers a unique opportunity for individuals to launch their career in advice, working closely with financial advisors to execute on account changes and trading needed to maintain advised client portfolios. The role is designed for those interested in financial planning, investment advice, and wealth management.ResponsibilitiesKey...

Job Summary:Kay-Kay Realty Corp. seeks an experienced Area Manager Property Operations Specialist to oversee LIHTC portfolio compliance and ensure excellent resident service. As a key member of our team, you will supervise on-site staff, review reports, collect rents, and coordinate vendor work.Key Responsibilities:Supervise on-site staff to ensure...

Job OverviewWe are seeking a highly skilled Client Portfolio Director to join our team at Trajan Wealth LLC.The ideal candidate will have a strong background in financial investment advising and portfolio management, with excellent communication and interpersonal skills.This is a full-time position that requires a clean U4, a Bachelor's degree or equivalent...

Join Our Team of Investment ProfessionalsWe are seeking a highly motivated and organized Wealth Management Specialist to join our team at Underhill Financial, LLC. As a Wealth Management Specialist, you will be responsible for developing and implementing financial planning solutions for clients utilizing eMoney software, providing ongoing monitoring and...

Diversified Partners seeks a seasoned Commercial Property Manager to oversee the day-to-day operations of our portfolio of properties in the metropolitan Phoenix area.About the RoleThis position requires a strong leader who can manage multiple properties, ensure compliance with regulations, and deliver exceptional tenant experiences. The ideal candidate will...

About the Job: As a Client Relationship Management Specialist, you will play a critical role in helping financial advisors meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.Key Responsibilities:Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised...

Research and Development DirectorKahala Management LLC is seeking an experienced Research and Development Director to lead the development of new products and flavors for our portfolio of quick-service restaurant brands. The ideal candidate will have a strong understanding of food science and research, as well as excellent communication and leadership...

About this JobThe Management Trust is seeking a seasoned Community Association Manager to join our team. As a CAM, you will be responsible for managing community associations, including daily operations, budget preparation, and compliance with governing documents.Key Responsibilities:Manage a portfolio of communities with diverse needs and...

Key ResponsibilitiesAward at least 15+ stores per year by identifying and sourcing new franchisees, maintaining pipelines, and adhering to sales processesBe the brand ambassador for all represented brands, showcasing their value proposition to potential franchiseesWork closely with the Senior Vice President of Franchise Development on strategic initiatives...

We are seeking a skilled Patient Care Specialist to join our team at Phusion Wellness Pain Management, a leading clinic specializing in pain management and wellness care. As the first point of contact for patients, this role requires excellent communication skills, professionalism, and a friendly demeanor.The ideal candidate will have proficiency with...

We are seeking an experienced Asset Management Financial Analyst to join our team at Marquee Asset Management, LLC.About UsOur company is a multifamily developer, owner, and operator, with a focus on developing new multifamily communities and investing in value-add and opportunistic apartment transactions.With a strong track record of success, we have...

At Vanguard, we're looking for a Client Service Specialist to partner with our Financial Advisors in the onboarding and ongoing management of Personal Advisor client relationships. Our mission is to take a stand for all investors, treating them fairly and giving them the best chance for investment success.This role is a great launching point for individuals...

Job Description:The Financial Advisor Support Specialist is responsible for partnering with financial advisors to deliver exceptional client service and support. This role requires a strong understanding of investment planning methodology, portfolio management, and client needs analysis.The ideal candidate will have excellent communication skills, the...

Job Summary: We are seeking an experienced Senior Credit Assurance Specialist to join our team at Western Alliance Bank. As a key member of our Credit Risk & Review Group, you will be responsible for ensuring conformance with all processes of the established credit assurance and advisory program. This includes evaluating commercial loan transactions and...

Job Profile:Kay-Kay Realty Corp. is hiring an Area Manager Property Operations Specialist to lead our LIHTC portfolio team. As a seasoned professional, you will be responsible for ensuring compliance with regulatory requirements, managing day-to-day operations, and delivering exceptional resident experiences.Main Responsibilities:Manage the supervision of...

About the RolePatriot Property Management seeks an experienced Residential Property Manager to oversee the day-to-day operations of our residential properties.As a key member of our team, you will be responsible for delivering exceptional customer service to property owners, managing finances, and maintaining high-quality standards across all aspects of...

At Mark-Taylor Residential, we are committed to delivering exceptional living experiences for our residents. As a leading multifamily real estate developer and manager, we pride ourselves on being recognized as Ranking Arizona's #1 Multifamily Builder and Manager.We are seeking an experienced Technical Support Specialist to join our IT Team. This role will...

About Us:Diversified Partners is a leading property management company based in Scottsdale, Arizona, serving the metropolitan Phoenix area. Our team operates with open and honest communication, community, and individual development. We seek individuals whose core values align closely with those of the organization.Job Responsibilities:* Exemplify strong...

Job SummarySmartRent is seeking an Inventory Management Specialist to join our Supply Chain team. As an Inventory Management Specialist, you will play a crucial role in optimizing inventory levels to meet customer demand while minimizing excess stock and associated costs. Your primary responsibility will be to develop and maintain accurate demand forecasts...