Investment Management Associate

About the RoleWe are seeking a highly skilled and experienced Senior Investment Manager to join our team at State Street Corporation. As a key member of our Investment Management Services team, you will be responsible for leading and managing a team of investment professionals to deliver exceptional investment solutions to our clients.Key...

About the Role**Job Summary**We are seeking an experienced Investment Manager Services Director to join our team at State Street Corporation. As a key member of our organization, you will be responsible for leading and managing a team of investment professionals to deliver exceptional client service and drive business growth.Key ResponsibilitiesDevelop and...

About the RoleWe are seeking a highly skilled and experienced Investment Manager Services professional to join our team at State Street Corporation.Key ResponsibilitiesLeadership and Direction: Provide strategic guidance and direction to subordinate managers, ensuring the effective execution of the unit's plan of organization.Staff Development and Training:...

Who We Are SeekingThe Alpha Portfolio Services division is a committed global business unit collaborating with clients, operational teams, and IT to guarantee precise oversight of Front Office and Middle Office Information Delivery for our clientele. Our ResponsibilitiesThe Alpha Portfolio Services team is tasked with maintaining the integrity of the...

Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are redefining the delivery of financial advice and wellness. Our goal is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial wellness...

Job OverviewAt WSFS Bank, we are dedicated to empowering our Associates to advance their careers, assist our clients in securing their financial futures, and actively support our Communities to thrive.Why Work with Us?Careers at WSFS Bank offer a welcoming and supportive environment, competitive compensation, opportunities for advancement, and more. We take...

Job SummarySequoia Financial Group is a leading Registered Investment Advisor (RIA) seeking a highly motivated and detail-oriented Wealth Development Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our Advisors in delivering exceptional client experiences.Key ResponsibilitiesClient...

About the Role:We are seeking a highly skilled and experienced professional to join our Portfolio Services team at State Street Corporation. As a key member of this team, you will play a critical role in ensuring the accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients.Responsibilities:Monitor the portfolio...

About the RoleWe are seeking a highly skilled and dedicated Client Service Associate - Advisor to join our team at Envestnet. As a key member of our Service - Advisor team, you will play a critical role in delivering exceptional customer service and support to financial advisors.Key ResponsibilitiesSubject Matter Expertise: Act as a subject matter expert on...

Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are revolutionizing the delivery of financial advice and wellness. Our mission is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial...

About the RoleWe are seeking a highly skilled and experienced Senior Operations Manager to join our team at State Street Corporation. As a key member of our Front Office Services team, you will be responsible for overseeing the day-to-day operations of the team, ensuring the delivery of high-quality services to our clients.Key ResponsibilitiesDevelop and...

At Exelon Services, Inc., we are committed to shaping a sustainable and innovative future. We are at the forefront of the energy evolution, inviting all creative thinkers, problem solvers, and community advocates to join us in crafting solutions that enhance the resilience and vitality of our diverse communities. Our workforce is driven by a shared purpose,...

About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Front Office Services Manager. This is a critical role that requires strong leadership and operational expertise to support our clients' needs.Key ResponsibilitiesDevelop and implement risk management strategies to ensure a controlled environment.Lead internal...

Position OverviewThe Alpha Account Services Associate 2 will play a crucial role in supporting and overseeing the operational processing of various client transition requests.This role requires daily interaction with the client's front office personnel, serving as the primary contact for all New Account Launches, Closures, Custody Conversions, Account...

Estate Planning Attorney at JobotAbout the company:Jobot is a distinguished firm focused on investment strategies, financial guidance, business succession planning, and estate law.Benefits: 401K 401K Match Dental coverage Health benefits Paid leave Vision coverageKey Responsibilities: Deliver specialized legal counsel on estate planning issues Create,...

Envestnet is in search of a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of revolutionizing the delivery of financial advice and wellness. At Envestnet, we strive to empower financial advisors and service providers with cutting-edge technology, solutions, and insights...

About the RoleEnvestnet is seeking a highly skilled and detail-oriented Tax Overlay Support Specialist to join our Trade Services team. As a key member of our team, you will be responsible for the day-to-day monitoring and administration of accounts, ensuring seamless execution of trades and portfolio management.Key ResponsibilitiesAccount Management:...

About World Insurance Associates LLCWorld Insurance is recognized as one of the most rapidly expanding insurance brokerage firms in the United States, providing premier products and services from leading providers, complemented by dedicated support from local agents.Since our inception, we have grown to over 2,200 employees across more than 260 offices...

About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Front Office Services Manager. This is a critical role that requires strong leadership and technical skills to manage and maintain the production processing of multiple clients.Key ResponsibilitiesDevelop and implement risk management strategies to eliminate risk...

Job Overview At WSFS Bank, we are dedicated to fostering the professional growth of our Associates, guiding our clients towards securing their financial futures, and actively contributing to our Communities' prosperity. Our careers offer a culture that is both inclusive and supportive, competitive compensation, opportunities for advancement, and much more....