Investment Portfolio Manager
4 days ago
We are seeking a detail-oriented and analytical professional to join our team as an Investment Analyst. This role will work closely with our Investment Advisors to provide exceptional client service and support the development of personalized investment strategies.
Key Responsibilities- Assist Investment Advisors in designing and implementing asset allocation strategies
- Monitor and analyze investment portfolios to identify opportunities for rebalancing and tax loss harvesting
- Generate client deliverables, such as investment exhibits and reports
- Communicate effectively with clients, internal teams, and third-party affiliates regarding investment-related matters
- Support Investment Advisors in answering client questions and providing investment advice
- Strong analytical, organizational, and time management skills
- Excellent written and verbal communication skills
- Detail-oriented with a focus on delivering top-notch client service
- Minimum 1-2 years' prior experience in investments or financial services
- Bachelor's degree required
- Series 65 license required
- Proficiency in MS Office and demonstrated aptitude for mathematics and spreadsheets
Lake Street Advisors is a leading wealth management firm serving high-wealth entrepreneurs and executives. Our team of experienced advisors provides personalized wealth management services that align with our clients' goals at every stage of life. We offer a professional, entrepreneurial, and dynamic work environment with competitive employee salaries and a comprehensive benefit package.
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Financial Services Professional
2 weeks ago
Portsmouth, Virginia, United States Raven Ridge Full timeFinancial Advisor CFPSeeking a seasoned Financial Advisor with CFP certification to join our team at Raven Ridge. This is an excellent opportunity for experienced professionals in Financial Services, Wealth Management, or Investments to take on an Account Management and Client Retention focused role.ResponsibilitiesDevelop and implement investment and...
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Financial Services Professional
3 weeks ago
Portsmouth, Virginia, United States Raven Ridge Full timeFinancial Advisor CFP Job DescriptionRaven Ridge is seeking a highly skilled Financial Advisor CFP to join our team. As a Financial Advisor CFP, you will work with clients to develop and implement personalized financial plans, providing expert guidance on investment and wealth management strategies.Responsibilities:Develop and implement comprehensive...
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Technical Program Manager
2 weeks ago
Portsmouth, Virginia, United States Liberty Mutual Insurance Full timeJob SummaryWe are seeking a highly skilled Technical Program Manager to lead the implementation of a module in our upcoming Unified Insurance Platform (UIP). This prominent position will involve interaction with leadership at various levels, including USRM ELT members, and will be accountable for leading planning and execution across multiple portfolios,...
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Data Engineering Manager
4 weeks ago
Portsmouth, Virginia, United States Liberty Mutual Insurance Full timeAbout the RoleThe Global Data Analytics and Engineering (GDAE) team is seeking a highly skilled Data Engineering Manager to lead our dedicated data engineering teams. As a key member of our organization, you will be responsible for driving results through dynamic teams and thriving in an environment of servant leadership.Key ResponsibilitiesDevelop and...
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Client Relations Specialist
2 months ago
Portsmouth, Virginia, United States International Search Consultants Full timeClient Relations SpecialistGreater Boston AreaInternational Search Consultants is collaborating with a dynamic investment firm that focuses on delivering tailored investment management and advisory solutions to its clientele, including Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. We are on the lookout for a skilled Client...
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Credit Account Manager
3 days ago
Portsmouth, Virginia, United States Sprague Full timeAbout the RoleSprague is a leading energy company that provides innovative solutions to its customers. We are passionate about delivering exceptional products and services that meet the evolving needs of our customers.Key ResponsibilitiesManage the aging of assigned accounts receivable portfolioTrack over limit and/or past due customersPrepare monthly...
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Credit Account Manager
3 days ago
Portsmouth, Virginia, United States Sprague Full timeAbout the RoleSprague is a leading energy company that has been serving the Northeast for over 150 years. We are passionate about delivering innovative solutions and high-quality services to our customers. As a Credit Representative, you will play a critical role in overseeing accounts receivable, minimizing bad debt, and promoting positive customer...
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Strategic Account Manager
4 weeks ago
Portsmouth, Virginia, United States Bottom Line Full timeTransform Business Payments and Cash ManagementBottomline is a global leader in business payments and cash management, with over 30 years of experience and moving more than $10 trillion in payments annually.The RoleThe Strategic Accounts Manager works with Bottomline's strategic banking and financial institution customers to achieve customer delight by...
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Customer Success Manager
2 weeks ago
Portsmouth, Virginia, United States Bottom Line Full timeUnlock Your Potential with BottomlineAre you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 30 years of experience and moving more than $10 trillion in payments annually.Join Our Team of ExpertsWe're looking for passionate individuals to join our team and help drive...
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Customer Success Manager
2 weeks ago
Portsmouth, Virginia, United States Bottom Line Full timeUnlock Your Potential with BottomlineAre you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 30 years of experience and moving more than $10 trillion in payments annually.Join Our Team of ExpertsWe're looking for passionate individuals to join our team and help drive...
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Wealth Management Professional
2 weeks ago
Portsmouth, Virginia, United States Lake Street Advisors Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Lake Street Advisors. As a Wealth Advisor, you will be responsible for providing exceptional service to our ultra-high net worth clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...
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Clinical Specialist, Cardiac Rhythm Management
22 hours ago
Portsmouth, Virginia, United States Abbott Full timeJob Description:Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160...
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IT Project Manager
4 weeks ago
Portsmouth, Virginia, United States Franklin Fitch Full timeIT Infrastructure Project Manager OpportunityRate - $85 - $105On-SiteThis is an exciting opportunity for an experienced IT Project Manager to take a leading role with a company at the forefront of technical projects.The Role:Manage site infrastructure demand and project portfolio, ensuring seamless delivery of IT services.Represent the site at regular...
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Wealth Management Professional
3 weeks ago
Portsmouth, Virginia, United States Lake Street Advisors Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Lake Street Advisors. As a Wealth Advisor, you will be responsible for providing exceptional service to our ultra-high net worth clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...
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IT Infrastructure Project Manager
4 weeks ago
Portsmouth, Virginia, United States swipejobs Full timeJob Description:The IT Infrastructure Project Manager is responsible for ensuring the successful delivery of IT and OT infrastructure projects and services. This role acts as the project manager and coordinator, supporting the Site IT Lead in delivering complex IT-OT infrastructure projects and smaller IT-OT infrastructure requests.Key...
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IT Infrastructure Project Manager
3 weeks ago
Portsmouth, Virginia, United States Mindlance Full timeJob Title: IT Infrastructure Project ManagerAt Mindlance, we are seeking an experienced IT Infrastructure Project Manager to join our team. As a key member of our infrastructure team, you will be responsible for ensuring the successful delivery of IT and OT infrastructure projects and services.Key Responsibilities:Plan, execute, and deliver projects and...
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IT Infrastructure Project Manager
3 weeks ago
Portsmouth, Virginia, United States swipejobs Full timeJob Title: IT Infrastructure Project ManagerWe are seeking an experienced IT Infrastructure Project Manager to join our team at SwipeJobs. As a key member of our infrastructure team, you will be responsible for ensuring the successful delivery of IT and OT infrastructure projects and services.Key Responsibilities:Manage site infrastructure demand and project...
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Pharmacist Manager
4 weeks ago
Portsmouth, Virginia, United States HealthCare Support Full timePharmacist Manager Job DescriptionWe are seeking a highly skilled Pharmacist Manager to join our team at HealthCare Support. As a key member of our organization, you will be responsible for leading our pharmacy operations and driving business growth.Responsibilities:Meet/exceed site budgets and optimize cost management in line with script counts.Leverage...
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Pharmacist Manager
4 weeks ago
Portsmouth, Virginia, United States HealthCare Support Full timePharmacist Manager Job DescriptionWe are seeking a highly skilled Pharmacist Manager to join our team at HealthCare Support. As a key member of our organization, you will be responsible for leading our pharmacy operations and ensuring the highest level of patient care.Daily Responsibilities:Meet/exceed site budgets and optimize cost management in line with...
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Portsmouth, Virginia, United States Abbott Full timeAbout the RoleAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160...