Investment Portfolio Manager
4 weeks ago
Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in creating unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.
Key Responsibilities:- Develop and implement strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds
- Build and maintain strong client relationships
- Analyze financial information and provide recommendations
- Stay up-to-date with industry trends and regulations
- Collaborate with team members to deliver exceptional client service
- Series 7 License
- Proven experience as a Financial Advisor with a focus on bringing in new clients and closing deals
- Strong communication and interpersonal skills
- Ability to analyze financial information and provide recommendations
- Knowledge of stocks and bonds
- Competitive Base Salary
- Work exclusively with High Net Worth individuals
- Relocate to Naples, Florida
- Lucrative commissionable earnings
Keller Executive Search and our clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. We engage in an interactive process to determine effective, reasonable accommodations for individuals with disabilities and pregnant individuals.
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Senior Portfolio Management Solutions Specialist
4 weeks ago
St Louis, Missouri, United States NISA Investment Advisors Full timeJob Summary:NISA Investment Advisors, LLC is seeking a highly skilled Senior Portfolio Management Solutions Specialist to join our Portfolio Management team. The ideal candidate will have a strong background in finance and technology, with experience in developing solutions for monitoring investment strategies, attributing portfolio performance, and...
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Solutions Analyst Portfolio Management Expert
4 weeks ago
St Louis, Missouri, United States NISA Investment Advisors Full timeJoin Our TeamNISA Investment Advisors, LLC is a leading provider of customized investment solutions for tax-exempt and taxable institutional clients. Our team of experts manages over $274 billion in fixed income and equity securities and over $164 billion in derivative notional value.We are seeking a highly motivated and detail-oriented Solutions Analyst...
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Strategic Portfolio Manager
4 weeks ago
St Louis, Missouri, United States Helping People - United Way of Greater St. Louis Full timeJob SummaryThe United Way of Greater St. Louis is seeking a skilled Portfolio Manager to join our Community Impact Division. In this role, you will be responsible for implementing and maintaining approaches to assigned strategies by developing, supporting, and leading a strategic portfolio of investments and partnerships throughout the St. Louis region.Key...
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Portfolio Manager
3 weeks ago
St Louis, Missouri, United States Enterprise Bank and Trust Full timeJob Title:VP, Portfolio ManagerJob Description:Key Responsibilities:As a Portfolio Manager at Enterprise Bank & Trust, you will be responsible for managing key client relationships, including high fee revenue clients, referral partners, and institutional clients with investment committees. Your primary focus will be on allocating 80% of your time to research...
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Investment Team Leader
4 weeks ago
St Louis, Missouri, United States Selby Jennings Full timeJob Title: Director - Investment TeamLocation: St. Louis, MOPosition Overview:We are seeking an experienced and dynamic Director to join our Investment Team, specializing in private debt and equity. This pivotal role combines investment team responsibilities with portfolio restructuring and workout strategies. The ideal candidate will possess a deep...
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Strategic Portfolio Manager
3 weeks ago
St Louis, Missouri, United States The Cigna Group Full timeClinical Care Management (CCM) Portfolio OverviewCigna's Clinical Care Management (CCM) portfolio is a strategic initiative aimed at transforming disparate systems into a single, intelligent, self-learning control system. This ecosystem is driven by interoperable data from internal systems, rules engines, and platforms, as well as the external healthcare...
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Impact Finance Portfolio Coordinator
4 weeks ago
St Louis, Missouri, United States U.S. Bank Full timeJob Description:The Portfolio Servicing team at U.S. Bank is seeking a skilled Portfolio Coordinator to support our Affordable Housing group. As a key member of the team, you will provide financial performance analysis, risk assessment support, and compliance monitoring for a portfolio of US Bank tax credit investments. Your primary responsibilities will...
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Impact Finance Portfolio Coordinator
3 weeks ago
St Louis, Missouri, United States U.S. Bank Full timeAt U.S. Bank, we're committed to helping our customers and businesses make better financial decisions. As a Portfolio Coordinator in our Affordable Housing group, you'll play a key role in providing financial performance analysis, risk assessment support, and compliance monitoring for a portfolio of US Bank tax credit investments.As a front-line contact with...
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Opportunistic Real Assets Researcher
4 weeks ago
St Louis, Missouri, United States Marsh & McLennan Companies, Inc. Full timeOpportunistic Real Assets Researcher Job DescriptionAt Marsh & McLennan Companies, Inc., we're seeking a skilled Opportunistic Real Assets Researcher to join our team. As a key member of our Real Assets Team, you'll play a crucial role in evaluating real assets markets, identifying investment opportunities, and managing portfolios.Key...
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St Louis, Missouri, United States Selby Jennings Full time**Investment Opportunity:**Join a dynamic investment team at the forefront of private debt and equity. Operating an innovative investment strategy, focusing on direct investments primarily in debt and equity co-investments. With a strong capital base and a commitment to excellence, we leverage our expertise to drive growth and deliver...
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St Louis, Missouri, United States Selby Jennings Full timeJob DescriptionJob Title: Senior Associate, Private Debt and Equity DivisionLocation: St. Louis, MOCompany Overview:We are seeking a highly skilled Senior Associate to join our dynamic investment team at the forefront of private debt and equity. As a key member of our team, you will be responsible for supporting the underwriting process across origination,...
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Tax Services Manager
3 weeks ago
St Louis, Missouri, United States KPMG Full timeBusiness Title: Manager or Senior Manager, Business Tax Services Requisition Number: Function: Tax Services Area of Interest: State: MO City: Saint Louis Description: At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's...
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Asset Manager
4 weeks ago
St Louis, Missouri, United States Affordable Equity Partners, Inc Full timeJob SummaryWe are seeking a highly skilled Asset Manager to join our team at Affordable Equity Partners, Inc. The successful candidate will be responsible for ensuring the development and maintenance of affordable housing communities in accordance with IRS Section 42 regulations.The Asset Manager will be responsible for monitoring a portfolio of affordable...
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Real Estate Investment Specialist
4 weeks ago
St Louis, Missouri, United States Evernest Full timeInvestment Real Estate Acquisition AgentWe are seeking a licensed real estate agent to join our team at Evernest, a full-service real estate and property management company with a national presence. As an Investment Real Estate Acquisition Agent, you will work with investors to source and purchase rental properties, handling acquisitions, rehab management,...
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Senior Investment Operations Specialist
4 weeks ago
St Louis, Missouri, United States Marsh & McLennan Companies, Inc. Full timeAt Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers.We're in the business of creating exciting and rewarding futures for our clients and their employees - whether we're designing affordable health plans, securing finances for retirement or aligning employees with workforce...
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Financial Analyst
4 weeks ago
St Louis, Missouri, United States NISA Investment Advisors Full timeJob Title: Financial AnalystNISA Investment Advisors, LLC is seeking a highly motivated and detail-oriented Financial Analyst to join our Operations team. As a key member of our team, you will be responsible for managing post-trade processing, handling corporate actions, and ensuring appropriate collateral coverage for derivatives.Responsibilities:Process...
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Tax Services Manager
3 weeks ago
St Louis, Missouri, United States KPMG Full timeBusiness Title: Manager or Senior Manager, Business Tax ServicesRequisition Number:Function: Tax ServicesArea of Interest:State:MOCity: Saint LouisDescription:At KPMG, you will be part of a dynamic team at one of the world's top tax firms, where you can develop your career through multifaceted engagements, formal training, and informal mentoring. Enjoy a...
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Asset Management Director
4 weeks ago
St Louis, Missouri, United States Stone Alliance Group Full timeJob Title: Vice President Asset ManagementAt Stone Alliance Group, we are seeking a highly skilled and experienced Vice President of Asset Management to join our team. As a key member of our investment team, you will be responsible for managing all asset management responsibilities, including renewable energy tax credit investments and private credit...
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Project Manager I
4 weeks ago
St Louis, Missouri, United States Kforce Technology Staffing Full timeJob SummaryThe Project Manager I provides critical support to the Corporate Philanthropy leader and program managers in collecting and analyzing data to inform grant-making decisions. This role requires strong analytical skills, database management expertise, and excellent communication abilities.Key ResponsibilitiesCollaborate with nonprofit representatives...
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Senior Asset Management Professional
4 weeks ago
St Louis, Missouri, United States Stone Alliance Group Full timeJob SummaryWe are seeking a highly skilled and experienced Asset Management professional to join our team at Stone Alliance Group. As a key member of our team, you will be responsible for managing all asset management responsibilities, including renewable energy tax credit investments and private credit investing.Key ResponsibilitiesManage asset management...