Investment Specialist Director
3 weeks ago
The Investment Specialist Director is responsible for working alongside a territory based Senior Investment Specialist and will be engaging RIA and BD advisors as an investment expert across multiple PMC investment product types and proprietary investment processes that are integrated into the Envestnet platform.
Job Responsibilities:
Promotion of PMC High Net Worth Solutions to AdvisorsPartner with Junior Investment Specialist to help advisors create sophisticated investment proposals for cases in excess of $1M based on perceived target client needs and advisor biases for a specific regionServe as a deep subject matter expert on all aspects of PMC’s Private Wealth Consulting and Custom Case Consulting investment offeringsIncorporate Direct Indexing, IMPACT and Tax Overlays as applicable Servicing of PMC High Net Worth Solutions to AdvisorPartner with Junior Investment Specialist to provide an ongoing white glove advisor experience for the PMC Private Wealth Consulting business linePMC Private Wealth Consulting is a fully outsourced service that includes PMC discretionary trading within a customized portfolio design and ongoing implementation for larger client relationships Serve as an Advisor Liaison to PMC Investment Management & ResearchMaintain a deep understanding of PMC’s Capital Markets Assumptions and Asset Class Portfolios Construction MethodologiesStay current on PMC’s best third party research ideas across SMAs, MFs and FSPsCommitment to provide positive client experience and reinforce PMC’s image as a financial services provider Make decisions and implement solutions based on a thorough understanding of the capital markets, the Envestnet platform’s products and investment processes Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize riskRequired Qualifications:
Bachelor’s degree in business, finance, or related field of study; Masters preferred. CFA Charterholder required 10+ years of experience in the financial services industry with at least 5 years in client contact capacity Possess ability to position to advisors a complex and diverse set of investment products Highly organized with a strong attention to detail Effective and concise communicator, both verbal and written Possess ability to prioritize and maintain multiple client requests
-
Investment Specialist Director
4 weeks ago
Chicago, United States Envestnet Full time**Description** Envestnet is seeking a passionate and talented **Investment Specialist Director** to join our Sales team. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a...
-
Investment Specialist Director
1 day ago
Chicago, United States Envestnet Full time**Description** Envestnet is seeking a passionate and talented **Investment Specialist Director** to join our Sales team. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a...
-
Investment Banking Managing Director | Chicago
3 weeks ago
Chicago, United States Bridgepoint Investment Banking Full timeJob DescriptionJob DescriptionWHO WE AREBridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our...
-
Investment Banking Managing Director | Chicago
4 weeks ago
Chicago, IL, United States Bridgepoint Investment Banking Full timeBridgepoint Investment Banking is not an old school, antiquated investment bank. We are hyper-focused on our core values and integrity, and providing senior investment bankers a better platform to utilize their skills and relationship networks. We aren’t just another sell-side mill, but provide true full-service investment banking solutions for our clients...
-
Chicago, United States Bridgepoint Investment Banking Full timeJob DescriptionJob DescriptionWHO WE AREBridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our...
-
Chicago, United States Bridgepoint Investment Banking Full timeJob DescriptionJob DescriptionWHO WE AREBridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our...
-
Chief Investment Officer, Managing Director
4 weeks ago
Chicago, IL, United States National Investment Co. Full timeOur client, Banner Real Estate Group is a group of vertically integrated real estate companiesfocusing on the development, acquisition and management of multifamily properties and the acquisition and development of self-storage facilities nationwide. Founded in 1989, the family-owned, independent investment manager has acquired and/or developed 55...
-
Investment Specialist
2 weeks ago
Chicago, United States Envestnet | Yodlee Full timeThe Investment Specialist is responsible for working alongside a territory based Senior Investment Specialist and will be engaging RIA and BD advisors as an investment expert across multiple PMC investment product types and proprietary investment processes that are integrated into the Envestnet platform Job Responsibilities: Promotion of PMC...
-
Investment Specialist
3 weeks ago
Chicago, United States Envestnet Full time**Description** Envestnet is seeking a passionate and talented **Investment Specialist **join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...
-
Investment Specialist
2 months ago
Chicago, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...
-
Investment Specialist
3 weeks ago
Chicago, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...
-
Director of Investment Accounting
2 months ago
Chicago, United States The Reserves Network Full timeDirector of Investment Accounting needed for a well-respected financial services organization headquartered in the Midwest. Apply today to take advantage of this unique and exciting opportunity! WHAT IS GREAT ABOUT THIS OPPORTUNITY? You have the flex Accounting, Director, Investment, Leadership, Business Partner, Account, Staffing
-
Director of Investment Accounting
3 weeks ago
Chicago, United States The Reserves Network Full timeJob Description Job Description Director of Investment Accounting needed for a well-respected financial services organization headquartered in the Midwest. Apply today to take advantage of this unique and exciting opportunity! WHAT IS GREAT ABOUT THIS OPPORTUNITY? You have the flexibility to work either in a hybrid (preferred) or remote setup based on your...
-
Director of Investment Accounting
1 month ago
Chicago, United States The Reserves Network Full timeJob Description Job Description Director of Investment Accounting needed for a well-respected financial services organization headquartered in the Midwest. Apply today to take advantage of this unique and exciting opportunity! WHAT IS GREAT ABOUT THIS OPPORTUNITY? You have the flexibility to work either in a hybrid (preferred) or remote setup based on your...
-
Investment Banking Career Specialist
1 week ago
Chicago, United States Greenwood Project Full timeJob DescriptionJob DescriptionDescriptionGreenwood ProjectThe Greenwood Project was founded in 2016 based on two core principles: “Students can’t be what they can’t see” and “There is no lack of...
-
Client Relationship Specialist
4 weeks ago
Chicago, United States Robert W. Baird Full time**Client Relationship Specialist - Investment Banking (FSG Business Development)** **As a Client Relationship Specialist, you will**: - Work closely with transaction execution teams throughout the pitch and engaged deal process to provide information and insights on private equity firms that have been recommended for sell-side engagements, tracking deal...
-
Associate Product Specialist, Investments
4 weeks ago
Chicago, United States Northern Trust Corp. Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Chicago, United States Northern Trust Corp. Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Investment Banking Managing Director
1 week ago
Chicago, Illinois, United States Mesirow Financial Holdings, Inc. Full timeThe Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...
-
Vice President Director, Video Investment
1 week ago
Chicago, United States Digitas Full time**Company Description** Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas delivers ambitious...
