NewInvestment Consultant - Atlanta, GA (Alpharetta) Charles SchwabInvestment Consultant - Atlanta, GA (Alpharetta)Alpharetta, GAYou’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Director, Family Office Investments CollydeDirector, Family Office InvestmentsAlpharetta, GeorgiaYou will set the investment philosophy and portfolio construction framework for the division, expand our private markets and values-aligned investing capabilities, and serve as a visible thought leader to clients, advisors, and the broader market. About the role Our Client's Family Office is seeking a Director, Family Office Investments to lead portfolio strategy and private markets investing for UHNW families in a faith-based wealth management environment.
Investment Operations Specialist, Centralized Services Ronald Blue & Co.Investment Operations Specialist, Centralized ServicesAlpharetta, GAWith nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Role Overview: The Investment Operations Specialist, Centralized Services is responsible for providing investment account management and investment administrative support to Advisors in accordance with their instructions and client needs/requests.
Senior Investments Manager - Data Center Portfolio QTS Realty Trust, Inc.Senior Investments Manager - Data Center PortfolioDuluth, GAKnowledge Skills and Abilities You Will Need: Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure. Who You Are: The Senior Investments Manager will be responsible for managing and owning the diligence process for new investment opportunities at QTS: Manage processes internally for investments group to ensure timely and accurate response.
Trader/ Investment Operations Associate Merit Financial AdvisorsTrader/ Investment Operations AssociateAlpharetta, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. This will include trading mutual funds, exchange traded funds, equities, and individual bonds for client accounts ensuring adherence with Merit’s trade policies and procedures as well as client investment policies.
Investment Consultant - Alpharetta, GA FidelityInvestment Consultant - Alpharetta, GAAlpharetta, GeorgiaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Senior Investments Manager - Data Center Portfolio QTS Realty Trust LLCSenior Investments Manager - Data Center PortfolioDuluth, GAKnowledge Skills and Abilities You Will Need: Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure. Who You Are: The Senior Investments Manager will be responsible for managing and owning the diligence process for new investment opportunities at QTS: Manage processes internally for investments group to ensure timely and accurate response.
Investments Manager - Data Center Portfolio QTS Realty Trust LLCInvestments Manager - Data Center PortfolioDuluth, GAKnowledge Skills and Abilities You Will Need: Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure. Who You Are: The Senior Investments Manager will be responsible for managing and owning the diligence process for new investment opportunities at QTS: Manage processes internally for investments group to ensure timely and accurate response.
Foundation Investment Research Apprenticeship Kennesaw State UniversityFoundation Investment Research ApprenticeshipKennesaw, GAMaintains weekly cash portfolio dashboards for yield, duration, maturities, and credit exposure, prepares investment committee materials and summary reports, and maintains issuer lists and documentation of trades and portfolio decisions. Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at https://www.usg.edu/policymanual/section6/C2653 .
Investment Consultant Atlanta, GA (Alpharetta) The Charles Schwab CorpInvestment Consultant Atlanta, GA (Alpharetta)Alpharetta, GAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Senior Client Partner Investment Sales VerizonSenior Client Partner Investment SalesAlpharetta, GeorgiaUsing AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.
Real Estate Sales Agent (Investment Properties) New WesternReal Estate Sales Agent (Investment Properties)Chamblee, GANew Western is the original and largest private marketplace for investment real estate. At New Western, we give motivated individuals cutting edge tools and access to build high-.
Corporate Finance Senior Analyst Priority Technology Holdings, Inc.Corporate Finance Senior AnalystAlpharetta, GA$95,000–$115,000 / yearInvestor Relations: Assist in the preparation of quarterly earnings call scripts, financial reports, press releases and investor presentations; gather and analyze financial data to benchmark performance against peers and market trends. About Priority: Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses.
Senior Portfolio Operations Analyst Vident Asset ManagementSenior Portfolio Operations AnalystAlpharetta, GATrade Execution, Booking, and Cash Activity (Bloomberg AIM or comparable platform) Oversee daily trade executions, matching, and booking of T+1 activity into the portfolio/accounting system, including creations/redemptions (cash and in-kind), custody FX trades, distributions, fees, and miscellaneous cash entries. The Senior Portfolio Operations Analyst is responsible for ensuring the integrity of daily data, accurate and timely post-trade booking, smooth settlement and reconciliation processes, margin/collateral management, and effective support to internal and external stakeholders across time zones.
Senior Financial Analyst - Siemens AGSenior Financial Analyst -Peachtree Corners, GA$74,970–$128,520 / yearExperience level Mid-level Professional Job type Full-time Work mode Office/Site only Employment type Permanent Location(s) Peachtree Corners - Georgia - United States of America Senior Financial Analyst - R&D Controlling At Siemens, we are shaping the future through innovation, digitalization, and sustainable technologies. From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers.
Operations Analyst - Parametric Morgan StanleyOperations Analyst - ParametricAlpharetta, GA$60,000–$90,000 / yearProvide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner. Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner.