Investment Analyst, Middle Office Nationwide Mutual Insurance CoInvestment Analyst, Middle OfficeColumbus, OH$69,500–$129,000 / yearThe position is responsible for performing a variety of operational functions with a focus on daily trade settlement, transaction processing, custodian cash and asset reconciliations for Public Fixed Income, Private Placements, Bank Loans and Commercial Mortgage Loans. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Senior Investment Analyst, Real Estate Nationwide Mutual Insurance CoSenior Investment Analyst, Real EstateColumbus, OH$73,500–$122,500 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. The Nationwide Investments team manages approximately $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results.
Senior Investment Analyst, Private Debt Nationwide Mutual Insurance CoSenior Investment Analyst, Private DebtColumbus, OH$106,500–$177,500 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. The Private Debt Senior Investment Analyst role is responsible for supporting the management of Nationwide's Private Debt portfolio which includes credit funds, separately managed accounts ("SMAs") and co-investments.
Senior Investment Analyst, Private Placements Nationwide Mutual Insurance CoSenior Investment Analyst, Private PlacementsColumbus, OH$106,500–$177,500 / yearAs a key contributor to the Private Placements team's efforts, the Senior Investment Analyst will focus primarily on supporting the process of evaluating and recommending privately placed debt transactions as well as monitoring portfolio securities across a variety of sectors. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
NewInvestment Analyst, Enterprise Portfolio Management Nationwide Mutual Insurance CoInvestment Analyst, Enterprise Portfolio ManagementColumbus, OH$71,000–$119,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. Key Responsibilities: As an Investment Analyst you will be an important part of the Investment Team closely working with various associations/senior management to support the management of Nationwide's Investment portfolios.
Investment Analyst, Fixed Income Meeder Investment ManagementInvestment Analyst, Fixed IncomeDublin, OhioThis role will aid the fixed income investment team in various ways, including completing economic analysis, fixed income research, prospective client analyses, and helping support the management of investment portfolios. Provide analytical support for portfolio managers, including but not limited to statistical analysis, prospect portfolio analysis, summarizing current market trends, creating market update presentations, and other recurring analyses.
NewInvestment Grade Credit Research Analyst Nationwide Mutual Insurance CoInvestment Grade Credit Research AnalystColumbus, OH$119,000–$199,000 / yearp>Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. We value our associates by providing a collaborative environment, setting clear expectations, and providing the necessary feedback to develop and motivate associates to perform at a high level.
Senior Counsel - Structured Investments Nationwide Mutual Insurance CoSenior Counsel - Structured InvestmentsColumbus, OH$170,000–$318,000 / yearThis role provides strategic legal guidance on the structuring, negotiation, and execution of complex transactions involving asset-backed securities (ABS), collateralized loan obligations (CLOs), structured notes, securitizations, and related structured products. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Senior Investment Professional, Enterprise Portfolio Management Nationwide Mutual Insurance CoSenior Investment Professional, Enterprise Portfolio ManagementColumbus, OH$134,000–$224,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. Key Responsibilities: Uses significant judgement on moderate to complex Asset/Liability Management (ALM) and Strategic Asset Allocation (SAA) problems, covers mid-large, moderately complex accounts.
Regional Compliance Analyst - Key Investment Services (KIS) KeyCorpRegional Compliance Analyst - Key Investment Services (KIS)OH$57,000–$87,000 / yearKIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.
NewChief Investment Officer, Funds and Portfolios Meeder Investment ManagementChief Investment Officer, Funds and PortfoliosOhioMeeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. The CIO, Funds and Portfolios will contribute to Meeder’s growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy.
NewInvestment Advisor in Public Funds Meeder Investment ManagementInvestment Advisor in Public FundsOhioMeeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
NewAsset Management - Fixed Income High Yield & Systematic Investment Specialist - Associate JPMorgan Chase & CoAsset Management - Fixed Income High Yield & Systematic Investment Specialist - AssociateColumbus, OHGFICC manages a broad range of strategies - including High Yield, Systematic Fixed Income, Short Duration, Core/Core Plus, Investment Grade Credit, Emerging Market Debt, Securitized, and Tax-Aware strategies - through funds and separate accounts across the globe. You will work at the intersection of fixed income markets and cutting-edge technology, applying tools including artificial intelligence, machine learning, and advanced data analytics to drive efficiencies, improve workflows, and generate insight across the platform.
Wealth & Investment Portfolio Manager III Huntington Bancshares IncWealth & Investment Portfolio Manager IIIColumbus, OHAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Wealth & Investment Portfolio Manager III Huntington National BankWealth & Investment Portfolio Manager IIIColumbus, OhioAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Investment Executive (Financial Advisor) Grove City, OH Fifth Third BancorpInvestment Executive (Financial Advisor) Grove City, OHGrove City, OHCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Senior Investment Professional - High Yield Nationwide Mutual Insurance CoSenior Investment Professional - High YieldColumbus, OH$153,000–$255,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. As a senior leader, responsibilities will include contributing to the evolution of our investment process, demonstrating superior investment acumen, providing insights into the broader Public Corporate investment strategy, and may include people leader responsibilities.
Senior Investment Professional, Client Advisory Services Nationwide Mutual Insurance CoSenior Investment Professional, Client Advisory ServicesColumbus, OH$134,000–$224,000 / yearThe Client Advisory Services - Business Partnership team is responsible for client portfolio management including: client communications, client reporting, business development, portfolio analysis, cash flow monitoring, investment solution design, advisory services, and cross-enterprise special projects. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Specialist, Investment Accounting Nationwide Mutual Insurance CoSpecialist, Investment AccountingColumbus, OH$79,500–$148,500 / yearWe'll count on you to use advanced principles, techniques and procedures to acquire, assemble, evaluate, interpret, record and analyze financial data of all types and sources ultimately used to prepare of financial documents and/or reports for various regulatory and statutory authorities and for internal management of all levels. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Consultant, Investment Accounting Nationwide Mutual Insurance CoConsultant, Investment AccountingColumbus, OH$97,000–$180,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. We'll count on you to provide consultation on the optimal practices to acquire, evaluate, interpret, record and analyze financial data used to prepare financial reports, documents and statements for various regulatory and statutory authorities and for internal management of all levels.
Senior Investment Professional, Real Estate Nationwide Mutual Insurance CoSenior Investment Professional, Real EstateColumbus, OH$109,000–$181,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. The Senior Investment Professional role also administers, supports and coordinates closing of real estate investments with the CML origination team, correspondents, internal and external counsel, cash administration.
Investment Professional, Real Estate Nationwide Mutual Insurance CoInvestment Professional, Real EstateColumbus, OH$90,000–$150,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. The Nationwide Investments team manages approximately $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results.
Investment Accountant I or II State Teachers Retirement System of OhioInvestment Accountant I or IIColumbus, OhioEstablished in 1920 and serving Ohio’s educators, STRS Ohio is one of the nation’s largest retirement systems, serving nearly 550,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $96.3 billion as of June 30, 2025, in assets and paying more than $7 billion in benefits annually. Under the direction of the manager, Investment Accounting and Performance, process cash settlements related to trading and other investment-related activity from the investment accounting system against custodian records, ensuring any discrepancies are documented, researched and resolved within reasonable time frames.
NewSenior Investment Data Manager Nationwide Mutual Insurance CoSenior Investment Data ManagerColumbus, OH$121,000–$201,000 / yearYou will serve as the data-related voice of the customer in translating functional data and analytic requirements into solutions for consumption and use by the respective business area, managing communications between Technology and business, resolving blockers/questions/support needs, conducting/coordinating User Acceptance Testing (UAT) and approving releases. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
VP, Head of Investment Accounting (open to remote) Reinsurance Group of America IncVP, Head of Investment Accounting (open to remote)OHRemote$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
NewSenior T&D Investment Planner AES CorporationSenior T&D Investment PlannerUS, Dayton, OHAES’s US Transmission and Distribution (T&D) businesses in Indiana and Ohio are seeking a Project Planning Engineer to develop long-term maintenance and investment project plans to be included in the capital budget. Assigned projects will include primarily capital investments including asset replacements, maintenance, customer growth, Smart Grid, renewable energy integration, and general operations.
Residential Investment Real Estate Advisor ReafcoResidential Investment Real Estate AdvisorColumbus, OHThe Residential Investment Real Estate Advisor represents buyers and sellers in residential and small multifamily transactions with a focus on investment-oriented properties. We work with property owners, investors, and buyers seeking income-producing assets across multiple markets.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesColumbus, OHp>Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Investment Banking Manager Accenture PlcInvestment Banking ManagerColumbus, OHSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
PXT Investment Valuation, Senior Associate JPMorgan Chase & CoPXT Investment Valuation, Senior AssociateColumbus, OHAs a Finance & Business Management professional within the team, you will play a key supporting role in the investment process, assisting with data collection, analysis, and reporting to help inform investment decisions and track outcomes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
General Interest - Experienced Investment Banker - Columbus or Cleveland Copper Run CapitalGeneral Interest - Experienced Investment Banker - Columbus or ClevelandColumbus, OhioCapable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements. Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks.
Real Estate Investment Intern ReafcoReal Estate Investment InternColumbus, OHWe specialize in residential income-producing properties and support clients through structured acquisition and transaction processes. The Real Estate Investment Intern program provides structured exposure to investment-focused brokerage operations.
Real Estate Investment Agent ReafcoReal Estate Investment AgentColumbus, OHOur agents work with investors and homeowners across multiple markets while developing long-term market knowledge and transaction expertise. This role is suited for professionals who are comfortable in a commission-based environment and interested in developing expertise in residential and investment real estate.
Investment Consultant, Relationship Manager Morgan StanleyInvestment Consultant, Relationship ManagerColumbus, OhioOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
NewWealth and Investment Premier Portfolio Manager - Sr. Huntington Bancshares IncWealth and Investment Premier Portfolio Manager - Sr.Columbus, OHSummary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities: Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
NewWealth and Investment Premier Portfolio Manager - Sr. Huntington National BankWealth and Investment Premier Portfolio Manager - Sr.Columbus, OhioThe Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
PXT Investment Valuation, Senior Associate JPMorgan Chase Bank, N.A.PXT Investment Valuation, Senior AssociateColumbus, OHFull timewill not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. As a Finance & Business Management professional within the team, you will play a key supporting role in the investment process, assisting with data collection, analysis, and reporting to help inform investment decisions and track outcomes.
Asset Management - Fixed Income - Investment Director - Risk Management Associate JPMorgan Chase Bank, N.A.Asset Management - Fixed Income - Investment Director - Risk Management AssociateColumbus, OHFull timeGFICC manages a broad range of US and international strategies, through funds and/or separate accounts, including broad market, long duration, stable value, high yield, emerging market debt, short duration, global bonds, structured products, and tax-aware strategies. As an Investment Director Associate on the Global Fixed Income Currency and Commodities (GFICC) team, you will be primarily responsible for conducting comprehensive risk analyses and generating detailed risk reports for various fixed income strategies.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerOH$155,600–$306,800 / yearp>As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Consultant Columbus, OH The Charles Schwab CorpInvestment Consultant Columbus, OHColumbus, OHYou'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. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice President JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice PresidentOHAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior AssociateOHAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
J.P. Morgan Wealth Management - New Client Investment Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - New Client Investment SpecialistWesterville, OHRemoteChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Technology Investment Management & Value Performance Lead American Electric Power Co IncTechnology Investment Management & Value Performance LeadColumbus, OH$136,539–$177,503 / yearWhat we're looking for: Education: Bachelor's degree in computer science, information systems, business or related field of study; Or associate's degree in computer science or related field of study with 2 years of relevant work experience; Or High school diploma/GED with 4 years of relevant work experience. A key focus of this role is building and maintaining forward-looking business and investment plans, ensuring alignment between strategy, funding, delivery, and measurable outcomes.
Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpColumbus, OH$118,700–$218,600 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinOH$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Investment Phone Specialist - JPMorgan Wealth Management - Westerville, OH JPMorgan Chase & CoInvestment Phone Specialist - JPMorgan Wealth Management - Westerville, OHWesterville, OHRemoteAs an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OHWesterville, OHAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades.
CB Portfolio Manager II - Investment Real Estate First Commonwealth Financial CorpCB Portfolio Manager II - Investment Real EstatePowell, OHAssists with the cultivation of new business opportunities from existing and potential corporate clients and assists Relationship Manager(s) in helping meet client needs and deepening relationships. Works closely with assigned Relationship Managers to manage a large and/or complex portfolio of Corporate Banking clients.
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OHWesterville, OHFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.