Chief Brand & Engagement Officer United Way for Southeastern MichiganChief Brand & Engagement OfficerDetroit, MIFull timeYou'll lead a dynamic portfolio spanning communications, marketing, advocacy, events, volunteerism, and community engagement-ensuring every story we tell and every experience we create reflects the lived realities, leadership, and aspirations of the communities we serve. . As a key member of the executive team, the CBEO will steward and activate our brand, voice, and public presence to build trust, inspire action, and advance equitable outcomes across Southeast Michigan.
NewCFO JobotCFOCorning, CA$195,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. In addition, this role provides strategic oversight of the Finance Department, ensuring the timely and accurate completion of audits, budgeting processes, monthly and annual financial reporting, grant administration, and all core accounting functions.
NewController - CFO Track JobotController - CFO TrackColumbus, IN$125,000–$150,000 / yearThe ideal candidate will have a strong background in construction, structural steel, fabrication, or project-based manufacturing environments and possess deep expertise in job costing, work-in-process (WIP) accounting, percentage-of-completion revenue recognition, and financial management of complex projects. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewCredit Risk Portfolio Officer Senior City National BankCredit Risk Portfolio Officer SeniorNew York, NYRemote$90,000–$160,000 / yearCREDIT RISK PORTFOLIO OFFICER SENIOR - Residential & Consumer / Small Business WHAT IS THE OPPORTUNITY?Responsible for portfolio risk monitoring, identification and mitigation strategies for commercial and/or retail portfolios. Utilize sensitivity analysis, stress testing, market trend, and other analytical methodologies to anticipate any credit trends or deterioration and obtain insights into portfolio performance and market opportunities.
NewCommercial Banking Officer Enterprise Bank and TrustCommercial Banking OfficerClayton, MOEnterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Senior Treasury Management Sales Officer First Horizon BankSenior Treasury Management Sales OfficerCoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
NewMortgage Loan Officer (St. Paul or Minnetonka) Coulee BankMortgage Loan Officer (St. Paul or Minnetonka)St Paul, MNThe Mortgage Loan Officer will work with the SVP, Director of Mortgage, Public Relations Manager, and other Mortgage Department team members to develop and utilize successful marketing strategies. Professionally develop and maintain external and internal referral sources by actively working with commercial, retail, and investment areas to ensure a continuous pipeline of loans.
Chief Financial Officer Lit Capital LLCChief Financial OfficerMiami Beach, FL$750,000–$1,200,000 / yearFull timeChief Financial Officer (Lit Capital LLC, Miami Beach, FL): Develop and manage financial projections, accounting services, growth plans, and staff direction to forecast future revenue and allow for fluctuations in business models; Communicate and enforce values, policies, and procedures to execute major financial activities while upholding transparency, accountability and integrity; Create and implement programs in recruiting, training, coaching, discipline, and communication to support a multitude of scaling investment opportunities; Design financial, accounting, and analytical techniques to achieve Firm-wide goals and objectives, applying financial organizational strategies to establish internal and external investment ventures; Forecast capital, facility, and staffing requirements, focusing on sustainability, profitability, and scalability in meeting client goals as defined within contractual obligations; Monitor financial performance by analyzing metrics such as cash flow, working capital, gross profit margin, net profit margin, and return on equity to identify and remedy inefficient procedural processes; Lead negotiations on potential acquisitions, leveraged buyouts (LBOs), or growth equity investments; Conduct financial modeling, valuation analysis (DCF, LBO, precedent transactions, public comparables) to assess investment opportunities; Perform industry, market, and competitive analysis to evaluate investment risks and returns; Work with legal and tax professionals to optimize investment structures; and Oversee deal structuring, financing strategies, and capital allocation for portfolio companies. Requires a Bachelor’s degree or foreign equivalent in Business Administration, Finance or a related field, and at least seven years of experience as an Investment Banker, Statutory Auditor or a related occupation.
NewRIA Compliance Officer Blue Ridge WealthRIA Compliance OfficerKnoxville, TNCompany DescriptionBlue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare. For example, experience working in the financial services industry in an operations, portfolio management, trading, or client service role may qualify in lieu of the 2–5 years of compliance experience, as would professionals holding a Juris Doctor degree.
Mortgage Loan Officer First Horizon BankMortgage Loan OfficerFairhope, ALHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED with some college preferred and at least 2 years of experience or equivalent combination of education and experience.
NewSenior Financial Analyst JobotSenior Financial AnalystRollingwood, TX$120,000–$140,000 / yearWe have extensive experience in Water / Waste Water Treatment Plant Construction - permitting, engineering, construction, project management, and site development to provide a range of services and variety of technologies to clients with the ultimate objective of providing a solution that meets all the stakeholders' needs. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewBusiness Development Officer First Resource BankBusiness Development OfficerWest Chester, PAAs we continue to grow, we are seeking experienced Business Development Officers (BDOs) located in or actively serving the Montgomery County, Bucks County, and Main Line markets. We are specifically looking to expand our Business Development team within these communities and are seeking professionals who are passionate about developing new business relationships and strengthening our local presence.
NewChief Technology Officer Vaco LLCChief Technology OfficerCincinnati, OH$190,000–$225,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewChief Financial Officer Vaco LLCChief Financial OfficerNew Brunswick, NJ$275,000–$300,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Senior Risk Compliance Officer First Horizon BankSenior Risk Compliance OfficerMemphis, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Monitor all aspects of client relationships and conduct customer due diligence and enhanced due diligence when necessary for a combination of client types including complex clients.
NewRegional Compliance Officer Centaurus Financial, Inc.Regional Compliance OfficerAnaheim, CACompany DescriptionFounded in 1992, Centaurus was formed with a singular focus – to provide unparalleled service, support, technology, and education to independent financial advisers in the securities industry. Through this focus, Centaurus has grown to become a leading independent broker/dealer providing a platform for financial advisers across the country to successfully grow their business and serve their clients.
NewBusiness Banking Officer North Easton Savings BankBusiness Banking OfficerBrockton, MA$100,000–$115,000 / yearEssential Job Responsibilities The essential functions include, but are not limited to the following: Develops and maintains relationships with existing and prospective business customers through proactive calling efforts, networking and community involvement. The Business Banking Officer partners with internal teams to deliver exceptional customer service, achieve growth objectives and maintain a high-quality loan and deposit portfolio.
Senior Financial Analyst Swisher International, Inc.Senior Financial AnalystJacksonville, FLDevelop and deliver effective and timely financial analysis and reporting both ad-hoc and at the request of the management team to further support financial strategies and operational objectives. Analyze current and past trends of financial performance, including all areas of revenues, cost of sales, expenses, and capital expenditures.
NewChief Financial Officer Prairie Band, LLCChief Financial OfficerHolton, KSPreparation of all financial statements and regulatory reports, including income statements, balance sheets, shareholder reports, tax returns, bank call reports, Federal Reserve reports and other governmental or regulatory agency reports. Description: The Chief Financial Officer (“CFO”) is responsible for administration and financial duties for the organization, including developing strategic plans based on the organization’s goals that will promote growth and customer satisfaction, through collaboration with the senior leadership team.
Personal Trust Officer U.S. Fiduciary Services, Inc.Personal Trust OfficerLisle, ILManaging Client ExperienceMaintain client relationships in a manner consistent with GreatBanc's Client Experience Commitment by proactively identifying and resolving issues and as warranted, by consulting with clients' attorneys and related professionals. GENERAL PURPOSE A Personal Trust Officer is responsible for retaining and developing relationships with clients by administering, growing, and transferring their personal assets.
NewAssociate, Product Specialists Goldman Sachs & Co. LLCAssociate, Product SpecialistsNew York, NY$101,200–$170,000 / yearPrior experience must include 2 years in the following: designing, developing, and maintaining business intelligence dashboard of ETF Sales activities and industry flow data in Excel; extracting, manipulating, and analyzing ETF data from Bloomberg, Morningstar Direct, and client reports to conduct competitive analysis, including product comparisons, fund launches, and tracking publicly reporting holders; examining and interpreting industry flows, trends, and product category trends for ETFs and evolving industry and regulatory developments; analyzing new competitor ETF products coming to market across asset classes and identifying features and components that inform saleability, lineups and proposals, including fees, liquidity mechanisms, eligible investments, and proprietary index construction; automating processes and proposing design efficiencies for existing processes relating to Sales reporting and market data monitoring and adjusting the frequency, detail, and relevance to products in the market; processing and analyzing large datasets, including advisor-level information from partner firms or public sources, using Microsoft Excel (including macros), and synthesizing key insights through data visualization tools such as Excel, Salesforce plotting tools, and PowerPoint to support business decisions; executing client events and campaigns including planning, communications, and coordination; and using Salesforce or other CRM tool to efficiently process and share client activity. Work closely with the ETF (Exchange-Traded Fund) Specialist team responsible for building relationships with Chief Investment Officers (CIOs), research analysts, portfolio managers, consultants and investment advisors across RIA, Independent B/D, Wirehouse, Institutional and Bank channels.
NewFP AND A ANALYST DANIEL DEFENSE LLCFP AND A ANALYSTEllabell, GAThis role supports the Director of FP&A in delivering high-quality financial planning, forecasting, and analytical capabilities across the organization, serving as a key financial resource and thought partner for cross-functional departments including Operations, New Product Development, Sales, and Marketing. Defend Freedom is accomplished by serving customers and providing top quality solutions to our military, law enforcement and civilians that are seeking premium firearms for home defense, hunting, and sport shooting.
Client Relationship Officer Perkins Coie LLPClient Relationship OfficerSeattle, WAFull timePerkins Coie Trust Company is seeking a qualified, dynamic candidate to take on the role of Client Relationship Officer to provide high-quality client service in trust administration, estate accounts, advisory and other personal trusts as allocated by the Chief Trust Officer. Maintain strong working relationships with all clients on an assigned book of accounts; be the confidential advisor on trust, tax and administrative matters.
Vice President, Chief Medical Information Officer Providence St. Joseph HealthVice President, Chief Medical Information OfficerRenton, WAFull timeThe VP, CMIO provides direct influence and partnered leadership over EHR and clinical technology strategy, shaping how tools such as clinical decision support, order sets, documentation workflows, and emerging technologies-including AIenabled capabilities-are designed, governed, and used to drive outcomes. This role owns the physician experience with clinical technology endtoend-from change management and major implementations to onboarding, education, and coaching; from relational support with practicing physicians and APCs to deep partnership with physician leaders and executive stakeholders.
Space Domain CONOPS SME (Military Operations Analyst 5) - 28107 Company ConfidentialSpace Domain CONOPS SME (Military Operations Analyst 5) - 28107Suffolk, VA$110,000–$130,000Full timeHII Mission Technologies is currently seeking a Space Domain Concept of Operations (CONOPS) Subject Matter Expert (SME) to support the Joint Staff J7 (JS J7) Joint Concepts, Doctrine, and Education (JCDE) Deputy Directorate’s Futures and Concepts Division (FCD) in Suffolk, Virginia. • 15 years relevant experience with Bachelors in related field; 13 years relevant experience with Masters in related field; 10 years relevant experience with PhD or Juris Doctorate in related field; or High School Diploma or equivalent and 19 years relevant experience.
INVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEMYolo County, CA$7,993–$10,004 / yearThis position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700). Investment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information.
Senior Deputy Chief Investment Officer 20 State of MichiganSenior Deputy Chief Investment Officer 20East Lansing, MI$282,838–$421,547 / yearGreat Lakes and Great Times: Michigan boasts four Great Lakes, 11,000 inland lakes, 36,000 miles of rivers and streams, 20 million acres of forests, 100 state and national parks and recreation areas, 1,300 miles of bike trails, 6,500 miles of snowmobile trails, the second-most ski areas in the nation, 650 public golf courses, 600 campgrounds, and an international dark-sky park-just for starters. The Senior Deputy Chief Investment Officer will assist the Senior Chief Investment Officer (CIO) with providing investment management for over $121 billion in State of Michigan Retirement System (SMRS) pension fund assets and approximately $53 billion in additional State trust and agency funds' assets, on behalf of the State Treasurer and various State agencies, for a total of $174 billion in assets under management.
INVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEMYolo County, CA$10,681–$12,738 / yearThis position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700). In addition, the team manages several strategies and programs that reside in other divisions or serve the total fund including Treasury Inflation Protected Securities (TIPS), Long Duration Treasuries, Cash Management, Reverse Repo execution, and Currency/FX management and execution services.
Chief Information Officer Three Rivers HospitalChief Information OfficerBrewster, WA$66.37–$91.51 / hourFull timeThis executive role combines technology leadership and cybersecurity oversight, requiring a hands-on, forward-thinking leader capable of transforming a legacy IT environment into a secure, modern, and financially sustainable infrastructure. The Chief Information Officer (CIO) serves as a key member of the Senior Leadership Team and is responsible for the overall strategy, security, and operation of the hospital’s information technology environment.
Investment Officer, Private Equity OneDigital NortheastInvestment Officer, Private EquityBoston, MassachusettsPRIM’shighlyexperienced, professionalinvestmentstaffseekstomaximizethereturnoninvestmentwithanacceptablelevelofrisk by broadly diversifying the investment portfolio, capitalizing on economies of scale to achieve cost-effective operations, and providing access to high-quality, innovative investment strategies. The Pension Reserves Investment Management (PRIM) Board manages the assets ($120+ billion) of the PensionReservesInvestmentTrustFundforpublicemployeepensionbenefitsonbehalfofMassachusetts State Employees, Teachers, as well as participating retirement systems throughout the Commonwealth of Massachusetts.
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEMSacramento, CA$10,681–$12,738 / yearThe team is currently seeking two Investment Officer (IO) II or III positions to consult with and inform INVO management, Information Technology Services Branch (ITSB) business units, and external vendors, recommending investment business systems and project approaches necessary to influence the success of INVO''''s investment and technology for the Private Markets Technology (PMT) team. Duties include but are not limited to: Utilize knowledge of investment industry and specific investment functions, support the oversight of the day-to-day availability, performance, and stability of critical investment systems, including both vendor platforms and internally developed applications.
Chief Investment Officer (CIO) Initio CapitalChief Investment Officer (CIO)New York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with senior leadership roles in investment management. This job description represents a Chief Investment Officer (CIO) position commonly found through the Career Launch AI Talent Network.
DEPUTY CHIEF INVESTMENT OFFICER, CSTRS State Of CaliforniaDEPUTY CHIEF INVESTMENT OFFICER, CSTRSSacramento, CA$28,325–$47,208.33 / yearJob Title: Deputy Chief Investment Officer, Private Markets Job Code #: JC-503404 Position #(s): 275-602-1014-001 Working Title: Deputy Chief Investment Officer, Private Markets Classification: DEPUTY CHIEF INVESTMENT OFFICER, CSTRS Salary Range: $28,325.00 - $47,208.33 per Month. Collaborate with the Chief Investment Officer (CIO) in supporting private asset markets investment decision making in a risk-aware manner to generate the required absolute rate of return necessary to meet CalPERS pension obligations.
Wealth Management , Chief Investment Officer Equities Team, Vice President JPMorgan Chase Bank, N.A.Wealth Management , Chief Investment Officer Equities Team, Vice PresidentNew York, NYFull timeAs an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. Quantitative Research: Build and maintain financial models using advanced coding skills (Python, R, or similar), leveraging large and complex datasets to uncover new market insights and trends.
Investment Performance & Analytics (GIPS®), Officer - State Street Investment Management State Street CorpInvestment Performance & Analytics (GIPS®), Officer - State Street Investment ManagementQuincy, MA$65,000–$113,750 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Prepare, maintain, and support delivery of GIPS Composite Reports and pooled fund reports for prospective clients, consultants, and internal stakeholders.
Investment Officer Manulife Financial CorpInvestment OfficerChicago, IL$122,325–$212,030 / yearKnowledge of forms of mortgage loan documentation, the ability to analyze cash flows/complete spreadsheet-based financial modeling, an understanding of commercial real estate market conditions, loan rating methodology, and appraisal techniques. The Investment Officer leads the full transaction lifecycle, including sourcing, structuring, underwriting, and recommending investments for approval, while also supporting portfolio management activities to protect asset quality and minimize losses.
Investment Officer- Global Income Strategies Teachers Retirement System of IllinoisInvestment Officer- Global Income StrategiesChicago, IllinoisThe Investment Officer is responsible primarily for portfolio management with a specific focus on areas such as Public Debt (low duration, core and core plus fixed income, and emerging market debt) and/or Strategic Credit (global multi-sector credit and private credit) investments. Private credit includes corporate direct lending, special situations, structured products, specialty finance/asset-backed finance, real estate debt, and real asset debt (infrastructure, transportation, energy/renewables).
Deputy Chief Investment Officer ChoreoDeputy Chief Investment OfficerColumbia, MDThe Deputy Chief Investment Officer (Deputy CIO) plays a critical leadership role within the investment team of an organization, supporting the Chief Investment Officer in managing and overseeing the company's investment strategies, portfolios, and operations. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Investment Officer City National BankInvestment OfficerLos Angeles, CaliforniaRemote$71,869–$114,797 / yearWHAT IS THE OPPORTUNITY?Responsible for sales of a broad range of investments, with a particular emphasis on taxable and tax-exempt fixed income securities as well as equity and fixed income mutual funds, to a highly diverse client base. Achieve and maintain significant revenue production and other performance goals, including prospecting for new clientele, cross-selling bank product, and effectively partnering with bank colleagues .
Real Estate Investment Officer Impact Housing US LLCReal Estate Investment OfficerLos Angeles, CA$350,000–$400,000 / yearThe Chief Investment Officer (CIO) will be a key member of the executive team responsible for overseeing all investment activities and strategies related to our new multi-family developments and our existing and expanding multi-family portfolio (104 units in asset management, 324 units under construction, 483 units in final stages of construction financing, and an expanding pipeline with current pipeline deals totaling 1500 units). Develop and execute the companys capital strategies, focusing on expanding debt and equity sources while building relationships with joint venture partners, investors, family offices, direct institutional investors, and financial institutions.
Wealth Management , Chief Investment Officer Portfolio Analytics Team, Vice President JPMorgan Chase Bank, N.A.Wealth Management , Chief Investment Officer Portfolio Analytics Team, Vice PresidentNew York, NYFull timeAs a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the CIO team. 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.
Investment Principal, Client CIO Partners Capital Investment Group LLPInvestment Principal, Client CIODallas, TXPart timeThis will primarily include managing pitch processes for Texas-based prospective clients (e.g., performing preliminary research on investments within the prospective client’s existing portfolio, developing a proposed asset allocation and manager lineup for the prospective client, helping compose pitch decks and manage RFP processes, presenting in pitch meetings, responding to prospective client questions, managing communications with financial intermediaries). Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms.
Chief Investment Officer TAG EisnerAmper, LLC (Inactive)Chief Investment OfficerPhiladelphia, PAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm's strategic investment leader, responsible for shaping long‑term investment direction, driving platform innovation, and ensuring portfolios reflect the firm's tax‑aware philosophy.
Investment Officer Sacramento County CouncilInvestment OfficerSacramento, CA$133,736.40–$147,433.68 / yearUnder general direction, the Investment Officer performs financial/analytical work within the Department of Finance, Investments Division including interfaces with County managers, investment specialists, boards, and others on investment-related issues; helps assure County compliance with Treasury-related laws, ordinances, codes, and policies. Select the one box that best describes your full-time paid experience in a commercial or governmental organization in professional level accounting, commercial or investment banking, cash management, or the administration of investment instruments which may include analyzing/recommending investment risks/policies and buying/selling income investments.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CA$68,000–$120,000 / yearOur 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. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
Investment Consultant - Team COO Morgan StanleyInvestment Consultant - Team COOLos Angeles, CaliforniaClosely coordinates with analysts and Financial Advisors / Private Wealth Advisors to oversee client investment functions, including but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources Leads client onboarding including implementing the appropriate investment strategy and determining the correct client placement within the Financial Advisors / Private Wealth Advisor team. Our 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.
Investment Consultant - COO Morgan StanleyInvestment Consultant - COONewport Beach, CA$68,000–$120,000 / yearClosely coordinates with analysts and Financial Advisors / Private Wealth Advisors to oversee client investment functions, including but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources Leads client onboarding including implementing the appropriate investment strategy and determining the correct client placement within the Financial Advisors / Private Wealth Advisor team. Our 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.
Investment Officer ManulifeInvestment OfficerChicago, IllinoisKnowledge of forms of mortgage loan documentation, the ability to analyze cash flows/complete spreadsheet-based financial modeling, an understanding of commercial real estate market conditions, loan rating methodology, and appraisal techniques. The Investment Officer leads the full transaction lifecycle, including sourcing, structuring, underwriting, and recommending investments for approval, while also supporting portfolio management activities to protect asset quality and minimize losses.