J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Investment Product SpecialistAtlanta, GAChase 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 (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
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.
Defined Contribution Investment Product Specialist The PNC Financial Services Group IncDefined Contribution Investment Product SpecialistAtlanta, GA$91,000–$185,900 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentAtlanta, GAFounded 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.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyAtlanta, GA$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Investment Banking VP - Industrials / Business Services Truist Financial CorporationInvestment Banking VP - Industrials / Business ServicesAtlanta, GASenior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentAtlanta, GACompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Investment Counselor Team Lead, Southeast Region, Managing Director Citigroup Inc.Investment Counselor Team Lead, Southeast Region, Managing DirectorAtlanta, GAIn accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets. Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients.
South Investment Counselor Team Lead Citigroup IncSouth Investment Counselor Team LeadAtlanta, GAIn accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets. Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients.
NewAssociate Director, Investments Marcus & Millichap Real Estate Investment ServicesAssociate Director, InvestmentsAtlanta, GeorgiaCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
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.
NewTax Law Specialist Tax Exempt Bond Specialist Department of the Treasury, USTax Law Specialist Tax Exempt Bond SpecialistAtlanta, GA$125,776–$192,694 / yearPerforming analytical services related to the structuring of municipal financings including tax advantaged bonds and other financial products beyond traditional tax advantaged bonds including: Short-Term Debt and Cash Flow Management which include Tax Anticipation Notes, Revenue Anticipation Notes, Bond Anticipation Notes, and Commercial Paper. When assigned to the TEB Voluntary Closing Agreement Program, the incumbent confers with customers and representatives to explain financial, legal and other significant issues involved and the applicability of pertinent tax laws, regulations, and related filing requirements and explains corrective actions required or adjustments to promote future compliance.
Property Operations Specialist ARCAN CapitalProperty Operations SpecialistAtlanta/Fayetteville/Newnan/McDonough/Tucker/Snellville, GAWith a team of over 100 employees and continued expansion ahead, Arcan Capital offers a collaborative, performance-driven culture focused on operational excellence, accountability, and long-term value creation for investors, residents, and employees. Key Responsibilities Financial & Property Operations Support AP/AR workflows, including invoice review, deposits, ledger corrections, utilities processing, write-offs, and maintaining resident account accuracy.
Enrollment Specialist ManulifeEnrollment SpecialistAtlanta, GA$39,500–$65,800 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. Participate in training and mentoring development programs to improve your skills and provide opportunities for advancement within PFS and other firm wide sales, marketing, and management related functions.
Financial Accounting Data Specialist Augusta UniversityFinancial Accounting Data SpecialistAugusta, GAThe Controllers Division Missions are: Account for all financial resources and provide advice to administrators, faculty, and students to support the Universitys overall mission of instruction, research, and healthcare services; Manage the investment of all University funds to ensure maximization return on investments; Receive and deposit all funds due to the University in a timely manner; Ensure compliance with both internal and external regulations, policies and procedures; Maintain and process the University payroll, accounts payable, and travel disbursements efficiently, accurately, and timely; Prepare financial and statistical information to the University management, federal and state agencies, and other interested parties; Maintain the Universitys accounting and financial reporting systems. Augusta University is Georgias innovation center for education and health care, training the next generation of innovators, leaders, and healthcare providers in classrooms and clinics on four campuses in Augusta and locations across the state.
Trust Specialist Synovus Financial CorpTrust SpecialistColumbus, GAMinimum Education: Bachelor''s degree in Business Administration, Finance, Accounting, or related field; Minimum Experience:minimum of 10 years of experience in trust operations, banking, or related roles; Required Knowledge, Skills & Abilities:strong knowledge base relative to trust documents, products, services; strong knowledge of trust regulations, compliance, and industry best practices; excellent analytical, problem-solving, and decision-making skills; outstanding communication and interpersonal abilities. Coordinates and monitors all daily activities and transactions necessary for the efficient administration of accounts including account opening and closing, cash management, asset transfers, bill review and payment processing, cash disbursements, charitable gifting, private banking, and correspondence.
Data Implementation Specialist BlackRockData Implementation SpecialistAtlanta, GeorgiaStrong understanding of investment data and analytics, with working knowledge of fixed income concepts (e.g., duration, convexity, tracking error, scenario analysis) and instruments (e.g., bonds, futures, swaps, securitized products, FX); experience with private markets is a plus. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Ongoing Opportunity - Driver On-Boarding Specialist Gulf Winds International Inc.Ongoing Opportunity - Driver On-Boarding SpecialistSavannah, GARemoteWith a robust presence at major ports, including Houston, Dallas, Mobile, Memphis, Savannah, Charleston, Norfolk, Baltimore, and Chicago, Gulf Winds is dedicated to delivering top-notch services through continuous investment in technology and infrastructure. Ensure All Required Documents are Received: Collaborate with driver applicants to collect and verify all necessary documents, including driver's license, insurance, registration, and other relevant paperwork.
Senior Monitoring & Evaluation Specialist Graham TechnologiesSenior Monitoring & Evaluation SpecialistAtlanta, GAFull timeOur core values define who we are:Value our CustomersCare about our EmployeesPassionate about InnovationBelieve in a Strong Work EthicRely on TeamworkIntegrity MattersFounded in 2007, GTech is a consulting services firm passionate about delivering tailored solutions that meet our clients' needs and maximize the value of their investments. Location: Atlanta, GA / Remote or Telework as AuthorizedTravel: Domestic and international travel may be requiredKey ResponsibilitiesLead evaluations of public health outbreak prevention, detection, response, workforce development, and systems-strengthening programs.
Project Manager / Senior Monitoring & Evaluation Specialist Graham TechnologiesProject Manager / Senior Monitoring & Evaluation SpecialistAtlanta, GAFull timeOur core values define who we are:Value our CustomersCare about our EmployeesPassionate about InnovationBelieve in a Strong Work EthicRely on TeamworkIntegrity MattersFounded in 2007, GTech is a consulting services firm passionate about delivering tailored solutions that meet our clients' needs and maximize the value of their investments. Location: Atlanta, GA / Remote or Telework as AuthorizedTravel: Domestic and international travel may be requiredKey ResponsibilitiesLead and support monitoring and evaluation activities for public health outbreak prevention, detection, response, workforce development, and systems-strengthening programs.