Client Assets Jobs in USA

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Senior Financial Planner

Focus Financial Partners

profile White Plains - USA

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth...

30+ days ago
Full Time

Senior Financial Planner

Focus Financial Partners

profile White Plains - USA

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth...

30+ days ago
Full Time

Operations Manager

Focus Financial Partners

profile White Plains - USA

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth...

30+ days ago
Full Time

Integrated Marketing Manager, Client Stories Senio...

Jpmorganchase

profile Brooklyn - USA

DescriptionJob DescriptionWere looking for an integrated marketing manager who brings structure to complexity builds strong cross-functional partnerships and makes sure that high-impact client stories show up in the right campaigns when it matters most.Reporting to the Head of Client Stories youll c...

30+ days ago
Full Time

Integrated Sales Coordinator

Wxxv

profile Gulfport - USA

WXXV and ChartLocal are seeking a highly organized detail-oriented IntegratedSalesCoordinator to support our growing broadcast and digitalsalesoperations.This role plays a critical part in keeping campaigns proposals sponsorships and client initiatives moving efficiently across multiple departments....

30+ days ago
Full Time

Integrated Sales Coordinator

Wxxv

profile Gulfport - USA

WXXV and ChartLocal are seeking a highly organized detail-oriented IntegratedSalesCoordinator to support our growing broadcast and digitalsalesoperations.This role plays a critical part in keeping campaigns proposals sponsorships and client initiatives moving efficiently across multiple departments....

30+ days ago
Full Time

Integrated Sales Coordinator

Wxxv

profile Gulfport - USA

WXXV and ChartLocal are seeking a highly organized detail-oriented IntegratedSalesCoordinator to support our growing broadcast and digitalsalesoperations.This role plays a critical part in keeping campaigns proposals sponsorships and client initiatives moving efficiently across multiple departments....

30+ days ago
Full Time

It Operations Engineer

Audax Group

profile San Francisco - USA

Founded in 1999 Audax Group is a leading alternative investment manager with offices in Boston New York San Francisco London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees Audax is a leading capital partner for middle market companies operating t...

30+ days ago
Full Time

It Operations Engineer

Audax Group

profile San Francisco - USA

Founded in 1999 Audax Group is a leading alternative investment manager with offices in Boston New York San Francisco London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees Audax is a leading capital partner for middle market companies operating t...

30+ days ago
Full Time

Senior Facility Manager

Jll

profile Pontiac - USA

JLL empowers you to shape a brighter way.Our people at JLL are shaping the future of real estate for a better world by combining world class services advisory and technology for our clients. We are committed to hiring the best most talented peopleand empowering them tothrive grow meaningful careers...

30+ days ago
Full Time

Estate Operations Analyst Alteryx, Macrovba (max 2...

Lenmar Consulting Inc.

profile Jersey - USA

This role involves reviewing estate-related legal documentation processing distributions to beneficiaries or estate heirs and adhering to standard operating procedures.Skills:-Experience with process transformation or operational efficiency initiatives-Experience with tools such as Alteryx Excel (Ma...

30+ days ago
Contract

Vice President, Client Services Private Assets

The Citco Group

profile Jersey - USA

DescriptionAbout CitcoCitco is a global leader in fund services corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration we deliver end-to-end solutions and exceptional service to meet our clients nee...

30+ days ago
Full Time

Configuration Test Analyst ( Hybrid In Kansas City...

Oracle

profile Kansas City - USA

DescriptionWe are looking for a Configuration Test Analyst that is driven to learn different types of tools and methods to perform testing for our consulting counterparts. Our Configuration Center Testing team performs various types of testing for our build teams while also documenting results and m...

30+ days ago
Full Time

Client Service Associate

Eisneramper

profile Iselin - USA

Job DescriptionProsperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to individuals families and businesses. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that a...

30+ days ago
Full Time

Business Analyst 4 (hybrid)

Serigor Inc.

profile Mechanicsville - USA

Job Title: Business Analyst 4 (Hybrid) Location: Mechanicsville VA Duration: 12 Months Job Description: The Client is seeking a Functional Analyst to work with both internal staff and external clients to optimize processes and improve quality for the design development and maintenance of the...

30+ days ago
Full Time

2rm Manager, Channel Marketing

Vgm Group, Inc

profile Des Moines - USA

JOB DETAILSCompany Location: Two Rivers Marketing - Des Moines IAPosition Type: HybridPosition Schedule: Full TimeEducation Level: 4 Year DegreeWHO WERE LOOKING FORThe primary responsibility of the Channel Marketing Manager is to assist the team in day-to-day project execution. This position maintai...

30+ days ago
Full Time

Director Of Property Claims & Loss Control

Rangewater

profile Atlanta - USA

Welcome! Interested in becoming a Ranger Read more.At RangeWater we look for people who show up and work together to achieve success and make positive impacts on the lives we touch and enrich the communities we serve as people are at the heart of everything we do. As a Ranger we encourage you to exp...

30+ days ago
Full Time

Executive Protection Agent

Surefox

profile Los Angeles - USA

Surefox North America Inc is a veteran owned company that strives to create a diverse and unique culture of trained and talented individuals. We are currently seeking an experienced Full time Executive Protection Agent with high integrity and your day to day role as an Executive Protection Agent yo...

30+ days ago
Part-Time

Executive Protection Agent

Surefox

profile Chicago - USA

Surefox North America Inc is a veteran owned company that strives to create a diverse and unique culture of trained and talented individuals. We are currently seeking an experienced Full time Executive Protection Agent with high integrity and your day to day role as an Executive Protection Agent yo...

30+ days ago
Part-Time

Managed Account Consultant

Tiaa

profile Frisco - USA

Managed Account ConsultantThis role will be responsible for driving sales adoption and advisor engagement of TIAA managed account solutions. Acting as a consultative partner with the distribution coaches and product team this role focuses on increasing managed account penetration and capturing addit...

30+ days ago
Full Time