Investment Advisor remote jobs - 819 jobs

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991. Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal. While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East. Position Purpose We are looking for experienced and passionate luxury Client Advisors to join our upcoming Boston location on Newbury Street. As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion. Role Responsibilities · Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory · To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision. · Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships. · Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives. · Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention. · Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety. About You · Capability and drive to reach KPIs and Sales Targets · Demonstrates professionalism, optimism and team orientated approach. · Exceptional communication and interpersonal skills · Previous sales experience in luxury designer fashion · A passionate brand ambassador who embodies the Zimmermann values · Ability to cultivate Zimmermann's brand loyalty though positive client interactions. · Detailed orientated · Excellent organisational skills and problem-solving ability · A passion for exceeding customer expectations · Ability to build ongoing rapport with clientele · Ability to work independently and as part of a team Why join our team? · Bespoke career development plans and access to strong mentors and industry leaders. · Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally. · Competitive package, seasonal uniforming and team member discount · Be part of a responsible fashion house with a focus in leading in sustainability Compensation Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure. Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range. In addition to hourly pay, Client Advisors are also eligible for commission on all sales. At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success. Diversity Statement Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

A financial services company is seeking a Finance & Strategy Analyst to join their team. This remote position focuses on data-driven decision-making, providing financial insights, and strategic analysis to senior leadership. Ideal candidates should possess strong analytical skills, a background in finance, and proficiency in Excel. Benefits include competitive compensation and comprehensive health coverage. #J-18808-Ljbffr

IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Investor Relations Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Investor Relations Specialist (Full-time/Part-time): As an Investor Relations Specialist at Maharaja Enterprises, your responsibilities will include: Investor Relations Sourcing: Identify and source potential equity capital partners, including individuals, institutional investors, private equity firms, and other sources of equity funding. Relationship Building: Cultivate and maintain strong relationships with equity capital partners, fostering trust, credibility, and long-term partnerships. Investment Analysis: Conduct comprehensive financial analysis and due diligence on potential equity capital investments, evaluating investment opportunities, risks, and potential returns. Investment Structuring: Develop and structure investment deals, including negotiating terms, equity stakes, investment amounts, and exit strategies, to optimize returns for both Maharaja Enterprises and equity capital partners. Deal Negotiation: Lead negotiations with equity capital partners, ensuring favorable terms, alignment of interests, and mutually beneficial agreements. Investment Presentation: Prepare compelling investment presentations and pitch materials to effectively communicate investment opportunities to equity capital partners, highlighting the value proposition, potential returns, and risk profiles. Investment Portfolio Management: Monitor and manage the performance of equity capital investments, tracking financial metrics, conducting periodic reviews, and making strategic adjustments as necessary. Risk Assessment: Evaluate and mitigate investment risks by conducting thorough market analysis, industry research, and financial modeling. Compliance and Regulation: Stay informed about relevant laws, regulations, and compliance requirements related to equity capital investments, ensuring adherence to legal and regulatory standards. Reporting and Documentation: Prepare regular reports, presentations, and documentation to provide updates on equity capital investments, performance metrics, and investment portfolio status. Collaborative Teamwork: Collaborate closely with other team members, including executives, legal counsel, and investment professionals, to ensure seamless coordination, alignment, and execution of equity capital strategies. Market Research: Continuously monitor market trends, industry developments, and investment opportunities to identify potential equity capital sources and stay informed about emerging market dynamics. As an Investor Relations Specialist, you will play a crucial role in securing equity capital for Maharaja Enterprises' real estate ventures, fueling growth, and optimizing investment opportunities. Your expertise in equity capital sourcing, deal structuring, and relationship management will contribute to the overall success of the company's equity capital strategies. Experience: - Experience in finance, economics, or a related field - Strong knowledge of investment banking, financial planning, and investment management principles - Proficiency in financial concepts and analysis techniques - Excellent analytical and problem-solving skills - Strong attention to detail and accuracy in data analysis - Effective communication skills to explain complex financial concepts to clients - Ability to work independently and as part of a team Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is not exhaustive and may be subject to change or modification at any time. Job Types: Contract, Part-time, Full-time Benefits: Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Monday to Friday Supplemental pay types: Commission pay Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Investors Relations Specialist

StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O'Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100. Why merely back a company when you can own a piece of it? Do you enjoy helping others? Are you the “go to person”? Would your friends and family describe you as friendly and curious? We really should talk... Caring about the well-being of our investors is at our core, and we want to talk to people who share our passion. Yes, we are in the finance industry, but definitely not in the old-fashioned way you might be thinking. At StartEngine, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues should come naturally. We're looking for someone who is smart, empathetic, curious & interested in finance/investing. You're eager to join a fast growing startup and are capable of exceeding expectations. What You'll Do We will prepare you to engage with retail investors about investing. You'll learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel. You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome. Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams. What We're Looking For You're extremely interested in the Finance/Investing world You're empathetic If two roads diverged in the woods, you'd actually take the road less traveled You're curious and your favorite question is "Why?" You can execute tasks/projects and achieve results (You get stuff done!) Perks & Benefits 100% covered Medical/Dental/Vision - pick your own plan Generous Equity package Unlimited PTO and sick days Paid WeWork Usage (optional) 100% Remote Team Off-sites Paid Maternity/Paternity leave Team Happy Hours 401K program Flexible hours Be part of one of the fastest growing parts of the FinTech Industry A chance to work with a highly profitable and rapidly expanding startup (not VC funded)

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

Collect customer requirements, determine technical issues, and design reports to meet data analysis needs. Identify new sources of data and methods to improve data collection, analysis, and reporting. Collect, analyze, and report data to meet customer needs. 4 years of experience are required. Join this enterprise networking organization-one of our fastest-growing sales teams and the talent engine that consistently delivers profitable growth. We serve the customer lifecycle by connecting customers with transformative solutions to drive business value and efficiency. Here, you'll find a supportive environment with coaching, training, and on-the-job learning to accelerate your career. Enjoy our award-winning, flexible workplace powered by the latest technology, where innovation and giving back to the community are at the heart of what we do. Be part of a dynamic team that thrives on adapting to market changes and making an impact. Your Impact: Data Analyst As a Data Analyst supporting Strategy, Planning, and Operations, you will play a critical role in enabling Global Virtual Sales organization to make data-driven decisions and drive operational excellence. You will collaborate closely with business leaders, sales teams, and cross-functional partners to deliver actionable insights, optimize processes, and support strategic initiatives that fuel growth and efficiency. What You'll Do - Analyze & Interpret Data: Gather, validate, and analyze sales, customer, and operational data to identify trends, opportunities, and areas for improvement across the organization. - Deliver Actionable Insights: Develop dashboards, reports, and visualizations that translate complex data into clear, actionable business intelligence for leaders and teams. - Support Strategic Planning: Provide data-driven recommendations to inform strategy development, resource allocation, and business planning. - Drive Operational Efficiency: Identify process bottlenecks and recommend solutions to streamline operations and enhance productivity. - Collaborate Across Teams: Partner with Sales, Marketing, Finance, and other stakeholders to support business reviews, forecasting, and performance tracking. - Promote Innovation: Leverage latest analytics tools and technologies to drive continuous improvement and innovation in sales operations. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Hands-on experience (3+ years) with data cleaning, preprocessing, and ensuring data quality using SQL and data warehousing tools such as Snowflake, SAP HANA or other. - Proficiency (3+ years) in creating, optimizing, and maintaining data flows and Tableau (or similar) dashboards to visualize and communicate key business metrics. - Strong analytical skills with demonstrated ability (3+ years) (sales or marketing preferred) to conduct market trend analysis and deliver actionable insights. Desired Skills/Qualifications/System Experience requirements: ("Nice to have Qualifications") - Prior experience working with Cisco datasets or within the Cisco ecosystem. Salesforce experience a plus as well. - Familiarity with scripting languages such as Python or R for advanced data manipulation and analysis. - Excellent communication skills with the ability to present complex data findings to non-technical stakeholders.

DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advisory services for M&A, and private capital transactions. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. The Role DC Advisory is seeking an Associate for its GP Strategic Advisory Group, which specializes in advising alternative asset managers on a range of strategic transactions primarily at the GP / Management Company level. The team has expertise across a spectrum of transactions that range from non-dilutive, GP-level financings on one end to GP stake sales in the middle to M&A on the other end. As an Associate you will be an integral part of the GP Strategic Advisory team, providing support across all deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 3 years post undergraduate professional work experience SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date) Preferred Experience Investment banking experience in related areas such as GP Strategic Advisory, FIG, secondaries, private funds, etc. Compensation & Benefits: Salary Range: $175,000 - $200,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits Working Arrangement Please note this position will operate in a hybrid capacity with four days on-site in our New York, NY office (Monday - Thursday) with the option to work from home on Fridays

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Equitable operates in an agile environment across the entire organization, referred to as New Ways of Working. The Chief Investment Office is expanding its leadership team and searching for a Deputy Chief Investment Officer-a single, integrated leadership role encompassing strategic investment management, asset-liability oversight, and manager accountability. Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer - General Account will manage a team of 2 to 3 professionals, collaborating with business and asset class leaders to drive the evolution of our investment functions. This highly visible position will lead critical cross-functional initiatives, advocate for the company's investment and risk management principles, and provide independent perspectives supporting a long-term investment approach. Role Summary & Responsibilities: * Strategic Asset Allocation & Product Strategy: Develop and oversee asset allocation targets across all asset classes, informed by liability profiles and risk tolerance. Lead the development and implementation of product investment strategies, maintaining close relationships with business areas. * Asset-Liability Management: Ensure portfolio duration, cash flows, and risk characteristics are aligned with insurance liability obligations. Oversee ALM implementation, collaborating with stakeholders to guarantee strategic alignment. * Investment Policy & Compliance: Create and maintain investment guidelines, establish risk limits, and ensure compliance with regulatory frameworks. Monitor policy adherence, aiming for zero violations of investment or regulatory requirements. * Economic Capital & Risk Optimization: Maximize risk-adjusted returns while optimizing regulatory capital requirements (RBC, Solvency II). Oversee duration positioning, hedging strategies, and sensitivity analysis to manage interest rate risk. * Portfolio Structuring & Manager Oversight: Drive portfolio structuring to meet key company OKRs including yield, risk, and capital usage. Engage directly with affiliated asset managers, evaluating performance, conducting due diligence, and enforcing accountability across mandates and asset classes. * Performance Analysis: Analyze portfolio performance drivers, validate returns against strategic objectives, and deliver rigorous attribution analysis with >90% explained variance. Ensure affiliated manager delivers benchmark targets with prudent risk management. * Risk Monitoring & Market Intelligence: Monitor portfolio risk characteristics, identify emerging risks, and provide independent market analysis and investment opportunity assessment. Lead specialized knowledge teams to validate manager decisions and uphold institutional-grade due diligence. Accountabilities: * Regulatory Capital Efficiency: Target improvement in capital ratios annually * Asset-Liability Mismatch: Maintain duration gap within ±1 year of target matching. * Strategic Performance: Deliver asset allocation decisions generating [5-10 ] basis points annual outperformance. * Policy Compliance: Zero violations of investment guidelines or regulatory requirements. * Interest Rate Protection: Limit earnings volatility from rate movements to acceptable ranges. * Capital Allocation ROI: Demonstrate 15% risk-adjusted return on allocated capital across asset classes. * Manager Performance Validation: Ensure affiliated asset managers meet benchmarks and risk standards. * Due Diligence Quality: Maintain investment evaluation standards across all asset classes. * Risk Parameter Compliance: Enforce risk limits and concentration guidelines. * Performance Attribution: Deliver accurate portfolio analysis with >90% explained variance in results. * Cost-Effective Oversight: Provide independent validation without duplicating manager capabilities. * Investment Quality: Prevent losses through rigorous screening and ongoing portfolio monitoring. The base annual salary range for this role is $275,000 - $350,000. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program A successful candidate must be skilled at working in a matrixed organization and have an established track record for building alignment and executing the work across multiple teams. Additional experience and skills that will enable candidate success include: * Proven experience in portfolio structuring, communication of goals and tactics, ongoing monitoring of portfolio activities * Demonstrated experience creating and leading engaging presentations for senior management/Board level meetings * Experience leveraging third party relationships required Skills Asset and Liability Management (ALM): Advise portfolio managers and ALM committees on managing risk-return profiles of portfolios and products. Leads discussions on the rationale for modifying or switching asset liability portfolio risk management strategies. Predicts the future trends and developments in asset and liability management. Develops ALM portfolio and risk management strategies for unique, complex, and risky situations. Proposes alternative strategies to achieve desired and optimal ALM risk-return profiles. Business Acumen: Influences the manner in which business decisions are made through utilization of economic, financial, and organizational data to build business cases for major initiatives. Effective Communication: Communicates effectively with diverse audiences, using appropriate media and language. Ensures important messages are clearly understood. Coaches others on methods of improving their own communications. Portfolio Management: Develops innovative portfolio management strategies for unique situations. Contributes to the development of new portfolio instruments and the evaluation of their validity and relevance. Designs portfolio management processes and best practices. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.

Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Remote based USA. Are you a Chief Investment Banking Officer with deep expertise in quantitative crypto trading, XRP strategies, and DeFi markets, ready to help scale a next -generation digital asset firm already achieving $100B+, to achieve over $220B AUM within the next few years? Our uSA based Global Client is a fast -growth cryptocurrency investment and trading company seeking a visionary CIO who has led teams of 5-20+ quants and data scientists and managed $20B+ portfolios across crypto or institutional markets. If you come from a $100B -$200B portfolio, so much the better and this client has a strategy to become larger. You'll define and execute trading frameworks for XRP -based DeFi investment strategies, driving alpha through algorithmic design, risk optimization, and automation - blending Wall Street precision with Web3 speed. You'll Bring: 10+ years in quantitative trading or portfolio leadership in the USA (mandatory) Proven record managing a team with $20B+ AUM (crypto, XRP, DeFi, alternative markets) Mastery in algorithmic trading, XRP, XLT, on -chain data analysis, SMA, AI, Web3 Canada, Dubai and Australia wealth management territory knowledge a bonus Strategic vision with hands -on technical fluency Previously hired and retained the best quants in your team Location: Remote (USA) or Hybrid Texas. Compensation: Base USD$ Negotiable. Annual performance bonus: 100% - 200% of base - Negotiable. Comprehensives total reward and benefits package on top, including long term incentive plan - Negotiable. Confidential search managed by BluZinc. If you're ready to lead the future of DeFi, XRP, and XLT framework, investment performance, apply and our CEO Jonathan Pearson will invite you to first stage interviews with him, to discuss your needs aspirations and brief you on this client, this client company, their, culture, and career prospects before entering their interview process and support you throughout to offer management and joining.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available. Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets. Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning. Implement Empower's conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps. Diligently manage time and pipeline to prioritize day based on customer's needs and likelihood of expanding relationship with Empower. Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed. Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed. Deliver on bi-monthly sales and conversation targets to earn incentive compensation. Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: FINRA Series 7, 63, and 65 (or 66) registrations required. 3+ years of financial industry experience with demonstrated sales success required. Exceptional listening, verbal, and presentation skills. In-depth understanding of retail investment vehicles and qualified retirement plans. FINRA fingerprinting required. What Will Set You Apart: A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals. Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment. Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations. Team-first and customer-first mentality to preserve and enhance Empower's phenomenal culture and customer-centric values. Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 02-02-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

At J.P. 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. As a New Client Development Professional in J.P. Morgan Wealth Management, you will spend your day providing an exceptional client experience by understanding and addressing client service needs for our newest J.P. Morgan Wealth Management clients. You will actively engage with prospective clients through a variety of marketing campaign initiatives, identify new investment and advice opportunities, and drive business development. You will help drive business to our Advisors through quality referrals. Job Responsibilities: Leverage a holistic goals-based approach to help clients and prospects uncover investment needs, while focused on delivering an exceptional client experience. Take a proactive approach to identifying solutions Possess an entrepreneurial business spirit with a sense of urgency to get the client directed to the right channel Required qualifications, capabilities, and skills: Must be a current employee of the Service Center or Segmented Services Group to be considered A valid and active Series 7 A valid and active Series 63 or must be obtained within 90 days from start date Solid understanding of financial markets and can effectively simplify complex financial concepts while building rapport and credibility with our clients A “solution-oriented” mindset to work toward best possible outcomes for all client's personalized goals Ability to manage multiple priorities in a fast- paced environment while demonstrating strict attention to detail and remaining client focused Possess exceptional interpersonal communication skills Preferred qualifications, capabilities, and skills: Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage relationship building experience Additional information: Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Equitable operates in an agile environment across the entire organization, referred to as New Ways of Working. The Chief Investment Office is expanding its leadership team and searching for a Deputy Chief Investment Officer-a single, integrated leadership role encompassing strategic investment management, asset-liability oversight, and manager accountability. Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer - General Account will manage a team of 2 to 3 professionals, collaborating with business and asset class leaders to drive the evolution of our investment functions. This highly visible position will lead critical cross-functional initiatives, advocate for the company's investment and risk management principles, and provide independent perspectives supporting a long-term investment approach. Role Summary & Responsibilities: Strategic Asset Allocation & Product Strategy\: Develop and oversee asset allocation targets across all asset classes, informed by liability profiles and risk tolerance. Lead the development and implementation of product investment strategies, maintaining close relationships with business areas. Asset-Liability Management\: Ensure portfolio duration, cash flows, and risk characteristics are aligned with insurance liability obligations. Oversee ALM implementation, collaborating with stakeholders to guarantee strategic alignment. Investment Policy & Compliance\: Create and maintain investment guidelines, establish risk limits, and ensure compliance with regulatory frameworks. Monitor policy adherence, aiming for zero violations of investment or regulatory requirements. Economic Capital & Risk Optimization\: Maximize risk-adjusted returns while optimizing regulatory capital requirements (RBC, Solvency II). Oversee duration positioning, hedging strategies, and sensitivity analysis to manage interest rate risk. Portfolio Structuring & Manager Oversight\: Drive portfolio structuring to meet key company OKRs including yield, risk, and capital usage. Engage directly with affiliated asset managers, evaluating performance, conducting due diligence, and enforcing accountability across mandates and asset classes. Performance Analysis\: Analyze portfolio performance drivers, validate returns against strategic objectives, and deliver rigorous attribution analysis with >90% explained variance. Ensure affiliated manager delivers benchmark targets with prudent risk management. Risk Monitoring & Market Intelligence\: Monitor portfolio risk characteristics, identify emerging risks, and provide independent market analysis and investment opportunity assessment. Lead specialized knowledge teams to validate manager decisions and uphold institutional-grade due diligence. Accountabilities: Regulatory Capital Efficiency\: Target improvement in capital ratios annually Asset-Liability Mismatch\: Maintain duration gap within ±1 year of target matching. Strategic Performance\: Deliver asset allocation decisions generating [5-10+] basis points annual outperformance. Policy Compliance\: Zero violations of investment guidelines or regulatory requirements. Interest Rate Protection\: Limit earnings volatility from rate movements to acceptable ranges. Capital Allocation ROI\: Demonstrate 15%+ risk-adjusted return on allocated capital across asset classes. Manager Performance Validation\: Ensure affiliated asset managers meet benchmarks and risk standards. Due Diligence Quality\: Maintain investment evaluation standards across all asset classes. Risk Parameter Compliance\: Enforce risk limits and concentration guidelines. Performance Attribution\: Deliver accurate portfolio analysis with >90% explained variance in results. Cost-Effective Oversight\: Provide independent validation without duplicating manager capabilities. Investment Quality\: Prevent losses through rigorous screening and ongoing portfolio monitoring. The base annual salary range for this role is $275,000 - $350,000. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits\: Equitable Total Rewards Program A successful candidate must be skilled at working in a matrixed organization and have an established track record for building alignment and executing the work across multiple teams. Additional experience and skills that will enable candidate success include: Proven experience in portfolio structuring, communication of goals and tactics, ongoing monitoring of portfolio activities Demonstrated experience creating and leading engaging presentations for senior management/Board level meetings Experience leveraging third party relationships required Skills Asset and Liability Management (ALM): Advise portfolio managers and ALM committees on managing risk-return profiles of portfolios and products. Leads discussions on the rationale for modifying or switching asset liability portfolio risk management strategies. Predicts the future trends and developments in asset and liability management. Develops ALM portfolio and risk management strategies for unique, complex, and risky situations. Proposes alternative strategies to achieve desired and optimal ALM risk-return profiles. Business Acumen: Influences the manner in which business decisions are made through utilization of economic, financial, and organizational data to build business cases for major initiatives. Effective Communication: Communicates effectively with diverse audiences, using appropriate media and language. Ensures important messages are clearly understood. Coaches others on methods of improving their own communications. Portfolio Management: Develops innovative portfolio management strategies for unique situations. Contributes to the development of new portfolio instruments and the evaluation of their validity and relevance. Designs portfolio management processes and best practices. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE\: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.

At J.P. 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 As an Unlicensed Investment Professional in J.P. Morgan 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. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment Strong compliance record in prior position(s) and ability to hold a registration in all 50 states Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage experience Flexibility, self-motivation, coachability, and passionate for helping people Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

*INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

Job Description Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financial advisor talent. Summary: We're hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. You'll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm. This is a remote position working 9:00 AM - 5:00pm ET. What You'll Do: Proactively source and engage financial advisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels Conduct discovery calls to understand the advisor's book, business model, goals, and ideal platform/firm environment Build trust-based relationships and maintain consistent touchpoints throughout the process Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up Partner closely with business development to learn each client's recruiting priorities, compensation structure, transition support, culture, and expectations Present opportunities to advisors clearly and professionally, aligning their goals with client parameters Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties Tools & Systems You'll Use: Loxo (ATS/CRM), Excel / Google Sheets Email + calendar tools Phone systems / dialing tools LinkedIn, ZoomInfo, and other sourcing platforms, Requirements: 4+ years of recruiting experience, with direct exposure to financial advisor recruiting Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality Prior experience recruiting financial advisors in one or more of the following environments: Wealth management firm / RIA / broker-dealer Bank or financial institution Recruiting / search firm supporting advisor hiring Strong phone presence and ability to build rapport quickly with experienced professionals Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools) Preferred (Nice to Have): Existing advisor network or history of placing advisors successfully Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.) Experience working alongside business development and client management teams What Success Looks Like: You build a healthy advisor pipeline consistently Advisors trust you and stay engaged through the process You present aligned, qualified advisors to clients based on real discovery Your CRM/pipeline is tight: no missed follow-ups, no surprises Work Location & Schedule: Remote (U.S.) Hours: 9:00 AM - 5:00 PM Eastern Time Compensation includes a Salary and Performance Bonus

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually