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4 Hours AgoSaved
In-Office
Kansas City, MO, USA
Junior
Junior
Financial Services
The Social Media Specialist will develop and execute social media content strategies, manage paid campaigns, and ensure compliance with regulations while analyzing performance metrics across multiple platforms.
Top Skills: Community Management ToolsPaid Social Media AdvertisingSocial Media Platforms
YesterdaySaved
In-Office
Kansas City, MO, USA
Mid level
Mid level
Financial Services
The Investment Writer will produce insightful content that aids client investment decisions, collaborate with various teams, and ensure compliance in communications.
Top Skills: Ai ApplicationsExcelMicrosoft 365PowerPointSharepointTeamsWord
YesterdaySaved
In-Office
Kansas City, MO, USA
22-22 Hourly
Junior
22-22 Hourly
Junior
Financial Services
The Client Services Representative provides excellent service to clients, manages transactions, and fosters strong relationships through effective communication and problem-solving.
Top Skills: Multiple Computer ApplicationsPrograms
Reposted 4 Days AgoSaved
In-Office
Kansas City, MO, USA
Senior level
Senior level
Financial Services
The Data Engineering Architect will design and maintain data ecosystems, analyze requirements, improve processes, and mentor junior developers within a hybrid work environment.
Top Skills: AWSKafkaMssqlMySQLPostgresPythonSnowflakeSQLSqs
6 Days AgoSaved
In-Office
Kansas City, MO, USA
Entry level
Entry level
Financial Services
The Business Consultant II will manage vendor relationships and operational compliance, resolve issues, and drive product enhancements through data analysis and effective communication.
Top Skills: Data AnalysisSystem EnhancementsWorkflow Design
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Reposted 9 Days AgoSaved
Remote
California, USA
100K-100K Annually
Senior level
100K-100K Annually
Senior level
Financial Services
The VP, Regional Wealth Management Consultant builds client relationships in Wealth Management, offering wholesaling support, planning marketing strategies, and analyzing sales data.
Top Skills: Market MetricsMS OfficeMorningstar PrincipiaMs OutlookSalesforce CRMZephyr Styleadvisor
Reposted 9 Days AgoSaved
Remote
2 Locations
100K-100K Annually
Senior level
100K-100K Annually
Senior level
Financial Services
The VP, Regional Wealth Management Consultant will build client relationships, provide wholesaling support, develop marketing plans, and analyze sales data in the Wealth Management territory.
Top Skills: MS OfficeMorningstar PrincipiaMs OutlookSalesforce CRMZephyr Styleadvisor
11 Days AgoSaved
In-Office
Kansas City, MO, USA
Senior level
Senior level
Financial Services
Lead the Trading and Compliance Team to ensure operational excellence and innovation, oversee technology initiatives, and mentor team members.
Top Skills: Bloomberg AimCloudFactsetFix ProtocolsHybrid ArchitecturesOn-PremS&P
12 Days AgoSaved
In-Office
Kansas City, MO, USA
Junior
Junior
Financial Services
The Regional Associate provides sales support for prospects and clients, managing inbound and outbound calls, responding to inquiries, and supporting internal sales efforts. They must understand investment products and maintain client relationships through effective communication.
Top Skills: MS OfficeMorningstarOutlookSalesforce CRM
Reposted 12 Days AgoSaved
In-Office
Kansas City, MO, USA
Entry level
Entry level
Financial Services
As an Investment Representative, you will handle inbound calls from retail investors, providing client support and facilitating transactions while developing financial knowledge and sales strategies. You will undergo training for essential licenses and aim to cultivate client relationships to enhance investment opportunities.
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