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13 Days AgoSaved
In-Office
Los Angeles, CA, USA
60K-70K Annually
Junior
60K-70K Annually
Junior
Financial Services
The Regional Wealth Management Specialist partners with external wholesalers to drive sales by building relationships with financial advisors, providing financial insight, and utilizing analytical tools for portfolio consulting. This role involves consultative sales, data-driven prospecting, and operational excellence while attending client meetings and events as needed.
Top Skills: MS OfficeMorningstarMorningstar DirectOutlookSalesforce CRM
Reposted 13 Days AgoSaved
In-Office
Kansas City, MO, USA
Internship
Internship
Financial Services
This internship program offers hands-on experience in data analytics, engineering, and AI/ML, working on projects that impact business decisions and collaborating with data professionals.
Top Skills: AICloud (Aws Or Azure)Data AnalyticsData EngineeringData ScienceMachine LearningPythonSQL
14 Days AgoSaved
In-Office
Kansas City, MO, USA
Junior
Junior
Financial Services
As a Robotics Developer, you'll automate business processes using UiPath and Chorus BPM, collaborating with teams to enhance efficiency and deliver solutions.
Top Skills: C++Chorus BpmSQLUipathVisual BasicXML
Reposted 16 Days AgoSaved
In-Office
New York, NY, USA
125K-145K Annually
Senior level
125K-145K Annually
Senior level
Financial Services
The Associate Client Portfolio Manager will provide expertise on Fixed Income strategies, support client communications, analyze market trends, and enhance investment products. They will deliver presentations, conduct training, and collaborate with teams for product development while maintaining documentation of investment strategies.
Top Skills: AladdinBloombergEvestment AllianceFactsetMorningstar
Reposted 16 Days AgoSaved
In-Office
Kansas City, MO, USA
Entry level
Entry level
Financial Services
Investment Representatives handle inbound calls from retail investors, providing excellent client service, and selling investment solutions based on client needs. They undergo an extensive training program and are supported in obtaining necessary licenses.
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18 Days AgoSaved
In-Office
Kansas City, MO, USA
Mid level
Mid level
Financial Services
The Associate will support the North America Institutional team with sales and retention, assist in meeting preparations, manage data requests, and maintain records.
Top Skills: ExcelMicrosoft PowerpointSalesforce
19 Days AgoSaved
In-Office
Kansas City, MO, USA
Expert/Leader
Expert/Leader
Financial Services
Lead the strategic direction for technology platforms at ACI, focusing on Cloud, APIs, and Agile methodologies while managing a team and stakeholder relationships.
Top Skills: AgileAPIsAWSJavaPythonScala
20 Days AgoSaved
In-Office
Kansas City, MO, USA
Senior level
Senior level
Financial Services
The Investment Reporting Senior Specialist leads the investment reporting function, ensuring accurate reporting, mentoring junior members, and enhancing data analytics processes.
Top Skills: Automated SystemsExcelFactsetRelational Databases
Reposted 20 Days AgoSaved
In-Office
Kansas City, MO, USA
Junior
Junior
Financial Services
The Internal Wholesaler builds relationships with financial intermediaries to drive sales of Avantis ETF and mutual fund solutions, collaborating closely with various teams to manage sales pipelines and provide financial insights.
Top Skills: MS OfficeMorningstarMorningstar DirectOutlookSalesforce
Reposted 21 Days AgoSaved
In-Office
Los Angeles, CA, USA
30-30 Hourly
Internship
30-30 Hourly
Internship
Financial Services
As an Avantis intern, you will learn about the financial services industry and work on projects involving data presentation for clients. You will collaborate with portfolio management and marketing teams, gaining valuable experience and mentorship.
Top Skills: Office SuitePythonSQLVBA
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