Marketing Communications Manager
ABOUT MSCI Inc. MSCI is a leading provider of research-based, mission critical investment decision support tools for investors globally, including asset managers, banks, hedge funds and pension funds. We offer a range of products and services — indices, portfolio risk and performance analytics, and governance tools — from a number of internationally recognized brands such as Barra, RiskMetrics, IPD and ISS.For further information on MSCI, please visit our web site at www.msci.com.ABOUT INVESTORFORCEInvestorForce, part of MSCI, Inc., is the premier provider of performance reporting solutions Read more […]
Associate-Corporate Finance, Vendor Management (Jacksonville, FL)
A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile thinking Read more […]
Business Development Associate, Equity (S&P Capital IQ)
The Business Development Associate will work as a proactive sales role supporting Standard Poor’s Investment Advisory Services with a focus on the RIA and BD channels. These services are geared to the retail advisor and external wholesaling segment. In this role, the sales representative will generate new business by gathering assets from existing clients and starting new relationships with new financial advisors through leads and call campaigns. They will also be tasked with educating and discussing investment strategies with external wholesalers and financial advisors.Responsibilities: • Read more […]
Director, Sales (S&P Capital IQ)
SP Capital IQ, a division of McGraw-Hill Financial (MHF), is currently searching for a Director, Sales to join our team. The Senior Sales Representative will focus on prospecting and new client market development.Responsibilities: Manage the pipeline for the teamAchieve $800K- $2.0M individual sales goal by prospecting new client relationships managing an existing book of business with over $3.0M base of businessWork as member of team and develop account and territory management plan to meet budgeted individual and team goalsFocus on developing and implementing an ongoing team approach to territory Read more […]
Client Development Associate (S&P Capital IQ)
SP Capital IQ, a division of McGraw-Hill Financial is currently searching for a Client Development Associate (CDA) to join our team in our Santa Monica, CA office. CDA’s are primarily responsible for managing existing accounts, delivering a positive overall client experience and supporting account growth and new business development. Responsibilities:Provide high touch client service to gain user acceptance and have services integrated into client workflow.Enter client communications in CRM application, so sales team is up to date on all correspondence to support effective communication with clientIncrease Read more […]
Personal Financial Advisor
Duties and ResponsibilitiesAs a member of a three person sub-team at the firm that works with about 150 clients, you will:· Client Service: Actively support clients under the team leader· Financial Plan Creation: Based on a client’s goals and circumstances, create financial plans that address questions such as at when a client can retire with financial security.· Investment Portfolio Creation: Reviewing a client’s current investments and objectives, give a client a picture of his or her current portfolio composition and within the firm’s Read more […]
Consultant Manager
ABOUT MSCI Inc. MSCI is a leading provider of research-based, mission critical investment decision support tools for investors globally, including asset managers, banks, hedge funds and pension funds. We offer a range of products and services — indices, portfolio risk and performance analytics, and governance tools — from a number of internationally recognized brands such as Barra, RiskMetrics, IPD and ISS. For further information on MSCI, please visit our web site at www.msci.com POSITION OVERVIEW: Analytics client consultants act as trusted advisor to our clients; it is via this platform Read more […]
US Broker Dealer Private Bank: Beverly Hills, CA
US Broker Dealer Private Bank: Beverly Hills, CAThe Selby Jennings Wealth team are currently working with a US Broker Dealer Private Bank in Los Angeles who are searching for a talented Financial Adviser to join their Beverly Hills office. Reporting directly in to the Regional Brokerage Manager for Beverly Hills, client coverage can range from Domestic US Californian residents, to oversees International clients (including Mexico, Latin America, and Asia). The Beverly Hills office itself has over 160 employees and is known for it’s strong work ethic and competitive environment. Successful candidates Read more […]
Financial Advisor – State of Colorado and Denver specific
Financial Advisor – State of Colorado and Denver specific – Tier 1 Wirehouse FirmMy client is a dominant Tier 1 broker dealer and private bank aggressively trying to add Financial Advisors to his Colorado offices.¡¡ With more than 130 FAs already in the office this is the chance for either a rising star profile (LOS 5yrs) or an established advisor, servicing domestic clients, to join a powerful team that hold the market-share of the wealthy local population. Suitable candidates should have a t12 of at least $200k to qualify under a rising star profile, and also have the desire to work with Read more […]
LATAM (ex Brazil) Book of HNW clients to take over: South American Private Bank, New York City.
LATAM (ex Brazil) Book of HNW clients to take over: South American Private Bank, New York City. My client is a leading South American Private Bank with an executive office in Midtown Manhattan. With one of the strongest brand recognitions in the LATAM marketplace and an enviable platform and product offering, they are now looking to bring onboard a senior LATAM banker.Successful candidates will be given a book of LATAM clients excluding Brazil, amounting up to $150 million. Having said this – my client is not looking for a farmer, so a suitable applicant should be confident of bringing in at Read more […]