JOB OVERVIEW:
The Dynasty Investment team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors. Services include Outsourced CIO, portfolio consulting, support, investment product access, technology access, market commentary, capital market transactions, investment committee participation, and more.
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the portfolio management process and client coverage. The ideal candidate will have an interest in financial markets and portfolio management and will want to develop a deep understanding and ownership of our products, operational policies, and investment process.
KEY RESPONSIBILITIES:
QUALIFICATIONS
BENEFITS
EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
Client Portfolio Manager, AVP • Saint Petersburg, FL, US
The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibra...Show more
The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthca...Show more
The individual will be responsible for conducting credit risk assessments on loan portfolios within Raymond James Bank ("RJB") and TriState Capital Bank ("TSCB").Reviewable entities include Commerc...Show more
The collateral valuation function is an integral component of the underwriting and lending processes for loans secured by residential real estate.The Residential Appraisal Reviewer is responsible f...Show more
Uses extensive knowledge and skills obtained through education, experience, specialized training and/or certification in securities and/or investment advisory compliance to administer and manage in...Show more
Under general supervision, uses specialized skills gained through training and experience to provide proactive, virtual support to financial advisors.Provide efficient, high quality client service,...Show more
Current Employees and Contractors Apply Here.Leadership Opportunity in Financial Services.WMP Billing Manager- Investment Advisory (IA) Support.Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta,...Show more
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join ...Show more
Are you ready to step into the heart of digital transformation in one of the world's most critical - and most dynamic - industries?.The Utilities Industry is transforming at unprecedented speed.Cle...Show more
Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help o...Show more
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...Show more
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-ne...Show more
Our client is a well-established organization seeking a skilled.This role plays a critical part in ensuring accurate and timely financial disclosures while supporting senior leadership, investor re...Show more
Supports Financial advisors and their prospective and existing clients and other branch staff team members.Demonstrates effective communication skills across multiple platforms (phone, email, in-pe...Show more
The Dynasty Investment team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors.Services include Outsourced CIO, portfo...Show more
Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues.Recommends solutions to moderately complex problems....Show more
Under limited supervision and with substantial autonomy, the candidate will apply deep regulatory and compliance expertise to provide independent advisory and control oversight of retail equities a...Show more
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, acce...Show more
