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Director of environmental services Jobs in Pueblo, CO
- Promoted
Director of Investments
Claire Myers ConsultingLarimer County, CO, United States- Promoted
HOSPITAL DIRECTOR ENVIRONMENTAL SERVICES
Clinical Management ConsultantsCO, United States- New!
Director of Nursing
Atlas Post AcutePueblo, CO, USDirector of Nursing
Team Select Home CarePueblo, CO, USDirector of Sales
Jeff Harris and Associates., CO, United States- Promoted
Director of Financial Operations (Hiring Immediately)
JobotPueblo, CO, USDirector of Wind Development
Michael PageColorado, Colorado- Promoted
- New!
Director of Consulting Services
VirtualVocationsPueblo, Colorado, United StatesAssistant Director of Rehabilitation Services (PT)
life care center of AmericaPueblo, CO- Promoted
Associate Director of Practice Innovation
Cooley LLPColorado, CO, United States- Promoted
Environmental Permitting Engineer
Battelle Memorial InstitutePueblo, CO, United StatesEnvironmental Scientist
Toeroek Associates, Inc.CO - Colorado, CO, USADirector of Business Development
SEIU 775 Benefits GroupCO, USDirector of Marketing
Marmon Aerospace & Defense LLCRemote, Colorado- Promoted
Environmental Health Services Director
Disability SolutionsCO, United StatesDirector of Behavioral Health
The Delta CompaniesColoradoDirector of Investments
Claire Myers ConsultingLarimer County, CO, United States- Full-time
Looking for a start-up environment in financial planning? Join a fast-growing team dedicated to upholding excellence and always putting our clients' best interests first.
Our client is an (untraditional) financial planning firm specializing in clients with complex situations : entrepreneurs and executives with equity. In this role, the Director of Investments will play a pivotal part in building out investment management operations. The Director of Investments will be responsible for executing trades, monitoring investment platforms, managing account operations, and performing in-depth financial / investment analysis.
The Director will also work with advanced tools such as Power BI, Ycharts, Black Diamond, Excel, and Schwab Advisor Center to streamline processes, improve investment outcomes, and enhance operational efficiency. The ideal candidate for this role will be coachable, growth-oriented, data-driven, and personable, with a strong ability to adapt and thrive in our fast-growing, forward-thinking business.
Essential Functions and Job Duties
Trading and Money Movement :
- Execute trades across client accounts in alignment with investment strategies and model portfolios
- Monitor investment platforms for accuracy, efficiency, and compliance
- Manage cash needs, account rebalancing, and settlement processes
- Ensure adherence to firm policies and regulatory requirements in all investment activities
- Identify operational or investment-related challenges and develop data-driven solutions
Account Management & Processes :
Investment Analysis and Management :
Minimum Requirements
Preferred Skills
Compensation