27 vp investment consultant ria jobs found

Summary: The VP, Investment Consultant - RIA/Bank Trust/Family Office Channel (RIA Channel) will be responsible for generating new relationships and servicing existing RIA/Bank Trust/ Family Office firms that generally have greater than $750m in assets under management within the RIA/Bank Trust/Family Office territory. This individual will also be responsible for developing and successfully executing upon a business plan, managing the territory and understanding the greatest opportunities for Calamos Primary Responsibilities: Sales and Relationship Building Articulates the quantitative and qualitative attributes of Calamos Investments' solutions to our clients, prospects and the clients of our advisors. Builds strong relationships in the territory and works collaboratively with the entire Calamos team. Continues to improve and enhance sales skills. Engages in insightful investment discussions that lead the development of trust with clients. Conducts analysis to...

Summary: The VP, Investment Consultant - RIA/Bank Trust/Family Office Channel (RIA Channel) will be responsible for generating new relationships and servicing existing RIA/Bank Trust/ Family Office firms that generally have greater than $750m in assets under management within the RIA/Bank Trust/Family Office territory. This individual will also be responsible for developing and successfully executing upon a business plan, managing the territory and understanding the greatest opportunities for Calamos Primary Responsibilities: Sales and Relationship Building Articulates the quantitative and qualitative attributes of Calamos Investments' solutions to our clients, prospects and the clients of our advisors. Builds strong relationships in the territory and works collaboratively with the entire Calamos team. Continues to improve and enhance sales skills. Engages in insightful investment discussions that lead the development of trust with clients. Conducts analysis to...

Summary: The VP, Investment Consultant - RIA/Bank Trust/Family Office Channel (RIA Channel) will be responsible for generating new relationships and servicing existing RIA/Bank Trust/ Family Office firms that generally have greater than $750m in assets under management within the RIA/Bank Trust/Family Office territory. This individual will also be responsible for developing and successfully executing upon a business plan, managing the territory and understanding the greatest opportunities for Calamos Primary Responsibilities: Sales and Relationship Building Articulates the quantitative and qualitative attributes of Calamos Investments' solutions to our clients, prospects and the clients of our advisors. Builds strong relationships in the territory and works collaboratively with the entire Calamos team. Continues to improve and enhance sales skills. Engages in insightful investment discussions that lead the development of trust with clients. Conducts analysis to...

Position Type: 100% FTE, Exempt Compensation Range: $130,000 - 140,000 Annual Salary Benefits Overview: Medical, vision, dental and life insurance, vacation and sick time off, paid federal holidays, and retirement plan (See full job description for more details). Organization Size: 50+ employees Reports To: President and Chief Operating Officer Location: Primary designated work location will be Modesto or Stockton in the San Joaquin Valley Region, however, we are open to taking applications from candidates in Watsonville, Salinas and Gilroy locations in the Monterey Bay Region for secondary consideration. ORGANIZATIONAL OVERVIEW: Digital NEST is a workforce development center that has welcomed thousands of youth from working-class, farmworker communities to develop the technical and professional skills they need to achieve their dreams. It is an exciting time for the NEST. We are focused on growth and expansion to five communities across The Monterey Bay (MBR) and San...

Why this role is important to us The Business Risk Management Executive (BRME) team is a first line function that partners with State Street Global Advisors business teams to properly identify, assess and manage operational and regulatory risk. The Risk Infrastructure Program Manager will play an important role on this team, responsible for SSGA execution of core risk programs such as RCSA and SOC1 and managing key, global engagement points with business leaders, ERM, Compliance, and Audit. Seeking professionals with 10+ years of experience in operational risk, compliance or audit with a focus on risk assessment, monitoring, and effective program design and leadership. Why this role is important to us The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous,...

Become a part of our caring community and help us put health first Humana is a Fortune 50 market leader with a mission to improve the health and well-being of their members, associates, the communities they serve, and the planet. We are dedicated to building an inclusive organization of diverse people whose experience and passion center on putting the customer first. Together, we put health first and as a company focused on the health and well-being of the people we serve, Humana starts from within and is committed to providing progressive benefits that advance the employment experience and vitality of the associate community. Through offerings anchored in a whole person view of human well-being, Humana embraces a focus on stimulating positive individual and population changes while nurturing a sense of security, enabling people to live life fully and be their most productive. The VP, Segment CIO for Humana's Corporate Systems is responsible for strategy and execution to...

The VP of M&A will be a member of Focus' core M&A team. The ideal candidate will have strong problem-solving abilities, leadership qualities, transaction evaluation and execution experience and a demonstrated ability to establish deep and trusting relationships. Knowledge of the financial advice space and excellent relationships throughout the industry are added, but not necessary, benefits. Successful candidates are team players, self-starters, and intellectually curious. An ideal candidate will possess the ability to be flexible and nimble in an entrepreneurial, fast-growing, and dynamic team environment. This role is based in New York, NY, San Francisco, CA or Austin, TX. Primary Responsibilities • Manage and lead 3-5 transactions a year alongside a senior team member • Work closely with Focus' finance and legal teams and partner firm / hub management teams • Lead all parts of a deal process, including valuation, term sheet presentation, due diligence and contract...

Job Classification: Actuarial - Actuarial At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions! The executive will report to the VP and Actuary, Corporate M&A Actuarial head responsible for actuarial aspects of modelling and due diligence for acquisitions and divestitures of the enterprise This is a highly visible role collaborating with team members working across multiple stakeholder groups Prudential Financial, Inc. is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength,...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to...

Regulatory Risk Officer Vice President - Capital Planning Review Team The Finance Chief Risk Office ("FinCRO") provides risk management oversight of the Finance function, including effective risk challenge and mitigation of risk for capital, liquidity, interest rate risk and treasury investments, and ensures compliance with all risk-related regulatory requirements. In addition, the team oversees the key risk management methodologies and calculations, including CECL and IFRS9 for credit reserves, and Basel Advanced RWA. Within FinCRO, Regulatory Capital Risk Management ("RCRM") provides independent risk management oversight for capital management, planning and forecasting, recovery and resolution planning, capital interpretations, and capital calculations and reporting. More specifically, the Capital Planning Review Team ("CPRT") leads the independent review and challenge of the capital management and planning process across the capital planning continuum, and associated...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their...

At Whittier Trust, we aren't just a financial institution, we are trusted partners with a long, rich history of successfully navigating the financial markets to preserve, protect, and enhance our clients' wealth and well-being across generations As the oldest, privately owned, multi-family office headquartered on the West Coast, we operate with the singular focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families designed to advance and secure their long-term financial legacies and goals. With a dedicated team of 250 professionals, we serve a community of just under 600 clients and their families, offering a diverse range of services that span investment management, consulting, fiduciary expertise, philanthropic support, and comprehensive family office services. Entrusted with managing approximately $20 billion in private family assets, we approach each client's unique needs with a...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their...

Are you someone with a professional background in wealth management, consulting, or product management? Are you a strategic thinker and business leader with exceptional stakeholder collaboration capabilities and experience? Are you looking to focus on large strategic transformations, mergers & acquisitions, and strategy space? Excited to learn more? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and...

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wirehouses and wealth advisors to family offices to endowments and foundations. About the Role Looking to join the world's leading Asset Manager? BlackRock's Separately Managed Account Investment Operations team is hiring. The incoming VP will oversee the day-to-day functions of the team along with working closely with internal & external stakeholders including Operations, Sales, Portfolio Managers, Registered Investment Advisors (RIAs) and Financial Advisors (FAs) to maintain the ongoing billing ecosystem. Along with BAU oversight, the VP will be required to develop & execute on strategic initiatives to better align current processes with future improvements across various areas related to...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to...

Posting Description Richmond Metropolitan Habitat for Humanity (RMHFH) is seeking its next CEO. This position offers a rare chance to lead with purpose, drive systemic change in housing, and leave a lasting legacy of community building and social good. As the CEO, you will be part of a recognized nonprofit organization that directly influences positive change by helping families achieve homeownership and stability. In doing so, you will change the trajectory of lives by providing a safe place to live in a way that will increase generational wealth. RMHFH's CEO is a community leader with high visibility collaborating with other leaders to address affordable housing, one of the area's most pressing needs. The CEO will work with a talented and committed staff and an engaged Board to continue the growth that RMHFH has experienced in recent years. RMHFH's model combines philanthropy, volunteerism, and partnerships with governments and corporations. As CEO, you can leverage these...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their...

The Finance Chief Risk Office ("FinCRO") provides risk management oversight of the Finance function, including effective risk challenge and mitigation of risk for capital, liquidity, interest rate risk and treasury investments, and ensures compliance with all risk-related regulatory requirements. In addition, the team oversees the key risk management methodologies and calculations, including CECL and IFRS9 for credit reserves, and Basel Advanced RWA. Within FinCRO, Regulatory Capital Risk Management ("RCRM") provides independent risk management oversight for capital management, planning and forecasting, recovery and resolution planning, capital interpretations, and capital calculations and reporting. More specifically, the Capital Planning Review Team ("CPRT") leads the holistic independent review and challenge of the capital management and planning process across the capital planning continuum, and associated policies, procedures, and risk limits. As a member of the CPRT team, the...