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Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable. Understanding of investment management or wealth management workflows, derivatives and FX instruments.
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Our asset management business specializes in investment vehicles focused on alternative assets, including venture capital and real estate, and our advisory business provides traditional financial services including wealth management, investment management, and insurance planning.
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3-7 years of experience with an investment consultant, private wealth manager, investment or commercial bank, financial services firm, or asset management company.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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The Senior Investment Solutions Specialist will support the design, development, and management of Cetera Financial Group's RIA advisor platform and programs. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
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5-8 years of experience in the financial services industry. Experience with portfolio management and trading platforms, such as Tamarac, Vestmark, and Orion, desired. Participates in the ongoing management of the advisor platform with a focus on trading and model management.
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Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
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This individual will serve as a subject matter expert and plan an integral role in the ongoing management of the new platform. Assists with the management of third-party vendor relationships.
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Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. Excellent communication and problem-solving skills; act with professionalism when dealing with clients, business partners, and senior management.
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Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
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401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
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Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.
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Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios.
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CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds.
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We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America.
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wealth management financial services jobs Title: specialist investment
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