Investment Specialist jobs in Trenton, NJ
Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Specialist jobs
- Bank of America
-
Pennington, NJ
FULL_TIME
-
Job Description:
The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes.
The Investment Advisory Specialist provides advice and guidance to Financial Advisors, and Advisory Leadership to help identify and construct suitable IAP (strategies) for clients.
Responsibilities include (but are not limited to) the following:
Proactively supporting advisors in their respective markets to drive IAP growth through in person, virtual and phone interactions. They should think independently, develop, and execute strategies to achieve their growth goals for their respective territories. Also, they should partner with local market leadership to develop IAP sales strategies.
Sharing advice and guidance informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practice centered on investment advisory business.
The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.
Partnership with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.
Specialists are expected to record all their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.Required skills:5 years sales experience
Bachelor’s degree required
5 years’ experience in financial services industry preferred
Series 7 and 63/65 or 66 required
Knowledge of professionally managed investment products and/or investment advisory business preferred
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills required
Willing to travel on a monthly basis to meet with advisors in person
Self-motivated, adaptive, positive attitude and high energy are a must
Must display a passion for achieving aggressive goals in innovative and highly professional way
Shift:
1st shift (United States of America)Hours Per Week:
40 - 2 Days Ago
- Bank of America
-
Pennington, NJ
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 16 Days Ago
- 1704 Charles River Systems Inc MA
-
Princeton, NJ
FULL_TIME
- (Jersey City, NJ - work location) What we are looking for The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) impl...
- 1 Month Ago
- CALIFORNIA COMMERCIAL INVESTMENT GR
-
Trenton, NJ
OTHER
- Job Details Level: Experienced Job Location: Trent Center East - Trenton, NJ Position Type: Full-Time, Non-Exempt Education Level: Bachelor's Required, Master's Preferred Salary Range: $23.00 - $25.00...
- 18 Days Ago
- CALIFORNIA COMMERCIAL INVESTMENT GR
-
Trenton, NJ
OTHER
- Job Details Level: Experienced Job Location: Trent Center West - Trenton, NJ Position Type: Full-Time, Non-Exempt Education Level: High School Diploma or Equivalent Salary Range: $20.00 - $22.00 Hourl...
- 21 Days Ago
- OneDigital Investment Advisors LLC
-
Princeton, NJ
FULL_TIME
- Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mis...
- 1 Month Ago
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0 Investment Specialist jobs found in Trenton, NJ area
- Glenmede
-
Philadelphia, PA
- Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment a...
- 4/26/2024 12:00:00 AM
- Sands Investment Group
-
Philadelphia, PA
- Description Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is...
- 4/25/2024 12:00:00 AM
- Macquarie Group Limited
-
Philadelphia, PA
- Senior Investment Specialist, Client Portfolio Manager Philadelphia Join our team as a senior member of Macquarie Credit...
- 4/24/2024 12:00:00 AM
- Sands Investment Group
-
Philadelphia, PA
- Description Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is...
- 4/23/2024 12:00:00 AM
- Macquarie
-
Philadelphia, PA
- Join our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will...
- 4/23/2024 12:00:00 AM
- Nutanix
-
Trenton, NJ
- Nutanix is disrupting the multi-billion-dollar enterprise data center market by pioneering an enterprise cloud platform ...
- 4/23/2024 12:00:00 AM
- Macquarie Group Limited
-
Philadelphia, PA
- If you are searching for a role in the Philippines, click hereJoin our Macquarie Asset Management team as a Junior Quant...
- 4/23/2024 12:00:00 AM
- Macquarie Group Limited
-
Philadelphia, PA
- Junior Quantitative Analyst, Asset Management Philadelphia Join our Macquarie Asset Management team as a Junior Quantita...
- 4/22/2024 12:00:00 AM
About Trenton, New Jersey
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