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Yesterday
Austin, TX, USA
1,490 Employees
7+ Years of Experience
1,490 Employees
7+ Years of Experience
Financial Services
The Senior Investment Strategist will enhance production workflows for investment content by automating processes, migrating legacy content to structured formats, and collaborating with technology partners. The role aims to improve the efficiency and scalability of content management within the Investment Solutions Group through innovative operational strategies and system development.
Yesterday
Austin, TX, USA
1,490 Employees
1-3 Years of Experience
1,490 Employees
1-3 Years of Experience
Financial Services
The Graphic Designer will conceptualize and create corporate collateral including brochures, publications, and digital graphics. This role involves collaborating with various teams to translate complex subjects into engaging and effective communications that support business objectives.
6 Days Ago
Austin, TX, USA
1,490 Employees
1-3 Years of Experience
1,490 Employees
1-3 Years of Experience
Financial Services
The Analyst/Associate will provide relationship management and analytical support to the Sales & Client Service teams, developing complex portfolio analyses, delivering educational webinars, and assisting with client inquiries. They will also gain knowledge of capital market research and investment practices to better serve independent financial advisors.
6 Days Ago
Austin, TX, USA
1,490 Employees
1-3 Years of Experience
1,490 Employees
1-3 Years of Experience
Financial Services
The Receptionist will greet employees and visitors, manage front desk operations, handle inquiries, maintain visitor records, and ensure the reception area is organized and welcoming. They will communicate with departments, assist with incoming calls, and provide information about the company and local amenities.
6 Days Ago
Charlotte, NC, USA
1,490 Employees
1-3 Years of Experience
1,490 Employees
1-3 Years of Experience
Financial Services
The Associate in the Global Client Group supports the sales and client service teams by managing relationships with large institutional clients, preparing presentation materials, compiling performance data, and ensuring quality control in client reports. The role emphasizes understanding client needs and enhancing investment experiences, particularly in ESG, fixed income, and other investment offerings.
7 Days Ago
Santa Monica, CA, USA
1,490 Employees
95K-140K Annually
3-5 Years of Experience
1,490 Employees
95K-140K Annually
3-5 Years of Experience
Financial Services
The Senior Associate in the Global Client Group will support Regional Directors in business development and client services activities for high-net-worth financial advisors on the east coast, articulating investment principles, educating on portfolio solutions, and developing client relationships.
8 Days Ago
Charlotte, NC, USA
1,490 Employees
1-3 Years of Experience
1,490 Employees
1-3 Years of Experience
Financial Services
Associate position in the Global Client Group (National Relationship Group) responsible for providing relationship management and analytical support to independent financial advisors across the country. Responsibilities include portfolio analysis, delivering webinars, answering client service inquiries, and developing marketing materials.
8 Days Ago
Austin, TX, USA
1,490 Employees
3-5 Years of Experience
1,490 Employees
3-5 Years of Experience
Financial Services
Senior Accountant responsible for corporate accounting activities including journal entries, balance sheet reconciliations, and financial statement analysis. Key responsibilities include managing operating expenses, payroll, and accrued expenses. This role involves collaborating with various departments and implementing automation initiatives within the corporate accounting function.
8 Days Ago
Charlotte, NC, USA
1,490 Employees
5-7 Years of Experience
1,490 Employees
5-7 Years of Experience
Financial Services
Senior Associate in the Global Client Group responsible for relationship management, support, and analysis in the Financial Services/Investment industry. Must articulate complex investment principles, educate financial advisors, travel with Regional Directors, and develop strong business relationships. Requires an MBA and/or CFA with strong analytical and communication skills.
8 Days Ago
Austin, TX, USA
1,490 Employees
1-3 Years of Experience
1,490 Employees
1-3 Years of Experience
Financial Services
The Associate, Global Client Group in the National Relationship Group at Dimensional is responsible for providing relationship management and analytical support to the Sales & Client Service teams. They work with independent financial advisors across the country, analyzing portfolios, delivering webinars, and assisting in business development activities.
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