- Manage Model Portfolio Accumulation System (MAPS) risk tolerance for clients using software systems and gathered client information
- Compile, sort, and verify data reports using eMoney, Morningstar, Orion
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The mission of this full-time position is to manage systems to accomplish client servicing and client onboarding, for the efficient operations of both the current client base and expanding client base. You will work directly with the Financial Advisor to assist with all aspects o ...
Overland Park2 weeks ago
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+Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix and Salt Lake City. · ++Manage systems to accomplish client servicing and client onboarding for the efficient operations of both the current client base an ...
Overland Park, KS2 weeks ago
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We're hiring a Portfolio Technical Specialist on behalf of our client—a growing Registered Investment Advisory firm based in Kansas City. · If you love investment operations, trading precision, and platform optimization, this could be your next move.Trade execution on Schwab acco ...
Kansas City2 weeks ago
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The Portfolio Operations Specialist supports the investment team by maintaining operational accuracy, enhancing data quality and facilitating communication with custodians and financial advisors. · As a key member of the portfolio operations team the specialist must have a strong ...
Kansas City Full time1 month ago
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The Senior Marketing Strategist leads strategy across a portfolio of client accounts at Lifted Logic. · ...
Overland Park, KS3 weeks ago
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Job Description: · Job Brief (Purpose):Under the direction of the department manager, the person in this position is responsible for supervising the work performed by a team of insurance specialists. This person will monitor the work output to insure that all investor guidelines, ...
Overland Park Full time1 week ago
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· Who We Are · Cornerstone exists to bring clarity to chaos. We help business leaders protect what matters and build what's next through smarter risk management, transparent insurance strategy, and trusted advisory relationships. We don't sell policies—we deliver confidence. · T ...
Overland Park, KS1 week ago
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We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you're looking to make an impact with heart and hustle, · SpotOn is the place for you.Hospitality Specialist · As a Hospitality Specialist,You will be working in yo ...
Overland Park, KS1 month ago
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· Location: Overland Park, KS (Kansas City Metro) · Employment Type: Full-time, In-Office · Department: Actuarial · Salary: $150,000 + equity · Steadily is redefining landlord insurance. We are the market leader in tech-enabled coverage for real estate investors and we are bring ...
Overland Park4 days ago
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Location: Overland Park, KS (Kansas City Metro) · Employment Type: Full-time, In-Office · Department: Actuarial · Salary: $150,000 + equity · Steadily is redefining landlord insurance. We are the market leader in tech-enabled coverage for real estate investors and we are bringing ...
Overland Park, KS3 days ago
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Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. · ...
Overland Park, KS1 month ago
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**Join the industry leader to design the next generation of breakthroughs. · Innovate to solve the world's most important challenges.** · Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such ...
Overland Park, KS4 days ago
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· Join the industry leader to design the next generation of breakthroughs. · Innovate to solve the world's most important challenges. · Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends suc ...
Overland Park3 days ago
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The role of the Salon Customer Experience Specialist is to provide an exceptional client experience while driving retail sales performance and maintaining the look and feel of the Salon through core standard execution. · A love for product and salon services. An understanding of ...
Overland Park, KS1 month ago
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The job involves supporting the financial operations of the organization by ensuring accurate and timely processing of payments and maintaining strong client relationships. · ...
Overland Park, KS1 month ago
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+The Legal Operations Specialist supports the effectiveness of the Legal team by managing outside counsel billing and vendor onboarding processes.+ · +This role partners closely with Accounting and internal stakeholders to ensure accurate invoice handling and seamless vendor inte ...
Overland Park, KS1 month ago
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We conform to all the laws, · statutes, and regulations concerning equal employment opportunities and affirmative action. · We strongly encourage women, · minorities, · individuals with disabilities and veterans to apply · to all of our job openings. · ...
Overland Park, KS1 month ago
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The Operations Specialist supports the Institutional Life Business Services Team by managing correspondence, payment processing, · worflow operations for both financial and non-financial insurance transactions.Minimum 2 years of relevant work experience in operations, financial s ...
Overland Park, KS1 month ago
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You'll be the creative engine behind our marketing efforts—designing, executing and optimizing campaigns across multiple brands and channels. · ...
Overland Park, KS1 month ago
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Shamrock and RTS Financial are seeking a Business Development Manager to prospect, qualify and close new accounts for the Equipment Finance Division of RTS Financial. · Training and Development: Ongoing training and professional development opportunities, and a LEAD Program for a ...
Overland Park, KS2 weeks ago
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We are seeking an experienced Staff Structural Nuclear Engineer to join our team. As an employee-owned company, we value diversity and inclusion in the workplace.The successful candidate will have significant steel and reinforced concrete design experience at nuclear power plants ...
Overland Park, KS1 month ago
Portfolio Specialist - Overland Park, KS - Renaissance Financial
Description
Renaissance Financial seeks a skilled Portfolio Specialist to manage systems for client servicing and onboarding.
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Portfolio Specialist
Only for registered members Overland Park
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Portfolio Specialist
Only for registered members Overland Park, KS
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Portfolio Specialist
Only for registered members Kansas City
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Portfolio Operations Specialist
Full time Only for registered members Kansas City
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Senior Marketing Strategist
Only for registered members Overland Park, KS
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Manager I - Insurance (R-36830)
Full time Only for registered members Overland Park
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Account Executive – Commercial Risk Team
Only for registered members Overland Park, KS
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Territory Sales Representative
Only for registered members Overland Park, KS
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Catastrophe Risk Manager
Only for registered members Overland Park
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Catastrophe Risk Manager
Only for registered members Overland Park, KS
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Sr Payroll Specialist
Only for registered members Overland Park, KS
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Sr Payroll Specialist
Only for registered members Overland Park, KS
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Sr Payroll Specialist
Only for registered members Overland Park
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Salon Customer Experience Specialist
Only for registered members Overland Park, KS
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Accounts Receivable Specialist
Only for registered members Overland Park, KS
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Legal Operations Specialist
Only for registered members Overland Park, KS
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Legal Operations Specialist
Only for registered members Overland Park, KS
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Operations Specialist
Only for registered members Overland Park, KS
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Creative Marketing Specialist
Only for registered members Overland Park, KS
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Business Development Manager
Only for registered members Overland Park, KS
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Staff Structural Nuclear Engineer
Only for registered members Overland Park, KS
