Portfolio Specialist - Overland Park, KS - Renaissance Financial

    Renaissance Financial
    Renaissance Financial Overland Park, KS

    1 week ago

    Description

    Renaissance Financial seeks a skilled Portfolio Specialist to manage systems for client servicing and onboarding.

    • 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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    Portfolio Specialist

    Only for registered members

    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 Park

    2 weeks ago

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    Portfolio Specialist

    Only for registered members

    +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, KS

    2 weeks ago

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    Portfolio Specialist

    Only for registered members

    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 ...

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    Only for registered members

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    Only for registered members

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    Only for registered members

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    Only for registered members

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    Only for registered members

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    Only for registered members

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    Only for registered members

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    Overland Park, KS

    1 month ago

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    Only for registered members

    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, KS

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    Only for registered members

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    Overland Park, KS

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    Only for registered members

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    Only for registered members

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    Only for registered members

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    Overland Park, KS

    1 month ago

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