Director, Family Office Investments - Alpharetta

The Director, Family Office Investments is a senior leadership role responsible for setting the strategic direction for portfolio management, building and maintaining the investment framework, articulating the investment philosophy publicly, and serving as the thought leader for ...

About the role · Blue Trust's Family Office is seeking a Director, Family Office Investments to lead portfolio strategy and private markets investing for UHNW families in a faith-based wealth management environment. · You will set the investment philosophy and portfolio construct ...

· Description · The Director, Family Office Investments is a senior leadership role responsible for setting the strategic direction for portfolio management, building and maintaining the investment framework, articulating the investment philosophy publicly, and serving as the th ...

The Investment Operations Specialist is responsible for providing investment account management and investment administrative support to the (Sr.) Private Wealth Advisors in accordance with their instructions and client needs/requests. · Bachelor's degree is required, preferably ...

This position is for a Technical Business Analysis for the Investment Solutions Tech. · The charter of this team is to provide technical business analysis support for the WIST -Investment Product and Capital Markets to help drive the requirements, execution of the technical desig ...

The Client Service Associate is responsible for overseeing the various aspects of client service to serve Wealth Solutions (includes Family Office, Sports & Entertainment and/or Institutional clients) in the most efficient and careful manner. · Serves as first responder to client ...

Senior Investment Advisor Services Specialist · Atlanta, GA (Full-Time, In-Office) · Well established boutique, SEC-registered RIA firm supporting over 120 offices nationwide is looking to hire a Sr. Investment Advisor Service Specialist. The company onboards new advisory teams m ...

About the Position: · The Investment Analyst is a key role on the fast-growing Diversify Asset Management team. · ...

Well-established Atlanta based SEC Registered Investment Advisory firm founded more than 15 years ago is looking to hire an · Investment Advisory Service Team Specialist to join their family and work with a dedicated team who build unrivaled partnerships with our investment prof ...

This position is for a Technical Business Analysis for the Investment Solutions Tech. · The charter of this team is to provide technical business analysis support for the WIST -Investment Product and Capital Markets to help drive the requirements, execution of the technical desig ...

Job Role : Business Analyst with Capital Markets · Location : Alpharetta, GA (3 days on-site) · W2 Contract · Job description: · This position is for a Technical Business Analysis for the Investment Solutions Tech. · The charter of this team is to provide technical business anal ...

This position is for a Technical Business Analysis for the Investment firm.The aim of this team is to provide technical business analysis support for the Investment Product and Capital Markets to help drive the requirements, · In-depth knowledge of portfolio management specifical ...

The Client Service Associate is responsible for overseeing client service to serve Wealth Solutions in the most efficient manner and designing processes to enhance Division operations. · Serves as first responder to client requests and concerns. · Gathers information from clients ...

The client is seeking a Technical Business Analysis for the Investment Solutions Tech.The charter of this team is to provide technical business analysis support for the WIST -Investment Product and Capital Markets to help drive the requirements, execution of the technical design ...

We are immediately hiring for a Technical Business Analyst role for one of our Alpharetta, GA based client. · ...

Controller · Who: · An established and growing real estate investment firm is seeking an experienced Controller to lead all accounting and financial reporting functions. · What: · The Controller will oversee all accounting procedures, policies, financial reporting, and financial ...

We are seeking an accomplished and strategic Chief Financial Officer (CFO) to oversee and elevate all financial, accounting, and operational functions. · The CFO will serve as a key member of the executive leadership team, responsible for the overall financial management of the f ...

Now Hiring: Compliance Officer - Investment Management (Atlanta, GA) · Location: Atlanta, GA (On-site) · Employment Type: Full-Time · Compensation: $100,000 - $250,000 (experience-based) · About the Opportunity · Join a rapidly growing investment management firm where compliance ...

We are looking for a warm and detail-oriented professional to join our client service team of a growing practice. · ...

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