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Cdhomesolutions California, United States6 - 10 years · California, United States · Full-time · Onsite · 2 weeks ago · Independent Business Consultants · 6 - 10 years · California, United States · Full-time · Onsite · 2 weeks ago · About the role · About Us Our firm helps entrepreneurs rapidly grow their busi ...
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Senior Client Relationship Manager
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CFA Institute California, United StatesWilliam Blair Investment Management is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active ...
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Business Processes Consultant
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SAP SE California, United StatesBusiness Processes Consultant - SAP FI-CA - Public Sector Solutions (ASC) · Our company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that ...
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Sr. Manager, Compensation
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VP, Trust Operations
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Raymond James Financial Services California, United StatesJob Description - VP, Trust Operations · VP, Trust Operations · - · Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canadas leading independent investment dealer offering high quality investment products and services to Canadians seeking customized sol ...
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Patent Analyst Position
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GHB Intellect California, United StatesGHB Intellect is a world-class, engineering and intellectual property (IP) consulting services firm. With hundreds of top-notch experts and professionals, state-of-the-art equipment and laboratories, and over a decade of business history, we provide unparalleled expertise and unp ...
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Audit Senior Manager
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Engineer, Geotechnical
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Aecon Concessions California, United StatesPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Select how often (in days) to receive an alert: · It has come to our attention that various international organizations or individuals have been offering false employment opportunities a ...
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Parsons Company California, United StatesIn a world of possibilities, pursue one with endless opportunities. Imagine NextWhen it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplace wh ...
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People Experience Partner
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JLL California, United StatesJLL Technologies (JLLT) is disrupting commercial real estate transforming how companies acquire, operate, manage, and experience space through the delivery of a comprehensive technology portfolio of purpose-built solutions and leading edge, venture-backed companies. Our JLLT Peop ...
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Director, Human Resources
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The Wonderful Company California, United StatesPOM Wonderful delivers a whole lot of healthy. Known for our iconic double-bubble bottle, we grow, harvest, package, and market fresh pomegranates, pomegranate arils, and a selection of delicious pomegranate-blended juices and teas. With over 10,000 acres in California's Central ...
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Implementation Specialist- Bilingual
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Sr. Revenue Strategy Analyst
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Ideavillage California, United StatesProcore is looking for a · Sr. Revenue Strategy Analyst · to influence the strategy and planning of our Go-To-Market teams and targets. In this role, you'll be an integral part of the Revenue Strategy & Planning team, collaborating with stakeholders, analyzing data, providing i ...
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Email Marketing Specialist
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AssetMark California, United StatesEmail Marketing Specialist page is loaded · Email Marketing Specialist · Apply · remote type · Hybrid · locations · Concord, CA · time type · Full time · posted on · Posted 6 Days Ago · job requisition id · Req · Job Description: · The Job/What You'll Do: · The Emai ...
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Intermediate Accountant
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Chief of Staff, Global Sales
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Managing Director
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Director, Clinical Research
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Senior Director of Strategic Finance
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ecocareers California, United StatesPontera · is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pon ...
Alternative Investments Consultant - California, United States - Yoonify
4 weeks ago
Description
We are looking for a Consultant for Alternative Investments to maintain current client alternative assets, drive sales, and convert prospects to clients.
This investment opportunity is tailored for accredited investors and institutions that want to diversify their investment portfolio to include cash flow producing hard assets.
The properties are highly curated stabilized income-producing assets that generate a preferred return for investors.You'll work with a team of talented and collaborative individuals who are passionate about creating a best-in-class experience. At Yoonify, we value diversity, free thinking, and a can-do attitude.
Responsibilities for the role:
Meet daily outbound call goals, e-mail outreach, and advisor follow-ups
Demonstrate current knowledge of portfolio and industry developments
Serve as subject matter expert for Yoonify's investment platform system, products, and solutions while engaging with clients and advisors
Develop consultative relationships with Financial Advisors within the Wealth Channels industries
Develop and manage business and territory management plans
Collaborate with sales team on strategies, the sales process, client management, documenting advisory activities, and effectively profiling advisors
Experience required:
BA or BS in Finance, Economics, Business, or a related field; MBA preferred
CFA or CAIA a plus; Series 7, Series 63 Licenses
A minimum of three years business development experience in the investment management industry with at least one year of Alternatives Investments experience
Experience marketing into private wealth channels preferred
Prior experience in real estate, private equity, hedge funds, funds of funds or private credit
Strong organizational, relationship management, communications, and presentation skills
Detail-oriented and highly motivated
Ability to work independently and as part of a team
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