Financial Portfolio Manager - Cheyenne - beBeeHighNetWorth

    beBeeHighNetWorth
    beBeeHighNetWorth Cheyenne

    3 days ago

    Job title: Investment Consultant

    Description

    Investment Opportunities

    We are seeking a highly skilled professional to join our team as an Investment Consultant. As a key member of our organization, you will be responsible for developing and implementing strategies to attract new business opportunities.

    • Job Description:
    • To develop partnerships with financial advisors and accounting firms to promote investment services.
    • To identify and pursue high net worth clients who require personalized investment advice.
    • To create customized investment portfolios that meet the unique needs of each client.

    Required Qualifications


    Bachelor's Degree in Finance or related field.

    Minimum 5 years of experience in investment management,
    preferably in High Net Worth or Ultra High Net Market markets;



    • Masters Degree preferred;

    • CFA (Chartered Financial Analyst) certification; FINRA Series 7 and 63 or 66 licenses required;
    • Numerous other qualifications including having knowledge about portfolio management, excellent communication skills along with being able to assess situations strategically making educated recommendations effectively interface all types of investors also handle multiple priorities keeping track work at pace consistently increasing productivity under pressure maintain highest level personal demeanor while working closely teams building positive strong relationships everyone daily collaborate meaningful connections achieve set goals results-driven individuals goal-oriented successful previous experiences especially relevant background indispensable success definitely moving forward always reaching achieve targeted results continually investing own learning career growth advancing within company extra long-term sustainable development various understanding innovative creative problem-solving ideas efficiently delivering exceptional performance real-time operating monitoring adapting make timely decisions strongly recommended qualified candidates must possess numerous quality specifications typical advanced organizational skill levels,

  • Regional Manager

    4 weeks ago

    Only for registered members Cheyenne $75,000 - $85,000 (USD)

    The Regional Manager oversees multiple campground properties across various regions. They ensure strong operational execution with financial results, · General manager development, · And guest satisfaction. · Overssee performance at multiple campsites. · Mentor general managers. ...

  • Only for registered members Cheyenne

    You're a versatile 3D artist who can jump between tasks and see how your work fits into the bigger picture. · You enjoy creating stylized, · expressive assets, · whether characters, · props, · environments, · or effects.A portfolio-ready 3D asset implemented in a shipped game. · ...

  • Only for registered members Cheyenne Full time

    This role serves as an intermediate level commercial banking position with functionality ranging from business development utilizing a small business platform to supporting senior bankers as an apprentice relative to portfolio management and experience with complex credit functio ...

  • Only for registered members United States

    The Regional Manager oversees multiple campground properties ensuring strong operational execution financial results guest satisfaction across locations. · ...

  • Only for registered members Cheyenne

    Lead capital projects and provide management to the most risky and challenging projects ensuring that capital is invested efficiently and effectively through application of project management systems. · ...

  • Associate

    4 weeks ago

    Only for registered members Cheyenne, WY

    The ideal candidate for this position will help us identify new investment opportunities and monitor our existing portfolio companies. · Research industry and market dynamics · Conduct modeling and financial analyses · ...

  • Only for registered members Cheyenne

    The Wyoming Retirement System (WRS) is seeking an Executive Director to lead its operations. The successful candidate will oversee the administration of eight defined benefit plans and provide strategic leadership for the organization's growth and development.The ideal candidate ...

  • Only for registered members Cheyenne Full time $127,490 - $210,430 (USD)

    The Senior Credit Officer is accountable for supporting credit risk oversight for one or more regions, markets, and/or business lines. · Evaluates and adjudicates credit requests for existing customers and new prospects. · Reviews annual analyses. · Identifies potential and emerg ...

  • Only for registered members Cheyenne Full time $102,600 - $202,800 (USD)

    As a Critical Environment Operations Manager, you will perform a key role in delivering the core infrastructure and foundational technologies for Microsoft's over 200 online businesses including Bing, Office 365, Xbox, OneDrive and the Microsoft Azure platform. · ...

  • sdr

    1 month ago

    Only for registered members Cheyenne

    This is a full-time remote role for a Sales Development Representative (SDR)The SDR will be responsible for identifying and generating new leads, conducting outreach to potential clients, engaging in inside sales activities, and supporting business development initiatives. · ...

  • Project Manager

    1 month ago

    Only for registered members Cheyenne

    +Job summary · As a Project Manager, you will be a vital member of Murphy's Construction Operations team. · +Responsible for the safety, quality, and profitability of projects. · Manage all aspects of Job Set up including, project costing, labor hours, · Schedule crews to meet th ...

  • Program Manager

    1 month ago

    Only for registered members Cheyenne

    The Program Manager is the dedicated leader responsible for the success of Fooda's largest and most strategic client partnerships. · This role owns the day-to-day operations across a portfolio of clients and locations, while playing a key role in strengthening the relationship, · ...

  • Only for registered members Cheyenne

    +The Facilities Manager will be responsible for managing the operation and maintenance of the physical facility of our Cheyenne locations,+ · +Oversees building and grounds maintenance · Operates and maintains custodial functions · Ensures security and emergency preparedness proc ...

  • Event Manager

    1 week ago

    Only for registered members Cheyenne, WY

    We are looking for an Event Manager to join our team. The successful candidate will be responsible for the success of Fooda's largest and most strategic client partnerships. · ...

  • Only for registered members Cheyenne

    The Information Services (IS) Project Manager is responsible for the coordination and status reporting of IS Project Management Office projects in which Epic Systems and other teams are involved. · ...

  • Only for registered members Cheyenne

    We are seeking a high-impact Regional Sales Manager (RSM) to accelerate revenue growth across the Mountain West territory through a dual-route-to-market strategy: channel-led scale and direct enterprise engagement. · This role requires strong commercial instincts, technical fluen ...

  • Only for registered members Cheyenne

    We are seeking a Leasing Consultant to join our team in Cheyenne, WY. The successful candidate will be responsible for customer service, marketing, and administration skills. · 2 years of housing marketing and/or leasing experience. · LIHTC experience is preferred but not require ...

  • Only for registered members Cheyenne Full time

    The Information Services (IS) Project Manager is responsible for the coordination, status reporting and stability of IS Project Management Office projects in which Epic Systems, Telecommunications, Ancillary Systems Applications, Networking, Biomedical Engineering, · Responsible ...

  • Only for registered members Cheyenne $110,000 - $135,000 (USD)

    Crusoe is seeking a motivated Construction Project Specialist to support our growing portfolio of data center development and tenant improvement projects. Be a part of the AI revolution with sustainable technology at Crusoe. · ...

  • Only for registered members Cheyenne

    This role serves as an intermediate level commercial banking position with functionality ranging from business development utilizing a small business platform to supporting senior bankers as an apprentice relative to portfolio management and experience with complex credit functio ...

  • Only for registered members Cheyenne

    We are seeking a Joint Replacement Sales Associate to assist our sales teams and build own accounts by working with existing customers and identifying new customers. · Increasing Joint Replacement sales through assisting the sales teams and building own accounts. · Communicating ...

Jobs
>
Cheyenne