Portfolio Management Sourcing of prospective investments through active calling effort Monitors financial performance of individual funds Coverage of industry conferences (SBIA, ILPA) to stay abreast of trends and regulatory changes in the private investment industry Coverage of each fund's annual meeting to stay in tune with fund activities including changes in team, upc

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Develops, implements and oversees fraud strategies and initiatives that protect Georgia United's members, team members and assets. Provides leadership to department personnel through effective objective setting, cultivates a collaborative culture, promotes professional development, ensures effective communication and fosters a positive work environment. Proactively monito

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val

Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedure

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non governmental organizations (INGO), at work

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Finance Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new tra

McKesson is an impact driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well being of you and those we serve we care. What you do at McKesson matters. We foster a culture where you can

Associate Director Of Finance Job Locations US GA Braselton Requisition ID 2024 47374 Category Accounting/Finance Position Type Regular Full Time FLSA Status Exempt Location Name Chateau Elan Winery & Resort Min USD $70,000.00/Yr. Max USD $90,000.00/Yr. About Us Within the sweeping panorama of the north Georgia foothills, Chateau Elan began with the planting of the vineya

Sales Representative Remote Benefits Start Day 1 for Full Time Colleagues No Waiting Period! Are you looking to build your career in an exciting industry? Are you looking to become a part of a growing world class organization? Come see why so many of our team members recommend us to their friends! Who are we? Vector Disease Control, is proud to be a member of the Rentokil

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International Director Cross Border Activities The following are the duties of this position at the full working level. Serves as a technical expert in examinations of signific

Personal Banker Job ID 2024 11215 Job Locations US GA Alpharetta Overview Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understandin

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val

The KION/Dematic Supply Chain Solutions (SCS) Global Software R&D Organization is responsible for delivering innovative software products to support a wide range of intralogistics, material handling, and management solutions. These products play a key role in powering the logistics operations of enterprises in a wide range of industries worldwide including eCommerce activi