Technology Support Coordinator supporting investment management applications and trading platforms at Mercer. Ensuring seamless resolution of technical issues and maintaining comprehensive documentation.
About the role
- Salaried Financial Professional establishing client relationships while providing value through effective communication. Joining Equitable to help secure financial well-being for clients in a flexible work environment.
Responsibilities
- A Financial Professional will establish relationships with clients by delivering value through:
- Proactively contacting our clients via phone, email, and chat
- Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs
- Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
- Identifying new opportunities in partnership with the client
- Assisting the client in initiating or completing transactions as appropriate
Requirements
- Bachelor's degree or equivalent relevant industry experience
- FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
- 6-8 years of sales experience
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Consultant leading implementations of investment management solutions for financial institutions. Collaborating with clients to configure applications and train users while ensuring high - quality service delivery.
Managing Director leading US Direct Retail Digital Wealth Partnerships at State Street Investment Management. Focusing on strategic platform partnerships to enhance digital wealth distribution.
Managing Director leading International Direct Retail Digital Wealth Partnerships at State Street Investment Management. Focus on strategic agreements across Europe and priority international markets.
Head of APAC Operations overseeing COO functions at State Street Investment Management. Driving growth strategy and technology excellence in the APAC region.
R&D Finance Analyst supporting financial planning and analysis at Snowflake. Collaborating with product finance team and ensuring effective management of R&D business operations.
Coordination of structured finance projects at Construtora Tenda in São Paulo, managing financial operations and stakeholder relations in a hybrid work environment.
Junior Financial Analyst supporting the structuring and issuance of debt operations for Tenda, a leading construction company. Engaging in financial analysis and managing active debt monitoring.
Analista Financeiro Júnior managing accounts receivable at Construtora Tenda, ensuring correct revenue reporting and compliance. Involves financial analysis, client interactions, and reporting tasks.
Senior Financial Accountant managing accounting and financial reporting for renewable energy projects at Ørsted. Involves collaboration and mentorship in a fast - paced environment.