Manager of Financial Systems at Catholic Charities overseeing and enhancing financial information systems architecture. Administering key systems and providing leadership to fiscal team members.
About the role
- Investment Consultant at Suno, building long-term client relationships and managing investment portfolios. Drive growth through consultative sales in financial markets.
Responsibilities
- Conduct strategic meetings with qualified leads daily;
- Assess financial profiles and provide allocation guidance;
- Convert opportunities into active clients;
- Build and develop your own client portfolio;
- Ensure excellence in first contact and onboarding;
- Maintain close, consultative relationships with clients;
- Record and track interactions in the CRM;
- Participate in intensive training and hands-on follow-up with specialists;
- Progress to a fully consultative role as your portfolio develops.
Requirements
- Bachelor's degree in Business Administration, Economics, Accounting, Engineering, or related fields.
- Strong commercial profile with a solid technical foundation;
- Previous experience with investor clients or financial products;
- Proven track record in conversion, prospecting, or portfolio building;
- Persuasive, natural communicator;
- Quick thinker and confident in strategic conversations;
- Relationship-oriented and results-driven;
- Genuine interest in consultative sales and business development.
- CEA certification (mandatory);
- Experience as an Investment Advisor;
- Consistent record of meeting sales targets;
- Good understanding of the capital markets, with focus on equities, real estate investment funds (REITs), fixed income, and asset allocation;
- Ability to translate technical concepts into clear, accessible language;
- Strong communication, organizational skills, and results focus;
- Interest in learning, growing, and contributing to the team's and company's success.
Benefits
- Variable compensation - Success fee
- Health and dental insurance to take good care of you.
- Life insurance, because security is part of quality of life.
- Discount at Wellhub (Gympass) and Zenklub — for body and mind!
- Institutional partnerships that provide additional support for courses, services, and more.
- A day off on your birthday — because your day should be yours!
- Access to Suno Black subscription (for you and first-degree family members).
- Subscription to the Bull Plan - Status Invest — to deepen your investment knowledge and intelligence.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Investment and financing consultant providing financial planning advice for clients. Supporting dynamic team with expertise and innovation in Austria and Switzerland.
Compliance Specialist advising on retirement plan design and compliance at CBIZ, a leading professional services advisor. Engaging with clients to ensure adherence to regulations and effective plan administration.
Senior Finance Manager overseeing financial processes and partnering with management at logistics SaaS startup. Responsible for financial planning, reporting, and process optimization.
Finance Analyst supporting Cost Team at Monzo with reporting, insightful analysis, and decision support for non - finance stakeholders.
Senior Financial Operations Analyst at Boeing, focused on financial governance and planning. Collaborating across teams to enhance financial management and oversight processes.
Regional Financial Operations Manager overseeing Accounts Receivable, Payable, and Collections for O'Dell HVAC Group. Leading financial operations with a focus on internal controls and team performance.
Finance Officer processing accounts payable and managing financial data for the University of Queensland. Collaborating in a supportive team to ensure compliance and effective operations.
Senior Finance Associate reviewing company revenue at a leading trading platform. Assist in financial reporting and ensure compliance with regulations.
Group Financial Accountant overseeing SEC reporting and consolidation in a global insurance company. Working across accounting and technology functions for process improvements and training.