Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President (Dallas)
Dallas, Texas, United States
USD 125K-270K (estimate) Executive-level Full Time
Tasks
- Answer client questions
- Collaborate with investment teams
- Conduct competitive and peer analysis
- Create marketing materials and thought leadership
- Develop custom client proposals
- Drive commercial outcomes through client engagement
- Learn QES investment strategies
- Perform market research
- Serve as product expert
Perks/Benefits
- N/A
Skills/Tech-stack
Client Relationship Management | Client relationship | Excel | Exchange Traded Funds | Financial Analysis | Investment research | Market Research | Marketing content | Options | Portfolio Management | PowerPoint | Product Expertise | Relationship Management | Separate Accounts | Statistical Analysis
Education
N/A
Related jobs
-
VP, Robotics I&A and New Growth USD 218K-401KAcquisitions | Budget Management | Business Development | Device development | Financial AnalysisExecutive-level Full TimeUS052 OH Cincinnati - 4545 Creek …5d ago
-
Vice President, Treasury Banking Analytics USD 225K-260KBalance sheet | Balance sheet analysis | CCAR | Data Cleansing | Data ReconciliationBackup childcare | Financial coaching | Health care coverage | Mental health support | On-site health and wellness centersExecutive-level Full TimeChicago, IL, United States7d ago
-
AI strategy | Client Relationship Management | Client relationship | Data Engineering | Generative AIGlobal flexibility | Travel requiredExecutive-level Full TimeRedmond, United States7d ago
-
Alteryx | Apache Hadoop | Apache Hive | Apache Spark | Data QueryingBackup childcare | Financial coaching | Health care coverage | Mental health support | On-site health and wellness centersExecutive-level Full TimeNew York, NY, United States7d ago
-
Analytics | Business Intelligence | Contract Management | Data Science | ExcelExecutive-level Full TimeBoston, United States7d ago
-
CRM platforms | Change Management | Customer Relationship Management | Customer relationship | Data AnalysisMid-level Full TimeUnited States-Massachusetts-Boston-621 Huntington Avenue8d ago
-
Change Management | Customer Relationship Management | Customer relationship | Data Analysis | Enrollment forecastingMid-level Full TimeUnited States-Massachusetts-Boston-621 Huntington Avenue8d ago
-
Snr Mgr, Portfolio Insights & Analytics USD 197K-250KBusiness Analytics | Dashboarding | Data Management | Data Quality | Data ScienceCross-functional collaboration | Fast paced global environment | Hybrid work schedule | Travel for internal meetingsExecutive-level Full TimeAmericas, US-PA, King of Prussia, CSL …9d ago
-
Database Analysis | Modeling | Python | R | SAS401k match | Employee stock purchase plan | Paid Holidays | Paid sick leave | Paid time offExecutive-level Full TimeHQ Wilmington DE Management Office, United …9d ago
-
Account Management | Analytics | CPG | Consultative selling | NegotiationCoaching | Mentoring program | TravelExecutive-level Full TimeRemote, Oregon, United States R12d ago
-
Analytics | Banking | Business Development | Client Relationship Management | Client relationshipCoaching | Mentoring programExecutive-level Full TimeRemote, Oregon, United States R12d ago
-
Artificial Intelligence | Business Development | Cloud | Consultative selling | Data analyticsCoaching | Mentoring programExecutive-level Full TimeSan Francisco, California, United States12d ago
-
Vice President, Enrollment Management USD 90K-95KAnalytics | CRM systems | Compliance | Customer Relationship Management | Customer relationshipExecutive-level Full TimeSimmons Hall (SI), United States12d ago
-
Analytics | CRM | Capital Markets | DCM | Data Modeling401k match | Adoption Assistance | Commuter benefits | Comprehensive medical, dental, and vision | Disability insuranceExecutive-level Full TimeNew York, NY - PARK, United …12d ago
-
MATLAB | Machine Learning | Project Management | Python | Quantitative modeling401k match | Employee assistance program | Flexible work/life support | Insurance coverage | Paid time offExecutive-level Full TimeBOSTON, United States14d ago
-
Fractional VP, Payer Contract Analytics - Remote USD 100K-500KAdvisory | Business Development | Client Relationship Management | Client relationship | ConsultingBonuses | Flexible engagement | Performance incentives | Remote workExecutive-level Part TimeUnited States - Remote R14d ago
-
CMO, Vice President of Marketing - Tableau USD 212K-408KAI-native | AI-native software | Analytics | B2B Marketing | Business IntelligenceExecutive-level Full TimeCalifornia - San Francisco, United States16d ago
-
Risk Management - Strategic Analytics - Vice President USD 236K-285KCredit Risk | Decision technology | Exposure Management | Project Management | Risk MitigationBackup childcare | Financial coaching | Health care coverage | Mental health support | On-site health and wellness centersExecutive-level Full TimeWilmington, DE, United States17d ago
-
Vice President for Enrollment Management USD 250K-270KAnalytics | Budgeting | CRM | Compliance Management | Data AnalysisEvening Work Schedule | PTO | Travel allowanceExecutive-level Full TimeChicago, Illinois, United States19d ago
-
Vice President - Capital Planning and Analytics USD 120K-185KCCAR | Capital Policy | Capital planning | DFAST | Data AutomationExecutive-level Full Time1633 Broadway- NY, United States19d ago
-
Vice President, Data and Analytics USD 150K-175KAI analytics | Audience Analysis | Budget Management | Competitive Analysis | Crisis management401k employer match | Career development opportunities | Healthcare (Medical Dental Vision) | Hybrid work model | Paid time offExecutive-level Full TimeNew York City21d ago
-
Advanced Analytics | Business Intelligence | Business acumen | Client Relationship Management | Client relationshipCollaborative work environment | Flexible-hybrid work | Professional development opportunitiesExecutive-level Full TimeDallas, Texas, United States23d ago
-
AVP Consumer Pricing & Analytics USD 141K-209KAdvanced Analytics | Business Intelligence | Communication | Data Analysis | Data ScienceLeadership development | Onsite work | Team buildingExecutive-level Full TimeOH Columbus 7400 Safelite Way, United …27d ago
-
Excel | Financial Modeling | Financial Reporting | Forecasting | Investment AnalysisCollaborative work environment | Employee benefits | Professional development opportunitiesExecutive-level Full Time1633 Broadway- NY, United States28d ago
-
Strategy & Analytics for Business Growth- Vice President USD 225K-260KAI | Analytical problem-solving | Business Intelligence | Data Analysis | Financial AnalysisBackup childcare | Financial coaching | Health care coverage | Mental health support | On-site wellness centersExecutive-level Full TimeNew York, NY, United States29d ago