Top 254600 Key Business Solutions Jobs

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Project Manager - Manufacturing Engineering
Sonaca North America —Tulsa, OK
- $90,000 - $120,000 a year
- Online Application
- Background check
- Microsoft Excel
- Engineering
- Wellness program
- Paid holidays
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Pre-Sales Engineer
Sine Engineering —Fredericksburg, VA
- Full-time
- Mid-level
- Assembly
- Analysis skills
- Health insurance
- 401(k)
Quick Apply
9d
Muni-Link - Sales Specialist
Muni-Link —Altoona, PA
- Mid-level
- Business development experience
- Bachelor's degree
Senior Records Specialist
Abaco Strategy LLC —Fort Meade, MD
- $85,000 - $90,000 a year
- Full-time
- Research
- Ability to lift 50 pounds
- Team management
- Health savings account
- Health insurance
Quick Apply
8d
Lead AV Technician/Business Operations
A-V Corp —Amarillo, TX
- $25 - $33 an hour
- Full-time
- OSHA
- System design
- Mid-level
- Relocation assistance
- Health insurance
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Principal – Broker/Dealer RIA
CreativeOne —Leawood, KS
- From $100,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health savings account
- Relocation assistance
Quick Apply
Senior Manager - Process & Project Engineering - Sanitary PTS
GEA —Hudson, WI
- $120,000 - $140,000 a year
- Full-time
- 5 years
- Computer literacy
- English
- Paid holidays
- Health insurance
Quoting & Product Support Specialist
Lex Products LLC —Shelton, CT
- Full-time
- CAD
- Bachelor of Science
- ERP systems
Quick Apply
PCB Quotation Specialist
Netvia Group —Irving, TX
- $20 - $25 an hour
- Full-time
- Customer service
- Office
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
Commerical Truck Sales
Great Lake Truck Centers —Mansfield, OH
- $50,000 - $120,000 a year
- Marketing
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
UT Level II NDT Technician
Industrial Inspection & Analysis —St. Louis, MO
- Full-time
- Microsoft Outlook
- Computer literacy
- Basic math
- Mileage reimbursement
- Paid holidays
Quick Apply
Sales Consultant
La-Z-Boy Inc. —Patchogue, NY
- $15 - $18 an hour
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
- Paid training
- Health savings account
Quick Apply
Inside Sales - Sales Engineer & Quotations Specialist
The Delfield Company —Mount Pleasant, MI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid holidays
Quick Apply
International FMCG Sales Representative
American Fine Food Corp/Iwebgrocer —Hialeah, FL
- $60,000 - $70,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Seasonal Tax Associate - In-Store
Intuit —Naperville, IL
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Manufacturing Excellence Leader
Trelleborg Sealing Solutions US, Inc —Litchfield, MN
- $80,000 - $90,000 a year
- Full-time
- Bachelor's degree
- Manufacturing
- Senior level
- Health savings account
- Health insurance
Quick Apply
Technical Sales Representative
Confidential —Milwaukee, WI
- $100,000 - $115,000 a year
- Full-time
- Mid-level
- 3 years
- Driver's License
- Health savings account
- Disability insurance
Quick Apply
SBA Business Development Officer - Northern Region
Citadel Federal Credit Union —Exton, PA
- Hybrid work
- 7 years
- Office
- Senior level
Inside Sales / Estimator – Manufacturing
Grob Inc —Grafton, WI
- $25 - $30 an hour
- 8 hour shift
- Marketing
- Word processing
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
5d

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Key Business Solutions jobs near

Trader

Steward Partners Global Advisory LLC -
Danville, CA

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Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

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