Top 269 Investment Jobs in Farmington, Ct

Operations Manager
Egidio Lennon Wealth Management —Cheshire, CT
- $120,000 - $150,000 a year
- Full-time
- Background check
- Office
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
7d
Project Engineer
Trumpf —Farmington, CT
- Full-time
- Engineering
- Mid-level
- Analysis skills
Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)
Certified Financial Services, LLC —Farmington, CT
- $24,000 - $750,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Planner Career Changer Opportunity
Greater Hartford Wealth Management —West Hartford, CT
- $85,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
8d
Branch Manager - Connecticut Greater Hartford, CT
JPMorganChase —Hartford, CT
- $38.46 - $53.85 an hour
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Associate, Investment Operations (Hybrid)
Selective Insurance Company of America —Farmington, CT
- $76,000 - $98,000 a year
- Full-time
- Mid-level
- Finance
- Databases
- Employee stock purchase plan
- Health insurance
Assistant Investment Analyst
The Hartford —Hartford, CT
- $80,062 - $94,938 a year
- Full-time
- Microsoft Excel
- Office
- Finance
10d
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Hartford, CT
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Performance Analyst
NFP Corp —Windsor, CT
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid time off
- Cell phone reimbursement
3d
Entry-Level Financial Advisor
NPA Financial, LLC —Glastonbury, CT
- $50,000 - $75,000 a year
- Full-time
- No experience needed
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Associate CLO Research Analyst - Hybrid
Symetra —Farmington, CT
- $117,000 - $156,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid holidays
- 401(k)
Investment Analyst, Insurance Portfolio Management - Hybrid, Farmington, CT
Symetra —Farmington, CT
- $109,600 - $148,300 a year
- Hybrid work
- Bachelor of Science
- Office
- Finance
- Paid holidays
- Life insurance
Underwriting Trainee
IFG Companies —Hartford, CT
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- English
- Paid parental leave
- Disability insurance
Quick Apply
11d
Underwriting Assistant
Berkley —West Hartford, CT
- Full-time
- Microsoft Word
- Office
- High school diploma or GED
Financial Analyst
Vernon Public Schools —Vernon, CT
- $70,000 - $80,000 a year
- Online Application
- Office
- Finance
- Bachelor's degree
Associate Risk Analyst
The Hartford —Hartford, CT
- $69,200 - $103,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
Senior Advisor - Affordability Strategy - Hybrid
The Cigna Group —Bloomfield, CT
- $119,600 - $199,300 a year
- Online Application
- 6 years
- Bachelor's degree
- Organizational skills
- Paid holidays
- Health insurance
Financial Advisor-in-Training
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Customer service
- No experience needed
- Office
- Paid holidays
- Disability insurance
Quick Apply
Wealth Management Client Service Associate
Kingston Wealth Management Group —South Windsor, CT
- $65,000 - $80,000 a year
- Full-time
- Customer service
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
9d
Receptionist & Event Host
Egidio Lennon Wealth Management —Cheshire, CT
- $25 - $35 an hour
- Part-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
7d

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investment jobs near farmington, ct

Operations Manager

Egidio Lennon Wealth Management
Cheshire, CT

Quick Apply

Job Details

Full-time
$120,000 - $150,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Operational analysis
Project coordination
Team development
Bachelor's degree
Project leadership
Process management
Stakeholder relationship building
Stakeholder management

Full Job Description

Company Overview

Egidio Lennon Wealth Management is an independent, full-service financial consulting firm dedicated to guiding clients through retirement, estate, investment, and tax planning. With nearly three decades of experience, our team of professionals proactively coordinates personalized plans to help investors achieve their financial goals with confidence and security.

Overview

We are seeking a dynamic and energetic Operations Manager to lead our operational activities, ensuring seamless management of daily business functions. This role offers an exciting opportunity to oversee a broad range of responsibilities that support our mission to deliver exceptional service and strategic financial solutions. The ideal candidate will be a proactive leader with strong organizational skills, capable of managing teams and optimizing operational efficiency in a fast-paced environment.

Key Duties and Responsibilities

1. Operational Management

Oversee daily business operations and workflows.
Monitor operational performance and service levels.
Develop and implement operational procedures and controls.
Identify and resolve operational issues and bottlenecks.
Oversee operations across the three office locations of the firm
Role is based out of Cheshire, CT however travel to Southport, CT and Madison, CT on occasion is expected within the role

2. Management of Event Calendar

Oversee the coordination of our seminar programs
Coordination of firms’ client appreciation events
Maintain CRM prospecting system to monitor and track current prospecting database and track activity post seminars
Negotiate contracts and coordinate services with venues, caterers, decorators, and entertainment providers.

3. Process Improvement

Analyze existing processes and recommend improvements.
Lead automation and efficiency initiatives.
Implement best practices to reduce costs and increase productivity.
Support digital transformation and technology adoption.

4. Risk and Compliance Management

Ensure adherence to financial regulations, policies, and procedures.
Monitor operational risks and implement mitigation strategies.
Coordinate audits and regulatory examinations.
Maintain strong internal controls to prevent fraud and errors.
Ensure compliance with Anti-Money Laundering (AML), Know Your Customer (KYC), and other regulatory requirements.

5. Financial Operations Oversight

Ensure accurate recordkeeping and documentation.
Budget for ongoing workshops and annual client events.

6. Team Leadership and Management

Manage, mentor, and develop staff.
Set team goals and performance expectations.
Conduct performance evaluations and coaching sessions.
Coordinate staffing, training, and workforce planning.
Foster a culture of accountability and continuous improvement.

7. Client and Stakeholder Support

Collaborate with clients, vendors, and business partners.
Address operational inquiries and escalations.
Work closely with advisors and support team.
Ensure a high level of customer service and operational excellence.

8. Technology and Systems Management

Oversee operational systems and platforms.
Participate in system implementations, upgrades, and testing.
Ensure data integrity and system security.
Identify opportunities for automation and reporting enhancements.

9. Reporting and Analytics

Prepare and present operational performance reports.
Analyze trends and recommend corrective actions.
Support management decision-making through data analysis.

Experience:

Bachelor's Degree attained
Financial services operations knowledge
Risk management and regulatory compliance expertise
Demonstrated supervisory experience with team management and managerial communication skills
Process improvement and project management
Analytical and problem-solving skills
Strong communication and stakeholder management
Excel, reporting tools, and financial systems proficiency
Knowledge of banking, investment, insurance, or wealth management operations
Strong customer service experience

Pay: $120,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

Bachelor's (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment jobs in farmington, ct

Operations Manager

Project Engineer

Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)

Financial Planner Career Changer Opportunity

Branch Manager - Connecticut Greater Hartford, CT

Associate, Investment Operations (Hybrid)

Assistant Investment Analyst

Virtual Personal Banker

Performance Analyst

Entry-Level Financial Advisor

Associate CLO Research Analyst - Hybrid

Investment Analyst, Insurance Portfolio Management - Hybrid, Farmington, CT

Underwriting Trainee

Underwriting Assistant

Financial Analyst

Associate Risk Analyst

Senior Advisor - Affordability Strategy - Hybrid

Financial Advisor-in-Training

Wealth Management Client Service Associate

Receptionist & Event Host

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