Top 320 Senior advisor Jobs in Manchester Ct

Senior Investment Associate
Symmetry Partners —Glastonbury, CT
- $140,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor II
LPL Financial —Farmington, CT
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Assistant Nurse Manager – Emergency Room
Trinity Health Of New England —Hartford, CT
- $91,624 - $146,640 a year
- Full-time
- CPR Certification
- Nursing
- RN License
Quick Apply
General Anesthesiologist, Academic Appointment and Attractive Schedule
Baystate Health —Springfield, MA
- From $530,000 a year
- 12 hour shift
- CPR Certification
- Doctoral degree
- Up to 50% travel
- Travel reimbursement
- 403(b) matching
Quick Apply
Sales Advisor – In-Home Consultations
Mapogo —Hartford, CT
- $50,000 - $75,000 a year
- Part-time
- Mid-level
- In-person
- Reliable transportation
- Prescription drug insurance
Quick Apply
HVAC Sales Manager
Sila Services —Hartford, CT
- $140,000 - $320,000 a year
- Full-time
- Up to 50% travel
- Residential
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Continuous Improvement Lead
Accelera —Willimantic, CT
- $0.05 - $0.07 an hour
- Full-time
- Engineering
- 3 years
- Mentoring
Quick Apply
Project Manager III
Farm Credit Financial Partners —Springfield, MA
- Overtime
- Hybrid work
- Office
- 8 years
- Analysis skills
- Tuition reimbursement
- Work from home
8d
Sr BOA
Edward Jones —Farmington, CT
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Chrysler Dodge Jeep Ram Service Advisor
Crowley Auto Group —Bristol, CT
- Dealership
- Research
- Mid-level
- Paid training
- Paid holidays
Quick Apply
5d
Senior AI Solutions Consultant
Crowe —Hartford, CT
- $74,100 - $147,800 a year
- Full-time
- Azure
- Computer Science
- Engineering
Quick Apply
Controller
Vaco by Highspring —Windsor, CT
- $120,000 - $130,000 a year
- Office
- Finance
- Continuous improvement
- 401(k) 4% Match
- 401(k) matching
Quick Apply
5d
Financial Services Cybersecurity Senior Consultant
Crowe —Hartford, CT
- $80,500 - $159,300 a year
- Full-time
- Azure
- Computer Science
- HIPAA
Quick Apply
Financial Controller
Vaco by Highspring —West Hartford, CT
- $175,000 - $180,000 a year
- Remote
- CPA
- 5 years
- ERP systems
Quick Apply
Senior Advisor, Provider Experience - Cigna Healthcare - Hybrid
The Cigna Group —Bloomfield, CT
- $116,200 - $193,600 a year
- Online Application
- 8 years
- Bachelor's degree
- Fair chance
- Paid holidays
- Health insurance
8d
Senior Advisor, Care Model & Payment Innovation - The Cigna Group - Hybrid
The Cigna Group —Bloomfield, CT
- $116,200 - $193,600 a year
- Online Application
- Remote
- 5 years
- Bachelor's degree
- Fair chance
- Paid holidays
- Health insurance
1d
Virtual Risk Engineering Consultant - Remote
The Hartford —Hartford, CT
- $102,400 - $153,600 a year
- Full-time
- Remote
- Bachelor of Science
- 3 years
- Continuous improvement
14d
Head of Corporate Security
The Hartford —Hartford, CT
- $157,600 - $236,400 a year
- Full-time
- Hybrid work
- Office
- Case management
- Travel
Technology Recruiter - Advanced AI
Accenture —Hartford, CT
- $59,100 - $154,800 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Presentation skills
- Paid holidays
- Disability insurance
6d
Enterprise CX Business Project Senior Advisor
The Cigna Group —Bloomfield, CT
- $112,100 - $186,800 a year
- Online Application
- Continuous improvement
- Organizational skills
- Fair chance
- Paid holidays
- Health insurance
11d

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senior advisor jobs near manchester ct

Senior Investment Associate

Symmetry Partners -
Glastonbury, CT

Quick Apply

Job Details

Full-time
$140,000 - $150,000 a year

Benefits

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

Qualifications

Statistics
Microsoft Excel
Trade execution in financial markets
Trading
Spreadsheets
Bachelor's degree
Data interpretation
Managing projects
Productivity software
Strategic asset allocation in risk management
Cross-functional collaboration
Cross-functional communication
Analytics

Full Job Description

Senior Investment Associate – Investments is a full-time, salaried, exempt position reporting to the head of the Investment team. The position supports the firm’s investment team in the implementation, monitoring, and ongoing management of existing client portfolios as well as development of new strategies. This role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm’s investment strategy, and periodically enhanced.

Responsibilities:

Strategy & Solutions Development:

Contribute to the development of a robust pipeline of potential new products and solutions to enhance the firm's competitive positioning.
Collaborate with sales and distribution teams to identify gaps and opportunities in the firm's investment offerings.
Enhance existing models and strategies to align with market trends and emerging client demands.
Partner with implementation and operational teams, including on broker dealer platforms, to ensure the seamless onboarding of new products.
Support product launches with internal training, investment collateral, videos, and webinars.
Engage directly with advisors to introduce and demonstrate the value of new strategies.
Regularly review the product lineup to identify opportunities for filling gaps and diversifying offerings.

Portfolio Management, Implementation & Trading

Work as a member of the portfolio management team on managing Symmetry’s ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.
Manage systematic model and strategy updates, ensuring smooth implementation.
Collaborate and consult with executive management on curation and evolution of Investment solutions.
Research new and enhanced implementation strategies and solutions.
Work with trading team on with tax-aware portfolio management, including tax-loss harvesting and gain management.

Wealth Strategies

Support OCIO relationships, including consulting with Advisors, developing portfolios, monitoring, and providing ongoing updates.
Research, recommend, and help onboard providers of Wealth Strategies services.
Work on case design proposals, including research, recommendations, and presentation.
Coordinate with operations and custodians to ensure accurate trade execution of Wealth Strategies accounts.

Portfolio Maintenance & Enhancements

Assist in maintaining the firm’s model portfolios and asset allocation frameworks.
Research and recommend enhancements to the firm’s model portfolios as well as individual funds and SMA strategies.
Ensure consistent implementation of model changes across client accounts on all platforms.

Portfolio Monitoring & Analytics

Regularly assess the firm’s performance reporting framework and recommend enhancements to improve efficiency, accuracy, and presentation.
Monitor performance attribution analysis and assist with periodic reporting.
Monitor investment holdings and flag material changes in risk, performance, or strategy.

Investment Research & Due Diligence:

Evaluate investment managers, including strategy, performance attribution, risk profile, and organizational stability.
Evaluate investment strategies, including strategy, risk profile, and market positioning.
Assist with the selection and replacement of funds/managers/strategies.

Market & Economic Research:

Analyze macroeconomic trends, market developments, and new strategies.
Create and promote regular research notes and white papers
Help produce and present periodic market commentary and investment insights for advisors and investors.

Advisor, Client, and Platform Support:

Oversee the creation and timely updates of investment marketing materials, including factsheets, model allocations, performance collateral, commentary, etc.
Develop investment-related content to articulate the value proposition of proprietary strategies and support advisor and client engagement.
Provide internal and external training on strategies.
Provide internal guidance on portfolio construction and investment implementation.
Work with National Accounts to provide Research Support for adding new strategies to existing platforms as well as strategies on new platforms.

Minimum Competencies & Qualities:

Bachelor’s degree, preferably in finance, economics, or a related analytical field.
5 - 10 years of relevant experience in an investment-related field.
Chartered Financial Analyst® holder preferred —or completion of Levels I and/or Level II a plus.
Excellent critical thinking and analytical skills; ability to interpret financial and statistical information, demonstrating an understanding of measures/metrics and their relationship to financial performance.
Proficient in Microsoft Office Suite, with special expertise in Excel.
Experience with Morningstar and Bloomberg desired.
Strong understanding of portfolio construction and asset allocation.
Experience with systematic/ quantitative investment strategies.
Knowledge of portfolio trading and rebalancing processes.
Effective written and verbal communication skills; ability to present complex issues clearly.
Possesses good organizational and project management skills; ability to multi-task and prioritize competing tasks.
Ability to work independently or collaboratively on cross-functional projects.

Pay: $140,000.00 - $150,000.00 per year

Benefits:

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

Work Location: In person

Quick Apply

Refine Your Search

senior advisor jobs in manchester ct

Senior Investment Associate

Associate Financial Advisor II

Assistant Nurse Manager – Emergency Room

General Anesthesiologist, Academic Appointment and Attractive Schedule

Sales Advisor – In-Home Consultations

HVAC Sales Manager

Continuous Improvement Lead

Project Manager III

Sr BOA

Chrysler Dodge Jeep Ram Service Advisor

Senior AI Solutions Consultant

Controller

Financial Services Cybersecurity Senior Consultant

Financial Controller

Senior Advisor, Provider Experience - Cigna Healthcare - Hybrid

Senior Advisor, Care Model & Payment Innovation - The Cigna Group - Hybrid

Virtual Risk Engineering Consultant - Remote

Head of Corporate Security

Technology Recruiter - Advanced AI

Enterprise CX Business Project Senior Advisor

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