Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Sr Investment Operations Analyst II to join our Fixed Income Ops team. This role can be on site, hybrid, or 100% remote. As a Sr Investment Operations Analyst II, you'll play a

Portfolio Specialist Job Location(s) US CA Los Angeles Job ID 2024 1969 Category Fixed Income Department Fixed Income Group Type Regular Full Time Position Summary As a member of TCW's Fixed Income team, the Portfolio Specialist will be based in TCW's Los Angeles office. This individual will represent the portfolio management team to consultants, clients, and prospects to

Utilize daily new customer report and import information into new customer risk scoring and rating tool. Review results from the output of the new customer risk scoring tool to identify new high risk customers that need to be scheduled for a 90 day Enhanced Due Diligence review. Review the output from the new high risk customer risk scoring tool to identify restricted or

Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution Make appropriate decisions on behalf of the customer quickly and effectively. Provide information and knowledgeable assistance efficiently and professionally. Ability to effectively prioritize work to ensure efficie

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the entire industry for the better. Why?

Job description Our purpose Opening up a world of opportunity explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world for our cus

Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the c

I. Job Purpose and Core Tasks The Sr. Director, Financial Planning & Analysis will serve as a business partner to KARL STORZ US leadership team and will help drive the company's financial vision, direction, guidance, and compliance to support successful company operations. This position will be responsible for weekly and monthly internal reporting provided to senior manag

Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing the members' financial health. Responsible for providing suitable recommendations that meet the needs of the member over the long term. Provid

High End Insurance Sales Agency looking for top tier sales people who are self motivated, self managing, and don’t need their hand held. Who We Are NOT Looking For Agents who NEED to make money that they are so desperate Agents who CANT buy their own leads to make sales Agents who NEED their hand held every step of the way We are not looking for the cheap agents who

Responsible for maintaining a highly functioning home office environment with limited technology disruption i.e. high speed internet service Manage territory with external partner to meet or exceed goals Conduct consultative, relationship building sales calls via the telephone with financial advisors and other licensed professionals Develop and execute sales plan strategi

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr

Job Description What is the opportunity? Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client ac

Job Title Sr Financial Mgmt Associate Functional Title Senior Financial Mgmt Associate Location Los Angeles Air Force Base US (Primary) Education Bachelor's Level Degree Job Type Full time Job Description Quantech Services, Inc., attributes its success to the highly skilled and dedicated employees who provide invaluable support to our customers. As a leading privately own

Review and screen commercial real estate investment opportunities Assist in the financial analysis and underwriting of potential investments Develop transaction specific financial models for real estate investments Periodically revaluate existing assets using discounted cash flow and sales comparable analyses Research and analyze market statistics Assist asset managers in