Investment Consultant Jobs in Maryland
PRIMARY PURPOSE OF THE POSITION Working under the direction of a Lead Manager, the Accounting Manager provides subject matter expertise and policy support in accounting, reporting and other treasury matters affecting all TRP-managed investment products (i.e., ’40 Act mutual funds, trusts, partnerships, Luxembourg-based products, and 529 plans). This position works with the Lead Managers to establi...
Quantitative Research Consultant WorldQuant is a private institutional investment management complex consisting of an international team of researchers, traders and technologists who constantly work toward even greater quantification and automation in the development of its trading processes. Continuously evolving for ever-greater efficiency enables us to trade today the way others will tomorrow....
Independent Sales Representative (Outside Sales Consultant) Job Description Maintenance Engineering is the nation’s leader in premier industrial lighting products. We are seeking confident and highly motivated individuals for a great opportunity with unlimited earning and growth potential. For nearly 40 years our Sales Representatives have been conducting business with facilities across the U.S. W...
Position Description At VALIC, a key focus is assisting our group clients improve in–force management results. The Retirement Plan Consultant role is designed to facilitate plan sponsor and participant service delivery and will be assigned to group clients. The performance categories for the Retirement Plan Consultant functions include: • Plan level metrics (enrollments, deferral growth and auto-e...
THE PRIMARY PURPOSE OF THE POSITION To ensure the best interests of Retirement Plan Services clients and in accordance with plan documents and legal requirements, the Compliance Consultant consults with clients and associates on how best to attain plan objectives while maintaining the plans’ qualified status, reviews plan documents, and helps clients resolve operational and regulatory compliance i...
Internal Wholesaler An investment management company serving institutional investors, workplace retirement plans, financial intermediaries and their clients, Calvert Investments offers more than 40 equity, bond, cash, and asset allocation strategies, of which many feature integrated environmental, social, and governance research. By combining rigorous analysis with independent thinking, our discip...
Join a winning team at NASAFederal Credit Union! CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensive fin...
PRIMARY PURPOSE OF THE POSITION The Senior Portfolio Analyst is an investment resource responsible for researching investment portfolios, communicating Portfolio Manager’s investment views across the enterprise and providing analytical support to Portfolio Managers and Portfolio Specialists. The role develops insightful institutional-level portfolio analysis and content designed to inform key stak...
PRIMARY PURPOSE OF THE POSITION The Institutional Writer is primarily responsible for producing RFP content, repeatable client reports, and marketing collateral supporting assigned investment strategies. The associate is responsible for accuracy, effective messaging, and competitive differentiation in developing content to enhance T. Rowe Price’s institutional brand. ACCOUNTABILITIES RFP content:...
PRIMARY PURPOSE OF THE POSITION The UNIX Programmer creates and supports applications, websites, reports, databases, and other systems that aid the investment process. The key responsibilities of this position include maintaining existing and developing new processing scripts to manage daily data flows and processing jobs in a UNIX environment. PRINCIPAL RESPONSIBILITIES Under direction, rebuilds...
Job Summary We are Enterprise. Ranked a top workplace for by the Baltimore Sun, our family is comprised of Enterprise Community Partners, the parent company, and its related organizations: Enterprise Community Investment, Enterprise Community Loan Fund and Enterprise Homes. Enterprise Business Partners houses the shared services for the Enterprise family of companies which includes Information Tec...
PRIMARY PURPOSE OF THE POSITION The Systems Architect (SA) works with their business partners outside of formal projects to continually identify new opportunities to achieve business goals. SA consults with their business partners to understand their goals and objectives on a regular basis. The SA is responsible for clarifying and validating the business needs for new and/or enhanced products, ser...
The Nation’s #1 supplier of premium quality lighting products is expanding our sales team! At Maintenance Engineering our sales team is devoted to bringing premium quality lighting and services to businesses no matter the size or industry. Our objective is to maximize a business’s revenue by assessing their specific lighting needs, and providing them with a cost efficient solution. Working for the...
PRIMARY PURPOSE OF THE POSITION In support of the overall client experience strategy for Retirement Plan Services (RPS), the Lead Manager in RPS Institutional Marketing drives advisor/consultant (“client”)advocacy and growth by deepening and enhancing the experience and delivering thoughtful and strategic solutions. The position adds value by developing and implementing value-added tools and servi...
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Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Maryland
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Interviews clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Realizes and preserves asset value after taxes by determining and recommending asset ownership structures, diversification strategies, and related practices; developing asset allocations and financial plans; researching investment options; managing liquid assets; monitoring investment performance; recommending and implementing changes in strategies and investments; offering guidance and advice; obtaining, evaluating, and planning estate provisions.
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