- Truist (Atlanta, GA)
- …to perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial ... new teammates and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive team environment that fosters… more
- Truist (Atlanta, GA)
- …/ 1 - 3 years in the role as an Investment Support Specialist / Fiduciary Support Specialist ; trust, investment, banking or financial planning-related ... note this is an on-site position* Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide… more
- BlackRock (Atlanta, GA)
- …breadth of BlackRock's products (ETF, MFs, SMAs, Alts, Models).** **Models Specialist :** **responsible for accelerating the growth of Model Portfolios across our ... being held accountable to specific territory sales goals.** **Portfolio Design Specialist ** **: responsible for accelerating sales growth and deepening relationships… more
- BlackRock (Atlanta, GA)
- …One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate/VP eligible role in US Wealth Advisory. The ... solutions in conjunction with the advisor's investment goals + Deliver fiduciary and investment insights through portfolio construction conversations + Embrace… more
- Truist (Atlanta, GA)
- …work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services, and insurance services) in a manner that...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more