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Investment Property Wealth Management | Realized Hybrid About Realized Realized helps wealth-management firms and their advisors guide clients through one of the largest financial decisions of their lives: transitioning investment property into a portfolio built around their goals. • Relationship health, as reflected in regular reviews and partner feedback What You Bring • 7+ years in financial services distribution, including senior home-office, strategic or national accounts relationships with RIAs, broker-dealers, banks or platforms.

Realized Holdings Inc

Vice President, Strategic Relations

partner JazzHR

UNKNOWN

The role will be critical in leading and executing our corporate development strategy, including identifying, evaluating, and executing mergers, acquisitions, divestitures, and strategic investments. Saronic Technologies is a leader in revolutionizing autonomy at sea, dedicated to developing state-of-the-art solutions that enhance maritime operations through autonomous and intelligent platforms.

Saronic

Corporate Development Manager

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Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients. Monitor ETF characteristics and maintain portfolio structure following the process-driven approach of the firm, identifying buy and sell candidates in a systematic manner and partnering with trading teams globally to implement those decisions.

Dimensional Fund Advisors

Associate Portfolio Manager (MBA)

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The Power Generation Growth Leader will win and deliver Energy Market projects, focused on the Power Generation market sector, nationwide in the U.S. The successful candidate will grow existing client relationships and support the identification and development of new clients for Stanley Consultants. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

Stanley Consultants is a global engineering firm that provides planning, design, consulting, construction and management services to clients with complex challenges in power generation and delivery, transportation, water, utility plants, buildings and the environment. Our experts work across markets and geography to collaborate with clients, communities and colleagues and share a passion for complex problem solving. It&rsquo;s that passion that drives our creativity and innovation, creating bold solutions for our clients.
Founded in 1913, Stanley Consultants has a staff of 1,100 members in 31 offices and has worked in all 50 states, U.S. territories and in 110 countries around the world. Engineering News Record (ENR) magazine ranks Stanley Consultants 22nd in power, 15th in transmission and distribution, 42nd in water supply, 194th in environmental, and 73rd in overall top 500 design firms in the United States. Internationally, ENR ranks Stanley Consultants 129th among the top 225 firms.
We inspire powerful minds by embracing a global mindset, diversity and training to build skills that stretch the imagination. We refer to our employees as &ldquo;members&rdquo; and are proud of our 100 percent member ownership. As owners, our members have a vested interest in successfully serving our clients and share in the inherent rewards that come with our success. 
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Stanley Consultants Inc

Growth Leader - Power Generation

The ideal candidate possesses strong healthcare planning, programming, and design experience, combined with the analytical skills necessary to evaluate facility performance, develop conceptual project budgets, and support capital investment decisions. Role Overview: The Healthcare Architectural Planner is responsible for planning, programming, and developing healthcare environments that support clinical excellence, operational efficiency, patient-centered care, and long-term strategic growth.

Ankura Consulting Group LLC

Director - Healthcare Facility Planner, Healthcare Strategic Advisory

Saronic Technologies

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The firm's investment strategy is institutionalized through its Investment Committee and professionally managed models; your job is the layer where strategy becomes reality for households with significant taxable assets, concentrated and legacy positions, embedded gains, trusts, executive compensation, and customized Investment Policy Statement requirements. Systematic tax loss harvesting with household-wide wash sale tracking, tax-aware rebalancing within defined bands, asset location across taxable, tax-deferred, and Roth accounts, and multi-year tax-budgeted allocation transitions.

RIA Recruiting

Portfolio and Trading Specialist

BreezyHR

Key responsibilities include, but are not limited to: Program Design and oversight - Define target state accounting needs and oversee program plan across a range of Middle-Office transformation workstreams, especially those related to income accruals and accounting gain/loss calculations. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Pacific Investment Management Co LLC

VP, Middle Office Transformation Accounting Oversight

Key responsibilities include, but are not limited to: Program Design and oversight- Define target state accounting needs and oversee program plan across a range of Middle-Office transformation workstreams, especially those related to income accruals and accounting gain/loss calculations. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Investment Consultant Jobs in Austin, TX

Vice President, Strategic Relations Realized Holdings Inc

Corporate Development Manager Saronic

Associate Portfolio Manager (MBA) Dimensional Fund Advisors

Growth Leader - Power Generation Stanley Consultants Inc

Director - Healthcare Facility Planner, Healthcare Strategic Advisory Ankura Consulting Group LLC

Corporate Development Manager Saronic Technologies

Portfolio and Trading Specialist RIA Recruiting

VP, Middle Office Transformation Accounting Oversight Pacific Investment Management Co LLC

VP, Middle Office Transformation Accounting Oversight PIMCO

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