UNKNOWN

FEED

Build and maintain strong relationships with key internal business partners, including External Regional Consultants, Internal Sales, Product, Marketing, Research, Capital Markets, Events, and Business Intelligence to effectively deliver SSIM resources and capabilities to clients. Key Responsibilities: Own and grow a defined subset of financial advisor relationships within the Broker Dealer channel, using a combination of digital engagement and focused territory travel to cultivate relationships and drive adoption of SSIM Model Portfolios.

YEAR

State Street Corp

Associate Regional Consultant, Model Portfolios - US Wealth, AVP

This is a high-impact role within a rapidly growing, publicly traded organization, responsible for supporting corporate governance, regulatory compliance, and asset management legal operations, and partnering closely with senior leadership to ensure our public company obligations and investment activities are executed accurately and in full compliance. This role is well-suited for someone with a paralegal background who has developed exposure to SEC-registered entities, investment company regulatory frameworks, and/or compliance program administration - and who is looking to own a meaningful scope of work in a dynamic, high-trust legal team.

Trinity Capital Inc

Corporate & Compliance Paralegal

In this role, the Tax Senior, Transfer Pricing will be charged with gathering client information for appropriate tax filings and preparing tax accrual work papers, participating in the tax planning process and recognizing and communicating potential risks. Prepares project reports to document the compliance of the client's intercompany prices with foreign and domestic tax regulations and presents consulting advice summarizing the approach, research, quantitative analysis, and the results of the final analysis.

BDO USA PC

Tax Senior, Transfer Pricing

Reporting directly to the Director of Project Management and Construction, this individual will prepare and manage project budgets, develop concise cash flow forecasts, and update project forecasts in coordination with the Project Manager and other team members. Headquartered in Scottsdale, Arizona, and with a regional office in New York City, the company's experienced and dedicated team develops, finances, builds, owns, and operates renewable energy projects nationwide.

Arevon Energy Inc

Project Financial Controller

Additional responsibilities may include: Help define and stand up the firm's emerging HNW analytics and reporting capabilities by partnering with advisors, home office stakeholders, and technology teams to design, test, and refine portfolio analytics, performance reporting, risk assessment, alternative investment reporting, and portfolio planning solutions that will be incorporated into the team's future consulting model. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences.

Edward D Jones & Co LP

Portfolio Consultant- Private Wealth

The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance.

Senior Portfolio Strategist- Private Wealth

What You Will Do: Independently and consistently provide the right level of consultative support across the client journey based on the client's unique situation and most important needs across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive impactful client outcomes and world-class experiences. Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver comprehensive, hyper-personalized, and tax-efficient portfolio construction solutions and asset transition advice (i.e., asset allocation, tax minimization, optimal investments, multi-year strategy), in alignment with firm advice and guidance.

Senior Portfolio Consultant- High Net Worth Consultation

Strong written and verbal communication skills are a must, as the role requires ongoing collaboration with Origination team members and regular presentations to the Trinity Investment Committee. Trinity Capital Inc. (NYSE: TRIN) is an internally managed alternative asset manager that seeks to deliver consistent returns for investors through access to private credit markets.

Sr. Analyst, Credit - Healthcare & Life Sciences

About the Role We are seeking a detail-oriented Wealth Management Analyst Aladdin Platform support portfolio analysis, investment reporting, risk monitoring, and advisor support through the use of Aladdin , BlackRock’s investment management and risk platform. In this position, you will work closely with portfolio managers, wealth advisors, operations, compliance, and technology partners to help monitor portfolios, validate data, prepare reporting, and identify opportunities to improve investment processes.

Myriad

Wealth Management Analyst – Aladdin Platform

They are expected to work collaboratively with other plant resources, and create safe, stable, and reliable manufacturing processes and systems through the analysis of data and the application of sound engineering practices. Rehrig Pacific Company’s Plant Engineers are an integral part of our operations and are responsible for identifying and driving solutions that improve our performance and operational costs.

Rehrig Pacific Company

Plant Engineer

clearcompany

This role serves as the executive owner of the organization’s NERC CIP and Operations & Planning compliance programs, ensuring regulatory adherence, operational resilience, audit readiness, and long-term program scalability across utility-scale solar, battery energy storage systems (BESS), distributed energy resources (DER), and control center operations. The Director, NERC Compliance & CIP Programs is responsible for establishing and leading QE Solar’s enterprise-wide NERC compliance strategy, governance framework, and regulatory risk management program.

QE Solar

Director of NERC Compliance

The demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job: Employee must have the ability to sit and/or stand at a desk for a minimum of 8 hours a day and complete tasks requiring repetitive use of hands. Provides support in one or more of several specialty areas within the Finance and Accounting function including: Cost Accounting, Business Support, Financial Planning and Reporting, Tax, Audit, Accounting Services and Centralized Transactions.

Clear Channel Outdoor Holdings

Senior Financial Analyst

ea_via_bold

The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.

Senior Planner- Private Wealth

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Position Summary: Located in our US offices (Sandy, Utah; Purchase, NY; Alpharetta, GA, or Tempe, AZ) and reporting to the Executive Services Team Lead, the Executive Services Specialist fulfills the role of being the face of Shareworks by Morgan Stanley to our Executive and C-Suite level customers.

Morgan Stanley

Executive Services Specialist, Associate

Lead and coordinate regional travel with key sub‑advisory partners and index providers, including Apollo, Bridgewater Associates, DoubleLine Capital, Blackstone, World Gold Council, and Galaxy Asset Management. We are seeking a highly motivated and experienced sales professional to join our US Wealth team as an RIA, Associate Regional Consultant covering Registered Investment Advisors (RIAs) and Bank Trust organizations across the territory.

State Street

RIA Associate Regional Consultant - US Wealth, AVP - State Street Investment Management

Through comprehensive market research, data-driven analysis, and ongoing engagement with local market participants, the Acquisitions Associate is expected to develop and maintain an in-depth understanding of assigned markets, including rental rates, property values, competitive activity, and emerging market trends. Analyze, underwrite, negotiate, and make purchase decisions on single-family rental acquisition opportunities across multiple sourcing channels, including MLS, off-market, new construction, and iBuyer platforms, in accordance with established investment guidelines.

HOUR

Progress Residential

Acquisitions Associate

Other successive roles lead to areas like an eService Specialist, who assist Advisors via email or Chat, or a Relationship Manager role that specializes in working with newer, growing financial advisors. The Advisor Services Service Specialist provides fast and reliable guidance to Financial Advisors and their Service Staff as they utilize the AssetMark platform to serve their clients’ investment and financial planning needs.

AssetMark Financial Holdings

Advisor Services Service Specialist

To learn more about life at Exponent and our impact, please visit the following links: https://www.exponent.com/careers/life-exponenthttps://www.exponent.com/company/our-impact . For over five decades, we''ve connected the lessons of past failures with tomorrow''s solutions to advise clients as they innovate technologically complex products and processes, ensure the safety and health of their users, and address the challenges of sustainability.

Exponent Inc

Director of Information Security

FULL_TIME

This leader will help build, operate, and continuously evolve VAI Resort's technology ecosystem, ensuring reliable, secure, and seamless experiences across the resort, Mattel Adventure Park™, entertainment venues, retail, and corporate operations. The Director provides both strategic and technical leadership across infrastructure, cloud and virtual networks, systems administration, service delivery, technical support, and IT operations.

VAI Global Development, LLC

Director of IT Operations

Success requires an executive who can create profitable growth, understand the technology, earn customer confidence, develop products, drive operational excellence, improve cash and margin, build strong leaders, solve difficult problems, and create an organization capable of delivering consistently without relying on heroic intervention. This leader owns the business end-to-end, including P&L performance, strategy, customers, engineering, new product introduction, program execution, manufacturing, supply chain, quality, commercial execution, talent, facilities, capital deployment, and continuous improvement.

Investment Manager Jobs in Arizona

Associate Regional Consultant, Model Portfolios - US Wealth, AVP State Street Corp

Corporate & Compliance Paralegal Trinity Capital Inc

Tax Senior, Transfer Pricing BDO USA PC

Project Financial Controller Arevon Energy Inc

Portfolio Consultant- Private Wealth Edward D Jones & Co LP

Senior Portfolio Strategist- Private Wealth Edward D Jones & Co LP

Senior Portfolio Consultant- High Net Worth Consultation Edward D Jones & Co LP

Sr. Analyst, Credit - Healthcare & Life Sciences Trinity Capital Inc

Wealth Management Analyst – Aladdin Platform Myriad

Plant Engineer Rehrig Pacific Company

Director of NERC Compliance QE Solar

Senior Financial Analyst Clear Channel Outdoor Holdings

Senior Planner- Private Wealth Edward D Jones & Co LP

Executive Services Specialist, Associate Morgan Stanley

RIA Associate Regional Consultant - US Wealth, AVP - State Street Investment Management State Street

Acquisitions Associate Progress Residential

Advisor Services Service Specialist AssetMark Financial Holdings

Director of Information Security Exponent Inc

Director of IT Operations VAI Global Development, LLC

Vice President, General Manager Comtech Telecommunications Corp

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