7 investment specialist jobs found in Atlanta

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.   Associate Role – Wealth Investment Specialist    This is an exciting and pivotal role, as part of our newly formed US Solutions & Strategic Initiatives team in our Investments line of business. As part of the team, you'll play a key role in driving forward our wealth and solutions strategy and contributing to our value proposition, while growing and servicing our strategic partners and client base. Key responsibilities will include:   Support development efforts of new WTW investment and asset allocation solutions Engage in...

  The Company At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.  Working shoulder to shoulder with you, we uncover opportunities for sustainable success and provide perspective that moves you.  The Business WTW Investments delivers insight‑led investment advice, delegated investment and OCIO solutions, and specialist investment capabilities to help clients navigate increasingly complex investment challenges. Within the US Wealth market, WTW acts as an investment engine for wealth managers, intermediaries, and platforms —bringing together global research, open‑architecture solutions, and a strong fiduciary mindset to drive sustainable growth and better outcomes.   The Role...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

The role The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including:  Lead relationships for clients utilizing WTW’s asset management services through fund solutions or bespoke portfolios Collaborate with the investment consulting team to support client management needs for relationships where WTW delivers advisory consulting and SPS services Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge Proactively anticipate client needs and requests  Identify potential opportunities for relationship expansion  Participate in new business opportunities (support SPS growth function), with an emphasis on private markets Identify areas for operational and service efficiencies  Oversee and manage the production of fund investor collateral...

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.  Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms...

Job Type: Contractor Build a brilliant future with Hiscox   We are looking for a Senior Analyst, Marketing Analytics & Insights to join our Marketing team. In this role, you'll be a key part of the Marketing team, owning the reporting and insights function to drive marketing performance analyses. You will be at the forefront of the company's data-driven marketing efforts, using data to inform and improve marketing strategies in partnership with channel leads, product, and finance. This role is crucial for shaping marketing strategy by analyzing performance across various channels, identifying trends, and uncovering opportunities for growth. Core Responsibilities: Performance Analysis & Insights: Analyze digital marketing performance across multiple channels, such as Paid Search, Paid Social, Affiliate, and Programmatic. Conduct deep-dive, ad-hoc analyses to evaluate paid media effectiveness and identify performance drivers. Translate insights from...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...