307 investment specialist jobs found

Product Specialist Consultant - 87V35E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Role Overview Hartford Funds’ Investment Consultant Group (ICG) serves as a center of excellence for investment insight, delivering differentiated analysis, education, and thought leadership to both internal partners and external clients. Within ICG, the Investment Specialist – RIA Channel plays a critical, client-facing role, partnering closely with distribution teams to drive asset growth and deepen client relationships. This specialist will focus on Registered Investment Advisors (RIAs), providing advanced portfolio construction guidance, customized analytics, and market insights tailored to the unique needs of the RIA community....

Investment Specialist (Hybrid) Hub Financial - Southwest Ontario HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support, all designed to streamline business processes and improve client outcomes. At HUB Financial, we empower advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.     About The Role   We’re looking for a motivated and knowledgeable Investment Specialist to join our HUB Wealth Management team. Reporting to the Vice President of Investments, this role is pivotal in supporting Advisors and driving regional sales of HUB Wealth...

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...

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...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide’s Investments Legal Practice Group within the Office of the Chief Legal Officer is seeking an experienced and highly motivated Paralegal Specialist to join our team supporting the Department of Investments. This role is a critical partner to attorneys and Nationwide’s investment professionals on a wide range of sophisticated private investment transactions, including private placements, private credit, private funds, alternative investments, structured investments, co-investments, secondary transactions, and related matters....

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description We’re looking for a sharp, intellectually curious problem-solver to join our Investment Analytics team. This role is built for someone who thrives in ambiguity, tackles complex questions head-on, and doesn’t stop when the data doesn’t immediately add up. This role requires a critical thinker with vision who can propose scalable solutions and integrate those with long-term roadmaps. You will often be on the leading edge of our development effort and your ideas will heavily inform our path forward. This role does not have direct management...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will support our Government/Public sector clients located in the territory of Southern Indiana for our Retirement Solutions team. Living within the territory is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring...

Description Duties and Responsibilities: Analyze, advise, manage and report on a portfolio of investment real estate assets within Huntington’s Private Bank policies and procedures. Identify, mitigate and escalate risks accordingly. Collaborate and serve as subject matter expert with other advisor teammates and clients. Acquire, maintain and liquidate real estate assets as determined by the account’s governing documents or when deemed prudent. Perform capital expenditure and routine maintenance projects. Responsible for lease management such as negotiation, tenant credit worthiness, tenant improvements, tenant relations and account receivables. Direct management and / or oversite of third-party vendors which include property management companies, appraisers, vendors and contractors. Collect, review and maintain asset documentation including deeds, leases, liens and others. Conduct on-site asset...

The WC Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This is a Remote/Hybrid or in office position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall cost of the claim...

The Workers’ Compensation   Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as...

The Indemnity Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic...

The Indemnity Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position reports to the Regional Product Leader or Director/Sr. Director of Cyber/E&O and is responsible for managing a team of commercial production underwriters and execution of organizational goals and objectives. Ensure effective execution of strategic plans in conjunction with the Regional Product Leader, Director/Sr. Director of Cyber/E&O and Product Line Leadership. Adhere to the rules, rates, forms, authority and underwriting guidelines as delegated by Product Line Leadership group...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to grow and enhance agency and partner relationships as well as increase premium production according to the annual growth budget. The Sr. Business Development Specialist role is to ensure Markel becomes more relevant with its agency and partner base by enhancing current relationships and finding new profitable contacts. The Sr. Business Development Specialist will collaborate and use all resources available (i.e. UW, PLL, RPs, Marketing) to create targeted business...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Premium Audit Specialist conducts virtual audits of workers' compensation insurance policies for Markel policyholders across the country. Through phone interviews and detailed document reviews, the Specialist analyzes payroll records, employee job duties, business operations, subcontractor exposures, and organizational structures to ensure workers' compensation classifications and premiums accurately reflect the insured's risk. This role combines investigative analysis, customer interaction, and...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to lead and implement the strategic development and execution of organizational goals and objectives. Exhibit extensive knowledge of the insurance industry and business operations across all product lines with proven success with new product and new business development. Provide leadership, direction and support to underwriting teams working on cyber, misc. E&O, and/or direct reports. Is responsible for underwriting, profitability, growth and retention of new and...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will cover the territory of Texas, Arkansas, Oklahoma, Missouri, Mississippi, Louisiana, and Florida for our Corporate/Private sector clients. This role will require some travel, and living within the state of Texas is preferred. This position will require the FINRA Series 6, 63, 65 (or 7 & 66) and life insurance licenses. Bilingual (Spanish) capabilities is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As a Consultant within the Specialty Finance Accounting support team, you’ll use prior experience to drive key business outcomes and communicate with P&C, investment and risk leaders. Our wide array of specialty products carries unique risks that are long-term in nature, typically related to guarantees on assets, and use P&C methodologies including reserves and risk capital. Your expertise in accounting for similar risks will be crucial to build a framework to evaluating risk and return of specialty finance products. This is an excellent opportunity to get in at the ground floor of a startup...