407 investment specialist jobs found

Investment Specialist, Hybrid HUB Financial Inc., Calgary, AB 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 Management products. As an...

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...

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...

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. This is a hybrid position located in Columbus Ohio and you will be required to come into the office two days per week.    This role is responsible for the preparation and review of quarterly and annual financial reporting for investment-related deliverables including Statutory and GAAP investment footnotes, regulatory reporting, internal investment balance sheet and income statement analysis, rating agency deliverables and board of director and audit committee deliverables. Additional responsibilities of individual contributors on the within the broader Investments Reporting & Advisory...

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...

An exciting opportunity has become available for a Reinsurance Captive Accounting Specialist (maternity leave cover) with a focus on Accounting to join our Luxembourg-based captive management team. This is a fantastic opportunity for the right candidate to contribute to growth in an international risk and insurance environment as part of WTW. The Role Assistance in the management of a portfolio of (re)insurance companies; Responsible for ensuring that client companies under management comply with the Luxembourg Commissariat aux Assurances regulations and filing requirements, together with Solvency II legislation and guidelines and Luxembourg Companies Act; Review and/or preparation of Management Accounts, and any other ad hoc reports and budgets, forecasts etc. in a format prescribed by our clients; Preparation of client companies’ year-end financial statements and liaising with external auditors; Cash management and reconciliation in...

WTW Investments helps institutional investors achieve better outcomes through expert insight, innovative investment solutions and a strong fiduciary mindset. Our clients include pension funds, insurance companies, government and sovereign funds, wealth managers, endowments, charities, and foundations. Our services cover delegated investment solutions (fiduciary management / OCIO), specialist portfolios, investment advisory, and wealth solutions.   The Role   We are seeking a full-time Investment Analyst to join a collaborative team of colleagues based across Western Europe. You will contribute to a broad range of projects for large institutional clients, supporting multiple stages of the investment process, including: Defining investment objectives and beliefs Risk profiling and strategic asset allocation Applying market outlooks across asset classes Performance and manager reporting Integrating sustainability into investment decisions Supporting investment governance...

This is a fantastic opportunity for someone looking to take the next step in their consulting career and become part of a collaborative, forward-thinking DC Consulting team. You’ll gain exposure to some of the UK’s largest employers and most innovative workplace savings schemes, while developing your client-facing consulting skills in an environment that genuinely values flexibility, hybrid working, career progression, and work/life balance. If you’re looking to take the next step into a more client-facing consulting role, this is an exciting opportunity to join our dedicated national DC Consulting team. We’ll support your development, strengthen your consulting capabilities, and give you exposure to some of the UK’s largest employers and most innovative Defined Contribution (DC) pension schemes. Alongside meaningful and rewarding work, we offer flexibility, hybrid working, and a strong focus on work/life balance — all central to the way we work at WTW. The Role We’ll build...

WTW Investments WTW Investments is a bespoke asset manager that provides investment services to some of the largest pensions, government, and insurance clients in the world. We manage about USD 180 billion AUM seeking to deliver lower risk and/or higher returns. We provide access to specialist asset classes such as alternatives, pooled funds, illiquid assets, credit, discrete income assets and equities by investing in capital markets or through specialist investment managers. Learn more at wtwco.com/en-GB/Solutions/investments.  The Data Office for WTW Investments is a central team that is responsible for sourcing, creation and maintenance of datasets which is fit-for-purpose, timely and accurate; with the objective to deliver on business outcomes such as trading, analytics, reporting and performance measurement. The team maintains the golden source of multiple datasets such as Instruments, Pricing, Counterparty, Client etc. and ensures the integrity of the data using data...

At WTW we have an enviable client list, a reputation for excellent consulting advice and innovative solutions, delivered by highly skilled colleagues with access to robust resources. If you’re keen to join us, we have an exciting opportunity in our dedicated national DC Consulting team assisting senior consultants to deliver advice to some of the UK’s best known employers. In return, we offer the opportunity to develop your consulting skills within a leading advisory firm, where flexibility, hybrid working and work/life balance are central to the way we work. 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....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Loss Adjuster - Technical and Special Risks Be the expert voice businesses rely on when complex risks go wrong. Job Location: London Job Type: Permanent Remuneration: Competitive salary taking into account skills, experience and qualifications We have an exciting opportunity for a Technical & Special Risks Loss Adjuster in the United Kingdom As a Loss Adjuster specialising in Technical and Special Risks , you will manage complex, high‑value, and...

Starr Insurance Companies is a leading insurance and investment organization, providing commercial property and casualty insurance, including travel and accident coverage, to almost every imaginable business and industry in virtually every part of the world. Cornelius Vander Starr established his first insurance company in Shanghai, China in 1919. Today, we are one of the world’s fastest growing insurance organizations, capable of writing in 128 countries on 6 continents. This role can be based in Munich, Bremen or Hamburg. Roles & Responsibilities To write profitable Marine Cargo and Marine Liability business in line with the underwriting plan; Manage underwriting risk exposures through aggregate limited and reinsurance; Manage day-to-day operations of the Marine Continental Europe team, coverholder performance and associates reporting; Ability to travel to meet colleagues, brokers and clients across Germany and Europe; Analyse existing portfolio to ensure...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Manager of Capital Management to make more of your specialist expertise and experience. Make your mark in Finance Our finance professionals play an essential role in maintaining a healthy balance sheet at AIG. They deliver significant finance support for the overall enterprise, optimizing operations, funding and capital structure to honor our commitments to our stakeholders. They inform the decisions of AIG executives and comply with regulatory requirements, maintaining financial discipline, transparency and controls, while providing timely and meaningful information. Within the Finance team, the Capital & Treasury group manages capital planning, statutory reporting on IFRS 17 Basis, cash management and treasury functions, and provides support to financial reporting and business teams. We are looking to hire a core team member of AIG Canada’s Capital & Treasury team who will...

AIG Canada has launched careers and developed future leaders for 60 years. At AIG, we are reimagining the way we help customers to manage risk. Join us as a Manager of Capital Management to make more of your specialist expertise and experience. Make your mark in Finance Our finance professionals play an essential role in maintaining a healthy balance sheet at AIG. They deliver significant finance support for the overall enterprise, optimizing operations, funding and capital structure to honor our commitments to our stakeholders. They inform the decisions of AIG executives and comply with regulatory requirements, maintaining financial discipline, transparency and controls, while providing timely and meaningful information. Within the Finance team, the Capital & Treasury group manages capital planning, statutory reporting on IFRS 17 Basis, cash management and treasury functions, and provides support to financial reporting and business teams. We are looking to hire a...

Job Purpose（職務目的） This role is responsible for leading AIG Japan’s event strategy and execution, delivering high-impact client, broker, and internal engagement programmes that support business priorities and reflect best-in-class event delivery.   The role plays a central part in strengthening relationships with clients and brokers while also supporting employee engagement through major internal communication platforms, including CEO-led initiatives such as the Japan Monthly Update. In addition, this role ensures consistent and high-quality brand activation across all event-related touchpoints, aligning with global brand standards and International content programming while delivering locally relevant execution for the Japan market. 本ポジションは、AIGジャパンにおけるイベント戦略の策定および実行をリードし、クライアント・代理店・社員を対象としたビジネスインパクトがあるイベントおよびエンゲージメントプログラムを展開する責任を担います。   クライアントおよび代理店との関係強化において中心的な役割を果たすとともに、CEO主導の「Japan Monthly Update」など主要な社内コミュニケーション施策を通じて、社員エンゲージメントの向上を支援する役割も担います。...

Primary Details Time Type: Full time Worker Type: Employee   At QBE, our purpose is to  enable a more resilient future. Are you passionate about working for one of the world’s largest insurers that offers excellent opportunities to grow your career and with offices in 28 countries? Leveraging our deep expertise and insights, QBE offers commercial, personal and specialty products and risk management solutions to help people and businesses manage risks. Today, we employ more than 13,000 people around the world. QBE Europe SA/NV is headquartered in Brussel and while we are international in our outlook, we are also proudly local in our operations with our Spanish offices in Madrid and Barcelona. Active in both the Lloyd’s and company market, QBE offers considerable diversity to the broking community. We are a socially responsible company and give our customers the ability to invest a portion of their premiums in environmentally and socially beneficial...

Primary Details Time Type: Full time Worker Type: Employee Job Profile Summary The purpose of this role is to provide technical support to the Underwriting Governance Manager in activities required to establish and implement a robust underwriting and product governance and compliance framework and supporting processes and capabilities. This role will work to ensure products and underwriting are managed in line with QBE and regulatory requirements across the product lifecycle and portfolios. Additionally, the role will engage with senior stakeholders across the organisation to provide specialist and best practice advice and have input into processes and activities to ensure compliance with local regulations and QBE policies and standards. The Opportunity: The purpose of this role is to provide technical support to the Underwriting Governance Manager in activities required to establish and implement a robust underwriting and product governance and compliance...

Overview Individuals in a Client Support Specialist (also known as Client Success Management, or CSM) role are responsible for the end-to-end success of a portfolio of clients, ensuring strong adoption of the Origami platform and measurable business outcomes. Acting as strategic partners and trusted advocates, CSMs build relationships across client organizations - from day-to-day users to executive and economic buyers - to drive adoption, satisfaction, retention, and growth. CSMs proactively guide client goals internally, orchestrating cross-functional teams across multiple workstreams to deliver a seamless client experience. Through data-driven insights, industry expertise, and proactive communication, CSMs align internal teams and client stakeholders to foster long-term value realization.   Responsibilities Client Advocacy & Strategic Partnership Serves as a primary point of contact for assigned client...

Job Description: We are looking for an Internal Wholesaler (Internal Marketing Representative -"IMR" ) to be part of our West Regional team. You will be responsible for contributing to sales through financial professional recruiting, telemarketing, and providing product, illustration, marketing and sales support. The IMR will proactively work to create new as well as manage existing relationships with financial professionals in their region to achieve recruiting and sales goals. You will work in partnership with the field sales team (which includes Regional Directors, Regional Marketing Directors, or Regional Marketing Specialists as assigned). The IMR must develop and maintain a thorough familiarity with all aspects of the assigned regions to include, but not limited to, understanding of the business practices of key producers, overview of Focus Firms, geographic locations of financial professionals, and knowledge of the regional sales style needed to locally market life...