Expoint – all jobs in one place
The point where experts and best companies meet

Investment Specialist jobs in United States, Georgia, Atlanta

Unlock your potential in the high tech industry with Expoint. Search for job opportunities as a Investment Specialist in United States, Georgia, Atlanta and join the network of leading companies. Start your journey today and find your dream job as a Investment Specialist with Expoint.
Company
Job type
Job categories
Job title (1)
United States
Georgia
Atlanta
125 jobs found
18.11.2025
BOA

Bank Of America Alternative Investments Regional Specialist - Private Bank United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely...
Description:

Responsibilities:

Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.

  • Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future Alts business prospects.
  • Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and PM experience.
  • Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification.

Qualifications:

  • 8+ years of financial services product and/or sales experience
  • Knowledge of alternative investment products
  • Travel throughout coverage area (3-4 days a week)
  • Strong oral and written communication skills
  • Self-motivated individual with a passion for alternative investments
  • Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred
  • Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date

Skills:

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Relationship Building
  • Collaboration
  • Presentation Skills
  • Prospecting
  • Referral Management
  • Wealth Planning
  • Referral Identification
1st shift (United States of America)

Show more
17.11.2025
BOA

Bank Of America Wealth Management Specialist United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Identify and own the client onboarding process. Document client interactions and provide team with time sensitive updates. Execute on team service model. Assist the Financial Advisor Team and/or Senior Business...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. Role is designed to allow employees to study and obtain all required registrations.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Elite Growth Practice (EGP) Relationship Managerposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.


Role Responsibilities

  • Identify and own the client onboarding process

  • Document client interactions and provide team with time sensitive updates

  • Execute on team service model

  • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy

  • Engage specialists/partners to address client's needs

  • Identify and own the client off boarding process

  • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service

  • Monitor and report on client satisfaction and manage the resolution of client escalations

Role Requirements

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

  • SAFE ACT Registration

  • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

  • Obtain and/or maintain at least one firm approved designation

  • Possess and demonstrate strong communication skills

  • Ability to lead through collaboration and influence without direct authority

  • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

  • Thorough knowledge and understanding of the suite of Wealth Management products and services

  • Proven ability to manage risk and support sound decisions

  • Ability to research escalated client issues for response/resolution

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more

These jobs might be a good fit

10.11.2025
T

Teva NeuroPsych Sales Specialist - Atlanta NE GA United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Build rapport and relationships by interacting effectively with regional team members and key external contacts (ie, HCP and entire office staff) at all levels, demonstrating the awareness of their needs...
Description:

ESSENTIAL AREAS OF RESPONSIBILITY

The following areas of responsibility are essential to the satisfactory performance of this position by any incumbent, with reasonable accommodation if necessary. Any nonessential functions are assumed to be included in other related duties or assignments.
• Build rapport and relationships by interacting effectively with regional team members and key external contacts (ie, HCP and entire office staff) at all levels, demonstrating the awareness of their needs and responding with the appropriate action
• Provide healthcare product demonstrations, physician detailing, and in-servicing of products to current and potential customers
• Consult with physicians, nurses, and medical office staff to appropriately promote product and provide product and patient education
• Strategically manage and grow relationships with key accounts by tailoring solutions to meet their unique needs, leveraging industry insights to drive product differentiation and achieve sales targets
• Regularly review and analyze all provided sales data in order to create effective territory plans and utilize promotional budget funds
• Maintain a competitive edge by effectively addressing external market challenges while fostering a collaborative environment with internal teams to drive cohesive and successful sales strategies
• Open to working with cross-functional teams to integrate diverse expertise and insights and achieve shared objectives
• Maintain a call average as outlined in the sales plan, defined as face-to-face interactions, with healthcare providers focusing on top target customers
• Take calculated risks and apply a range of traditional and nontraditional problem-solving techniques to solve issues creatively in order to improve performance in geographical assignment
• Adhere to all Teva’s compliance policies and guidelines
• Achieve all sales performance goals, reach objectives, and complete all administrative duties for geographical assignment


Your experience and qualifications

Any equivalent combination of education, training, and/or experience that fulfills the requirements of the position will be considered.

Education/Certification/Experience
• Bachelor’s degree required, preferably in related field
• At least 1 year of full-time, documented business-to-business sales experience; pharmaceutical sales experience strongly preferred

Skills/Knowledge/Abilities
• Proven record of accomplishments in this specific market toward meeting established objectives
• Demonstrated interpersonal skills, including active listening, empathy, open communication, inclusivity, and openness to feedback
• Well-developed written and oral communication skills
• Ability to interact with HCPs in both face-to-face and virtual environments, and be proficient with technology
• Knowledge of reimbursement, managed care, or marketing preferred
• New product launch experience preferred
• Broad therapeutic area experience particularly in therapeutic area preferred
• Candidate must be able to successfully pass background, motor, and drug screening
• Valid US driver’s license and acceptable driving record required

•: Minimum 1 year
•Minimum 7 years


Regular travel, which may include air travel and weekend or overnight travel

Compensation Data

The annual starting salary for this position is between $88,000 – $170,000 annually. Factors which may affect starting salary within this range and level of role may include geography/market, skills, education, experience and other qualifications of the successful candidate.

We offer a competitive benefits package, including:
• Comprehensive Health Insurance: Medical, Dental, Vision, and Prescription coverage starting on the first day of employment, providing the employee enrolls.
• Retirement Savings: 401(k) with employer match, up to 6% and an annual 3.75% Defined Contribution to the 401k plan.
• Time Off: Paid Time Off including vacation, sick/safe time, caretaker time and holidays.
• Life and Disability Protection: Company paid Life and Disability insurance.
• Additional benefits include, but are not limited to, Employee Assistance Program, Employee Stock Purchase Plan, Tuition Assistance, Flexible Spending Accounts, Health Savings Account, Life Style Spending Account, Volunteer Time Off, Paid Parental Leave, if eligible , Family Building Benefits, Virtual Physical Therapy, Accident, Critical Illness and Hospital Indemnity Insurances, Identity Theft Protection, Legal Plan, Voluntary Life Insurance and Long Term Disability and more.

The internal career site is available from your home network as well. If you have trouble accessing your EC account, please contact your local HR/IT partner.

Show more

These jobs might be a good fit

09.11.2025
T

Teva Neuroscience Sales Specialist - Atlanta N GA United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Comprehensive Health Insurance: Medical, Dental, Vision, and Prescription coverage starting on the first day of employment, providing the employee enrolls. Retirement Savings: 401(k) with employer match, up to 6% and...
Description:

ESSENTIAL AREAS OF RESPONSIBILITY

The following areas of responsibility are essential to the satisfactory performance of this position by any incumbent, with reasonable accommodation if necessary. Any nonessential functions are assumed to be included in other related duties or assignments.
• Build rapport and relationships by interacting effectively with regional team members and key external contacts (ie, HCP and entire office staff) at all levels, demonstrating the awareness of their needs and responding with the appropriate action
• Provide healthcare product demonstrations, physician detailing, and in-servicing of products to current and potential customers
• Consult with physicians, nurses, and medical office staff to appropriately promote product and provide product and patient education
• Strategically manage and grow relationships with key accounts by tailoring solutions to meet their unique needs, leveraging industry insights to drive product differentiation and achieve sales targets
• Regularly review and analyze all provided sales data in order to create effective territory plans and utilize promotional budget funds
• Maintain a competitive edge by effectively addressing external market challenges while fostering a collaborative environment with internal teams to drive cohesive and successful sales strategies
• Open to working with cross-functional teams to integrate diverse expertise and insights and achieve shared objectives
• Maintain a call average as outlined in the sales plan, defined as face-to-face interactions, with healthcare providers focusing on top target customers
• Take calculated risks and apply a range of traditional and nontraditional problem-solving techniques to solve issues creatively in order to improve performance in geographical assignment
• Adhere to all Teva’s compliance policies and guidelines
• Achieve all sales performance goals, reach objectives, and complete all administrative duties for geographical assignment


Your experience and qualifications

Any equivalent combination of education, training, and/or experience that fulfills the requirements of the position will be considered.


• Bachelor’s degree required, preferably in related field
• At least 1 year of full-time, documented business-to-business sales experience; pharmaceutical sales experience strongly preferred


• Proven record of accomplishments in this specific market toward meeting established objectives
• Demonstrated interpersonal skills, including active listening, empathy, open communication, inclusivity, and openness to feedback
• Well-developed written and oral communication skills
• Ability to interact with HCPs in both face-to-face and virtual environments, and be proficient with technology
• Knowledge of reimbursement, managed care, or marketing preferred
• New product launch experience preferred
• Broad therapeutic area experience particularly in therapeutic area preferred
• Candidate must be able to successfully pass background, motor, and drug screening
• Valid US driver’s license and acceptable driving record required

•: Minimum 1 year
•Minimum 7 years


Regular travel, which may include air travel and weekend or overnight travel

Current territory boundaries include:

Southwest - Rome, GA

Northwest - Ft. Oglethorpe, GA

Southcentral - Cumming, GA

Southeast - Lawrenseville, GA

Northeast - Toccoa, GA

Other major cities: Ackworth, Canton, Gainesville

Compensation Data

The annual starting salary for this position is between $88,000 - $170,000 annually. Factors which may affect starting salary within this range and level of role may include geography/market, skills, education, experience and other qualifications of the successful candidate.

We offer a competitive benefits package, including:

  • Comprehensive Health Insurance: Medical, Dental, Vision, and Prescription coverage starting on the first day of employment, providing the employee enrolls.
  • Retirement Savings: 401(k) with employer match, up to 6% and an annual 3.75% Defined Contribution to the 401k plan.
  • Time Off: Paid Time Off including vacation, sick/safe time, caretaker time and holidays.
  • Life and Disability Protection: Company paid Life and Disability insurance.
  • Additional benefits include, but are not limited to, Employee Assistance Program, Employee Stock Purchase Plan, Tuition Assistance, Flexible Spending Accounts, Health Savings Account, Life Style Spending Account, Volunteer Time Off, Paid Parental Leave, if eligible , Family Building Benefits, Virtual Physical Therapy, Accident, Critical Illness and Hospital Indemnity Insurances, Identity Theft Protection, Legal Plan, Voluntary Life Insurance and Long Term Disability and more.

The internal career site is available from your home network as well. If you have trouble accessing your EC account, please contact your local HR/IT partner.


Show more

These jobs might be a good fit

08.11.2025
A

Amazon Sr Specialist Solution Architect Edge CloudFront Strategic A... United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
As an Amazon Web Services (AWS) Senior Solutions Architect within the Strategic Accounts segment, you are responsible for partnering with our most valuable customers to design cloud architectures utilizing AWS...
Description:
Description

As an Amazon Web Services (AWS) Senior Solutions Architect within the Strategic Accounts segment, you are responsible for partnering with our most valuable customers to design cloud architectures utilizing AWS services. In this role, you will help our customers solve business challenges such as rapidly releasing products/services to the market or building an elastic, scalable, cost optimized application. You will engage with product owners to influence product direction and help our customers tap into new markets by utilizing AWS Services. You will also look for patterns and trends that can be broadly applied across an industry segment or a set of customers that can help accelerate innovation. Along the way, you will get the opportunity to enhance your own body of knowledge and have some fun.Key job responsibilities

Basic Qualifications

- 8+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience
- 4+ years of design, implementation, or consulting in applications and infrastructures experience
- Experience communicating across technical and non-technical audiences, including executive level stakeholders or clients


Preferred Qualifications

- 5+ years of infrastructure architecture, database architecture and networking experiencePursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Show more

These jobs might be a good fit

07.11.2025
A

Amazon Sr Sales Specialist- Amazon Connect United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
As a member of the team, you will be working with business partners, software development engineers and testers to design, implement, test, launch, document, and maintain complex software applications, tools,...
Description:
Description

As a member of the team, you will be working with business partners, software development engineers and testers to design, implement, test, launch, document, and maintain complex software applications, tools, and systems. You will have significant influence on our overall strategy by helping define these product features, drive the system architecture, and spearhead the best practices that enable a quality product. You will learn a variety of cutting-edge technologies, development processes, and develop well-rounded skills such as leadership, and effective project management. You will also mentor junior software development engineers.Key job responsibilities
The Role:
As a Senior Software Development Engineer - Systems, you will engage with an experienced cross-disciplinary staff to conceive, design, and bring to market innovative developer tools. You will work closely with an internal interdisciplinary team and outside partners to drive key aspects of product definition, execution, and test. You must be responsive, flexible, and able to succeed within an open collaborative peer environment.The ideal candidate has current and extensive experience developing and building Android systems and applications. The candidate understands what the limitations of the platform are and can design and implement additional services or help optimize existing ones to meet the product requirements. The ideal candidate:- Has in-depth expertise working with Android system- Experience on TIF and Android TV related work- Knows what is important when releasing software to developers and has been through the process from start to finish- Is comfortable with proactive outward communication and technical leadership and never shies away from a challenge
A day in the life

Basic Qualifications

- 5+ years of non-internship professional software development experience
- 5+ years of programming with at least one software programming language experience
- 5+ years of leading design or architecture (design patterns, reliability and scaling) of new and existing systems experience
- Experience as a mentor, tech lead or leading an engineering team


Preferred Qualifications

- 5+ years of full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations experience
- Bachelor's degree in computer science or equivalent

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely...
Description:

Responsibilities:

Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.

  • Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future Alts business prospects.
  • Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and PM experience.
  • Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification.

Qualifications:

  • 8+ years of financial services product and/or sales experience
  • Knowledge of alternative investment products
  • Travel throughout coverage area (3-4 days a week)
  • Strong oral and written communication skills
  • Self-motivated individual with a passion for alternative investments
  • Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred
  • Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date

Skills:

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Relationship Building
  • Collaboration
  • Presentation Skills
  • Prospecting
  • Referral Management
  • Wealth Planning
  • Referral Identification
1st shift (United States of America)

Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Investment Specialist job opportunities in the United States, Georgia, Atlanta area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.