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דרושים Cyber Security Specialist ב-United States, Illinois, Chicago

ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Cyber Security Specialist בUnited States, Illinois, Chicago והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Cyber Security Specialist עם אקספוינט.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
Illinois
Chicago
נמצאו 226 משרות
08.12.2025
BOA

Bank Of America Investment Management Specialist United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
תיאור:

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 job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

  • Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

  • Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

  • Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

  • Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

  • Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Role Responsibilities

  • Analyze and understand Merrill and third party research

  • Monitor and respond to market and non-financial current events

  • Effectively navigate proprietary planning and investment management tools

  • Deliver investment management tools, including but not limited to investment proposal, CRC ,etc.

  • Monitor and analyze book pricing internally for FA team

  • Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

  • Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

  • Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

  • Research portfolio recommendations for Investment Committee review

  • Prepare materials and coordinate weekly Investment Committee meetings

  • Proactively review and manage team proprietary models to align with the Investment Committee decisions

  • Manage ML One variances/enrollments/updates/withdrawals/terminations

  • Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

  • Processing of all trades (discretionary or non-discretionary)

  • Create analytical reports for FAs to review client investment portfolio performances against market returns

  • Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

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

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

  • Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

  • Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

  • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

​​Skills:

  • Causation Analysis

  • Financial Management

  • Investment Management

  • Trading Strategy

  • Trading and Investment Analysis

  • Portfolio Analysis

  • Portfolio Management

  • Price Verification and Valuation

  • Trade Monitoring

  • Trading

  • Client Investments Management

  • Client Solutions Advisory

  • Financial Analysis

  • Financial Forecasting and Modeling

  • Wealth Planning

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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08.12.2025
PP

PayPal Sr Cloud Security Engineer United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Independently apply security best practices to enhance and optimize systems, ensuring robust protection and efficiency, while beginning to understand and align security solutions with business objectives. Partner with peers and...
תיאור:

Information Security Engineer focused on cloud infrastructure and application security. There will be a heavy focus on large scale and highly dynamic GCP and AWS cloud environments with global presence.

Essential Responsibilities:

  • Independently apply security best practices to enhance and optimize systems, ensuring robust protection and efficiency, while beginning to understand and align security solutions with business objectives.
  • Partner with peers and internal teams to drive security initiatives, contribute to cross-functional projects, and at times co-lead efforts to strengthen security posture.
  • Analyze and resolve security challenges by adapting standard processes and exploring alternative approaches to address complex threats.
  • Influence the quality, efficiency, and effectiveness of the team through informed decision-making, with a potential impact on other teams.
  • Collaborate with other engineers to gather and incorporate feedback, driving continuous improvements in security processes.

Expected Qualifications:

  • 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

What do you need to bring:

A minimal of 5 years of experience working in a cybersecurity related position.

Experience working with cloud-native security tools, AWS and GCP Infrastructure design, operation, and deployment, container and host security

Excellent communication and documentation skills.

Knowledge of Kubernetes, terraform, source code management, infrastructure and application security tools such as CSPM, SAST, DAST, API security, DDOS and WAF

Development experience is a plus.

Preferred certifications:

Cloud Security related certifications (AWS, GCP)

Degree in Computer Science or related field.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

The US national annual pay range for this role is $123,500 to $212,850


Our Benefits:

Any general requests for consideration of your skills, please

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משרות נוספות שיכולות לעניין אותך

08.12.2025
EY

EY Risk Consulting - Cyber Senior Consultant Multiple Cities United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments, and other planning documents. Work with the engagement team to document...
תיאור:

The objective of our consulting risk services is to provide clients with a candid and reliable overview of their risk landscape. Our solutions can be used by our clients to build confidence and trust with their customers, the overall market and when required by regulation or contract.

For our Cyber Risk services, the ideal candidate will be responsible for identifying, evaluating, and managing cyber risks across the organization. This role involves working closely with IT, security teams, and business units to ensure that our cyber risk posture is aligned with our business objectives and regulatory requirements..

Your key responsibilities

You will operate as a fieldwork leader to assist clients in employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. You can expect to work with client personnel to analyze, evaluate, and enhance information systems facilitating the business internal control process, and will assist clients and other Risk Assurance professionals in performing information technology control and security engagements.

Skills and attributes for success

  • Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments, and other planning documents. Work with the engagement team to document the business processes dependent on information technology. Serve as a fieldwork leader by directing the daily progress of fieldwork, informing supervisors of engagement status, and managing staff performance.
  • Demonstrate and apply a thorough understanding of complex information systems. Use knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues, and communicate this information to the engagement team and client management through written correspondence and verbal presentations. Demonstrate and apply strong project management skills, inspire teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and services.
  • Conduct comprehensive cyber risk assessments to identify vulnerabilities, threats, and potential impacts to the organization.
  • Develop and implement risk mitigation strategies and controls to protect against cyber threats.
  • Collaborate with IT and security teams to ensure that cybersecurity policies and procedures are up-to-date and effectively implemented.
  • Monitor the cyber threat landscape and provide timely intelligence to relevant stakeholders.
  • Facilitate risk management discussions with business leaders to ensure they understand their cyber risk exposure.
  • Oversee the cyber risk management lifecycle, including risk identification, analysis, response, and monitoring.
  • Coordinate with external partners, such as insurance providers and cybersecurity firms, to manage and transfer cyber risks where appropriate.
  • Prepare and present risk reports and dashboards to senior management and the board of directors.
  • Ensure compliance with relevant laws, regulations, and industry standards related to cybersecurity and data protection.
  • Conduct training and awareness programs to promote a culture of cybersecurity across the organization..

To qualify for the role you must have

  • A bachelor's or master's degree
  • Bachelor's degree in Information Technology, Cybersecurity, Risk Management, or a related field.
  • Professional certifications such as CISSP, CISM, CRISC, or similar are highly desirable.
  • Minimum of 2 years of experience in cybersecurity, risk management, or a related role.
  • Strong understanding of cybersecurity frameworks (e.g., NIST, ISO 27001) and regulatory requirements.
  • Proven experience in risk assessment methodologies and tools.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills, with the ability to convey complex information to non-technical stakeholders.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • We would expect for you to be available to travel outside of their assigned office location at least 50% of the time, plus commute within the region (where public transportation often is not available). Successful candidates must work in excess of standard hours when necessary. A valid passport is required.

Ideally, you’ll also have

  • A bachelor's or master's degree in business, accounting, finance, computer science, information systems, engineering, or a related discipline
  • CPA, CA, CISA, CISSP, CISM, CBCP, CIA, CIPP, CGEIT certification is desired; non-certified hires are required to become certified to be eligible for promotion to Manager.
  • Additional cloud-based certifications to credentialize but do not currently meet the rigor of the certification requirement above:
    • CCSP –
    • CCSK – Certificate of Cloud Security Knowledge
    • CCAK – Certificate of Cloud Auditing Knowledge
    • Microsoft Certified: Azure Fundamentals
    • AWS Certified Cloud Practitioner
    • Google Cloud Digital Leader

What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for this job in most geographic locations in the US is $84,400 to $154,700. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $101,300 to $175,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

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משרות נוספות שיכולות לעניין אותך

08.12.2025
PA

Palo Alto Cortex Cloud Sales Specialist United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Join the fastest growing team where experience meets cutting-edge solutions. Build and cultivate strong customer relationships, driving business growth within the region. Partner with the core sales team to align...
תיאור:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

  • Join the fastest growing team where experience meets cutting-edge solutions

  • Build and cultivate strong customer relationships, driving business growth within the region.

  • Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives.

  • Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement.

  • Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers.

  • Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions.

  • Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients.

  • Travel domestically as needed to meet with customers and attend key business events.

Your Experience

  • 3+ years of field sales experience focusing on key customer accounts and delivering value to Enterprise or Major-level accounts in the cybersecurity industry.

  • Extensive platform selling experience in complex sales with multiple buying centers.

  • Experience selling SIEM, EDR, XDR, SOC and SOAR solutions is highly preferred.

  • Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations

  • Expertise in applying complex solution sales methodologies to drive results.

  • Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy.

  • Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams.

  • Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred

  • Willingness to travel domestically as necessary to meet business needs.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $212800 - $292600/yrThe offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.


This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

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משרות נוספות שיכולות לעניין אותך

07.12.2025
BOA

Bank Of America Production Specialist II - Year United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
תיאור:


This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Responsibilities:

  • Addresses issues in production proactively and handles complex client escalations
  • Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
  • Monitors and reviews documentation requirements
  • Resolves peer or customer escalations and inquiries
  • Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Skills:

  • Adaptability
  • Attention to Detail
  • Business Operations Management
  • Customer and Client Focus
  • Policies, Procedures, and Guidelines Management
  • Collaboration
  • Issue Management
  • Organizational Effectiveness
  • Prioritization
  • Problem Solving
  • Confronting Bias

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

07.12.2025
BOA

Bank Of America Information Security Officer United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Provide advisory and oversight for changes within CBWT environment where related to security leveraging the regional information security consultants and global operational response teams as needed. Work in collaboration with...
תיאור:

Job Description:

Advises LOB management on risk issues related to information security and recommends actions in support of the bank’s wider risk management and compliance programs.

The successful candidate will:

  • Provide advisory and oversight for changes within CBWT environment where related to security leveraging the regional information security consultants and global operational response teams as needed
  • Work in collaboration with the Risk teams supporting them in their activities and helping them continue to develop processes and solutions
  • Work with the global BISO organization to ensure that GIS requirements and initiatives are communicated, discussed and tracked in an effective, consistent and timely way
  • Establish and maintain a network of stakeholders and partners
  • Conduct routine liaison and coordination across the risk partners and technology groups to remediate GIS issues showing red or amber on the vulnerability remediation dashboard
  • Coordinate and drive remediation of ad hoc GIS issues and assist partners to reach a resolution in line with GIS baselines and standards

Minimum Years of Experience - 5

Required Qualifications:

  • Experience within an information security technology operational, engineering or consulting team with good knowledge of the security controls and processes required within systems and networks
  • Strong interpersonal skills to be able to communicate, influence and negotiate with senior stakeholders to obtain or leverage necessary resources

Desired Qualifications:

  • Bank Operations experience helpful, but not required
  • Experience within a technology and financial organization at a mid-level to senior level with good knowledge of Application Security controls and risks.
  • Understanding of the concepts of vulnerability management and associated monitoring solutions and practices
  • Experience of formal security risk assessment methodologies
  • In depth technical level of understanding of Technology Infrastructure operations, showing a strong understanding of relevant subject matters
  • Previous experience working within a financial institution
  • Ability to initiate own work priorities and manage a portfolio independently
  • Good communicator able to deliver difficult messages and resolve issues with stakeholders
  • Show ability to work as part of integral team
  • Excellent oral and written briefing skills with the ability to produce and present management progress and status reports


Responsibilities:

  • Assists business leaders and technology teams by supporting initiatives requiring Global Information Security (GIS) engagement and facilitating problem resolution for cyber security related issues
  • Serves as a common risk control partner in order to identify emerging security risks in the portfolio
  • Drives adherence to appropriate risk tolerance levels, operating in accordance with defined information security policies to protect against threats to data confidentiality, integrity, and availability
  • Promotes awareness of current and emerging cybersecurity threats and advises on potential information security exposure
  • Assesses and mitigates cyber security risks related to application, network, infrastructure, and public cloud
  • Interprets the information security requirements outlined in policies, standards, and procedures and reinforces requirements through education and awareness
  • Supports teammates who serve as “security ambassadors” in order to help partners drive strategic and innovative risk mitigation priorities and navigate the GIS organization

Skills:

  • Controls Management
  • Cyber Security
  • Data Governance
  • Information Systems Management
  • Risk Management
  • Architecture
  • Customer and Client Focus
  • Executive Presence
  • Threat Analysis
  • Vendor Management
  • Advisory
  • Business Acumen
  • Business Intelligence
  • Cloud Solutions
  • Technology System Assessment
1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

07.12.2025
BOA

Bank Of America Assistant Vice President Risk Management Senior Specialist United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Apply quantitative methods to develop capabilities that meet line of business, risk management and regulatory requirements. Maintain and continuously enhance capabilities over time to respond to the changing nature of...
תיאור:

Responsibilities:

  • Apply quantitative methods to develop capabilities that meet line of business, risk management and regulatory requirements.

  • Maintain and continuously enhance capabilities over time to respond to the changing nature of portfolios, economic conditions and emerging risks.

  • Understand and execute activities that form the end-to-end model development and use life cycle.

  • Clearly document and effectively communicate quantitative methods as part of ongoing engagement with key stakeholders, including the lines of business, risk managers, model validation, technology.

  • Responsible for independently conducting quantitative analytics and modeling projects.

  • Responsible for developing new models, analytic processes or systems approaches.

  • Create documentation for all activities and work with Technology staff in design of any system to run models developed.

  • Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, and aggregate the model results to generate comprehensive model outputs.

  • Leveraging data analytics and visualization tools Alteryx, Tableau, R, and Jupyter Notebook to build easy access analytical capabilities and insightful reporting for the management.

  • Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL and R.

  • Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, predictive modeling, linear regressions, and Machine Learning.

  • Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.

  • Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

  • Master's degree or equivalent in Finance, Statistic, Mathematics, or related: and

  • 2 years of experience in the job offered or a related Quantitative occupation.

  • Must include 2 years of experience in each of the following:

  • Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, and aggregate the model results to generate comprehensive model outputs;

  • Leveraging data analytics and visualization tools Alteryx, Tableau, R, and Jupyter Notebook to build easy access analytical capabilities and insightful reporting for the management;

  • Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL and R;

  • Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, predictive modeling, linear regressions, and Machine Learning; and,

  • Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.

If interested apply online at or email your resume to and reference the job title of the role and requisition number.

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
תיאור:

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 job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

  • Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

  • Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

  • Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

  • Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

  • Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Role Responsibilities

  • Analyze and understand Merrill and third party research

  • Monitor and respond to market and non-financial current events

  • Effectively navigate proprietary planning and investment management tools

  • Deliver investment management tools, including but not limited to investment proposal, CRC ,etc.

  • Monitor and analyze book pricing internally for FA team

  • Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

  • Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

  • Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

  • Research portfolio recommendations for Investment Committee review

  • Prepare materials and coordinate weekly Investment Committee meetings

  • Proactively review and manage team proprietary models to align with the Investment Committee decisions

  • Manage ML One variances/enrollments/updates/withdrawals/terminations

  • Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

  • Processing of all trades (discretionary or non-discretionary)

  • Create analytical reports for FAs to review client investment portfolio performances against market returns

  • Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

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

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

  • Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

  • Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

  • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

​​Skills:

  • Causation Analysis

  • Financial Management

  • Investment Management

  • Trading Strategy

  • Trading and Investment Analysis

  • Portfolio Analysis

  • Portfolio Management

  • Price Verification and Valuation

  • Trade Monitoring

  • Trading

  • Client Investments Management

  • Client Solutions Advisory

  • Financial Analysis

  • Financial Forecasting and Modeling

  • Wealth Planning

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Cyber Security Specialist באזור United States, Illinois, Chicago, ומעניקה לכם גישה לחברות הטובות ביותר בתחום. בין אם אתם מחפשים אתגר חדש או שינוי נוף, אקספוינט תקל על מציאת התאמת העבודה המושלמת עבורכם. עם מנוע החיפוש הקל לשימוש שלנו, תוכלו למצוא במהירות הזדמנויות עבודה ולחבור לחברות מובילות. הירשמו היום ועשו את הצעד הבא בקריירת ההיי-טק שלכם עם Expoint.