Please note: The program start date is August 2024 Introduction Are you ready to kick-start your career or transition into an exciting new field? Look no further! Join us at Gallagher Securities a division of Gallagher Re and fast-track your career as an Insurance-Linked Securities (ILS) Analyst. The REACH Program is a paid 24-month structured learning and development opportunity to equip upcoming and recent college graduates, as well as career changers, with the skills and knowledge needed to excel in …
Full-Time
Associate, Client Service, Mandarin Speaker, 2024 About AlphaSights AlphaSights is the global leader in knowledge on-demand. We connect investors and business leaders with the knowledge they need to succeed. Working from nine cities globally, our 1500+ colleagues provide round-the-clock coverage to the world’s top investment funds, consultancies, and Fortune 500s. Founded in 2008, AlphaSights is a fast-growing, founder-led company. Learn more about us at alphasights.com. About this role As a Client Service Associate, your work is at the heart of …
Personal Banker Associate (Sales) – Louisville, KY
Job Description GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative …
(#14402) Senior Financial Analyst
We are Hiring a Senior Financial Analyst for our Gallagher Bassett Specialty Billing Team! Essential Duties & Responsibilities: Reports financial status by preparing and analyzing financial plans, forecasts, and reports. Provide support to business, through information analyses (e.g. current processes, actual performance vs. budget and prior year, budget, etc.), preparation of operational data/analyses for publication to various constituents throughout company (Management, Sales, Product Management, Operations, etc.) who rely on/benefit from the information to make informed business decisions. Tracks financial status …
(#18394) Senior Financial Analyst
The Senior Financial Analyst will join Gallagher’s Corporate Finance team. This role requires strong financial analysis and modeling skills as well as an ability to work cross-functionally within the company. Essential Duties and Responsibilities: Support monthly and quarterly management reporting Assist team in preparation for earnings calls and investor days through development of supplemental detail schedules and supporting analyses Utilize financial systems to retrieve and analyze data in order to understand and forecast revenue and expenses Collaborate with divisions to …
Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning …
Please note: The Achieve Program start date is July 2024. Early starts may occur based on business needs. Are you ready to kick-start your career or transition into a stable industry that is committed to your professional growth? Look no further! Join us at Gallagher and fast-track your career from a Client Service Associate to a Client Service Manager through our Achieve Program. This is an 18-month structured learning and development program that will equip upcoming and recent college graduates, …
Annuities External Wholesaler – Advisor Channel (OH)
Sales – Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions! Individual Annuities, a division within Prudential’s Retirement Strategies business, provides innovative retirement solutions to help expand access to retirement security. We are currently seeking a transformative sales professional to join our team as an Annuities Wholesaler. …
Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge …