Investment Services Presentation Designer Job at Beacon Hill (Boston)

Investment Services Presentation Specialist

Job Summary: Title: Investment Services Presentation Specialist. Location: Bosto...

Location

United States , Boston

Salary:

40.00 - 45.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

Experience supporting marketing, client service, or presentation materials within asset management, hedge funds, or financial services
Solid understanding of financial markets, investment strategies, and performance metrics
Advanced PowerPoint skills, including formatting, layout, and data visualization
Strong written and verbal communication skills
Ability to quickly learn new investment products, strategies, and internal processes
Highly organized with strong project management skills and attention to detail
Comfortable working with multiple stakeholders across different teams
Proficiency in Microsoft PowerPoint, Excel, and Word
Must be able to format excel data into presentable information for presentations

Job Responsibility

Support the creation and ongoing maintenance of client-facing and marketing materials, including pitchbooks, presentations, fact sheets, summaries, and standard reports
Partner with marketing, sales, and client service teams to respond to client and prospect requests
Assist with marketing programs and initiatives such as events, webinars, digital campaigns, and other promotional efforts
Contribute to product-related marketing efforts, including updates and new offering rollouts
Translate investment concepts, performance data, and strategy details into clear, compelling presentation materials
Source data and content internally and perform basic analysis as needed to support materials
Collaborate cross-functionally with investment teams, compliance, legal, and operations to ensure accuracy and alignment
Help improve and maintain internal processes related to presentation and marketing material production

Fulltime

Editorial/Visual Designer

The Editorial/Visual Designer plays a pivotal role in shaping high-profile marke...

Location

United States , New York

Salary:

58.00 - 60.00 USD / Hour

Aquent

Expiration Date

Until further notice

Requirements

5+ years of experience in editorial, layout, and presentation design, preferably within marketing, finance, or communications
Proven expertise in grid-based composition, typographic hierarchy, and visual information design including use of modular and repeatable layouts
Familiarity with design systems and the ability to maintain consistency across multiple touchpoints and applications
Strong conceptual and strategic thinking—able to transform dense, analytical content into visually coherent stories
Advanced proficiency in Adobe Creative Cloud (InDesign, Illustrator, Photoshop), Figma, and Microsoft Office Suite (PowerPoint, Word, Excel)
Exceptional attention to detail and a strong sense of visual refinement
Demonstrated portfolio showcasing editorial or presentation work that balances aesthetic sophistication with clarity of message
Excellent communication and collaboration skills, with the ability to discuss and defend design rationale to both design and non-design audiences of all levels
Experience developing or maintaining brand and design systems
Proven experience in charting, data visualization, and information design

Job Responsibility

Support ongoing development of visual systems, templates, and best practices that enhance quality, speed, and scalability of design output
Explore and introduce AI tools and processes that increase efficiency and support creative ideation across layout, visualization, and content workflows
Design and produce marketing materials, including pitch decks, fact cards, and presentation templates, with a focus on clarity, visual balance, and brand consistency
Apply grid-based layouts and design systems to create clean, modular compositions that scale across multiple formats and audiences
Translate abstract or technical information into structured, high-impact visual stories— highlighting key insights while reducing visual noise
Develop and refine charting and information design to visually communicate complex data with precision and impact
Collaborate closely with marketing, creative, and investment teams to understand objectives and deliver compelling, audience-centric visual solutions
Ensure all materials align with brand and editorial guidelines, maintaining consistency across Adobe, Microsoft, and Figma environments
Manage multiple projects simultaneously, working efficiently under tight timelines while upholding a high standard of precision and craft
Engage in iterative feedback cycles, proactively offering and integrating input to refine creative direction

What we offer

subsidized health, vision, and dental plans
paid sick leave
retirement plans with a match
matching 401K

ETF Wholesaler Senior

The ETF Wholesaler Senior is responsible to drive sales and market penetration f...

Location

United States , Minneapolis

Salary:

81000.00 - 90000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

8-10 years of experience required
Sales experience in asset management and ETFs
Proven sales ability and results
Excellent presentation and public speaking skills
Four-year degree required or equivalent work experience
Series 7 license
Ability to manage extensive travel (up to 65% of time will be traveling within the territory)
Evening and weekend business functions
Comfortable with talking on the phone and presenting on video calls in person
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc)

Job Responsibility

Develop, retain and grow long term relationships with financial advisors
Execute on sales targets by growing advisor base and market share in the assigned territory, through face to face, phone and virtual wholesaling
Educate advisors with varying degrees of ETF knowledge on investment strategies, product positioning, and portfolio implementation strategies
Conduct compelling group and individual presentations designed to articulate and differentiate the AllianzIM Buffered Outcome ETFs
Respond to advisor inquiries regarding ETF features and performance
Segment the advisors in the territory utilizing multiple data sources, create the territories zones and rotations, and implement the processes for efficient and targeted activity including all administrative responsibilities
Continued learning of our product, competitive landscape, portfolio construction and product positioning through leveraging internal resources and earning industry designations
Participate in onboarding of new employees, proactively acting as a coach and mentor for their first 6 months

What we offer

Choice of comprehensive medical and dental plan options
Generous time off plan
Outstanding 401(k) company match
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups

Fulltime

Relationship Manager

Robert Half is looking for an experienced and dedicated Relationship Manager to ...

Location

United States , Bloomington

Salary:

95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 to 5 years of experience in financial services or financial planning
Comprehensive understanding of personal financial planning areas such as investing, executive benefits, estate planning, retirement planning, and individual income tax
Excellent written and interpersonal communication skills and strong problem-solving abilities
Ability to work as a team player with integrity, a strong work ethic, and high moral character
Comfortable working independently and presenting to small groups

Job Responsibility

Establish and maintain strong, trusting relationships with high net worth and corporate clients
Understand, articulate, and work towards client goals and objectives
Collaborate with the team to design effective financial and investment options to meet client goals
Maintain high levels of confidentiality and sensitivity in managing client information

What we offer

bonuses
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Non Trading Market Risk Management - Vice President

The BSM NTMR Snr Ld analyst will drive the production needs and lead various wor...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years experience in Financial Services, Treasury, and bank global liquidity investment portfolio
Excellent Excel and PowerPoint skills for report building and presentations
Intermediate knowledge in debt investment securities and non-trading market risk such as FXRBB, commodity risk, private equity risk and CSRBB, QMMF and CCAR for Pensions, ATM/AFS portfolios, etc.
Intermediate understanding of regulatory, compliance, risk management and financial management, and data governance concerns
Intermediate understanding of Bank ALM, Capital, and Liquidity considerations
Intermediate experience in debt investment securities analytics, measurement, metrics and methodologies
Demonstrated ability to collaboratively solution complex and dynamic processes
Proven ability to work under pressure in ambiguous environments
Excellent oral and written communications skills
Previous experience interacting and working with Executive Leaders

Job Responsibility

Drive the production needs and lead various workstreams to develop, enhance, measure, and monitor 1st line Non-Trading Market Risk framework including Governance and Oversight, Metrics, Methodology, Measurement, Data and Infrastructure, Process and Controls, and Management for Commodity/Equity/CSRBB Framework, FXRBB, stress testing analytics relating to CCAR and QMMF for Citi's global Pensions, and AFS/HTM securities, and asset allocation design
Be a lead analyst to support the implementation of and contribute to BSM's process by providing key analytical insights across BSM functions with a primary focus on asset allocation, FXRBB, OCI stress testing analytics for (CCAR) and QMMF for pensions and AFS /HTM securities, Commodity/Equity/CSRBB risk
Provide leadership, market experience, and subject matter expertise for enhancing BSM's analytics and methodologies and establishing Citi's first-line NTMR management framework
Use subject matter expertise to aid senior leaders in aligning governance and management framework, procedures and controls for all legal entities that have OCI Risk, FX risk, commodity risk, credit spread risk in the Banking Book
Liaise with businesses, legal entity treasury, CTI and Markets Treasury, and Controllers teams to ensure both an understanding and the ability to manage other non-trading market risks
Support the team and assist Manager with remediation gap efforts in other non-trading market risk as required by Tier 1 regulations and help to remediate regulatory/audit self-identified issues concerning other non-trading market risks in the banking book and achieve target state framework
Interact with 2nd line FinCRO function, regulators, senior management and Non-Traded Market Risk governance committees
Provides advice and counsel related to the technology or operations of the business

Fulltime

Technical Cloud Consultant

Drive end-to-end cloud transformation for enterprise clients—from initial applic...

Location

India , Bangalore

Salary:

Not provided

Rackspace

Expiration Date

Until further notice

Requirements

Conduct technical discovery and application assessments to determine cloud readiness, dependencies, and migration complexity
Design and architect migration pathways for workloads moving from on-premises data centers to cloud—covering lift-and-shift, re-platforming, and re-architecture patterns
Lead cloud assessment engagements using native discovery tools and build business cases with TCO analysis and migration roadmaps
Hands-on migration execution using platform-native migration services and third-party tools for servers, databases, and storage
Work with customers on hybrid connectivity design—dedicated interconnects, site-to-site VPN, and transit architectures for on-prem integration
Build cloud landing zones with proper governance, security baselines, identity management, and network segmentation across multi-account/subscription environments
Collaborate with application teams to refactor legacy workloads for cloud-native architectures (containers, serverless, managed services)
Document migration runbooks, cutover plans, and rollback procedures for production transitions
Provide post-migration support—cost optimization, performance tuning, and operational handoff to customer teams

Job Responsibility

Assessment & Discovery: Conduct technical discovery workshops with client teams to understand current infrastructure, applications, and dependencies
Perform application portfolio assessments to evaluate cloud readiness, migration complexity, and modernization opportunities
Deploy and configure discovery tools to map application dependencies, performance baselines, and resource utilization
Analyze assessment data to categorize workloads using migration strategies (rehost, re-platform, refactor, retire, retain)
Build TCO models and business cases to justify cloud migration investments
Migration Planning & Design: Design target cloud architectures based on client requirements, compliance needs, and performance objectives
Develop migration roadmaps with phased approaches, timelines, and resource estimates
Create landing zone designs with multi-account/subscription structures, network topology, and security baselines
Design hybrid connectivity solutions for on-premises integration during and post-migration
Document migration patterns, cutover plans, and rollback procedures for each workload wave

Fulltime

Chief Cybersecurity Solutions Officer

Loginsoft is a renowned provider of cybersecurity engineering services, speciali...

Location

United States , Washington, DC

Salary:

Not provided

Loginsoft

Expiration Date

Until further notice

Requirements

10-15 years in technology solutions and engineering services, with 7-10 years in delivering effective cybersecurity solutions
Strong background in solution development, user research, and agile environments
Deep industry knowledge essential for strategic vision and planning
Proficient in impactful presentations, deal negotiation, and building client relationships
Effective representation of customer and end-user voices
Strong in developing simplified marketing content
Demonstrate leadership to effectively lead cross-functional teams, drive collaboration, and foster cross-functional teamwork, communication, and effective leadership
Demonstrate deal-closing expertise and stakeholder collaboration
Showcase familiarity with emerging cybersecurity tech for a visionary roadmap
Possess strategic thinking, entrepreneurial spirit, and strong understanding of the cybersecurity marketplace, including buyer and end-user priorities, with research, feedback, and effective communication skills

Job Responsibility

Cybersecurity Leadership and Roadmap Development: Lead and leverage expertise in threat intelligence, vulnerability management, cloud security, threat hunting, and threat detection. Address client pain points, stay informed on research, emerging technologies, and industry trends. Shape the cybersecurity solutions roadmap, evaluating emerging technology applications and their impact on partnerships, pricing, and planning. Foster a shared vision and advocate for the customer perspective throughout development, delivery, and deployment
Cybersecurity Engineering Services Growth and Adoption: Drive the growth and adoption of cybersecurity engineering services by driving penetration of existing solutions in the existing markets / cybersecurity product companies, and extending solutions to enterprise companies, delivering talented engineering resources and customized offerings. Collaborate with the CRO and CTO to align revenue generation efforts and customer satisfaction goals. Ensure the viability, feasibility, and desirability of security services by leveraging cybersecurity experience and industry knowledge. Gain comprehensive insights into the cybersecurity industry, including offerings, tools, major players, and trends. Work closely with stakeholders to fuel revenue growth and champion the customer's voice
Client Engagement and Relationship Management: Serve as a key point of contact for new clients / customers, collaborating with the CRO and CTO to deliver compelling presentations, lead negotiations, and align revenue goals with client expectations. Build and nurture lasting client relationships through effective communication, understanding their needs, and ensuring customer satisfaction. Represent the voice of the customer, working closely with stakeholders, including the CRO and CTO, to drive revenue growth and maintain strong partnerships
Strategic Partnerships and Collaborations: Forge strategic partnerships and collaborations by establishing strong relationships with industry stakeholders, fostering collaboration, and creating opportunities for joint initiatives and market expansion. Collaborate with marketing and communications teams to develop impactful content and messaging that effectively communicates the value and benefits of cybersecurity engineering services
Thought Leadership and Innovation: Provide thought leadership and innovation in the cybersecurity industry by staying informed about research advancements, emerging technologies, and industry trends. Identify opportunities to leverage existing innovations and invest in new ideas to deliver valuable cybersecurity solutions. Utilize deep knowledge of the industry, customers, and end-users to predict the future, define roadmaps, and position the cybersecurity solutions and the company as a leader in the market. Actively engage on LinkedIn and other social media platforms to promote our services and participate in industry forums as a speaker to drive industry recognition and engagement
Deal Closing and Strategic Collaboration: Collaborate with stakeholders, including the CTO, CRO, partners, and clients, to align strategies with market trends and customer needs. Drive the efforts to close deals by capitalizing on the abundant leads and opportunities we receive. Conduct research and gather feedback to define the vision, goals, and roadmap for cybersecurity solutions. Provide strategic guidance for business development, leveraging your expertise in successful deal closures. Foster cross-functional collaboration to bring industry-leading cybersecurity solutions to market, driving adoption, and ensuring successful outcomes

Fulltime

Principal Engineer, GenAI Innovation

The full stack Principal Engineer will work with a team of other software engine...

Location

United States , Bellevue

Salary:

129400.00 - 233400.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Computer Science or Engineering
7+ years of proven experience in full stack web development
Technical engineering experience
Crafting database schemas, writing SQL
3+ years of DevOps experience with infrastructure as code
4-7 years using cloud services from AWS, Azure, or GCP
2+ years of experience working with Generative AI models, APIs
Experience coaching and mentoring team members
Knowledge of HTML, CSS, Webpack, JavaScript, at least one front-end framework, and one back-end framework
Understanding of database modeling and SQL

Job Responsibility

Designs and builds full stack web solutions including both the back end and front end
Code Review and mentoring of other team members
Designs / crafts sophisticated scheduled jobs and micro-services defining new patterns and orchestrations
Designs / implements detailed data storage mechanisms using relational and non-relational data stores
Explores, creates and configures cloud services using infrastructure as code
Recommends new cloud services and patterns
Presents new ideas which improve an existing system/process/service
Collaborates with team to break down features into user stories and estimate them
Awareness of technology roadmap
Updates job knowledge by monitoring and understanding emerging engineering practices

What we offer

Competitive base salary and compensation package
Annual stock grant
Employee stock purchase plan
401(k)
Access to free, year-round money coaches
Medical, dental and vision insurance
Flexible spending account
Paid time off
Up to 12 paid holidays
Paid parental and family leave

Fulltime

Investment Services Presentation Designer

Beacon Hill

Location:
United States , Boston

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

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