Investment Services Presentation Specialist Job at Beacon Hill (Boston)

Investments Product Manager

GCG business in the UAE has a robust wealth management proposition serving a wid...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Results oriented with proven track record
Excellent written and oral communication skills
Ability to explain financial and economic topics in easy to understand language
Strong client service orientation & focus and capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Team player, collaborative and team oriented work
Expert competence level in MS Excel, MS PowerPoint, MS Word and preferably Bloomberg / Morningstar Direct
Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Self-starter with high work ethic and willingness to go the extra mile
High level analytical skills with in-depth knowledge on financial markets

Job Responsibility

Responsible for the local investment products offering, with special focus on Mutual Funds, Secured Lending, Structured Notes and Alternative Investments product proposition with the aim of enhancing their contribution to overall wealth management revenues as per country plan
Design & end-to-end implementation of investment campaigns & RM tacticals in order to increase investment penetration as well as increase investment active clients
Be responsible for Segment specific differentiation & investment product offers, to keep attractiveness of customer proposition intact and continuously present, in line with regional & global initiatives
Closely work with key stakeholders to timely resolve any issues and make tangible improvements on the client experience journey
Communicate to internal & external stakeholders consistently important KPI metrics such as Investor Profile, Investment Penetration and new Investment Accounts in order to increase awareness and focus on key qualitative and quantitative targets
Be responsible for the timely renewal of Product Programs, process manuals within the stated guidelines
Maintain ownership & excellent understanding of booking systems used in order to facilitate and enable system enhancements as per regional guidelines
Closely cooperate with the Investment Operations team to ensure seamless delivery of all aspects of process and controls, including documentation completeness
Efficiently support the front line sales team efforts by providing them timely responses on product related requests
Maintain Audit readiness at all times, achieve satisfactory internal and external audit ratings and provide relevant inputs into the periodic Manager’s Control Assessment reviews in order to mitigate operational risks in the product platform & respective processes

Fulltime

Investment Accounting Advisory Specialist

We are looking for a knowledgeable Investment Accounting Advisory Specialist to ...

Location

United States , Bellevue

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong expertise in technical accounting practices, particularly within the financial services and insurance industries
Proven experience with investment accounting for diverse asset types, including mortgage loans, private equity, and derivatives
Comprehensive understanding of SEC compliance and regulatory requirements
Excellent analytical skills to assess the impact of accounting changes and develop appropriate policies
Ability to communicate complex accounting concepts clearly to various stakeholders
Demonstrated ability to manage multiple projects and prioritize effectively in a fast-paced environment
Proficiency in preparing detailed technical documentation and reports
Collaborative mindset with a focus on aligning accounting strategies with organizational goals

Job Responsibility

Conduct in-depth research to offer practical accounting guidance for various asset types, including traditional investments, private equity, derivatives, and alternative assets
Advise senior leadership on the accounting implications of new investments and evolving regulatory guidance
Collaborate on the implementation of new accounting standards, providing transaction advisory support
Act as a key resource for internal teams by translating complex accounting principles into actionable strategies that align with organizational objectives
Evaluate regulatory and accounting changes to ensure investment accounting policies are updated and effectively applied
Analyze and review consolidation processes for new limited partnership investments
Prepare and present detailed technical documentation and memos regarding accounting treatments and transactions
Lead special projects, such as adopting new accounting standards and enhancing reporting practices within investment accounting

What we offer

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

Investment Writer

An exciting opportunity for an Investment Writer to act as Editor for investment...

Location

United Kingdom , London

Salary:

Not provided

Brewin Dolphin

Expiration Date

March 18, 2026

Requirements

Excellent organisational, communication, and editing skills
Ability to work well within a team and with others throughout the global organisation
Demonstrates authority and conviction to uphold standards
Strong project management and process management skills
Able to communicate complex information clearly and concisely
Able to work efficiently and effectively with a high level of activity in the face of changing priorities
Demonstrate commercial awareness and a solutions-oriented outlook
Able to prioritise workload and escalate appropriately
Prior experience of working with 3rd parties, with geographically dispersed teams and across time zones strongly desirable
Educated to degree level

Job Responsibility

Act as Editor for investment reports and investment-related marketing materials on behalf of RBC BlueBay London based investment teams
Work with Product Specialists and investment teams to produce, quality control and edit monthly, quarterly and annual investment commentaries and specialist reports for both Equities and Fixed Income
Act as distribution point, when required, for investment commentaries from RBC GAM UK to other RBC GAM stakeholders
Look for efficiencies in distribution of marketing materials across both Equities & Fixed Income
Write and deliver regular and ad hoc investment communications of a sales-oriented, educational, and technical nature, with sensitivity to strategy-specific or market developments
Work with RFP and Marketing to ensure quality and relevance of investment-related material
Create and improve current content, including liaising with Subject Matter Experts (SMEs) to ascertain accurate and high-quality content, as well as identifying and addressing knowledge gaps
Ensure all content is in line with relevant brand standards and style guides

What we offer

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

Fulltime

!

Mortgage Specialist

The Senior Wealth Mortgage Specialist will be responsible for originating and st...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Business Administration, Economics, or a related field
Minimum of 3-5 years of demonstrated success in mortgage sales, property financing, or a related client-facing role within the financial services industry in Singapore, with a strong emphasis on affluent or high-net-worth clients
In-depth knowledge of the Singapore property market, including financing structures, regulatory landscape, and current market conditions
A strong conceptual understanding of wealth management principles and financial planning concepts to facilitate effective collaboration with Client Advisors and comprehend the broader financial context of client's property assets, without providing direct financial advice on non-mortgage products
Exceptional interpersonal and communication skills, capable of building rapport with clients and internal partners, and effectively conveying complex mortgage information to sophisticated clientele
Strong analytical abilities, with a capacity for structuring bespoke financial solutions
Proven ability to drive successful outcomes in a competitive environment
High level of integrity, professionalism, and unwavering commitment to ethical conduct and compliance

Job Responsibility

Proactively engage with Citi's wealth clients and high-potential prospects to understand their intricate property financing needs, including residential purchases, investment properties, and refinancing solutions within the Singapore market
Provide expert, in-depth advice on a comprehensive suite of mortgage products, financing structures, interest rate strategies, and the regulatory environment of Singapore's property market
Structure and present tailored mortgage solutions that align precisely with clients' financial objectives and property investment strategies
Drive the end-to-end mortgage sales process, from initial consultation and application to approval and closing, ensuring an exceptional client experience
Stay at the forefront of market trends, property valuations, and competitive offerings within Singapore's mortgage industry
Work closely and collaboratively with Client Advisors to contribute mortgage expertise to the 'total wealth conversation' for affluent clients
Provide Client Advisors with expert insights on how property financing decisions impact, and are impacted by, a client's broader wealth portfolio
Support Client Advisors in positioning mortgage solutions as an integral component of a client's comprehensive financial planning
Participate in joint client meetings with Client Advisors as the dedicated mortgage expert
Cultivate and maintain strong, enduring relationships with new and existing affluent clients and internal Client Advisors

Fulltime

Area Customer Experience Specialist

The role of Area Customer Experience Specialist (ACES) at Huntington is designed...

Location

United States , Charleston

Salary:

16.50 - 21.75 USD / Hour

OysterLink

Expiration Date

Until further notice

Requirements

High school diploma or GED
minimum of 1 year customer service and branch banking experience
dependable
access to reliable transportation
ability to travel between local branches
authorized to work full-time in the United States
adherence to tobacco-free hiring policy
cash handling experience
career minded with a desire to build a career in banking
demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills

Job Responsibility

Provide coverage in all aspects of branch banking including customer transactions
service customer needs
identify opportunities to provide advice and guidance
refer customers to other areas of the bank as needed
process customer transactions accurately and efficiently while maintaining proper cash controls
balance daily cash drawer
provide excellent customer service and resolve issues effectively
educate customers on deposits, loans, and bank technology including online, mobile, and ATM banking
adhere to all operational, security, risk, and regulatory policies and procedures
be dependable and adaptable traveling to multiple branch locations

What we offer

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Career development opportunities
Employee Discounts
Flexible work arrangements

Fulltime

HPE Greenlake Sales Specialist

The Cloud & As-a-Service Sales Specialist is responsible for selling cloud servi...

Location

Greece , Athens

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Bachelor’s degree (Technical or Business)
advanced coursework or certifications preferred
5–8 years progressive experience in technology sales and/or technical consultative selling—ideally in Cloud/XaaS
demonstrated quota attainment and success leading complex solution sales cycles
experience in vertical industries (e.g., financial services, public sector, manufacturing, retail, healthcare) is a plus
deep knowledge of cloud services/offerings and competitor landscape
strong understanding of IaaS, PaaS, SaaS, hybrid cloud, security, networking, application modernization, and cost/consumption models
skilled in consultative selling, discovery, and executive storytelling
deal leadership: prospecting, pursuit planning, solution design coordination, negotiation, closing
broad understanding of industry trends and partner/ISV solutions

Job Responsibility

Seek out, develop, and expand opportunities to build and manage a robust pipeline in Cloud/XaaS
create pursuit plans and ensure alignment with Account Managers and broader account strategies
maintain competitive intelligence within accounts to position our portfolio effectively
lead deal strategy and negotiations, ensuring successful closes and high win rates
drives expansions and protect/grow total contract value
gather and assess customer business and technical requirements
identify related/adjacent needs for lead generation and opportunity expansion
architect appropriate technical solutions aligned to business outcomes (current and future fit)
develop implementation plans, timelines, and success criteria
anticipate potential delivery challenges and mitigation

What we offer

Comprehensive suite of benefits that supports physical, financial and emotional wellbeing
specific programs catered to career goals and professional development
unconditional inclusion and celebrating individual uniqueness

Fulltime

Wealth Planning Associate / Lead Wealth Planner

Jennifer Fukumae is seeking a talented financial planning professionals to join ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6+ years of financial planning experience, or comparable experience in high-net-worth tax, investment management, or related fields
Must hold a CFP® or CFA
Strong communication, relationship-building, and client management skills

Job Responsibility

Participate in client meetings alongside Lead Advisors, collecting and analyzing client data
Assist in creating and presenting financial plans using a structured planning process
Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management
Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports
Develop and deepen client relationships through regular communication and proactive service
Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans
Prepare client and prospect presentations, correspondence, and meeting materials
Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates
Maintain and expand client, advisor, and prospect databases
Support technology integration and document management initiatives to streamline planning processes

What we offer

Competitive salary, bonus structure, and benefits package

New

Director, Business Development

Under general direction with a high level of autonomy, uses extensive knowledge ...

Location

United States

Salary:

100000.00 - 140000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Business Administration, Bachelor’s: Marketing
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Knowledge of fundamental concepts, principles and practices of the company sponsored retirement plan industry
Skill in identifying the needs of plan sponsors through effective questioning and listening techniques
Skill in supporting advisors in efforts to grow their business
Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences
Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
Skill in analyzing business processes and identifying process improvement opportunities

Job Responsibility

Create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory
Lead projects, programs or processes with significant business impact involving cross-functional teams
Develop tactical plans and complete complex assignments with substantial latitude for unreviewed actions or decisions
Provide comprehensive solutions to complex problems or needs
Build and maintain relationships with financial advisors to generate revenue within a specific territory
Identify, qualify and engage with retirement plan specialist advisors in territory
Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory
Assist with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows
Develop and implement business plans for the territory to deliver on sales goals
Present sales activities at weekly meetings

Fulltime

Investment Services Presentation Specialist

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Investment Services Presentation Specialist

Investments Product Manager

Investment Accounting Advisory Specialist

Investment Writer

Mortgage Specialist

Area Customer Experience Specialist

HPE Greenlake Sales Specialist

Wealth Planning Associate / Lead Wealth Planner

Director, Business Development

Investment Services Presentation Specialist

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Investment Services Presentation Specialist

Investments Product Manager

Investment Accounting Advisory Specialist

Investment Writer

Mortgage Specialist

Area Customer Experience Specialist

HPE Greenlake Sales Specialist

Wealth Planning Associate / Lead Wealth Planner

Director, Business Development

Location:
United States , Boston

Category:
Finance

Contract Type:
Not provided

Job Posted:
January 07, 2026