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

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

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

Financial Planning Analyst

The role involves providing support to our client's advisory team, focusing on t...

Location

United States , Philadelphia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possession of a minimum of one year of experience in financial planning or related roles
Proficiency in creating and managing annual financial plans
Demonstrated ability in conducting financial reconciliation
Prior experience in the financial services sector
Certification or relevant experience as a Personal Financial Specialist
Exceptional analytical skills and attention to detail
Strong communication and presentation skills
Proficiency in using financial software and Microsoft Office Suite
Ability to work independently and as part of a team
Bachelor's degree in Finance, Accounting, or related field is preferred

Job Responsibility

Compile reports on portfolio performance on a regular basis
Monitor and update client asset allocations
Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
Prepare and coordinate materials for client meetings
Compile quarterly tax projections
Handle account creation and maintenance
Manage money movement including wire transfers and journals
Maintain and update the database regularly
Conduct ad hoc project management
Assist in portfolio performance updates

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan.

Fulltime

Lead Advisor

This is a high-profile role for a financial planning professional who blends tec...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CFP® or Series 65 required
Bachelor’s degree in Finance or related field
Approximately 5–7+ years of hands-on experience delivering holistic financial planning solutions
Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management
Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)

Job Responsibility

Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs
Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors
Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations
Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization
Co-present financial strategies and tailored recommendations during client meetings with advisory partners
Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions
Coach and develop junior team members in Operations and Client Services
Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management
Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards
Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan
free online training

Senior Planner

This is a high-profile role for a financial planning professional who blends tec...

Location

United States , Marin

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CFP® or Series 65 required
Bachelor’s degree in Finance or related field
Approximately 5–7+ years of hands-on experience delivering holistic financial planning solutions
Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management
Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)

Job Responsibility

Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs
Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors
Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations
Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization
Co-present financial strategies and tailored recommendations during client meetings with advisory partners
Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions
Coach and develop junior team members in Operations and Client Services
Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management
Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards
Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities

What we offer

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

Sr. Relationship Manager

This is a high-profile role for a financial planning professional who blends tec...

Location

United States , Berkeley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CFP® or Series 65 required
Bachelor’s degree in Finance or related field
Approximately 5–7+ years of hands-on experience delivering holistic financial planning solutions
Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management
Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)

Job Responsibility

Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs
Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors
Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations
Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization
Co-present financial strategies and tailored recommendations during client meetings with advisory partners
Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions
Coach and develop junior team members in Operations and Client Services
Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management
Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards
Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities

What we offer

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

New

Solutions Consultant 2

The Solutions Consultant is the evolution of the traditional Sales Engineering r...

Location

France , Paris

Salary:

Not provided

Palo Alto Networks

Expiration Date

Until further notice

Requirements

6+ years experience in pre-sales/sales engineering
Strong understanding of data networking, security architectures, and modern cloud computing environments
Experience in delivering cybersecurity solutions that solve technical challenges and influence new business initiatives is preferred
Influencing and gaining buy-in from key stakeholders, either in a customer-facing or internal role
prior experience in a pre-sales role is ideal
Creating and delivering technical presentations, workshops, or technical validation engagements
Experience in selling, designing, implementing, or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies
Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions
Experience in complex sales involving long sales processes with multiple buying centers and multi-product solutions are preferred
Proficient in English

Job Responsibility

Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions
Understands Key customer business requirements and has the ability to position, demonstrate and create high level designs across the entire PANW portfolio solutions creating business value for customers
Ability to drive customer adoption of Palo Alto Networks Platform
Building customer relationships by helping customers achieve increased productivity, operational efficiency, security efficacy, and greater flexibility to innovate
Conducting discovery to understand and articulate the key technical, operational, and commercial imperatives of your prospects and customers
Working closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions
Demonstrating strong communication skills, influencing through effective presentations and customer-specific demos, and conducts technical engagements and workshops that are clear and impactful, simplifying complex ideas for various audiences
Leading successful technical validation efforts based on best practices to ensure technical win in assigned opportunities
Demonstrates Cross functional leadership driving collaboration and orchestrating supporting resources (Specialists, Channel Resources, Customer Support) to ensure a one-team approach that demonstrates a cohesive strategy
Promoting end-to-end solutions that include PANW and/or partner professional services to ensure customers realize business value sooner

What we offer

FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees
mental and financial health resources
personalized learning opportunities
strong career growth
collaboration with top talent
mission-driven environment

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

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