asset allocation

Paraplanner

posted by: spj_bot

Paraplanner

Location: Buffalo Grove, IL – Fully On-site

Experience Level: Associate to Mid-Senior (3–5 Years Preferred)

Industry: Financial Services

Visa Sponsorship: Not available for this position.

Our firm has been retained by an established financial services practice to find a dedicated and detail-oriented Paraplanner. This role is ideal for a professional who enjoys the "behind-the-scenes" work of financial planning—building robust plans using a proprietary Excel-based system and managing the critical workflows that follow client meetings.

This position is a perfect fit for an experienced Paraplanner or a Financial Advisor/Planner who wishes to step away from the client-facing sales cycle and transition into a role focused entirely on the technical and administrative side of wealth management.

Key Responsibilities:

Job Skills

View the job post & apply
Login/Signup

Head of Product (Investment)

posted by: spj_bot

About us:

Soar is a global fintech startup that specializes in financing and investment. Currently headquartered in Saudi Arabia, Soar is growing throughout the region with a mission to help people achieve their financial goals with innovative financial and property investment solutions and tools through its multi-purpose platform, designed to offer a simple and seamless user experience.

Role Summary:

We are seeking a Head of Product (Investment) to lead the "Supply Side" of our platform. You will own the end-to-end product lifecycle for our Investment Portal—from the algorithmic logic that allocates capital to mortgage loans, to the dashboard where investors track their yields.

You are not just a manager; you are a builder. You will gather requirements from our Investment Committee and Treasury team, analyze complex financial flows, and translate them into crystal-clear User Stories for our engineering team.

Key Responsibilities:

1. Product Strategy & Financial Logic

Job Skills

View the job post & apply
Login/Signup

Portfolio Manager (Remote - Canada)

posted by: spj_bot

About Jobgether:

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

One of our companies is currently looking for a Portfolio Manager in Canada.

This is a high-impact opportunity for a seasoned investment professional to lead the development and evolution of strategic asset allocation within a fast-growing financial technology environment. As a Portfolio Manager, you will play a critical role in shaping investment strategies, refining portfolio construction methodologies, and driving competitive performance across a broad range of products. The role blends deep analytical rigor with cross-functional collaboration, offering a chance to partner closely with product, marketing, and engineering teams to deliver innovative, client-centric investment solutions.

Accountabilities:

Job Skills

View the job post & apply
Login/Signup
Subscribe to asset allocation

SPJ is not just a platform; it's a transformative force in the maritime sector. We reinvent job discovery and collaboration, leveraging cutting-edge AI to create a space where careers thrive and innovations set sail.

Featured Posts

Contact