13 investment director jobs at 12 companies in Berkeley, MO
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Director, Investment Strategy
Boston or Chicago or St. Louis
$240k-$260k/yrHybridFull Time
Focus Financial Partners: Private fiduciary financial-services holding operating wealth, family-office, business-management, and advisor-solution firms for clients and advisors.
15+ YOEBachelor's degree in a related field and 15+ years in investment-related, communications, or technical roles. Requires trading, rebalancing, portfolio systems, M&A integration, project leadership, and strong stakeholder communication.
Phoenix or Boston or Denver or St. Louis or Seattle or New York City or Chicago or Dallas or Minneapolis or Atlanta or Los Angeles
$119k-$238k/yrHybridFull Time
Mercer: Global professional services and consulting firm advising employers on health, wealth, retirement, investments, and careers.
Bachelor's degree in finance, business, or related field; healthcare sales success; investment knowledge including alternatives and risk modeling; strong communication skills; Series 7 and 63 licenses.
Northland Securities: Private U.S. broker-dealer providing public finance, wealth management, and capital-markets services to individuals, institutions, and communities.
5+ YOEBA required; 5+ years in investment banking or capital markets; FINRA licenses; travel about 50%; leadership responsibilities.
Edward Jones: Financial services firm providing wealth management and investment advice.
Active Series 7 license held for at least one year; Series 9, 10, 24, and 66 required or obtainable within four months. Insurance license and business bachelor's degree preferred.
Edward Jones: Financial services firm providing wealth management and investment advice.
FINRA Series 7 (held ≥1 year) and Series 9,10,24,66 required/obtainable within 4 months; regulatory/compliance experience and bachelor’s in business preferred; ability to evaluate fee-based advisory activity and advise branches.
Frontier Asset Management: Independent asset manager providing downside-risk-managed investment strategies to financial advisors across the United States.
5+ YOEBachelor's degree, 5+ years investment wholesale experience, proven sales record, deep IBD/RIA relationships, strong communication and organizational skills, Series 65 or CFP preferred.
Salesforce, Pardot, Seismic, Microsoft Office, Zoom
City of Bridgeton: Municipal government serving Bridgeton residents through public administration, safety, infrastructure, parks, and recreation.
5+ YOEBachelor's in accounting/public or business administration required, 5+ years municipal accounting/finance experience, CPA or CPFO preferred; responsible for accounting, payroll, benefits, financial statements, budget compliance, internal controls, investments, audits, and supervising finance staff.
Busey BankNASDAQ: BUSE: Illinois-chartered commercial bank serving individuals, businesses, institutions, and government customers across ten U.S. states.
7+ YOE3+ MgmtBachelor's degree,7+ years wealth management/advisory experience,3+ years team leadership,proven sales success and relationship management,knowledge of investments,financial planning,trust and estate concepts; professional designations preferred.
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
10+ YOEBachelor's degree in accounting, finance, taxation, or related field; 10+ years of tax experience; 7+ years with tax credit investments; CPA preferred and people leadership experience required.
The Cigna GroupNYSE: CI: A global health committed to improving health and vitality.
10+ YOEBachelor's degree and 10+ years in corporate strategy, consulting, investment banking, private equity, business development, or related leadership roles; enterprise planning and executive influence experience required.
MGP IngredientsNasdaq: MGPI: Public U.S. producer of branded spirits, distilled alcohol, and specialty food ingredients for beverage and food manufacturers.
5+ YOEBachelor's degree preferred in a technical or manufacturing field, 5+ years of operations leadership experience, manufacturing or warehousing management experience, financial analysis, food and beverage manufacturing, ISO/OHSAS and food safety auditing, and capital investment management.
Microsoft Excel, Microsoft Word, Microsoft Outlook, SAP
Larson Capital Management: Private U.S. financial-services holding providing wealth management, tax, real-estate, insurance, and investment services to clients.
7+ YOEBachelor's degree; 7+ years in financial services/wholesaling/advisor distribution; Series 65 required (Series 7 preferred); deep private real estate and alternative investments knowledge; Salesforce and strong presentation skills.
Downers Grove or Detroit or Columbus or Minneapolis or St Louis or Iowa or Nebraska or Illinois or North Dakota or South Dakota or Kentucky or Ohio or Michigan or Wisconsin or Kansas or Missouri or Minnesota
$125k-$150k/yrHybridFull Time
InvescoNYSE: IVZ: Independent global investment management firm delivering diverse financial strategies.
5+ YOE5+ years institutional sales/analyst experience, knowledge of institutional ecosystem and investment instruments, strong relationship and sales skills, FINRA Series 3/7/63/65 and CFA or progress toward designation.