Job Closed
This listing is no longer active.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
RIA Regional Consultant – Mid-Atlantic
Location
North Carolina + 2 moreAll locations: North Carolina | Maryland | Virginia
Posted
69 days ago
Salary
$110K - $188.8K / year
Seniority
Lead
Job Description
RIA Regional Consultant – Mid-Atlantic
State Street
• Own and grow key client and strategic partner relationships with RIAs and Bank Trust firms across the Mid‑Atlantic region as a member of the U.S. Wealth Intermediary Team. • Identify client needs across a range of business models and deliver relevant market insights, product information, investment ideas, and sales support. • Demonstrate strong investment acumen and act as an expert on State Street Investment Management solutions, including ETFs, cash strategies, DC solutions, and model portfolios. • Educate clients and prospects on product positioning, holdings, and investment results, and clearly articulate what differentiates State Street Investment Management from competitors. • Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners across concentrated areas of wealth. • Lead and coordinate regional travel with key sub‑advisory partners and index providers, including World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates, and Galaxy Asset Management. • Build and maintain strong relationships with internal business partners, including Internal Sales, Marketing, Research, and Client Enablement teams, to effectively deliver SSIM and SPDR ETF resources.
Job Requirements
- Bachelor’s degree required
- FINRA Series 7 and 63 licenses required
- CFA, CIMA, or similar investment industry designations preferred
- Minimum 7 years of experience in the investment management industry, with at least 5 years in sales or business development, preferably within the RIA channel
- Strong investment acumen and technical proficiency across ETFs, mutual funds, separate accounts, model portfolios, and related products
- Proven ability to work independently while collaborating effectively with internal partners
- Willingness to travel extensively and manage a dynamic, territory‑based schedule
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- eligibility for certain tax advantaged savings plans
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Chief Finance Officer
Deutscher Hilfsbund e.V.Die Tätigkeit beginnt ohne Fixgehalt, da die DEHIB-Gruppe sich in einer frühen Entwicklungsphase befindet. Die Vergütung wächst parallel zum strukturellen und wirtschaftlichen Fortschritt der Holding, zu dem Sie beitragen.
Role Description Der Deutsche Hilfsbund e.V. (DEHIB) entwickelt eine professionelle, leistungsfähige und zukunftsfähige Organisationsstruktur, die bundesweit, digital und strategisch gesteuert ist. Eine tragfähige Finanz- und Kapitalarchitektur bildet dabei die Grundlage für nachhaltiges Wachstum, wirtschaftliche Stabilität und gesellschaftliche Wirkung. Zur strategischen Weiterentwicklung dieser Architektur suchen wir einen Chief Finance Officer (CFO) auf ehrenamtlicher C-Level-Ebene, der den Aufbau eines innovativen Finanz- und Kapitalmodells aktiv mitgestaltet. Hinweis: Die Tätigkeit ist ehrenamtlich, unvergütet und begründet kein Beschäftigungsverhältnis. Sie eignet sich für verschiedene Lebensphasen – auch begleitend zu einer hauptberuflichen Tätigkeit – und bietet die Möglichkeit, strategische Verantwortung in einem gesellschaftlich relevanten Zukunftsprojekt zu übernehmen. Der zeitliche Einsatz liegt bei ca. 5 bis 8 Stunden pro Woche. - Entwicklung und Verantwortung der strategischen Finanz- und Kapitalarchitektur des DEHIB im Rahmen der langfristigen Wachstumsziele - Aufbau, Bewertung und Weiterentwicklung von Businessplänen, Finanzmodellen und Szenarien für bestehende und neue Initiativen - Entwicklung einer nachhaltigen Investment- und Kapitalstrategie (Eigenkapital, Fremdkapital, Fördermittel, Co-Investments) - Vorbereitung und Begleitung von Gesprächen mit Investoren, Förderpartnern und Finanzierungspartnern - Beratung des Bundesvorstands bei Kapitalallokation, Wachstumsentscheidungen und finanziellen Risikoabwägungen - Aufbau von Governance-Strukturen für Beteiligungen, Tochtergesellschaften und verbundene Einheiten - Sicherstellung einer klaren finanziellen Trennung zwischen gemeinnützigen und wirtschaftlichen Aktivitäten Qualifications - Mehrjährige Erfahrung in leitender Finanzfunktion, z. B. als CFO, Finance Director, Head of Finance oder in vergleichbarer Verantwortung - Fundierte Kenntnisse in strategischer Finanzplanung, Liquiditätsmanagement und Mehrjahresplanung - Erfahrung in einem oder mehreren Bereichen: Corporate Finance, Beteiligungsmanagement, Investment, Venture Finance oder M&A - Kompetenz in der Entwicklung und Bewertung von Businessplänen und Investitionsmodellen - Erfahrung im Austausch mit Geschäftsführungen, Vorständen, Investoren oder Entscheidungsgremien - Strategisches Denken, unternehmerische Perspektive und Interesse an gesellschaftlicher Wirkung Benefits - Eine architektonische Schlüsselrolle beim Aufbau eines neuartigen Finanzierungsmodells mit gesellschaftlicher Relevanz - Hoher strategischer Gestaltungsspielraum in einer Organisation mit bundesweiter Entwicklungsperspektive - Die Möglichkeit, Ihre Finanzexpertise in ein zukunftsorientiertes, gemeinwohlorientiertes Projekt einzubringen - Direkte Zusammenarbeit mit dem Bundesvorstand und Mitgestaltung zentraler Wachstumsentscheidungen - Sichtbare Wirkung beim Aufbau nachhaltiger sozialer und wirtschaftlicher Strukturen Ein Anschreiben ist immer gerne gesehen. Daraus sollte hervorgehen: welche relevante Erfahrung Sie im Bereich Finance, Investments oder strategischer Kapitalsteuerung mitbringen, und warum Sie diese Verantwortung auf C-Level-Ebene im DEHIB übernehmen möchten.
VP, Finance – Hospital Medicine
Sound PhysiciansWe deliver uncompromising care and lasting partnerships across acute and post-acute settings.
• Serve as the senior Finance leader for the Hospital Medicine service line, with deep expertise in HM-specific financial and operational drivers. • Provide financial leadership across all three HM operating regions, ensuring consistent performance management, alignment to enterprise priorities, and sharing of best practices. • Lead, develop, and mentor a team of regional finance leaders; build organizational capability, strengthen the leadership bench, and drive a high-performance, accountable culture. • Partner closely with the Hospital Medicine Leadership Team (CEO, Operations, Clinical, etc.) to drive financial performance, support growth initiatives, and optimize site-level performance. • Act as a strategic thought partner, identifying opportunities to expand margins, improve performance, and support new business development within Hospital Medicine.
Role Description We are hiring a mid-level Patient Financial Navigation Specialist to join our team. As a patient financial navigator, you will be at the heart of Veracyte’s mission to serve patients globally. In this role, you will work directly with patients to help them navigate the financial aspects of their healthcare by: - Assessing financial needs - Explaining insurance benefits - Assisting with payment plans and financial aid applications You will serve as a liaison between patients, providers, and insurance companies to handle billing inquiries and other aspects of the patient financial journey with the goal of: - Reducing financial stress - Improving transparency around healthcare costs To be successful, you will need to have a passion for working directly with patients and the willingness to go above and beyond to provide personalized guidance, timely support, and clear communication, to help patients feel more confident and informed throughout their care journey. The schedule for this role will be Monday - Friday 8:30am-5pm PST. Responsibilities include: - Evaluate patient financial situations and guide them through available support options. - Verify insurance coverage and explain benefits to patients. - Assist with financial aid applications and payment plan setup. - Handle Patient Billing inquiries with confidence, escalating only for complex situations. - Collect payments, explain out-of-pocket costs, and provide information on self-pay pricing. - Refer patients to appropriate financial assistance programs with confidence. - Maintain accurate records and ensure compliance with healthcare regulations. - Provide administrative support for department(s) including but not limited to performing data entry, updating various record-keeping systems, upholding company policies and client requirements, and participating in projects, duties, and other administrative tasks. - Navigating payor portals, website or phone systems to check eligibility, prior auth, claim or appeal statuses to obtain information needed to move claims forward in the life cycle. - Provide timely, personalized support to enhance the overall patient experience. - Resolve billing concerns proactively and communicate clearly to build trust and confidence. - Able to provide guidance and support to entry-level peers for typical situations. Qualifications - High school diploma or GED - Associate's or Bachelor's degree in healthcare administration, business, or related field preferred Requirements - Experience with Microsoft Office (especially Word and Excel) - 2+ years of experience in healthcare billing, insurance coordination, or patient financial services - Experience with payer portals and claim tracking systems - Familiarity with HIPAA compliance and healthcare privacy regulations - Experience working with CRMs (i.e., Salesforce) and Billing Software (i.e., Epic, XiFin, Quadax) - Strong understanding of health insurance plans, benefits, and coverage verification processes - Proficiency in explaining complex financial and insurance information to patients in a clear and empathetic manner - Ability to assess patient financial needs and recommend appropriate payment plans or financial assistance options - Experience with billing systems, insurance pre-authorizations, and payment collection procedures - Familiarity with self-pay pricing structures and assistance program referrals - Excellent communication and interpersonal skills to liaise effectively between patients, providers, and hospital staff Benefits - Competitive compensation and benefits - Career opportunities in a growing company - Commitment to fostering an inclusive workforce - Recognition as a 2024 Certified™ Great Place to Work® in both the US and Israel
Engenheiro de Software Sênior – Sistemas de Backoffice Financeiros
LWSAIntegrando soluções & Impulsionando negócios
• Atuação em projetos de criação, implementação e melhorias nos sistemas financeiros, entendendo as necessidades e desenvolvendo soluções; • Participar de levantamento de processos, entender fluxos e documentar requisitos técnicos para a execução de projetos; • Buscar soluções que atendam as necessidades da área, analisando e realizando desenvolvimento interno; • Identificar oportunidades de melhoria nos processos e propor soluções que simplifiquem e agilizem as atividades dos clientes internos e externos; • Fornecer suporte aos usuários finais dos sistemas relacionados, resolvendo problemas e acionando o fornecedor em caso de problemas técnicos. • Realizar testes unitários e integrados para validar a funcionalidade das soluções desenvolvidas; • Colaborar com equipes internas para entender os requisitos de integração e desenvolver soluções técnicas que conectem nossos sistemas corporativos. • Colaborar com a idealização, desenvolvimento e implementação de integrações eficientes utilizando ferramentas e tecnologias apropriadas. • Criar e acompanhar processos ETL para coletar, transformar e carregar dados de diversas fontes para suportar análises de negócios.




