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Most recent job postings at alphainvestors
via LinkedIn
posted_at: 22 hours agoschedule_type: Full-timesalary: 70K–80K a yearwork_from_home: 1
Why we’re a great company to work for
Seeking Alpha is the leading online destination for engaged investors. We have an awesome product. Our crowdsourced research and cutting-edge investing tools are helping nearly 300,000 paying subscribers exceed their financial goals...
We care about work-life balance: We work primarily from home, provide lots of perks, and insist that you enjoy them.
We invest in people. We consider each employee a long-term
Why we’re a great company to work for
Seeking Alpha is the leading online destination for engaged investors. We have an awesome product. Our crowdsourced research and cutting-edge investing tools are helping nearly 300,000 paying subscribers exceed their financial goals...
We care about work-life balance: We work primarily from home, provide lots of perks, and insist that you enjoy them.
We invest in people. We consider each employee a long-term investment, and we see value in continuously nurturing and training our teammates.
Successful candidates for the Seeking Alpha team are:
Further down, you’ll find the specifics of the job. The following traits describe the characteristics we look for in all positions.
• Hard-working. Delivering great results requires time and painstaking dedication. There are no shortcuts. Be ready to crush it every day.
• Biased towards action. We are a small company and each employee plays a significant role in our success. We highly value the ability to take projects across the finish line.
• Precise. It is easy to fudge things. We look for people who love being given concrete definitions of success and utilize their talents and work ethic to exceed them.
• Flexible. We ask questions more than we assert answers and are always open to criticism and changing our views in the face of evidence.
• Lean. We pride ourselves on getting stuff done efficiently. When we ask, “How can I solve this challenge,” the first answer is never, “Hire someone.”
• Independent workers, but also team players. We look for people who are intellectually stimulating, bring a positive attitude to work, and are fun to be around.
Responsibilities:
• Edit, curate, and publish content on primarily technology and fintech topics, but also on other finance and investing subject matters as work volumes require.
• Edit contributors’ articles for clarity, consistency, and relevance to investors, and publish them on the Seeking Alpha website.
• Work with contributors to ensure they’re providing Seeking Alpha’s users with a steady stream of the highest quality, most relevant articles.
• Ensure effective content management by organizing and tagging articles so they surface with the appropriate stock tickers, sectors, and themes.
• Display strong editing and content management skills and commitment to quality and timely deliverables.
• Gain an in-depth understanding of Seeking Alpha’s content management system, working processes, and editorial policies.
• Contribute to seamless global workflow, working with Seeking Alpha’s U.S., Israel, and India teams. (This role requires flexibility and a can-do attitude: we publish articles 24/7, 365 days a year.)
Requirements:
• A sophisticated understanding of the financial markets, especially the U.S. stock market.
• In-depth familiarity with technology trends, solutions, and the competitive dynamics of the tech industry.
• An impressive work or education background (CFA or investment industry accreditation preferred) related to finance or investment markets.
• Preferably 2- 5 years of professional digital editorial experience in finance, business, or related subjects.
• Commitment to helping investment analysts present their ideas most effectively.
• Ability to work in a fast-paced environment, juggling multiple priorities and deadlines.
• Superior organizational skills and close attention to detail.
• Ability to work independently, demonstrate good personal judgment, and take on increasing responsibility.
• Excellent communication, interpersonal, and writing skills.
Location: Remote in the United States or Canada
Application Deadline: January 15, 2024
The applicable salary range for this position is $70,000/yr to $80,000/yr which depends on a variety of factors including relevant experience, location, business needs, and market demand Show more details...
Seeking Alpha is the leading online destination for engaged investors. We have an awesome product. Our crowdsourced research and cutting-edge investing tools are helping nearly 300,000 paying subscribers exceed their financial goals...
We care about work-life balance: We work primarily from home, provide lots of perks, and insist that you enjoy them.
We invest in people. We consider each employee a long-term investment, and we see value in continuously nurturing and training our teammates.
Successful candidates for the Seeking Alpha team are:
Further down, you’ll find the specifics of the job. The following traits describe the characteristics we look for in all positions.
• Hard-working. Delivering great results requires time and painstaking dedication. There are no shortcuts. Be ready to crush it every day.
• Biased towards action. We are a small company and each employee plays a significant role in our success. We highly value the ability to take projects across the finish line.
• Precise. It is easy to fudge things. We look for people who love being given concrete definitions of success and utilize their talents and work ethic to exceed them.
• Flexible. We ask questions more than we assert answers and are always open to criticism and changing our views in the face of evidence.
• Lean. We pride ourselves on getting stuff done efficiently. When we ask, “How can I solve this challenge,” the first answer is never, “Hire someone.”
• Independent workers, but also team players. We look for people who are intellectually stimulating, bring a positive attitude to work, and are fun to be around.
Responsibilities:
• Edit, curate, and publish content on primarily technology and fintech topics, but also on other finance and investing subject matters as work volumes require.
• Edit contributors’ articles for clarity, consistency, and relevance to investors, and publish them on the Seeking Alpha website.
• Work with contributors to ensure they’re providing Seeking Alpha’s users with a steady stream of the highest quality, most relevant articles.
• Ensure effective content management by organizing and tagging articles so they surface with the appropriate stock tickers, sectors, and themes.
• Display strong editing and content management skills and commitment to quality and timely deliverables.
• Gain an in-depth understanding of Seeking Alpha’s content management system, working processes, and editorial policies.
• Contribute to seamless global workflow, working with Seeking Alpha’s U.S., Israel, and India teams. (This role requires flexibility and a can-do attitude: we publish articles 24/7, 365 days a year.)
Requirements:
• A sophisticated understanding of the financial markets, especially the U.S. stock market.
• In-depth familiarity with technology trends, solutions, and the competitive dynamics of the tech industry.
• An impressive work or education background (CFA or investment industry accreditation preferred) related to finance or investment markets.
• Preferably 2- 5 years of professional digital editorial experience in finance, business, or related subjects.
• Commitment to helping investment analysts present their ideas most effectively.
• Ability to work in a fast-paced environment, juggling multiple priorities and deadlines.
• Superior organizational skills and close attention to detail.
• Ability to work independently, demonstrate good personal judgment, and take on increasing responsibility.
• Excellent communication, interpersonal, and writing skills.
Location: Remote in the United States or Canada
Application Deadline: January 15, 2024
The applicable salary range for this position is $70,000/yr to $80,000/yr which depends on a variety of factors including relevant experience, location, business needs, and market demand Show more details...
via LinkedIn
posted_at: 5 days agoschedule_type: Full-time
Alpha is hiring an Investment Associate to focus on analyzing and evaluating new investment opportunities.
About Alpha...
Alpha Partners is a growth equity co-investment firm that invests in enterprise software and tech-enabled services businesses beginning at Series B and up until pre-IPO. Alpha is investing out of its third fund, a $150M vehicle, of which the majority is still to be deployed. This role will play a critical part in the investment
Alpha is hiring an Investment Associate to focus on analyzing and evaluating new investment opportunities.
About Alpha...
Alpha Partners is a growth equity co-investment firm that invests in enterprise software and tech-enabled services businesses beginning at Series B and up until pre-IPO. Alpha is investing out of its third fund, a $150M vehicle, of which the majority is still to be deployed. This role will play a critical part in the investment process.
Some of our realized investments include Coupang, Coursera, Wish, and Rover. Some of our recent investments include Apollo.io (backed by Sequoia and Bain Capital Ventures), ZenBusiness (backed by Greycroft and Softbank), Semperis (backed by KKR and Insight Partners), and Second Front (backed by NEA).
Alpha's model is to partner with early stage VC firms to source deals. We work with these firms to fulfill their pro-rata rights in their top performing companies at the growth stages. Our investment team is split into two groups, with dedicated teams for deal origination and for diligence. These teams collaborate seamlessly to drive success. While the primary focus of this role will be completing investment analysis, candidates will also have the opportunity to source deals.
The team is based in NYC, the office is in the Empire State Building, and we're a hybrid workplace in the office three days per week. The role will require occasional travel and the candidate may be expected to attend certain investor events or on-site diligence meetings.
Role and Responsibilities:
The Investment Associate opportunity consists of growth stage venture capital diligence, sector analysis, and portfolio management.
• Diligence potential investment opportunities
• Guide the origination team’s efforts by identifying top prospects through the creation of market maps and data analysis
• Complete requests from current and prospective limited partners
• Manage portfolio reporting and other investment-related projects
• Note: We are passive investors and do not take board seats. There will be minimal portfolio company related work
Qualifications:
• 2-5 years of experience encompassing investment banking, private equity or venture capital, financial due diligence or a similar role at a public accounting firm, or consulting
• Degree in finance, accounting, economics or another technical-focused degree
• Working knowledge of financial reporting, investment analysis, and financial modeling
• Detail oriented with the ability to work independently and proactively on a small team
• Ability to thrive in an unstructured, entrepreneurial environment with incomplete data
• Excellent analytical, problem-solving, and written/verbal communication skills
• Strong relationship management, collaboration, and influencing skills
• Executive mindset with the ability to establish immediate credibility with executive teams within the Alpha Partners portfolio and Partners on the investment team
• Proficiency with Excel and PowerPoint
• The right candidate will have the opportunity to grow with Alpha as this is a Partner-track position. The salary for this role ranges from $80K – $140K plus bonus, benefits, and carried interest Show more details...
About Alpha...
Alpha Partners is a growth equity co-investment firm that invests in enterprise software and tech-enabled services businesses beginning at Series B and up until pre-IPO. Alpha is investing out of its third fund, a $150M vehicle, of which the majority is still to be deployed. This role will play a critical part in the investment process.
Some of our realized investments include Coupang, Coursera, Wish, and Rover. Some of our recent investments include Apollo.io (backed by Sequoia and Bain Capital Ventures), ZenBusiness (backed by Greycroft and Softbank), Semperis (backed by KKR and Insight Partners), and Second Front (backed by NEA).
Alpha's model is to partner with early stage VC firms to source deals. We work with these firms to fulfill their pro-rata rights in their top performing companies at the growth stages. Our investment team is split into two groups, with dedicated teams for deal origination and for diligence. These teams collaborate seamlessly to drive success. While the primary focus of this role will be completing investment analysis, candidates will also have the opportunity to source deals.
The team is based in NYC, the office is in the Empire State Building, and we're a hybrid workplace in the office three days per week. The role will require occasional travel and the candidate may be expected to attend certain investor events or on-site diligence meetings.
Role and Responsibilities:
The Investment Associate opportunity consists of growth stage venture capital diligence, sector analysis, and portfolio management.
• Diligence potential investment opportunities
• Guide the origination team’s efforts by identifying top prospects through the creation of market maps and data analysis
• Complete requests from current and prospective limited partners
• Manage portfolio reporting and other investment-related projects
• Note: We are passive investors and do not take board seats. There will be minimal portfolio company related work
Qualifications:
• 2-5 years of experience encompassing investment banking, private equity or venture capital, financial due diligence or a similar role at a public accounting firm, or consulting
• Degree in finance, accounting, economics or another technical-focused degree
• Working knowledge of financial reporting, investment analysis, and financial modeling
• Detail oriented with the ability to work independently and proactively on a small team
• Ability to thrive in an unstructured, entrepreneurial environment with incomplete data
• Excellent analytical, problem-solving, and written/verbal communication skills
• Strong relationship management, collaboration, and influencing skills
• Executive mindset with the ability to establish immediate credibility with executive teams within the Alpha Partners portfolio and Partners on the investment team
• Proficiency with Excel and PowerPoint
• The right candidate will have the opportunity to grow with Alpha as this is a Partner-track position. The salary for this role ranges from $80K – $140K plus bonus, benefits, and carried interest Show more details...
via ZipRecruiter
posted_at: 18 days agoschedule_type: Full-timesalary: 70K–90K a yearwork_from_home: 1
Why we’re a great company to work for
Seeking Alpha is the leading online destination for engaged investors. We have an awesome product. Our crowdsourced research and cutting-edge investing tools are helping nearly 300,000 paying subscribers exceed their financial goals...
We care about work-life balance: We work primarily from home, provide lots of perks, and insist that you enjoy them.
We invest in people. We consider each employee a long-term
Why we’re a great company to work for
Seeking Alpha is the leading online destination for engaged investors. We have an awesome product. Our crowdsourced research and cutting-edge investing tools are helping nearly 300,000 paying subscribers exceed their financial goals...
We care about work-life balance: We work primarily from home, provide lots of perks, and insist that you enjoy them.
We invest in people. We consider each employee a long-term investment, and we see value in continuously nurturing and training our teammates.
Why Seeking Alpha Investing Groups?
Seeking Alpha Investing Groups enable real-world investors to share their approach to investing with other serious investors. SA Investing Groups already generate tens of millions of dollars of revenue, with over 160 investing subscription services. Many analysts on the Seeking Alpha platform have turned their subscription service into a full time job, with a number of authors generating revenue of over $1M per year.
Job Description
The Investing Groups Improvement Specialist primary role is to work directly with our Investing Group Leaders to improve their value offering and related subscriber experience. This involves identifying which services most urgently require improvement, putting a plan in place around specific improvement metrics, and collaborating with the IG Leader to improve their service’s value offering and subscriber KPIs.
The applicable salary range for this position is $70,000/yr to $90,000/yr which depends on a variety of factors including relevant experience, location, business needs, and market demand
Responsibilities:
Responsibilities:
• Devise a system to Identify Investing Groups in need of improvement and raise conversion and retention within specific Investing Groups.
• Work with individual services to improve their getting started and onboarding materials.
• Work with individual services to reboot their offerings so as to deliver a better subscriber experience.
• Merge or shut down services that have proved unwilling or unable to deliver an improved subscriber experience.
Requirements:
Requirements:
• 2-3 years of experience
• A strong-multi-tasker, with excellent organizational skills
• Strong analytical skills
• Good communication and interpersonal skills
• Background in basic principles of stock market investing - and working knowledge of current trends in this space
• English as a mother tongue
• Strong written and verbal skills
• Bachelor's degree
• Strong knowledge of Excel and Google Sheets
• Generally tech-savvy Show more details...
Seeking Alpha is the leading online destination for engaged investors. We have an awesome product. Our crowdsourced research and cutting-edge investing tools are helping nearly 300,000 paying subscribers exceed their financial goals...
We care about work-life balance: We work primarily from home, provide lots of perks, and insist that you enjoy them.
We invest in people. We consider each employee a long-term investment, and we see value in continuously nurturing and training our teammates.
Why Seeking Alpha Investing Groups?
Seeking Alpha Investing Groups enable real-world investors to share their approach to investing with other serious investors. SA Investing Groups already generate tens of millions of dollars of revenue, with over 160 investing subscription services. Many analysts on the Seeking Alpha platform have turned their subscription service into a full time job, with a number of authors generating revenue of over $1M per year.
Job Description
The Investing Groups Improvement Specialist primary role is to work directly with our Investing Group Leaders to improve their value offering and related subscriber experience. This involves identifying which services most urgently require improvement, putting a plan in place around specific improvement metrics, and collaborating with the IG Leader to improve their service’s value offering and subscriber KPIs.
The applicable salary range for this position is $70,000/yr to $90,000/yr which depends on a variety of factors including relevant experience, location, business needs, and market demand
Responsibilities:
Responsibilities:
• Devise a system to Identify Investing Groups in need of improvement and raise conversion and retention within specific Investing Groups.
• Work with individual services to improve their getting started and onboarding materials.
• Work with individual services to reboot their offerings so as to deliver a better subscriber experience.
• Merge or shut down services that have proved unwilling or unable to deliver an improved subscriber experience.
Requirements:
Requirements:
• 2-3 years of experience
• A strong-multi-tasker, with excellent organizational skills
• Strong analytical skills
• Good communication and interpersonal skills
• Background in basic principles of stock market investing - and working knowledge of current trends in this space
• English as a mother tongue
• Strong written and verbal skills
• Bachelor's degree
• Strong knowledge of Excel and Google Sheets
• Generally tech-savvy Show more details...
via Salary.com
posted_at: 4 days agoschedule_type: Full-time
Who are we looking for? An open-minded person who would like to contribute to expansion of Alpha asset management operations delivered by State Street Bank International. Someone, who value great work atmosphere, being close to the managers, achieving goals and resolving problems as a group within one big global Alpha team. Your new team Alpha Investment Portfolio Client Services team is responsible for outsourced provision of end to end client service
Who are we looking for? An open-minded person who would like to contribute to expansion of Alpha asset management operations delivered by State Street Bank International. Someone, who value great work atmosphere, being close to the managers, achieving goals and resolving problems as a group within one big global Alpha team. Your new team Alpha Investment Portfolio Client Services team is responsible for outsourced provision of end to end client service - compare records of the client`s Front Office System to records kept at State Street, flag and resolve differences, raise inquiries with internal teams. The team directly support Front Office by - addressing queries, analysis of the client´s portfolio. have a proactive mindset to inform other business units of potential issues further downstream. Why is this role important to us? State Street Investment Manager Services (IMS) is responsible for outsource service provision through leading edge technology and services for its clients... State Street company has demonstrated excellent success in recent times with major client wins covering in excess of 10 locations worldwide, including UK, Europe, India and USA, for the outsource arrangements of Fund Accounting and Investment Operations. State Street company is increasing its talent to support the planning, development and roll-out of the Enterprise project within the Investment Operations arena and require keen and experienced investment operations business professionals to play a key role in the delivery of a successful solution. This role can be performed in a hybrid model, where you can balance work from home and office in Kraków to match your needs and role requirements. Your new role As a Alpha Investment Portfolio Client Services Senior Expert, Officer you will: Manage day to day deliverables, perform checks, investigate discrepancies and ensure timely resolution of identified issuer and queries sent Work as a subject matter expert on Portfolio Services functions Assist in gathering and preparing project information by attending and facilitating client and internal meetings Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role, engage teams as needed to gain consensus Develop and maintain relationships with clients, and internal/external stakeholders to help aid successful delivery of service Drive the review of Operating Models, Service Level Agreements and Key Performance Indicators Acting as the escalation contact for Client Middle Office Teams on more complex queries/issues/ breaks requiring end to end portfolio services support Assist in the analysis of current/proposed processes and recommend solutions and improved processes Maintain effective communications with colleagues and management, actively work with other team members (also from different locations) to build team spirit to be able to grow as a global group Adhere to internal procedures and best practices at all times, and ensure all activities are compliant with corporate standards What we value These skills will help you succeed in this role: Strong critical thinking, problem solving, and decision making skills Project management experience is a plus Good time management, organizational and team working skills Flexibility in working outside of your responsibilities and areas of expertise Strong communication skills to audiences of different levels of seniority Must be self-motivated, adaptable and show initiative in different circumstances and under pressure Education & Preferred Qualifications Degree in Finance, Accountancy or Business-related degree is a plus Experience in finance industry Preferred experience: asset management, middle office, fund administration or banking Good working knowledge of MS Excel Advanced English: written and verbal communication skills Experience in client service considered as a plus What we offer Permanent contract of employment from day one Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off) Gold medical package for employees and their families (partner and children) Premium life insurance package and private pension plan Employee savings plan Multisport Card Wide range of soft skills training, technical workshops, language classes and development programs Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice Variety of well-being programs Technical or leadership career pathway About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers 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. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement
Show more details...
via LinkedIn
schedule_type: Full-time
For advisors today, the demands of the industry are increasing and we’re not advancing. Family and lifestyle suffer while our male advisors continue to flourish and outnumber us by more than 3 to 1.
If you’ve not considered a move to the Investment Advisory FIDUCIARY side of the Advisory world–let us help you see how to bridge the gap from brokerage/commissions to Fiduciary Fee-Only. Payouts... range from 50-70%, a generous start towards a
For advisors today, the demands of the industry are increasing and we’re not advancing. Family and lifestyle suffer while our male advisors continue to flourish and outnumber us by more than 3 to 1.
If you’ve not considered a move to the Investment Advisory FIDUCIARY side of the Advisory world–let us help you see how to bridge the gap from brokerage/commissions to Fiduciary Fee-Only. Payouts... range from 50-70%, a generous start towards a pathway to get from A to B. Already a Fee-only Advisor and seeking a gender-aware advisory workplace?
Alphavest is here to help advisors take opportunity with the greatest transformation of wealth–2/3rd of all assets transferred by 2030 will be woman controlled. This represents a tripling of the current $1T in wealth controlled by women in less than a decade. Those women of new, existing and inherited wealth want to work with gender-aware advisors and teams. These new to wealth and astute investors, alike, need our help. In a conflicts-of-interest FREE, FIDUCIARY capacity.
Being a stock picker may not be your thing. Buy and Hold rhetoric had investors in the market too long during the crash and on the sidelines during the recovery. Yet, market timing is too tricky, too emotion-based. Clients are looking for a fresh approach that’s results driven, impervious to market swings and volatility.
We not only offer in-house curated investment models, managed with long-term track records, we also offer access to the market’s most attractive ETF’s and mutual funds. Stocks and bonds–those, too. Each
Alphavest model is built around a particular investing strategy with discipline rules-based methodology—such as our Buffett-esque Equity Income model to our Bull-Bear Tactical model. Cutting edge data on our models is at your fingertips that will aide you in offering rarely found ETF based 401k plans to discussing a Roth IRA with a new investor. Stock Models–we have those too.
Want to create your own models and customize your client’s portfolios? You will have research access from our partners at YCHarts, NASDAQ and Morningstar, to name a few.
Our Dynamic Investment Allocations–think Aggressive to Conservative and those in between– will match to any and all client risk profiles and leverage streaming, global data and historically proven research, lending creative investment solutions and seeking to minimizing downside risks that produce consistent Alpha.
Most of Alphavest’s models and allocations are actively and tactically managed, ranging from extremely aggressive to moderate to conservative and are designed for short, medium and long-term investors.
Models. Allocations. Customized or automated. Your Choice. AND, custodian agnostic.
Profit Share, 401k and health benefits add to our hefty compensation scale.
If you’re an advisor and are interested in taking the next step towards more time and money in your life–more Perfect Days, in a gender-forward environment let’s set up a time to talk details, needs and fit.
Role Description
This is a full-time hybrid role as a Registered Investment Advisor, based in Charleston, South Carolina Metropolitan Area with some work from home acceptable. The Registered Investment Advisor will be responsible for providing financial planning advice, developing investment strategies for clients, managing client portfolios, and delivering high-quality customer service.
Qualifications
• Willing to relocate to Charleston, SC and or spend 50% time in office in Charleston.
• Financial Planning skills, including the ability to manage client portfolios and develop investment strategies for clients
• Expertise in Investments and Finance, including knowledge of investment products, financial markets, and economic indicators
• Excellent Customer Service skills, including the ability to communicate effectively and professionally
• Aptitude for using technology to enhance investment advisory services
• Experience with investment management software, such as YCharts, Morningstar, and eMoney Advisor
• Series 65 license
• Bachelor's degree in Finance, Accounting, Business, Economics, or related field
• Master's degree in a relevant field is a plus Show more details...
If you’ve not considered a move to the Investment Advisory FIDUCIARY side of the Advisory world–let us help you see how to bridge the gap from brokerage/commissions to Fiduciary Fee-Only. Payouts... range from 50-70%, a generous start towards a pathway to get from A to B. Already a Fee-only Advisor and seeking a gender-aware advisory workplace?
Alphavest is here to help advisors take opportunity with the greatest transformation of wealth–2/3rd of all assets transferred by 2030 will be woman controlled. This represents a tripling of the current $1T in wealth controlled by women in less than a decade. Those women of new, existing and inherited wealth want to work with gender-aware advisors and teams. These new to wealth and astute investors, alike, need our help. In a conflicts-of-interest FREE, FIDUCIARY capacity.
Being a stock picker may not be your thing. Buy and Hold rhetoric had investors in the market too long during the crash and on the sidelines during the recovery. Yet, market timing is too tricky, too emotion-based. Clients are looking for a fresh approach that’s results driven, impervious to market swings and volatility.
We not only offer in-house curated investment models, managed with long-term track records, we also offer access to the market’s most attractive ETF’s and mutual funds. Stocks and bonds–those, too. Each
Alphavest model is built around a particular investing strategy with discipline rules-based methodology—such as our Buffett-esque Equity Income model to our Bull-Bear Tactical model. Cutting edge data on our models is at your fingertips that will aide you in offering rarely found ETF based 401k plans to discussing a Roth IRA with a new investor. Stock Models–we have those too.
Want to create your own models and customize your client’s portfolios? You will have research access from our partners at YCHarts, NASDAQ and Morningstar, to name a few.
Our Dynamic Investment Allocations–think Aggressive to Conservative and those in between– will match to any and all client risk profiles and leverage streaming, global data and historically proven research, lending creative investment solutions and seeking to minimizing downside risks that produce consistent Alpha.
Most of Alphavest’s models and allocations are actively and tactically managed, ranging from extremely aggressive to moderate to conservative and are designed for short, medium and long-term investors.
Models. Allocations. Customized or automated. Your Choice. AND, custodian agnostic.
Profit Share, 401k and health benefits add to our hefty compensation scale.
If you’re an advisor and are interested in taking the next step towards more time and money in your life–more Perfect Days, in a gender-forward environment let’s set up a time to talk details, needs and fit.
Role Description
This is a full-time hybrid role as a Registered Investment Advisor, based in Charleston, South Carolina Metropolitan Area with some work from home acceptable. The Registered Investment Advisor will be responsible for providing financial planning advice, developing investment strategies for clients, managing client portfolios, and delivering high-quality customer service.
Qualifications
• Willing to relocate to Charleston, SC and or spend 50% time in office in Charleston.
• Financial Planning skills, including the ability to manage client portfolios and develop investment strategies for clients
• Expertise in Investments and Finance, including knowledge of investment products, financial markets, and economic indicators
• Excellent Customer Service skills, including the ability to communicate effectively and professionally
• Aptitude for using technology to enhance investment advisory services
• Experience with investment management software, such as YCharts, Morningstar, and eMoney Advisor
• Series 65 license
• Bachelor's degree in Finance, Accounting, Business, Economics, or related field
• Master's degree in a relevant field is a plus Show more details...
via LinkedIn
schedule_type: Full-timework_from_home: 1
About Seeking Alpha
At Seeking Alpha, we are committed to empowering investors with accurate, insightful, and actionable information. We provide a platform for investors to share their knowledge and insights, fostering a community of passionate individuals dedicated to making informed financial decisions. As we continue to grow, we are seeking a talented and experienced Director of Customer... Acquisition to lead our Growth Marketing team.
About
About Seeking Alpha
At Seeking Alpha, we are committed to empowering investors with accurate, insightful, and actionable information. We provide a platform for investors to share their knowledge and insights, fostering a community of passionate individuals dedicated to making informed financial decisions. As we continue to grow, we are seeking a talented and experienced Director of Customer... Acquisition to lead our Growth Marketing team.
About The Role
The Director of Customer Acquisition at Seeking Alpha is a crucial leadership role responsible for driving sustainable business growth within established financial targets. This position demands a seasoned marketing leader with a deep understanding of various paid marketing channels and tactics, especially within the investing and financial domain.
Why We’re a Great Company To Work For
Seeking Alpha is the leading online destination for engaged investors. We have an awesome product. Our crowdsourced research and cutting-edge investing tools are helping nearly 300,000 paying subscribers exceed their financial goals.
We care about work-life balance: We work primarily from home, provide lots of perks, and insist that you enjoy them.
We invest in people. We consider each employee a long-term investment and value continuously nurturing and training our teammates. Most of all, we enjoy working with each other.
Responsibilities:
• Performance Marketing Strategy: Develop and lead the strategy and execution of all performance marketing channels, leveraging paid media to achieve aggressive growth targets. Establish targets, work closely with data teams to understand attribution across all channels, and implement targeted audience marketing.
• Budget Management: Own and manage the performance marketing budget, including forecasting and testing, with a focus on delivering against key business metrics. Create simple, repeatable reporting mechanisms that outline performance and budget allocation.
• Optimization and Innovation: Identify growth opportunities and drive channel optimization. Foster a culture of innovation and data-driven experimentation, ensuring a deep understanding of the trade-offs between channels to maximize results.
• Cross-Channel Campaigns: Develop cross-channel campaigns to support integrated messaging for new product launches and quarterly growth initiatives.
• Cross-functional collaboration: Partner with cross-functional teams to enhance and continue building best-in-class marketing data and technology capabilities. Collaborate closely with the data team to optimize attribution methodologies and testing plans to improve marketing performance.
• Revenue Planning and Budgeting: Partner with the customer marketing team on revenue planning and budgeting to ensure that the business is meeting LTV/CAC targets.
• Team Leadership: Lead a team of talented marketers, working with them to achieve performance targets. Lead with compassion and empathy, coaching the team for success.
Requirements:
• Experience: A minimum of 10 years of deep expertise in leveraging a portfolio of paid marketing channels and tactics, with a proven track record of managing large marketing budgets to drive efficient revenue growth.
• Industry Knowledge: An understanding of larger advertising platforms (Google, Meta, X, YouTube, LinkedIn), ad products, affiliates, and creative optimization levers. Knowledge of broader industry trends.
• Leadership: Ability to influence decision-makers and engage in strategic discussions to educate, discuss strategy, and drive business growth.
• Team Management: Proven track record of managing and coaching teams while executing plans with a high level of accuracy.
• Testing and Attribution: Experience implementing a full-funnel testing strategy focused on improving conversion throughout the buyer journey. Strong capabilities in driving attribution testing and optimizing user experiences throughout the funnel.
• Problem Solving: Demonstrated ability to lead in a fast-paced environment and dig into the details to solve complex problems.
• Data-Driven Decision-Making: Strong data-driven decision-making capabilities, including the ability to triangulate across different datasets and varying degrees of data completeness to develop models and inform strategies.
The applicable salary range for this position is $180,000/yr to $210,000/yr which depends on a variety of factors including relevant experience, location, business needs, and market demand Show more details...
At Seeking Alpha, we are committed to empowering investors with accurate, insightful, and actionable information. We provide a platform for investors to share their knowledge and insights, fostering a community of passionate individuals dedicated to making informed financial decisions. As we continue to grow, we are seeking a talented and experienced Director of Customer... Acquisition to lead our Growth Marketing team.
About The Role
The Director of Customer Acquisition at Seeking Alpha is a crucial leadership role responsible for driving sustainable business growth within established financial targets. This position demands a seasoned marketing leader with a deep understanding of various paid marketing channels and tactics, especially within the investing and financial domain.
Why We’re a Great Company To Work For
Seeking Alpha is the leading online destination for engaged investors. We have an awesome product. Our crowdsourced research and cutting-edge investing tools are helping nearly 300,000 paying subscribers exceed their financial goals.
We care about work-life balance: We work primarily from home, provide lots of perks, and insist that you enjoy them.
We invest in people. We consider each employee a long-term investment and value continuously nurturing and training our teammates. Most of all, we enjoy working with each other.
Responsibilities:
• Performance Marketing Strategy: Develop and lead the strategy and execution of all performance marketing channels, leveraging paid media to achieve aggressive growth targets. Establish targets, work closely with data teams to understand attribution across all channels, and implement targeted audience marketing.
• Budget Management: Own and manage the performance marketing budget, including forecasting and testing, with a focus on delivering against key business metrics. Create simple, repeatable reporting mechanisms that outline performance and budget allocation.
• Optimization and Innovation: Identify growth opportunities and drive channel optimization. Foster a culture of innovation and data-driven experimentation, ensuring a deep understanding of the trade-offs between channels to maximize results.
• Cross-Channel Campaigns: Develop cross-channel campaigns to support integrated messaging for new product launches and quarterly growth initiatives.
• Cross-functional collaboration: Partner with cross-functional teams to enhance and continue building best-in-class marketing data and technology capabilities. Collaborate closely with the data team to optimize attribution methodologies and testing plans to improve marketing performance.
• Revenue Planning and Budgeting: Partner with the customer marketing team on revenue planning and budgeting to ensure that the business is meeting LTV/CAC targets.
• Team Leadership: Lead a team of talented marketers, working with them to achieve performance targets. Lead with compassion and empathy, coaching the team for success.
Requirements:
• Experience: A minimum of 10 years of deep expertise in leveraging a portfolio of paid marketing channels and tactics, with a proven track record of managing large marketing budgets to drive efficient revenue growth.
• Industry Knowledge: An understanding of larger advertising platforms (Google, Meta, X, YouTube, LinkedIn), ad products, affiliates, and creative optimization levers. Knowledge of broader industry trends.
• Leadership: Ability to influence decision-makers and engage in strategic discussions to educate, discuss strategy, and drive business growth.
• Team Management: Proven track record of managing and coaching teams while executing plans with a high level of accuracy.
• Testing and Attribution: Experience implementing a full-funnel testing strategy focused on improving conversion throughout the buyer journey. Strong capabilities in driving attribution testing and optimizing user experiences throughout the funnel.
• Problem Solving: Demonstrated ability to lead in a fast-paced environment and dig into the details to solve complex problems.
• Data-Driven Decision-Making: Strong data-driven decision-making capabilities, including the ability to triangulate across different datasets and varying degrees of data completeness to develop models and inform strategies.
The applicable salary range for this position is $180,000/yr to $210,000/yr which depends on a variety of factors including relevant experience, location, business needs, and market demand Show more details...
via Salary.com
posted_at: 17 days agoschedule_type: Full-time
The Finance department of Alpha Tau Medical, Inc. (NASDAQ:DRTS) is seeking an equity Investor Relations Manager to drive its public company IR efforts, generating new leads and coordinating engagement with investors and analysts.
As a pre-revenue oncology therapeutics company developing an innovative radiotherapy for a wide range of solid cancers, our investor relations work generally focuses on... healthcare-experienced investors (primarily biotech
The Finance department of Alpha Tau Medical, Inc. (NASDAQ:DRTS) is seeking an equity Investor Relations Manager to drive its public company IR efforts, generating new leads and coordinating engagement with investors and analysts.
As a pre-revenue oncology therapeutics company developing an innovative radiotherapy for a wide range of solid cancers, our investor relations work generally focuses on... healthcare-experienced investors (primarily biotech and medtech investors) who are able to assess our technology and its impact on patients around the world, but we also speak to a broad array of generalist investors as well.
You will report directly to the CFO and lead our efforts to reach as broad an audience as possible, nurturing relationships with the investor and analyst communities and ensuring our active engagement on an ongoing basis.
About the Role:
• Maintain and grow our list of investors, both those already engaged as well as new leads
• Identify new leads via calls/email/social media etc.
• Work with the CFO on planning investor-facing materials, responding to investor inquiries in a professional and timely fashion, etc.
• Advise and support projects
• Handle tasks covering all aspects of investor engagement such as investor events, conferences, non-deal roadshows, roundtable events, earnings calls, webinars and more
• Other strategic tasks with the CFO as may arise, such as market analysis and board presentation materials
Requirements
• A minimum experience of 3-4 years in investor relations, equity sales, or equity research - MUST
• Network of institutional investors - BIG advantage
• Background in healthcare startups (biotech, etc.) – BIG advantage
• Highly analytical and organized, attention to detail
• Experience with Excel, PowerPoint
• A proven ability to effectively communicate complex concepts in a simple manner
• A demonstrated ability to achieve strategic goals in a fast-paced environment
• Excellent team player that can also work well independently
• Positive attitude and strong work ethic
This position offers health insurance, a 401K retirement plan, and other standard benefits.
The company is an equal opportunity employer.
Job Type: Full-time
Benefits:
• 401(k)
• Health insurance
• Paid time off
Work Location: In person Show more details...
As a pre-revenue oncology therapeutics company developing an innovative radiotherapy for a wide range of solid cancers, our investor relations work generally focuses on... healthcare-experienced investors (primarily biotech and medtech investors) who are able to assess our technology and its impact on patients around the world, but we also speak to a broad array of generalist investors as well.
You will report directly to the CFO and lead our efforts to reach as broad an audience as possible, nurturing relationships with the investor and analyst communities and ensuring our active engagement on an ongoing basis.
About the Role:
• Maintain and grow our list of investors, both those already engaged as well as new leads
• Identify new leads via calls/email/social media etc.
• Work with the CFO on planning investor-facing materials, responding to investor inquiries in a professional and timely fashion, etc.
• Advise and support projects
• Handle tasks covering all aspects of investor engagement such as investor events, conferences, non-deal roadshows, roundtable events, earnings calls, webinars and more
• Other strategic tasks with the CFO as may arise, such as market analysis and board presentation materials
Requirements
• A minimum experience of 3-4 years in investor relations, equity sales, or equity research - MUST
• Network of institutional investors - BIG advantage
• Background in healthcare startups (biotech, etc.) – BIG advantage
• Highly analytical and organized, attention to detail
• Experience with Excel, PowerPoint
• A proven ability to effectively communicate complex concepts in a simple manner
• A demonstrated ability to achieve strategic goals in a fast-paced environment
• Excellent team player that can also work well independently
• Positive attitude and strong work ethic
This position offers health insurance, a 401K retirement plan, and other standard benefits.
The company is an equal opportunity employer.
Job Type: Full-time
Benefits:
• 401(k)
• Health insurance
• Paid time off
Work Location: In person Show more details...
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