The Investment Strategist will collaborate with the portfolio consultant and management team to develop investment strategy, product selection, and asset allocation recommendations while facilitating analysis of prospective client holdings.
Compensation
Salary Range: $76,695.00 - $115,804.00
Responsibilities
Collaborate with portfolio consultant and management team to develop investment strategy, product selection, and asset allocation recommendations
Facilitate analysis of prospective client holdings
Communicate with financial advisors and clients providing ongoing support on investment-related activities
Provide guidance to internal sales team for Wealth Advisory cases
Review and understand risk tolerances and goals of prospective clients to make product and allocation recommendations
Requirements
Bachelor's degree in finance, economics, or related field
Support role during the Christmas season in Cartier boutiques, handling customer welcome, beverage service, gift wrapping, and maintaining service standards.
Responsibilities
Welcome customers to the boutique
Serve beverages to customers during high traffic
Assist sales team with beverage service
Wrap gifts in Cartier style, apply wax seals and red ribbons
Responsible for responding to routine correspondence and telephone inquiries pertaining to claims or appeals, identifying incorrectly processed claims and completing adjustments and related reprocessing actions.
Responsibilities
Examines and processes complex or specialty claims according to business/contract regulations, internal standards and examining guidelines
Enters claims into the claim system after verification of correct coding of procedures and diagnosis codes
Verifies that claims have been keyed correctly
Ensures that claims are processed according to established quality and production standards
Corrects processing errors by reprocessing, adjusting, and/or recouping claims
Requirements
High School Diploma or equivalent
Nice to have: Strong time management skills
Nice to have: Knowledge of mathematical and statistical concepts
The Operations Field Auditor function is to audit the operations of company and franchise restaurants to support operations growth, validate successful operations, and assist with other assigned operational initiatives.
Responsibilities
Completes the corporate Restaurant Operations Report audits, follow up audits, maintains all related documents, etc.
Communicates and coaches’ operational standards, techniques, and best practices during restaurant visits with both company and franchise restaurants.
Assists with / follows up on communication of operational updates of standards to franchise system.
Assists training workshops with L&D, along with ongoing operational support to company and franchise system as assigned.
Supports new initiatives to enhance brand culture and hospitality.
Requirements
High school diploma or general education degree (GED)
Associates or Bachelor’s degree in Restaurant Management or Training and Development
Nice to have: International operational experience
Deliver one‑on‑one assisted stretch sessions, educate clients, maintain notes, support studio operations, and participate in light sales conversations.
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