The SmartFolio advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals etc. Advisors will also be required to fulfills sales and service activities for the customer in accordance with approved procedures.
As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You will offer a service that meets the needs of the client according to the strategies and practices in effect. You will create strategies to support clients’ financial needs and promote and provide solutions that will meet client needs based on the products and services available.
As the Vice President of Private Equity, you will own the full M&A lifecycle—from diligence through integration—and spearhead value-creation initiatives across our portfolio. The ideal candidate will have a proven track record of successfully identifying, evaluating, and executing M&A opportunities that align with CSC’s objectives.
Manage renewable energy projects from Substantial Completion through operation to sale, ensuring alignment with project financing agreements. Monitor and optimize project-level cash flow and administer back-leverage loans. Serve as the primary point of contact with financing parties and prepare project performance updates to internal leadership and external stakeholders.