- Principal Financial Group (Seattle, WA)
- …by responding to clients and consultants routine ad-hoc performance inquires and/or RFP/ consultant questionnaires. + Support various investment team's GIPS ... an Investment Performance Analyst to join our Investment Operations team. In this role, you'll support... Investment Operations team. In this role, you'll support performance measurement and portfolio management process and tools,… more
- Elevance Health (Indianapolis, IN)
- ** Investment Consultant ** [AFT010] **Location:** This position will work a hybrid model (remote and office). Ideal candidates will live within 50 miles of the ... Monday to Friday, 8:00 am to 5:00 pm The ** Investment Consultant ** [AFT010] will maintain oversight of...and produce monthly new money yield analysis and report. Support investment portfolio ESG reporting and analysis.… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- Black & Veatch (Columbus, OH)
- **Principal Consultant : Strategic Asset Management and Investment Planning** Date: Nov 22, 2024 Location: US Company: Black & Veatch Family of Companies ... your diverse talents and perspectives to use. **The Opportunity** As the **Principal Consultant , Gas Strategic Asset Management** , you will have the opportunity to… more
- PNC (Philadelphia, PA)
- …to contribute to the company's success. As a Senior Business Analytics Consultant within PNC's Asset Management Group Investment Office organization, you ... Senior Business Analytics Consultant is on the PNC Asset Management Group Investment Office's Business & Investment Reporting team. This team develops and… more
- Deloitte (Columbus, OH)
- …your skills in a client service environment coupled with mentorship to help support professional growth. The Encore program is an excellent opportunity to reignite ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- US Bank (Tempe, AZ)
- …what you excel at-all from Day One. **Job Description** As a WMAS Investment Consultant , you will primarily be responsible for providing personalized financial ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition… more
- Bank of America (New York, NY)
- Talent Consultant II - Global Corporate & Investment Banking/ Global Markets New York, New York **Job Description:** At Bank of America, we are guided by a ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...America culture, organizations, teams and talent. The Global Talent Consultant II is a key member of the GCIB/… more
- Wells Fargo (Charlotte, NC)
- …a Senior Associate in Portfolio Strategy and Analytics to join the Investment Portfolio Strategic Initiatives team. This role will utilize advanced technical and ... also partner in execution of strategy and forecast processes. The Investment Portfolio group manages Wells Fargo's portfolio of available-for-sale and… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next...do. We believe that with the right encouragement and support , people are capable of achieving amazing things. We… more
- Truist (Sarasota, FL)
- …the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial ... a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those… more
- Neuberger Berman (New York, NY)
- … databases. The team partners with the Consultant Relations Team, Sales, investment teams and business support functions to service client's needs for data ... + Serve as primary data contact for Relationship Managers on key Consultant relationships + Aggregate investment strategy performance and analytics data… more
- Deloitte (New York, NY)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include ... to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how...intelligence / machine learning, and other digital strategies + Support the development of client deliverables or for internal… more
- Chick-fil-A (Atlanta, GA)
- Overview The Marketing Consultant (MC) serves as the trusted advisor to Operators and a strategic member of each Area Support Team (AST*) by providing timely, ... the evolving, unique marketing challenges of each area across Chick-fil-A. The Marketing Consultant is a unique role, tasked with consulting both to markets within… more
- Zurich NA (St. Paul, MN)
- …The Crop/RCIS team is looking to hire a Crop Business Practices & Project Consultant who will lead projects that support global and/or regional strategic and ... operational priorities. As a Crop Business Practices & Project Consultant , you will be contributing to the application, strategic direction, and improvement of Crop… more
- Banco Popular Puerto Rico (New York, NY)
- … Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular ... + Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them… more
- Cleveland Clinic (Beachwood, OH)
- …respected healthcare organizations in the world. This position is responsible for critical investment support functions of the Cleveland Clinic Investment ... highly analytical and quantitative experience in custodian bank, asset management firm, investment consultant , investment office, and financial institution.… more
- Guidehouse (Washington, DC)
- …(TS) **What You Will Do** **:** The IT Governance and IT Portfolio Management Consultant will support the client's Office of Chief Information Officer (OCIO) ... to the appropriate value stream and IT strategy. The consultant will support the Office of Information...coordinate with implementing Divisions and provide expert recommendations to support the development of IT investment proposals… more
- Palo Alto Networks (Jersey City, NJ)
- …in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you are the technical leader for your District Solutions Consulting team. ... key business imperatives and maximize the value of their investment with Palo Alto Networks. You will champion our...keeping them engaged and successful in their careers + Support field Solutions Consultant team in complex… more
- JPMorgan Chase (New York, NY)
- …investors in achieving their long-term financial objectives. As a Practice Management Consultant , you'll support Financial advisors in developing their practice ... and concepts. You'll guide advisors in strengthening their business, advising on investment strategies, and using client relationship tools. This role also involves… more