- MassMutual (Springfield, MA)
- **Cash & Securities Management Consultant , Investment Operations** **Full-Time** **Springfield, MA** **The Opportunity** As an Cash & Securities Management ... Consultant in our Investment Operations organization, you...operations capacity **The Ideal Qualifications** + Four-year Bachelor's Degree preferred + Experienced in back-office securities operations or similar… more
- Charles Schwab (West Palm Beach, FL)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required...required (may be obtained under a condition of employment) ** Preferred Qualifications:** + 2 years of experience in the… more
- MassMutual (Boston, MA)
- **Compliance Analyst, Investment Compliance** ** Investment Management** **Full-Time** **Boston, MA or Springfield, MA** **The Opportunity** As a Compliance ... with various regulations, guidelines, and policies for the Company's General Investment Account. Additionally, you will be responsible for assessing compliance with… more
- MassMutual (Springfield, MA)
- **The Opportunity** As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business ... (LOBs), CFO, CIO Investment Management Group, Enterprise Risk Management (ERM), ...**The Ideal Qualifications** + Four-year Bachelor's Degree is highly preferred + Experience creating, documenting and implementing complex operating… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …this role will be responsible for representing the Raymond James Alternative Investment (AI) platform to financial advisors and clients, with the ultimate objective ... platform and how those opportunities integrate within the advisors' established investment framework. * Deliver effective presentations to large audiences that may… more
- Truist (Davie, FL)
- …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 ... in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth… more
- Charles Schwab (Lynnfield, MA)
- …with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and ... 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of experience in the financial services… more
- Neuberger Berman (New York, NY)
- …strategies and data via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and business support functions to ... + Serve as primary data contact for Relationship Managers on key Consultant relationships + Aggregate investment strategy performance and analytics data… more
- Pioneer Bank (Albany, NY)
- …will be considered in lieu of the degree. + Two years' experience selling investment products preferred . + Capable of making outbound calls and engaging in ... TITLE: Wealth Consultant LOCATION: Various REPORTS TO: Vice President -...convert service discussions to sales opportunities. + Delivers personalized investment solutions to help clients work toward their short-term… more
- Deloitte (Morristown, NJ)
- 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...the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management,… more
- Deloitte (New York, NY)
- FSI Reinsurance Administrative System Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... We are seeking a highly skilled Reinsurance Administration System Consultant to join our team. You will play a...Accounting, Computer Science, Information Technology, or a related field ( preferred ). + Minimum of 4 years of experience in… more
- Deloitte (New York, NY)
- Financial Services Risk Management Consultant As a Consultant within our dynamic team, you will gain experience in a variety of enriching projects that include ... a valuable asset in serving our clients. As a Consultant you will have the opportunity to: + Participate...sponsorship, now or at any time in the future Preferred : + Familiarity with financial services business models, products,… 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
- Black & Veatch (Columbus, OH)
- **Principal Consultant , Asset Lifecycle Risk Management (ALRM)** Date: May 27, 2024 Location: US Company: Black & Veatch Family of Companies At Black & Veatch, our ... technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal… more
- Aflac (New York, NY)
- …modeling concepts and software development methodologies + Hands-on experience in Investment Accounting System. SAP-FAM(TRM) is preferred . Other system, such ... Technical Consultant The Company: Aflac Asset Mgt. LLC The...New York City, NY, US, 10005 The Division: Global Investment Job Id: 6054 About Our Company Aflac Asset… more
- MassMutual (Springfield, MA)
- …Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and ... ** Investment Accounting Consultant ** ** Investment ...+ 8+ years of related work experience + CPA preferred + Master's degree preferred + Strong… more
- TIAA (Cincinnati, OH)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client… more
- Principal Financial Group (Charlotte, NC)
- …a unique opportunity to make a significant impact as a **Client Relationship Consultant ** in Group Benefits? If you are a highly motivated and ambitious ... service and providing world-class solutions to our clients. As a Client Relationship Consultant , you will play a critical role in partnering closely with our Sales… more
- TIAA (Los Angeles, CA)
- The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant ... review the opportunities within our client's asset allocation and determine Nuveen investment solutions that may fit within their recommended allocations. + Develop… more
- Principal Financial Group (Spokane, WA)
- **What You'll Do** As a **Financial Consultant II** , you will get the opportunity to help our customers live their best lives by providing investment advisory ... services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few...or 63&65 licensing required. + Life & Health licensing preferred or will be expected to obtain in the… more
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