- Truist (Atlanta, GA)
- …shift (United States of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting Truist Wealth ... is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager. The ICG team is comprised of teammates with varied… more
- Morgan Stanley (New York, NY)
- …sponsored benefit programs. **Job:** ** Asset /Investment Management* **Title:** *MSIM Consultant Relations Senior Associate* **Location:** *New York-New York* ... consultant partners worldwide. With over four decades of asset management experience, our investment strategies span the risk/return... Relations Senior Associate role will support senior consultant relations professionals in servicing … 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 ... which candidates bring will be critical to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how to identify, evaluate,… more
- Deloitte (Stamford, CT)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... tools with a specific focus on regulatory, risk, and data processes. As a Senior Consultant , you will have opportunities to: + Contribute to regulatory reporting… more
- Deloitte (Cleveland, OH)
- FSI Insurance Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and ... functions, with a particular focus on compliance and regulatory issues. As a Senior Consultant you will have opportunities to: + Analyze and interpret… more
- Deloitte (Charlotte, NC)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and ... interest rate and liquidity risks + Experience working closely with Treasurers and Senior Management through the identification of emerging asset & liability… more
- Capco, a Wipro Company (Dallas, TX)
- …on maintaining our nimble, agile and entrepreneurial culture. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will work in ... are experts in capital markets, banking and payments and wealth and asset management. We have a...Do:** We are currently looking to recruit Consultants and Senior Consultants who can make a significant contribution to… more
- Capco, a Wipro Company (New York, NY)
- …processes, strategic advisory, cyber programs, and security operations. **About the Job:** As a Senior Consultant at Capco, you will play an essential role in ... with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance sectors. You will collaborate with industry… more
- Plante Moran (Denver, CO)
- Accounting Advisory Senior Consultant + Location: United States, Colorado, Denver Make your mark. Our management consulting team focuses on our clients' critical ... risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and… more
- Capco, a Wipro Company (New York, NY)
- …challenges and opportunities in: Banking and Payments, Capital Markets, Insurance, and Wealth and Asset Management. Capco's strategy practice specializes in ... entry strategy for private banks, growth strategy model, designing user experience for wealth advisors, defining a new business model for broker dealers, designing a… more
- Office of the Comptroller of the Currency (New York, NY)
- …financial institution to identify and mitigate risks; OR Serving as an advisor or consultant to senior management on Asset Management supervisory issues, ... Leading aset management examinations or reviews consisting of a variety of asset management products and services (eg, wealth management, investment management,… more
- Edward Jones (Tempe, AZ)
- …to develop newer associates on the team *This position is known internally as a Senior Investment Consultant At Edward Jones, we value and respect our associates ... have a desire to be a part of the wealth management process? Do people consider you a strategic...plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing… more
- M&T Bank (York, PA)
- …Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... and insurance solutions and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide financial planning services by advising… more
- CIBC (Dundas, MN)
- …to support AMF (Autorite des Marches Financiers) licensing, and Registered Retirement Consultant (RRC). It's an asset if you've completed CSI/ICB Investment ... creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver… more
- Broadridge Financial Solutions (Austin, TX)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... Broadridge team. Broadridge is hiring! We are seeking a Senior Design Developer to join our growing team! We...including that of Proxy Design, to provide advisory and consultant services to clients to provide direction in meeting… more
- Insight Global (Beaverton, OR)
- Job Description Insight Global is working with a customer to identify a Senior Data Analyst consultant to support a brand studio. This brand studio is ... to apply. You will be responsible for navigating a wealth of data and turning it into actionable and...develop and maintain a suite of reports that supports asset production and readiness for the client's Wholesale and… more
- Edward Jones (St. Louis, MO)
- …to meet our client's wealth management needs. + In coordination with the senior portfolio strategists and senior planners, provide the right level of support ... have a desire to be a part of the wealth management process? Do people consider you a strategic...strategies, portfolio analysis and construction, and implementation. + Support senior members of the portfolio strategy team, financial advisors,… more
- JPMorgan Chase (New York, NY)
- DESCRIPTION: Duties: Conduct research and analysis on different scenarios, asset classes, and investment products in order to provide investment advice and solutions ... policy statements, conduct investment reviews with clients, and provide advice on asset allocation and markets insights, using the Portuguese language to communicate… more
- Atria Wealth Solutions (Kaysville, UT)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7 Powered by JazzHR more
- Atria Wealth Solutions (Leavenworth, KS)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access and expert technology to ... Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7 Powered by JazzHR more