- TIAA (New York, NY)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to ... develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective… more
- Deloitte (Stamford, CT)
- …utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth ... Financial Services Risk Management Consultant As a Consultant...services clients across sectors, including banking, capital markets, retail wealth management , investment management , and… more
- Deloitte (Stamford, CT)
- …utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth ... consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider,… more
- Deloitte (New York, NY)
- …utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- Deloitte (New York, NY)
- …utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- Deloitte (Stamford, CT)
- …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory 's Financial Services Industry (FSI) Risk, Data and… more
- Guardian Life (New York, NY)
- …identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth ... ** Wealth Management Specialist** Park Avenue Securities...Fidelity, etc.). + Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, Variable Annuities, Fixed and Index… more
- Equitable (Melville, NY)
- Wealth Management Associate - NY, Woodbury (6004) ( 24000053 ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- JPMorgan Chase (New York, NY)
- …on hedge fund manager selection. The Hedge Fund Consulting team acts as an outsourced management consultant to our hedge fund manager clients on a variety of ... The Capital Advisory Group sits within Global Sales & Marketing...such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels.… more
- Nuveen Investments (New York, NY)
- …This individual will play a critical role in partnering with the Advisory Product, Alternative Product, Wealth Distribution and Institutional Distribution teams ... The Strategy Consultant , GCG role will support Nuveen's Global Client...with appropriate subject matter experts, including Product Managers, Portfolio Management , Product Marketing and Information Technology to obtain and/or… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... top-tier organizations in the Financial Services sector. We tailor enterprise risk management strategies to address potential cyber threats. Our team excels in… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... top-tier organizations in the Financial Services sector. We tailor enterprise risk management strategies to address potential cyber threats. Our team excels in… more
- M&T Bank (Fairfield, CT)
- …If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth ... Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- KPMG (Stamford, CT)
- …Planning Integration Lead **Requisition Number:** 110027 - 20 **Function:** Advisory **Area of Interest:** **State:** CT **City:** Stamford **Description:** The ... KPMG Advisory practice is currently our fastest growing practice. We...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- M&T Bank (Bridgeport, CT)
- …Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... interest of clients and within regulatory requirement. + Increase assets under management by offering investment and insurance solutions to clients and leveraging… more