- Charles Schwab (Scarsdale, NY)
- …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 ... rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A… more
- CBRE (New York, NY)
- Investment Sales Consultant Job ID 196658 Posted 05-Dec-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) New ... York - United States of America About The Role: As a CBRE Investment Sales Consultant , you will conduct a variety of research and evaluations for the development… more
- City National Bank (New York, NY)
- …CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain ... OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors… 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
- City National Bank (New York, NY)
- …firm.Manage all outgoing transfers by notifying the Portfolio Manager Team and Sr. Investment Consultant . Monitor the process of the transfer, handle any ... Degree or equivalent * 3 to 5 years of experience in a broker dealer or investment industry * Minimum 3 years of experience in a financial related industry * Minimum… more
- Principal Financial Group (New York, NY)
- …and execute on our client needs + Collaborate closely with Distribution, Investment teams, and Consultant Relationships to develop enduring relationships, ... and their diverse needs across various asset classes, including alternative investment products + Cultivate an in-depth understanding of Principal Asset Management's… more
- ServiceNow, Inc. (New York, NY)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Pr. Technical Consultant , IT Workflow is the functional ... and technical expert of a customer engagement team - consulting with customers and configuring the ServiceNow Strategic Portfolio Management (SPM) products based on configuration best practices - all with the goal of accelerating and driving customer business… more
- Black & Veatch (Paramus, NJ)
- **Principal Consultant : Strategic Asset Management and Investment Planning** Date: Dec 21, 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
- City of New York (New York, NY)
- …Intern include, but are not limited to: - Processing and analyzing the 300+ investment manager and consultant submissions of the Annual Ethics & Compliance ... of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...the Bureau of Asset Management is to achieve exceptional investment outcomes for all stakeholders; to deliver outstanding support… more
- City of New York (New York, NY)
- …Intern include, but are not limited to: - Processing and analyzing the 300+ investment manager and consultant submissions of the Annual Ethics & Compliance ... of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...the Bureau of Asset Management is to achieve exceptional investment outcomes for all stakeholders; to deliver outstanding support… more
- Palo Alto Networks (New York, NY)
- …in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer's security ... just to name a few! **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering...key business imperatives and ensuring value realization of their investment with Palo Alto Networks. You evangelize our industry… more
- JPMorgan Chase (New York, NY)
- …in achieving their long-term financial objectives. As a Practice Management Consultant , you'll support Financial advisors in developing their practice using our ... and concepts. You'll guide advisors in strengthening their business, advising on investment strategies, and using client relationship tools. This role also involves… more
- AON (New York, NY)
- Risk Consultant - New York City Interested in a...at Aon. We will provide advanced training exposure and investment in your career to prepare you to become ... succeed. What the day will look like As Risk Consultant in our New York City office, you will...at Aon. We will provide advanced training exposure and investment in your career to prepare you to become… more
- T. Rowe Price (New York, NY)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... Role Summary The primary role of the Fixed Income Investment Specialist (IS) - Insurance Solutions is to partner...IS - Insurance Solutions also works closely with sales, consultant relations, client service and other internal staff to… more
- JPMorgan Chase (New York, NY)
- Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- Deloitte (Stamford, CT)
- …you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" ... consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Tax...Management practice. What You'll Do As a Tax Senior Consultant , you will work within an engagement team and… more
- Deloitte (New York, NY)
- Full Time Tax Consultant - Mergers & Acquisitions Managing taxes is a critical part of an effective business strategy. As a tax consultant , you'll join our team ... role. Recruiting for this role ends on 3/1/24 Work you'll do As a tax consultant , you will work directly with clients, building a relationship as a trusted tax… more
- Deloitte (Stamford, CT)
- Senior Consultant , Operations & Technology Transformation, Insurance, Guidewire Integration & Configuration What we do Operations and Technology Transformation ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- Deloitte (Stamford, CT)
- Senior Consultant , Operations and Technology Transformation, Guidewire Application Java Developer What we do Operations and Technology Transformation delivers market ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- WSP USA (New York, NY)
- …currently initiating a search for a Full Time **Grants Strategy & Development Senior Consultant ** . Be involved in projects with our **Advisory Services** and be a ... to developing business and operational solutions in all areas of management, investment , and development throughout the entire business life cycle. We offer our… more