- 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
- Charles Schwab (Fort Worth, TX)
- …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
- Caterpillar, Inc. (Irving, TX)
- …to work closely with field teams to develop strong business cases for NPI investment . The REPS Overhaul Consultant will work with internal product groups to ... Power Division has an opening for an Aftermarket Sales Business Development Consultant which will be responsible for leading development projects for Retail Electric… more
- Black & Veatch (Fort Worth, TX)
- **Principal Consultant : Strategic Asset Management and Investment Planning** Date: Jan 19, 2025 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
- TIAA (Frisco, TX)
- 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
- Autodesk (Plano, TX)
- …and dynamic individual to join our Americas Consulting team as a Principal Consultant . As a key member of the Consulting Delivery team within Autodesk's Enterprise ... and solutions to ensure the greatest possible value from their Autodesk investment + Working with Autodesk account teams to define desired customer outcomes… more
- Deloitte (Fort Worth, TX)
- Sales Performance Management Senior Consultant Are you passionate about helping clients solve complex challenges and supporting them through critical ... May 30, 2025. Work you'll do As a Senior Consultant , you will work within an engagement team to...for their digital sales enablement and sales operations infrastructure investment + Work with Sales and Operations leaders to… more
- TIAA (Frisco, TX)
- …for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this ... than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of...helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job… more
- USAA (Plano, TX)
- …Consultants** to join the Life Company Direct Distribution Team. As a Solutions Management Consultant , you will serve as the primary sales coach and on the job ... income solutions, life and health insurance products, long term care, investment products and related topics. + Identifies opportunities to enhance product… more
- PNC (Farmers Branch, TX)
- …have an opportunity to contribute to the company's success. As an Asset Manager Consultant within PNC's Midland organization, you will be based in office within the ... Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition **Competencies** Data Gathering and Reporting,… more
- Black & Veatch (Fort Worth, TX)
- **Industrial Cybersecurity Consultant ** Date: Jan 15, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our company, our future, and ... operation resiliency services that apply across the client's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory, Industrial Cybersecurity,… more
- Deloitte (Fort Worth, TX)
- …role is anticipated to go until 5/31/2025. Work you'll do As a Tax Consultant II within Deloitte's National Tax Controversy Services practice, you will be part of ... transfer pricing, the section 41 research credit, and the section 48 investment tax credit. Our Federal Tax Controversy specialists serve clients ranging from… more
- JPMorgan Chase (Plano, TX)
- …adoption of Wealth Planning Advice across the firm. As a Wealth Planning Consultant you will be primarily responsible for providing consulting, coaching and training ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- ServiceNow, Inc. (Addison, TX)
- …ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Senior Business Process Consultant , Creator Workflows is ... the functional and process expert of a customer engagement team - consulting with customers and guiding them in the endeavor of transitioning business requirements to configuration requirements of the ServiceNow Creator products - all with the goal of… more
- JPMorgan Chase (Plano, TX)
- …around the world. As a Product Implementation Associate within the Commercial & Investment Bank, you will be responsible for the overall client experience and ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Charles Schwab (Westlake, TX)
- …provider of custodial, trading, technology and practice management to registered investment advisor firms. We provide access to sophisticated wealth management ... services that help advisors attract and retain affluent clients, as well as, profitably grow, compete and succeed in their business efforts. Our Advisor Transition Services teams are dedicated to championing and serving the unique needs of transitioning… more
- Deloitte (Fort Worth, TX)
- …business of consulting demonstrated by our sales and proposal process, thought investment in proposed solutions, efficient and accurate pricing and staffing models ... and development of our internal training. We were honored as the 2015 Partner of the Year by SuccessFactors, won the North America Partner Excellence Award for Cloud Service and are the #1 SAP SuccessFactors partner in North America. Qualifications Required: +… more
- Deloitte (Fort Worth, TX)
- …real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, 2025 Work ... You'll Do As a Senior Tax Consultant , you will work within an engagement team and...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- Jack Henry & Associates (Allen, TX)
- …the areas of rates of return, depreciation, working capital requirements, investment opportunities, investment performance and impact of governmental ... requirements. + Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records,… more
- HUB International (Frisco, TX)
- **MANAGING CONSULTANT - BUSINESS DEVELOPMENT MANAGER** **About Specialty Program Group:** Our goal is to **partner with industry-leading** specialty businesses to ... their businesses. Specialty Program Group offers **access to capital and investment , deep carrier relationships, creative thinking, product development and broad… more