- Fidelity TalentSource LLC (Paramus, NJ)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... Job Description:Investment Consultant You joined the financial services industry to...your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new… more
- JPMorgan Chase (Mineola, NY)
- …advisors located across 3,500 branches and 20 offices. As a Practice Management Consultant within the JP Morgan Wealth Management , you will partner with ... The JP Morgan Wealth Management (USWM) business is focused...develop Financial Advisors. You will coach Business Development, Business Management , Financial Planning , Investment Acumen, Relationship … more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities… more
- Equitable (Secaucus, NJ)
- Wealth Management Associate - NJ, Secaucus (4066) ( 220000NP ) **Primary Location** : UNITED STATES-NJ-Secaucus **Organization** : Equitable Advisors ... **Schedule** : Full-time **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven… more
- Deloitte (New York, NY)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... Financial Services Risk Management Senior Consultant Our practitioners have...services clients across sectors, including banking, capital markets, retail wealth management , investment management , and… more
- Deloitte (New York, NY)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... funds), fund administrators, transfer agents, pension funds, and fund of funds. + Deloitte's Wealth Management Advisory Practice: Our Wealth Management … more
- Deloitte (New York, NY)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Operations & Technology Transformation Senior Consultant , Guidewire Data Migration - ETL Developer What...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- Deloitte (New York, NY)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Consultant , Operations and Technology Transformation, Guidewire Application Developer...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- Wells Fargo (New York, NY)
- …is seeking a Lead Technology Business Services Consultant as part of Wealth Investment Management and Technology (WIMT). Learn more about the career areas ... of high profile business unit clients and contribute to large scale solutions planning related to Technology Business Services + Ensure service quality and cost… more
- Capco, a Wipro Company (New York, NY)
- …combining experience-led visioning, customer research, emerging technologies, analytics, EX/talent management expertise and modern delivery models, we're able to ... digital experiences for our financial services clients in banking, capital markets and wealth . **What You'll Get to Do: ** + Collaborate with small, agile,… more
- Broadridge Financial Solutions (Newark, NJ)
- …Experience: Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management , Investment Banking, or other financial environment. Subject ... to the Head of CAIP Implementations. Training, User Testing Management & Reporting defining the training & testing strategy...all mock and go=live activities to ensure good governance. Planning & Execution - participating in all phases of… more
- City National Bank (New York, NY)
- …integrated financial services advice to these clients including: banking, credit, asset management , trust and estate planning , and brokerage. Manages overall ... May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must… more
- United Airlines (Newark, NJ)
- …smoothly every single day. **Key Responsibilities:** + Serve as an internal consultant , providing business analyses to management of various operating divisions ... management , safety and regulatory compliance, and station operations planning + Potential assignments include analyzing operational performance, developing… more
- S&P Global (New York, NY)
- …and Mobile + Salesforce.com Force.com platform development + Strong project management , problem solving and troubleshooting skills + Certifications are a plus: ... (Salesforce Certified Administrator; Certified Sales Cloud Consultant ; Certified Force.com Platform App Builder) **Compensation/Benefits** **Information (US… more
- Cherry Bekaert (Jersey City, NJ)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... and assist with drafting deliverables. Specific responsibilities will include: + Planning , managing, and performing a variety of engagements including but not… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... driving standardization of the production environment, reducing complexity, optimizing management of systems supporting global functions such as Compliance,… more
- S&P Global (New York, NY)
- …they use our tools, as a Credit Client Service Associate, you will be a consultant providing the best and most efficient ways for our clients to achieve quality ... timely tracking of client issues within our Client Relationship Management system + Documentation of newly found solutions and...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
