- Fidelity TalentSource LLC (Greenwich, CT)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers ... skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new… more
- Segal (New York, NY)
- We are recruiting for a Consultant to join our Health Compliance practice. The Role:The Health Compliance Consultant (lawyer) reports to the Deputy Director of ... and is widely recognized for their expertise. The health compliance consultant (lawyer) collaborates with benefits consultants and compliance staff members, advising… more
- Fidelity TalentSource LLC (Chappaqua, NY)
- …with a goal of developing lifetime relationships with Fidelity.As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to ... of CFP\u00AE Certification is highly encouragedThe\u00A0Purpose\u00A0of Your RoleThe Planning Consultant works alongside the Financial Consultant and/or Wealth… more
- Fidelity TalentSource LLC (Plainview, NY)
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... The Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in… more
- Fidelity TalentSource LLC (New York, NY)
- Job Description:Planning Consultant As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to deepen client ... program can help you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning… more
- Fidelity TalentSource LLC (New York, NY)
- …plans and status logs with completion times and issue resolutions/decisionsAlerting lead consultant when project timing and scope are not in line with original ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- Charles Schwab (Stamford, CT)
- …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 ... rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** + **Required Qualifications:** + A valid… more
- Deloitte (Stamford, CT)
- Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio ... to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how...one or more of the following Financial Services industries: investment management, wealth management, trust company, insurance provider, or… more
- Charles Schwab (Huntington Station, NY)
- …with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and ... our clients is a key component of Schwab's business strategy. The Investement Consultant will pursue this mission through: + Proactive outbound calls to existing… more
- Wellington (New York, NY)
- …skills, preferably in a relevant capacity such as institutional equity sales, investment management, investment consultant , product management, or invest; ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Bank of America (New York, NY)
- Talent Consultant II - Global Corporate & Investment Banking/ Global Markets New York, New York **Job Description:** At Bank of America, we are guided by a ... America culture, organizations, teams and talent. The Global Talent Consultant II is a key member of the GCIB/...our most senior leaders in the Global Corporate and Investment Banking (GCIB) organization. This is a critical position… more
- Bank of America (New York, NY)
- Talent Acquisition Consultant II - Global Corporate & Investment Banking and Global Markets New York, New York **Job Description:** At Bank of America, we are ... hiring objectives for assigned business units. The **Global Corporate & Investment Banking and Global Markets** **Executive Recruiter** will be highly regarded… more
- Morgan Stanley (New York, NY)
- …with the Investment and Business Development Services teams to ensure consultant RFP deadlines and requirements are met - Organize consultant meetings ... and prepare briefing memos for internal meeting participants - Host consultant meetings with investment teams, facilitating introductions and summarizing… more
- Neuberger Berman (New York, NY)
- …strategies and data via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and business support functions to ... + Serve as primary data contact for Relationship Managers on key Consultant relationships + Aggregate investment strategy performance and analytics data… more
- JPMorgan Chase (New York, NY)
- …working relationships across the broader JPMAM ecosystem, including Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor ... of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Lead Business Growth Strategy Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... more about our career areas and lines of business at wellsfargojobs.com **In this role, you will:** + Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale… more
- AON (Stamford, CT)
- …offers an opportunity to work with our dynamic team as a Senior Consultant - specifically supporting the Corporate and Investment Banking business segment. ... to work with our dynamic team as a Senior Consultant - specifically supporting the Corporate and Investment... Consultant - specifically supporting the Corporate and Investment Banking business segment. Our clients include virtually every… more
- Deloitte (New York, NY)
- FSI Reinsurance Administrative System Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... of our clients. Summary: We are seeking a highly skilled Reinsurance Administration System Consultant to join our team. You will play a key role in supporting the… more
- Deloitte (New York, NY)
- FSI Reinsurance Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and ... We are seeking a highly motivated and experienced Reinsurance Accounting/Controllership Consultant . This role will be responsible for providing expert advice and… more
