- Fidelity TalentSource LLC (Paramus, NJ)
- 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 (Paramus, NJ)
- 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
- 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
- Segal (New York, NY)
- …a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted ... advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.Segal's total rewards are part of what makes Segal a… 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 (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
- 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 (Paramus, NJ)
- …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
- Arup (New York, NY)
- Graduate Sustainable Investment Advisory Consultant (Available 2025) **New** Americas Region NEW0001PBRequisition # **A future with purpose** At Arup we're ... dedicated to sustainable development and to do socially useful work that has meaning. Our purpose, shared values and collaborative approach has set us apart for over 75 years, guiding how we shape a better world. Wesolve the world's most complex problems and… more
- Deloitte (New York, NY)
- 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
- 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
- Fifth Third Bank, NA (New York, NY)
- …into project companies. + Prior experience in the energy sector as an investment banker, lender, consultant , accountant, or comparable background. Associate, ... skills to provide consistent data and reporting support for Investment Banking group, Affiliate leadership, Corporate Banking/Capital Markets and Commercial… 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
- Morgan Stanley (New York, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** **Asset/ Investment Management* **Title:** *Portfolio Strategy Consultant - Global ... Morgan Stanley Investment Management (MSIM) is one of the largest...distribution footprint in the Intermediary Channel. The Portfolio Strategy Consultant will partner with National Accounts, Sales, Product and… more
- Banco Popular Puerto Rico (Newark, NJ)
- … Popular Insurance Sales - NJ 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
- 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
- Aflac (New York, NY)
- Technical Consultant The Company: Aflac Asset Mgt. LLC The Location: New York City, NY, US, 10005 The Division: Global Investment Job Id: 6054 About Our Company ... Street and is the organization responsible for the overall investment activities of Aflac and its subsidiaries in Japan,...and Bermuda. With ~150 employees globally, GI manages an investment strategy focused on maximizing long-term returns with a… more
- Black & Veatch (Paramus, NJ)
- **Principal Consultant , Asset Lifecycle Risk Management (ALRM)** Date: Aug 23, 2024 Location: US Company: Black & Veatch Family of Companies At Black & Veatch, our ... technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal… more
- Deloitte (New York, NY)
- FSI Insurance Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and ... with a particular focus on compliance and regulatory issues. As a Senior Consultant you will have opportunities to: + Analyze and interpret insurance compliance… more
