• Financial Consultant

    Banco Popular Puerto Rico (New York, NY)
    …7, 2024 Location: New York, NY, US, 10017 Company: Popular Workplace Type: On-site Financial Consultant Popular Insurance Sales - NY Metro We are currently ... searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position… more
    Banco Popular Puerto Rico (11/08/24)
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  • Senior Financial Consultant

    HUB International (New York, NY)
    …leading success in mergers and acquisitions. We are seeking a Senior Financial Consultant for our Employee Benefits Team. **Essential Responsibilities and ... offices is facilitated and supported: Train Senior AEs on financial tools and dashboards. + Manage and oversee large...manage client insurance risk(s) with the goal to minimize financial impact to in-force benefit programs through: + Generate… more
    HUB International (12/27/24)
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  • Financial Sales Consultant

    PNC (New York, NY)
    …through digital banking that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, ... may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive… more
    PNC (11/17/24)
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  • Workday Student Implementation Consultant

    Deloitte (New York, NY)
    …for this role ends on October 4th, 2024. Work you'll do As a Workday Student Financial Aid Consultant on our Human Capital team, you will: + Identify business ... support procedures and supporting implementations as it relates to Workday Student Financial Aid + Organize and deliver services on a cross-section of projects… more
    Deloitte (12/13/24)
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  • Senior Financial Consultant

    MetLife (New York, NY)
    …communication and coordination across Global Technology, GTO Finance, and Reinvest/C&O Financial teams * Maintain strong understanding of the BAU forecasting ... pertains to annual planning. * Capture and organize complex financial data associated with Annual Planning * Headcount plan...a plus * Advanced Excel skills along with strong financial systems and business application knowledge * Excellent data… more
    MetLife (01/03/25)
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  • Investment Consultant - Mt Kisco

    Charles Schwab (Scarsdale, NY)
    …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active… more
    Charles Schwab (12/30/24)
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  • Financial Services | Consultant

    Guidehouse (New York, NY)
    …None **Clearance Required** **:** None **What You Will Do** **:** As a Consultant at Guidehouse, you will provide management consulting services across our ... Financial Services sector. Specifically, you will help develop and...+ Identify ways to improve efficiency and effectiveness of financial business processes + Drive change management and continuous… more
    Guidehouse (12/22/24)
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  • Senior ITFM Consultant

    Royal Communications Consultants Inc (New York, NY)
    Senior ITFM (IT Financial Architecture) Consultant project will consist of 1 Senior ITFM Consultant to support the implementation of ITFM Framework and Total ... rollout and implementation of the ITFM Framework + Support buildout of the IT Financial Architecture across multiple legacy and new tool sets + Advise on proper… more
    Royal Communications Consultants Inc (12/13/24)
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  • Compliance Consultant

    RGP (New York, NY)
    …in the financial services industry, is seeking a skilled Compliance & Financial Crimes Audit Consultant to support their Compliance & Legal Audit team. ... several critical areas of compliance, with a primary focus on Financial Crimes, including Anti-Money Laundering (AML), Sanctions, Bribery, Corruption, and other… more
    RGP (10/24/24)
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  • Consultant - Commercial Financial

    Guidehouse (New York, NY)
    …will include client management, solution implementation and generation of project results. As a consultant , a key function of your role will be to create and present ... development and hiring for the long term. As a consultant , you will follow a clearly defined career path...will have the opportunity to progress to the Senior Consultant level. **What You Will Need** **:** + Bachelor's… more
    Guidehouse (12/22/24)
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  • SEC Reporting Consultant

    RGP (New York, NY)
    As an SEC Reporting consultant , responsibilities may include, but are not limited to: preparing and filing SEC Reports (10-K, 10-Q) and Earning Releases; ... interpreting financial accounting policies and SEC requirements; providing guidance to...with regard to interpretation of changes; researching and monitoring financial data; ensuring compliance with all SEC requirements, US… more
    RGP (10/24/24)
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  • Senior Consultant - Technology -…

    Guidehouse (New York, NY)
    …through the selection, implementation, testing, and calibration/tuning of financial crime compliance technology solutions, covering transaction monitoring, sanctions ... interrogate data, and identify patterns. + Analyze and interpret historical financial , operational, and transactional data. + Prepare reports, written analyses,… more
    Guidehouse (10/07/24)
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  • Real Estate Technology-Maximo Techno-Functional…

    Deloitte (New York, NY)
    Real Estate Technology-Maximo Techno-Functional Senior Consultant Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... ends on 1/31/25 Work you'll do As a Senior Consultant , you'll work with diverse global clients across...or boutique consulting firm, or serving as an internal consultant within industry. + Five plus years of experience… more
    Deloitte (10/18/24)
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  • Real Estate Technology- TRIRIGA Techno-Functional…

    Deloitte (New York, NY)
    Real Estate Technology - TRIRIGA Techno-Functional Senior Consultant Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... IBM TRIRIGA, Nuvolo and other solutions. Work you'll do As a Senior Consultant you will: + Identify opportunities for efficiencies in client's real estate processes… more
    Deloitte (10/18/24)
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  • Personal Financial Counselor, Assignment…

    Magellan Health Services (Weehawken, NJ)
    Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Must have over a thousand hours of financial ... CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License… more
    Magellan Health Services (12/10/24)
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  • Financial Professional

    Equitable (New York, NY)
    …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... Financial Professional - NY, New York (5102) (...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
    Equitable (01/01/25)
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  • Entry Level - Financial Advisor - NJ,…

    Equitable (New York, NY)
    …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... Entry Level - Financial Advisor - NJ, Saddle Brook (5150) (...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
    Equitable (12/31/24)
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  • Health Financial Crime and Fraud, Managing…

    Guidehouse (New York, NY)
    …Do** **:** Guidehouse has an aggressive growth strategy for its Health Financial Crime, Fraud, and Investigative Services practice. Guidehouse is currently seeking ... candidates with relevant fraud, regulatory compliance, and/or investigations experience (eg litigation and/or disputes consulting, forensic accounting, operational and/or compliance consulting) or relevant health care operations management at any/all of the… more
    Guidehouse (11/23/24)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (New York, NY)
    …(USWM) team, a business dedicated to assisting investors in achieving their long-term financial objectives. As a Practice Management Consultant , you'll support ... with financial planning. As an Executive Director, Practice Management Consultant within JP Morgan Wealth Management, you will be instrumental in supporting… more
    JPMorgan Chase (11/09/24)
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  • Oracle EBS & PeopleSoft Senior Consultant

    Deloitte (New York, NY)
    Oracle EBS & PeopleSoft Financials Senior Consultant Today's chief financial officers (CFOs) and financial executives are being asked to improve business ... We help our clients implement solutions to address manufacturing, financial , human resources, customer relationship management, procurement, order management,… more
    Deloitte (11/27/24)
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