- Fidelity TalentSource LLC (Greenwich, CT)
- …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...virtually to help you with all aspects of your business . You will not fail due to a lack… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA ... assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA ... the Advisor s efforts to increase and develop their business . The Skills You BringExtraordinary interpersonal communication skills, via...team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will… more
- JPMorgan Chase (Mineola, NY)
- …helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business , JP Morgan Advisors, Personal Advisors and ... The JP Morgan Wealth Management (USWM) business ...The JP Morgan Wealth Management (USWM) business is focused on...and 20 offices. As a Practice Management Consultant within the JP Morgan Wealth … more
- Deloitte (Stamford, CT)
- …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
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... vetting proposals, conducting competitive analysis, then liaising with the Investment and Business Development Services teams to ensure consultant RFP deadlines… 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
- Wells Fargo (New York, NY)
- …Wells Fargo is seeking a Generative AI Senior Lead Business Execution Consultant to lead strategy and product/program management of Gen AI initiatives ... Small and Business Banking (CSBB), Consumer Lending (CL), and Wealth and Investment Management (WIM) through advanced analytics, artificial intelligence,… more
- Wells Fargo (New York, NY)
- …seeking a Lead Technology Business Services Consultant as part of Wealth Investment Management and Technology (WIMT). Learn more about the career areas ... + Collaborate and consult with the technology team and more experienced management within Technology Business Services functional area to resolve Information… more
- TIAA (New York, NY)
- …8IC **Required Qualifications** + Minimum 5 years' experience in the investment management industry specifically within business development in the Alternative ... Series 63 **Preferred Qualifications** + 7+ years' experience in the investment management industry specifically within business development in the Alternative… more
- Deloitte (Stamford, CT)
- …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...strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating… more
- Deloitte (Stamford, CT)
- …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...strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating… more
- Deloitte (Stamford, CT)
- …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... risk management framework and supporting processes across legal entities, business segments and on-and-off balance sheet products + Knowledge across financial… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... in the Financial Services sector. We tailor enterprise risk management strategies to address potential cyber threats. Our team...and security operations. **About the Job:** As a Senior Consultant at Capco, you will play an essential role… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... in the Financial Services sector. We tailor enterprise risk management strategies to address potential cyber threats. Our team...programs, and security operations. **About the Job:** As a Consultant at Capco, you will play an essential role… more
- Capco, a Wipro Company (New York, NY)
- …pitches. + Develop thought leadership around future of different lines of businesses( wealth management , capital markets, M&A/PE ), through content and capacity ... opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management . Capco's strategy practice specializes in… more
- Capco, a Wipro Company (New York, NY)
- **About the team:** Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients ... combining experience-led visioning, customer research, emerging technologies, analytics, EX/talent management expertise and modern delivery models, we're able to… more
- M&T Bank (Fairfield, CT)
- …requirements and firm policies. + If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market ... clients, offering investment and insurance solutions and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide… more
- Capco, a Wipro Company (New York, NY)
- …knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management , insurance, and the energy sector. Capco's ... will provide you the keys to be a successful consultant . You'll start your ATP journey with an intensive...you can expect to work on projects in a Business Analyst (BA), Project Management (PM), QA… more
- S&P Global (New York, NY)
- …Level (for internal use):** 11 **Position Description:** Associate Director, Salesforce Business Analyst **Grade:** 11 (For Internal Purposes) **The Role:** You will ... and deliver components of engagement that includes analysis of current state business process and technology, process and functional design, future state prototyping… more
