- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:Phone Financial Consultant \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and ... (63/65) and Insurance Licenses preferred or to be obtained upon hireFive years financial services experience, with 3-5 years of sales experienceA CFP is helpful; if… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …through relationships, built on effective planning and advice. With a focus on Financial Consultant development and collaboration, you will be provided with ... relationshipsContribute to and influence a collaborative and inspiring team cultureEmpower the Financial Consultant team to build personalized plans that support… more
- Jack Henry & Associates (Charlotte, NC)
- …Optional Models installation team and welcoming a new member. As a Business Consultant , your role involves implementing the Investor Servicing package for Jack ... iSeries Core Investor Servicing Analyst General information Press space or...milestones are completed as projected. + May have some financial responsibilities including project cost estimating, proposal generation, and… more
- AON (Philadelphia, PA)
- Aon is looking for an Equity Compensation Senior Consultant - Virtual - Philadelphia, New York, Boston, Chicago, DC, Dallas, Houston, Denver, California! Aon Equity ... to equity-based compensation - providing plan design, valuation, tax & financial accounting, performance monitoring & tracking, employee education and communication,… more
- Guidehouse (Arlington, VA)
- …**:** Ability to Obtain Public Trust **What You Will Do** **:** Our Public Sector Financial Services Segment is seeking a consultant to join our capital markets ... work on a team of experienced staff to provide financial advisory services to government agencies that participate in...that participate in the housing finance market. As a consultant on the capital markets team, you will work… more
- Wells Fargo (Charlotte, NC)
- …you. **About this role:** Wells Fargo is seeking a Corporate Insurance Consultant to work with Government Sponsored Enterprise loans and their corresponding ... procedures, policies and methods to ensure compliance with Wells Fargo, legal, investor , regulatory, and business policies, which directly affect the work unit and… more
- Truist (Charlotte, NC)
- …strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may ... Investor Relations, and various regulatory agencies. 2. Experienced financial professional role that applies in-depth knowledge within own professional… more
- Truist (Birmingham, AL)
- …strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may ... reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. 2. Financial … more
- Truist (Richmond, VA)
- …of Directors, Investor Relations, and various regulatory agencies. 2. Senior Financial Manager role that coordinates financial analysis and reporting process ... review the following job description:** Serve as a strategic business consultant to specified lines of business (LOBs), providing centralized guidance, oversight,… more
- Truist (Charlotte, NC)
- …strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may ... reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. Financial Manager role… more
- Affinius Capital (San Antonio, TX)
- … consultant requests. + Assist the Global Investors Group (GIG) and Investor Services and Reporting (ISR) with handling Consultant Questionnaires, DDQs, and ... other performance metrics relied upon by business units and disclosed in both investor reports and financial statement footnote disclosures. + Assist and manage… more
- Autodesk (Portland, OR)
- …plays an instrumental role in the quarterly close and earnings cycle and annual Investor Day, and is involved in many cross-functional business projects. This is a ... critical role in the financial reporting process; it provides high visibility to Autodesk...Review and tie-out the presenter's slide deck for the Investor day + Create/update supporting schedules for the tie-out… more
- T. Rowe Price (Owings Mills, MD)
- …to join us and grow your career with us. Team Summary The Individual Investor (II) Product team will have an investment product and vehicle orientation with ... Has oversight of the full complement of products and vehicles within Individual Investor . Sets the strategic direction of our product line, in partnership with our… more
- CBRE (Santa Rosa, CA)
- …for visa sponsorship now or in the future. **ABOUT THE ROLE:** As an Investor Asset Management Sr. Consultant , you will be responsible for managing, exploring, ... in order to improve value growth. This job is part of the Investor Asset Management job function. They are responsible for strategic advice, implementation, and… more
- JPMorgan Chase (New York, NY)
- … Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, senior leadership, and other key stakeholders. ... a lead role in prospecting for new clients, deepening existing client and consultant relationships, and providing thought leadership. This position is for an overall… more
- Autodesk (Plano, TX)
- …seeking a highly motivated Finance Manager to lead several aspects of our connected financial planning vision as it relates to our long-range financial planning ... voice to clearly summarizing the business drivers and the impacts of our financial results and projections, including maintaining a strategic outside in view of the… more
- T. Rowe Price (Baltimore, MD)
- …Conduct analysis on assigned investment portfolios, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio ... and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions. + Act as an investment resource for content creation including… more
- United Airlines (Chicago, IL)
- …Controllership, Investor Relations and more. These teams provide the financial fuel that keeps our operation running from providing detailed analyses of ... helps us thrive and grow at United across our collaborative Finance teams consisting of Financial Planning & Analysis, Internal Audit, Treasury, Global Procurement,… more
- Autodesk (Portland, OR)
- …and strategies + Partner with the broader FP&A team to develop long-range financial statement projections for spend, optimization strategies and ROI analysis, with a ... to executive leadership and external stakeholders + Partner with Investor Relations in supporting the quarterly Earnings cycle, including preparing… more
- Fifth Third Bank, NA (Charlotte, NC)
- …all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Build and understand complex financial models. + Perform complex financial analysis with minimal oversight. ... in working as a part of a team to originate and close complex financial transactions. + Excellent presentation skills, both oral and written. + Securities Industry… more
