- CareFirst (Owings Mills, MD)
- **Resp & Qualifications** **PURPOSE:** The Investment Consultant is responsible for the financial administration of CareFirst's pension and 401(k) plans and ... as necessary). Conduct periodic reviews and benchmarking of asset manager and advisor/ consultant fees. + Prepares investment information and reports by… more
- Elevance Health (Indianapolis, IN)
- ** Investment Consultant ** [AFT010] **Location:** This position will work a hybrid model (remote and office). Ideal candidates will live within 50 miles of the ... IN 46204. Hours: Monday to Friday, 8:00 am to 5:00 pm The ** Investment Consultant ** [AFT010] will maintain oversight of external investment managers. **How… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- Charles Schwab (Ridgeland, MS)
- …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
- Charles Schwab (San Diego, CA)
- …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. **In addition to the salary range, this role is also… more
- US Bank (Tempe, AZ)
- …what you excel at-all from Day One. **Job Description** As a WMAS Investment Consultant , you will primarily be responsible for providing personalized financial ... and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage other avenues for… more
- Cleveland Clinic (Beachwood, OH)
- …highly analytical and quantitative experience in custodian bank, asset management firm, investment consultant , investment office, and financial institution. ... Investment Operations Analyst I Join the Cleveland Clinic...resolves issues with strategic vendors including custody bank, ODD consultant , and risk vendors. + Reconcile and ensure efficient… more
- Robert Half Finance & Accounting (Sioux Falls, SD)
- …(MAR) and the external audit of year-end GAAP financials. * Serve as an investment accounting consultant for users of our data, answering day-to-day questions ... Description We are seeking a Senior Investment Accountant to join our team in Sioux...primarily involved in the financial consulting industry, focusing on investment /insurance accounting and reporting, data maintenance, and team mentorship.… more
- Robert Half Technology (Itasca, IL)
- …Salesforce's latest releases and features to maximize the business's return on investment . The consultant will identify opportunities to streamline processes, ... Description The Cloud Salesforce Consultant will partner with business stakeholders to understand...Salesforce clouds, ensuring effective integration with existing systems. The consultant will configure and customize Salesforce clouds to meet… more
- PNC (Philadelphia, PA)
- …to contribute to the company's success. As a Senior Business Analytics Consultant within PNC's Asset Management Group Investment Office organization, you ... remotely, at the manager's discretion. The Senior Business Analytics Consultant is on the PNC Asset Management Group ...Consultant is on the PNC Asset Management Group Investment Office's Business & Investment Reporting team.… more
- Truist (Sarasota, FL)
- …a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those ... 1. Willingness to pursue additional credentials in the wealth and investment fields. **General Description of Available Benefits for Eligible Employees of… more
- Deloitte (Columbus, OH)
- Consultant , Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… 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
- Fifth Third Bank, NA (Charlotte, NC)
- …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
- Deloitte (Columbus, OH)
- …sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our ... the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Deloitte works with clients to address… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next...step in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining… more
- WTW (Atlanta, GA)
- …leadership team and maintain a thriving culture in their office. As a Senior Investment Consultant , you will be responsible for leading the client experience and ... Office Line Business Leader (OLL) and a Senior Client Consultant . The OLL component is responsible for representing the... investment consulting efforts to clients in both an advisory… more
- HUB International (Austin, TX)
- …/ duties as assigned or requested by management **Qualifications for Retirement Plan Investment Consultant Qualifications:** + 3+ years of experience in a ... team. **Retirement Plan Account Executive** As a Retirement Plan Consultant , you will work with the clients, Investment... Consultant , you will work with the clients, Investment team, and plan administrators to provide investment… more
- The Chicago Community Trust (Chicago, IL)
- …impact and financial performance. + Partner with Trust leadership & our external investment consultant to launch a new impact-focused pool for donor advised ... communication with our donors. Liaison with external partners - including our investment consultant , Trustee banks, and wealth advisors - to implement impact … more
- Michigan State University (MI)
- … investment team as appropriate, + Conducting reference calls with peers, investment consultant , and managers' references, + Collaborating with IO team ... Collaborating with external consultants where applicable, (eg working with the investment consultant on investment and/or operational due diligence), +… more