- Deloitte (Los Angeles, CA)
- Senior Consultant , Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers ... large companies. Senior consultants will evaluate emerging vendor solutions within investment and wealth management. You will help present your team's… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and ... Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex...service. **What** **you are good at** **:** + Exhibits wealth management and investment products expertise including… more
- Truist (Atlanta, GA)
- …is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager. The ICG team is comprised of teammates with ... of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting...Assist FA Teams with constructing and generation of client investment proposals + Assist FA Teams with investment… more
- Capco, a Wipro Company (New York, NY)
- …opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes ... + Focus on strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy, digital strategy and… more
- Morgan Stanley (Chesterfield, MO)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Investment Consultant * ... "Team COO" POSITION SUMMARY: The Team COO is a senior level position that serves as a lead coordinator...investment strategies, and overseeing Financial Advisors / Private Wealth Advisor team compensation. DUTIES and RESPONSIBILITIES: * Oversee… more
- Charles Schwab (Westlake, TX)
- … investment advisor and an affiliate of Charles Schwab & Co. Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role ... "challenge the status quo" and transform the finance industry together. Schwab's Wealth and Advice Solutions (WAS) organization is building and delivering an… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Lead Investment Portfolio Control Consultant in Investment Risk as part of Wealth & Investment Management (WIM). This role ... identify, measure, assess, manage and mitigate current and emerging investment risk + Review and analyze complex portfolio risk...collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals +… more
- Deloitte (New York, NY)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... critical to the success of our clients. As a Senior Consultant , you will have opportunities to:...corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Serve as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and ... pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare… more
- Equitable (Greenville, SC)
- Wealth Management Associate - SC, Greenville (2667) (...being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and ... designed to help accelerate your success as a **_Financial Professional/ Wealth Management Associate/Retirement Planning Associate/Financial Consultant_** . After your… more
- Deloitte (Columbus, OH)
- Senior Consultant , Operations & Technology Transformation, Insurance, Guidewire Developer - ETL/Data Migration What we do Operations and Technology ... Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media...the development of junior staff. Your role As a Senior Consultant you will bring considerable technical… more
- Deloitte (Columbus, OH)
- Operations Technology Transformation Senior Consultant , Guidewire Configuration / Integration What we do Operations and Technology Transformation delivers market ... Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media...2024 Work you'll do As an OTT Insurance Transformation Senior Consultant , you will bring considerable technical… more
- Deloitte (Columbus, OH)
- Senior Consultant , Operations and Technology Transformation, Guidewire Application Java Developer What we do Operations and Technology Transformation delivers ... Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media...2025 Work you'll do As an OTT Insurance Transformation Senior Consultant , you will bring technical expertise… more
- Deloitte (Columbus, OH)
- Senior Consultant - Payments Fraud Analytics and Data Science What you'll do Our practitioners have the opportunity to engage a diverse and challenging portfolio ... businesses. Recruiting for this role ends 12/31/24. As a Senior Consultant , you will have opportunities to:...banking, fintech, investment banking or capital markets, investment management, wealth management, trust company, insurance… more
- Capco, a Wipro Company (Dallas, TX)
- …on maintaining our nimble, agile and entrepreneurial culture. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will work in ... are experts in capital markets, banking and payments and wealth and asset management. We have a deep knowledge...Do:** We are currently looking to recruit Consultants and Senior Consultants who can make a significant contribution to… more
- Principal Financial Group (Des Moines, IA)
- …Do** Are you passionate about learning and development? We're looking for a Senior Learning & Development Consultant 2 to serve our Connection Distribution ... or formal leadership experience required. + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- HUB International (Manchester, NH)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part ... own unique, regional culture. We currently have an opportunity for a ** Senior Underwriting Consultant ** . The Senior Underwriting Consultant identifies,… more
- Deloitte (Mechanicsburg, PA)
- …and real estate companies. Work you'll do As an OTT Insurance Transformation Senior Consultant , you will bring considerable technical expertise to deliver ... specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy &… more
- Deloitte (Charlotte, NC)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and ... Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity,… more
- HUB International (Columbia, SC)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 ... community + Strong community support and involvement through HUB Gives **SUMMARY:** The ** Senior ** **Claims Consultant ** , in a client-facing role, applies their… more