- Banco Popular Puerto Rico (New York, NY)
- … Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular ... + Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them… more
- City National Bank (New York, NY)
- *LEAD STRATEGY CONSULTANT * *Banking and Investment Services Division* Banking and Investment Services plays an integral role in leading the strategic vision ... the strategic vision and execution of all Banking & Investment Service operations. What you will do * Leads...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- KeyBank (Tarrytown, NY)
- …* Manages and coordinates the activities of the service team including the Investment Consultant , Portfolio Manager, Fiduciary Director, Wealth Consultant , ... and Wealth Roadmap for assigned clients * Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans * Co-facilitates… more
- City National Bank (New York, NY)
- …firm.Manage all outgoing transfers by notifying the Portfolio Manager Team and Sr. Investment Consultant . Monitor the process of the transfer, handle any ... Degree or equivalent * 3 to 5 years of experience in a broker dealer or investment industry * Minimum 3 years of experience in a financial related industry * Minimum… more
- Black & Veatch (Paramus, NJ)
- **Principal Consultant : Strategic Asset Management and Investment Planning** Date: Jan 19, 2025 Location: US Company: Black & Veatch Family of Companies ... your diverse talents and perspectives to use. **The Opportunity** As the **Principal Consultant , Gas Strategic Asset Management** , you will have the opportunity to… more
- City of New York (New York, NY)
- …Intern include, but are not limited to: - Processing and analyzing the 300+ investment manager and consultant submissions of the Annual Ethics & Compliance ... of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...the Bureau of Asset Management is to achieve exceptional investment outcomes for all stakeholders; to deliver outstanding support… more
- City of New York (New York, NY)
- …Intern include, but are not limited to: - Processing and analyzing the 300+ investment manager and consultant submissions of the Annual Ethics & Compliance ... of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...the Bureau of Asset Management is to achieve exceptional investment outcomes for all stakeholders; to deliver outstanding support… more
- Neuberger Berman (New York, NY)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and ... Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger...of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Manhattan. This… more
- Neuberger Berman (New York, NY)
- …the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) or Client Associate (CA) is to partner with the ... Advisor Consultant or Client Advisor (external wholesaler) to promote and...Advisor (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within a specific geographic… more
- Palo Alto Networks (New York, NY)
- …in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer's security ... just to name a few! **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering...key business imperatives and ensuring value realization of their investment with Palo Alto Networks. You evangelize our industry… more
- T. Rowe Price (New York, NY)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... Role Summary The primary role of the Fixed Income Investment Specialist (IS) - Insurance Solutions is to partner...IS - Insurance Solutions also works closely with sales, consultant relations, client service and other internal staff to… more
- Kyndryl (New York, NY)
- …set you up for future success. _Join us._ Original thinkers welcome. ** Consultant Internship:** We are invested in providing valuable experience with talented ... skills are vital to delivering high quality engagements to Kyndryl's customers. Consultant Interns will have the opportunity to meet with our teams, and… more
- JPMorgan Chase (New York, NY)
- Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- Deloitte (New York, NY)
- …Have a passion for current trends in accounting and finance? As an Advisory Senior Consultant - Securitization CLO at Deloitte, you'll be part of a core team that ... leading securitization professionals. Additionally, you'll be involved in helping advise investment banks, primary broker dealers and various asset originators on… more
- Deloitte (Stamford, CT)
- …you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" ... consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Tax...Management practice. What You'll Do As a Tax Senior Consultant , you will work within an engagement team and… more
- Deloitte (New York, NY)
- Full Time Tax Consultant - Mergers & Acquisitions Managing taxes is a critical part of an effective business strategy. As a tax consultant , you'll join our team ... role. Recruiting for this role ends on 3/1/24 Work you'll do As a tax consultant , you will work directly with clients, building a relationship as a trusted tax… more
- Charles Schwab (Manhasset, NY)
- …or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles ... supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab… more
- Deloitte (Stamford, CT)
- Senior Consultant , Operations & Technology Transformation, Insurance, Guidewire Integration & Configuration What we do Operations and Technology Transformation ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- Deloitte (Stamford, CT)
- Senior Consultant , Operations and Technology Transformation, Guidewire Application Java Developer What we do Operations and Technology Transformation delivers market ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- WSP USA (New York, NY)
- …currently initiating a search for a Full Time **Grants Strategy & Development Senior Consultant ** . Be involved in projects with our **Advisory Services** and be a ... to developing business and operational solutions in all areas of management, investment , and development throughout the entire business life cycle. We offer our… more