- Vanguard (Charlotte, NC)
- …they can leave a legacy that fulfills their purpose in the world. This Investment Consultant 's role helps fulfill this mission by partnering with Relationship ... leadership and acumen building content for crew and clients. The Investment Consultant : + Researches client needs and provides internal partners and clients… more
- Charles Schwab (Pensacola, FL)
- …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
- US Bank (St. Paul, MN)
- …**This role can be located in St. Paul, MN or Gresham, OR** As an Investment Consultant in the Wealth Management Advisory Center, you will primarily be ... 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
- MassMutual (Springfield, MA)
- **The Opportunity** As an Investment Operations Consultant in our Investment Operations organization, you are responsible for transaction processing and ... the Company. This includes assisting in onboarding new managers and investment types, relationship management, customer support, calculation of forecast and funds… more
- Charles Schwab (Atlanta, GA)
- …with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and ... lending needs. To learn more about our client offerings visit:Charles Schwab - Investor Services. **What you have** We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: + Bachelor's… more
- MassMutual (Boston, MA)
- **Compliance Analyst, Investment Compliance** ** Investment Management** **Full-Time** **Boston, MA or Springfield, MA** **The Opportunity** As a Compliance ... with various regulations, guidelines, and policies for the Company's General Investment Account. Additionally, you will be responsible for assessing compliance with… more
- Wellington (Boston, MA)
- …skills, preferably in a relevant capacity such as institutional equity sales, investment management, investment consultant , product management, or invest; ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Ascension Health (St. Louis, MO)
- …all portfolios and participants. + Coordination of data between custodian bank, investment consultant , and investment managers. Primary user-support contact ... **Details** + **Department:** Ascension Investment Management (AIM) + **Schedule:** 8-hour day shift,...**POSITION SUMMARY:** The Senior Accountant reports to the Director, Investment Operations, and supports the Manager, Investment … more
- MassMutual (Springfield, MA)
- ** Investment Accounting Consultant ** ** Investment Controllership** **Full-Time** **Springfield, MA or Boston, MA or New York, NY** **About the Corporate ... controls and highlighting trends and insights. **The Opportunity** This Investment Accounting Consultant **** role is a newly created position that will… more
- MassMutual (Boston, MA)
- …motivated, collaborative and experienced individual to join MassMutual's Capital and Investment Risk Management team (within the Enterprise Risk Management division) ... it influences the management of risks associated with MassMutual's investment decisions and use of capital. You will work...will work closely with the Head of Capital & Investment Risk and the team leadership to support the… more
- MassMutual (Springfield, MA)
- **The Opportunity** As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business ... (LOBs), CFO, CIO Investment Management Group, Enterprise Risk Management (ERM), Investment Managers, and subsidiaries to provide oversight, analysis, and complex… more
- JPMorgan Chase (New York, NY)
- …in the job offered or as Investment Specialist, Global Investment Associate/Officer, Financial Consultant , or related occupation. Skills Required: Requires ... DESCRIPTION: Duties: Conduct investment reviews with clients to validate the clients'... reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment… more
- Wells Fargo (St. Louis, MO)
- …Consultant to join the Money Movement Product Delivery team in Wealth & Investment Management (WIM). The Consultant will manage and maintain the strategic ... and create followership without direct authority + Knowledge of Wealth and Investment management businesses + Ability to understand the business problem and identify… 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
- Neuberger Berman (New York, NY)
- …strategies and data via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and business support functions to ... + Serve as primary data contact for Relationship Managers on key Consultant relationships + Aggregate investment strategy performance and analytics data… more
- HUB International (San Antonio, 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
- MassMutual (Springfield, MA)
- **Senior Tax Consultant - Special Projects & Strategic Initiatives** ** Investment Taxes, Corporate Tax Department** **Full-Time** **Springfield MA, Boston MA, or ... New York NY** **The Opportunity** As a Senior Tax Consultant in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily… more
- City National Bank (Dallas, TX)
- …CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain ... Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors… more
- Morgan Stanley (Alpharetta, GA)
- …services; Financial Solutions Advisor; FINRA; Alpharetta, GA; helping clients; Inside sales; Investment Consultant ; investment goals; investment ... capital of the Firm, including some of the best investment research in the industry, which will empower you...market conditions, implement tailored wealth plans, and recommend suitable investment products to not only achieve the client's goals,… more
- Wellington (Boston, MA)
- …responsible for designing and leading investor development programs; or 4) an investment consultant with experience evaluating and providing feedback to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more