- Everence (Harrisonburg, VA)
- …the Harrisonburg Core Market team. Collaborate with the Trust and Investment Advisors for charitable gift planning and structured gifting plans.RESPONSIBILITIES AND ... about their planned giving/development needs.In collaboration with the Trust and Investment Advisors, discuss opportunities to meet the needs of donors through… more
- Segal (Atlanta, GA)
- We are seeking a Senior Health Benefits Consultant to join the East Region. Offices include Washington, DC, Boston, Hartford and Atlanta. The Opportunity: The Senior ... Consultant will join a growing and dynamic practice and...owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of… more
- Segal (Boston, MA)
- We are recruiting for Associate Actuarial Consultant , Pension to join our Retirement Practice. We offer a position that involves a diverse range of responsibilities ... on complex client projects and related actuarial issues.The Pension Associate Actuarial Consultant will provide a level of review, actuarial services, and consulting… more
- Segal (New York, NY)
- …other technologies; vendor selection and; system implementation/post-implementation support. The Consultant will have significant visibility in working with both ... to grow a robust business. The Role The Sr. Consultant will collaborate with practice colleagues and other Segal...owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of… more
- Segal (Washington, DC)
- …pharmacy benefits data? This opportunity may be for you!Our Senior Consultant , Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits financial ... generating innovation initiatives in the healthcare/pharmacy benefits industry. The Senior Consultant actively contributes to a work culture that is diverse,… more
- Segal (Chicago, IL)
- …and prospective clients in the Public Sector, Multiemployer or Corporate markets.The Consultant guides client service teams and plays a proactive role in mentoring ... a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted… more
- Segal (New York, NY)
- …a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted ... multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.Segal's total rewards are part of… more
- Wellington (Boston, MA)
- …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...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on… more
- Deloitte (New York, NY)
- Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio ... to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how...one or more of the following Financial Services industries: investment management, wealth management, trust company, insurance provider, or… more
- Neuberger Berman (New York, NY)
- …passionate about investing and the financial service industry to join our Institutional Client Group ("ICG") for an 8-week internship focused on developing client ... partner with members of ICG on client service, business development and consultant relationship management initiatives in addition to participating in the broader… more
- Principal Financial Group (Chicago, IL)
- …strategies and client solutions. Collaborate closely with Relationship Managers, Distribution, Consultant Relations and Investment teams, to develop enduring ... client experiences, fortifying relationships, delivering end-to-end client service to our Institutional Clients. + Lead and support end-to-end service delivery for… more
- Truist (Charlotte, NC)
- …and Head of Institutional Distribution to understand and position the firm's investment views to gain acceptance as a thought leader and a refined expert in ... following job description:** Responsible for origination and servicing direct institutional clients. Client Strategists will obtain client relationships directly and… more
- Deloitte (New York, NY)
- FSI Reinsurance Administrative System Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... of our clients. Summary: We are seeking a highly skilled Reinsurance Administration System Consultant to join our team. You will play a key role in supporting the… more
- Deloitte (Cleveland, OH)
- FSI Reinsurance Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and ... We are seeking a highly motivated and experienced Reinsurance Accounting/Controllership Consultant . This role will be responsible for providing expert advice and… more
- Deloitte (New York, NY)
- Financial Services Risk Management Consultant As a Consultant within our dynamic team, you will gain experience in a variety of enriching projects that include ... industry knowledge will be a valuable asset in serving our clients. As a Consultant you will have the opportunity to: + Participate in identifying, evaluating, and… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …services include: private client; institutional equity and fixed income institutional sales; investment banking; trading activities; and operations and ... opportunities. **Job Summary** Under mentorship and supervision of a Senior consultant develop specialized knowledge, skills, and experience through a combination of… more
- TIAA (Cincinnati, OH)
- …Degree + 5+ years of experience in financial services + Prior advisor/ consultant experience + Knowledge of institutional retirement plans + MoneyGuidePro, ... Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their… more
- JPMorgan Chase (New York, NY)
- …expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary ... global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist, you will actively engage in maintaining and developing… more
- TIAA (Los Angeles, CA)
- The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant ... review the opportunities within our client's asset allocation and determine Nuveen investment solutions that may fit within their recommended allocations. + Develop… more
- TIAA (Frisco, TX)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and ... Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. +… more
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