- Everence (Goshen, IN)
- …Associate is intended as a training role for the position of National Sales Consultant , with relevant securities licensure to be achieved within six to twelve ... schedule introductory or due diligence meetings. Research financial firms and use sales data analytics for targeted sales efforts. Update the internal CRM system for… more
- MassMutual (Springfield, MA)
- **Cash & Securities Management Consultant , Investment Operations** **Full-Time** **Springfield, MA** **The Opportunity** As an Cash & Securities Management ... continuous improvement mindset. **The Impact:** As a Cash & Securities Management Consultant , you will need to...to detail + Recognition of patterns and trends in data operations and identify opportunities for improving processes and… more
- MassMutual (Springfield, MA)
- …As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business (LOBs), CFO, ... aid in the asset lifecycle process within Cash & Securities Management. You will partner with teams to understand...to understand needs and identify and implement process and data improvements. A successful candidate must be able to… more
- MassMutual (Boston, MA)
- …Tax goals and initiatives. Your responsibilities will include: + Monitor and track tax data quality and performance of securities tax results tracked in the ... **Senior Tax Consultant - Special Projects & Strategic Initiatives** **Investment...that analyze and track system issues and changes in securities across the investment data ecosystem. +… more
- Deloitte (Columbus, OH)
- Operations & Technology Transformation Senior Consultant , Guidewire Data Migration - ETL Developer What we do Operations and Technology Transformation delivers ... efficiency. We implement innovative technology solutions spanning core, digital, data , analytics, cloud and AI. Deloitte's Financial Services Industry consulting… more
- IRIS Consulting Corporation (St. Paul, MN)
- …Vehicle Services (DVS) is seeking a resource to conduct comprehensive audits of data systems including its infrastructure, policies and procedures, to assure: 1) all ... data meets or exceeds federal Criminal Justice Information Services...(AIM) + PCI Compliance + Policy Auditing + DVS securities and LASO duties + DVS Securities … more
- Thrivent Financial (Minneapolis, MN)
- …Advice Center of Excellence (COE) will be critical. The Advice Services Consultant is responsible for enabling Advice adoption through direct connection and support ... Groups and other distribution channels. To contribute to these goals the consultant will work primarily with but not limited to, Thrivent's Financial Advisors… 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...client base by identifying and pursuing new opportunities through data and analytics + Exhibit high level market knowledge… more
- S&P Global (NY)
- …use):** 09 **About the Role:** **The Team:** SPG EDM provides Enterprise Data Management Solutions for Banks, Asset Managers, Hedge Funds, Insurance companies, ... Warehouse component provides customers with the option to leverage, a predefined enterprise data model as part of its deployment. The EDM Warehouse is packaged with… more
- Capco, a Wipro Company (New York, NY)
- …and ensuring our clients grow, change and compete.' **About the Job:** As a Principal Consultant at Capco you will be playing a key role in the delivery of projects ... 8+ years of consulting experience in Capital Markets and Securities related businesses, with specific experience in Capital Markets...on a range of different business areas as a consultant + Bachelor's degree **Why Capco?** A career at… more
- Plante Moran (IN)
- …in a business, the intangible assets of a business, and complex securities . Position involves researching industry and economic data , building financial ... Senior Consultant - Valuation - India - Mumbai +...challenges and seek new opportunities. Job Summary. A Senior Consultant in the Valuation practice will focus primarily on… more
- MassMutual (Boston, MA)
- **Communications Compliance Consultant ** **Communications Compliance Team** **Full-Time** **Boston, MA or Springfield, MA** **The Opportunity** As a Communications ... Compliance Consultant , you are primarily responsible for reviewing advertising and...approach, while also maintaining compliance with various insurance and securities regulations. **The Impact** To help MassMutual live up… more
- PNC (Tysons Corner, VA)
- …opportunity to contribute to the company's success. As a Quantitative Analytics/Modeling Consultant within PNC's Model Risk Management organization, you can be based ... models measuring interest rate risk and liquidity, term structure models, securities valuation and sensitivity models, and counterparty credit risk measurement… more
- Bank of America (New York, NY)
- Vice President; Product Consultant New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... processes and prepare customized reports using Alteryx and Tableau, and other data analytics frameworks including pandas, numpy, and scipy. + Develop pricing and… more
- Capco, a Wipro Company (New York, NY)
- …ensuring our clients grow, change and compete.' **About the Job:** As a Senior Consultant on the Capital Markets Team, you will work in a fast-paced team setting, ... and Equity Derivatives products + Understanding of upstream / downstream applications and data + Ability to work on multiple workstreams from inception through to… more
- Wells Fargo (St. Louis, MO)
- …our business. We are seeking a Senior Marketing Manager (Senior Lead Marketing Consultant ) for the Central Division to serve as primary liaison between the ... + Experience developing and executing marketing strategy aligned to data driven business outcomes such as increase client asset...subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article… more
- General Dynamics Information Technology (Fairfax, VA)
- …service delivery to large-scale supply chains, mission support, cloud, AI/ML, cyber security, data analytics and more. Our work depends on a **IT Services ... Consultant ** to build strategy, provide operational excellence, and help...makers in the BFS Business Lines (Fiscal Accounting, Retail Securities , Disbursing and Debt Management) and/or CIO organizations at… more
- Raymond James Financial, Inc. (Ridgeland, MS)
- …review clients' current portfolio design, understand client goals, enter client data , and conduct financial analysis. * Evaluates overall individual and ... and occasional personal visits. * Educates client on the functions of various securities markets and the principal factors that affect them. * Provides guidance on… more
- Raymond James Financial, Inc. (Troy, MI)
- …activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity. * Works closely with assigned internal ... **Knowledge of:** * Fundamental concepts, principles and practices of the securities industry and asset management products. * Broker/dealer operations. **Skill… more
- Janus Henderson Investors (Denver, CO)
- …prospective clients to provide sales ideas, answers product questions, provide performance data , identify new sales opportunities, and help launch new products (20%) ... of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political… more
