- Fidelity TalentSource LLC (Westwood, MA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise… more
- Fidelity TalentSource LLC (Boston, MA)
- … investment analysis to the prospect-facing team of account executives, investment strategist organization, and the outside consultant community. Intimate ... fee related questions) to assist the plan sponsor and 3rd party consultant decision making process Investment Proposals.Attending internal and external quarterly… more
- Fidelity TalentSource LLC (Littleton, MA)
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... The Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in… more
- Fidelity TalentSource LLC (Boston, MA)
- Senior Management Consultant Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing ... for a Senior Management Consultant to work in the Advanced Process Solutions division...areas of building and applying solutions, making sound capital investment decisions, and developing team member expertise and skills.… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:Role Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- Fidelity TalentSource LLC (Boston, MA)
- …clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 ... member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated… more
- Fidelity TalentSource LLC (Boston, MA)
- …us build lasting client relationships.The Role As a Health and Welfare Benefits Consultant , you will manage projects and client relationships spanning a variety of ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- Fidelity TalentSource LLC (Boston, MA)
- …drivenA curious outlook and drive for constant self-growthThe Senior Consultant contributes to a hard-working team. Responsibilities include:Collaborating with ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- MassMutual (Springfield, MA)
- **Cash & Securities Management Consultant , Investment Operations** **Full-Time** **Springfield, MA** **The Opportunity** As an Cash & Securities Management ... Consultant in our Investment Operations organization, you are responsible for transaction processing and oversight over the lifecycle of invested assets and their… more
- Charles Schwab (Lynnfield, MA)
- …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
- 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 (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
- MassMutual (Boston, 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
- 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
- Wells Fargo (Hyannis, MA)
- **About this role:** Wells Fargo is seeking a PF Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... tolerance. + Meet with clients to collect financial information + Assess investment profile and evaluate clients financial needs. + Advise clients regarding… more
- Deloitte (Boston, MA)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include ... to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how...the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management,… more
- Deloitte (Boston, MA)
- 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 (Boston, MA)
- 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
