- Capco, a Wipro Company (New York, NY)
- …designing next-generation platforms that elevate both client and advisor experiences. As a Senior Consultant on the Wealth & Asset Management Team at Capco you ... internal consultant , or similar role + Strong understanding of wealth or asset management, demonstrating knowledge across products, platforms, technology or… more
- Capco, a Wipro Company (New York, NY)
- …engages in a variety of initiatives providing solutions from strategy through execution. As a Consultant on the Wealth & Asset Management Team at Capco you will ... or in roles such as project/program manager, product manager, business analyst, internal consultant , or similar + Exposure to wealth or asset management,… more
- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE ... specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as… more
- Deloitte (Rochester, NY)
- Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital practice is at the forefront of transforming the nature of work. As converging ... Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant , you will...Consulting Retirement & Wealth Provider Solutions Senior Consultant , you will help Retirement Service Providers gain competitive… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (5193) ( 250000E2 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors **Description** ... goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement**… more
- Charles Schwab (New York, NY)
- …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 ... clients, providing them with wealth management and financial planning advice. Over time, you'll...progress toward achieving their goals. + Openness to manage wealth on behalf of our clients including: Retirement Planning,… more
- Deloitte (Jericho, NY)
- …have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte ... international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case investigations,… more
- Deloitte (Rochester, NY)
- …have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte ... and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing and… more
- Capgemini (New York, NY)
- …underpinned by technology created with purpose. **YOUR ROLE** As a **Senior Consultant ** in our **Insurance** team focused on **Transformation Management** , you ... frameworks. + Experience with financial services transformation across banking, wealth , and insurance convergence areas **WHAT YOU'LL LOVE ABOUT WORKING… more
- M&T Bank (Buffalo, NY)
- …BE WITHIN LOCATION OR WILLING TO RELOCATE** **Overview:** + The Audit Consultant provides senior-level expertise in executing complex audits across the **Enterprise ... and technology risk to assess associated risks and controls effectively. The consultant will partner with audit teams to ensure comprehensive coverage of emerging… more
- Capco, a Wipro Company (New York, NY)
- …strategic advisory, cyber programs, and security operations. **About the Job:** As a Consultant at Capco, you will play an essential role in cybersecurity consulting ... with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance sectors. You will collaborate with industry… more
- Capco, a Wipro Company (New York, NY)
- …advisory, cyber programs, and security operations. **About the Job:** As a Senior Consultant at Capco, you will play an essential role in cybersecurity consulting ... with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance sectors. You will collaborate with industry… more
- M&T Bank (Buffalo, NY)
- …(LOBs) such as Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services, or support functions such as Treasury, ... Finance, Compliance, Technology, Operations, Risk Management, or Credit Administration. + Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views. + This individual must be an… more
- M&T Bank (Buffalo, NY)
- …(LOBs) such as Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services, or support functions such as Treasury, ... Finance, Compliance, Technology, Operations, Risk Management, or Credit Administration. + Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views. + This individual must be an… more
- EPAM Systems (New York, NY)
- …Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, ... for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs +...engagement + Serve as an expert business and/or tech consultant in one or more of the following areas:… more
- JPMorgan Chase (New York, NY)
- …covering thousands of large institutional investors around the globe (Sovereign Wealth Funds, Endowments, Foundations, Family Offices, Pensions, etc.). By delivering ... growth. The consulting team acts as an outsourced management consultant to our hedge fund manager clients on a...such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels… more
- Deloitte (Rochester, NY)
- …have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project Delivery Talent Model is ... international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case investigations,… more
- Deloitte (Williamsville, NY)
- …have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project Delivery Talent Model is ... and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing and… more
- Equitable (Melville, NY)
- …out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals ... they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your… more
- Deloitte (New York, NY)
- …have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
