- PwC (New York, NY)
- …on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for ... deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will… more
- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various REPORTS TO: Vice President - Wealth Management CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 55 ($58,459 - ... $85,000) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Wealth Consultant position is responsible for meeting with clients to assess their… more
- TIAA (New York, NY)
- 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 ... that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client… more
- Guardian Life (New York, NY)
- …FRs identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth ... ** Wealth Management Specialist** Park Avenue Securities strives to...Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… 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 (New York, NY)
- 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
- Deloitte (New York, NY)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include ... bring will be critical to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how to identify, evaluate, and prioritize… 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
- TIAA (New York, NY)
- …the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this ... + Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer,… more
- Deloitte (New York, NY)
- Operations & Technology Transformation Senior Consultant , Guidewire Data Migration - ETL Developer What we do Operations and Technology Transformation delivers ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- Deloitte (New York, NY)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and ... Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets… more
- Capco, a Wipro Company (New York, NY)
- …advisory, cyber programs, and security operations. **About the Job:** As a Consultant , you will be an active team member on cybersecurity consulting engagements; ... clients across Financial Services, either within Investment Banking, Retail Banking, Wealth and/or Insurance. You'll work alongside industry leaders to gain insight… more
- Capco, a Wipro Company (New York, NY)
- …cyber programs, and security operations. **About the Job:** As a Senior Consultant , you will be an active team member on cybersecurity consulting engagements; ... clients across Financial Services, either within Investment Banking, Retail Banking, Wealth and/or Insurance. You'll work alongside industry leaders to gain insight… more
- S&P Global (NY)
- …information to downstream applications. **Responsibilities and Impact:** A Senior Implementation Consultant is responsible for providing a range of services to ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Deloitte (New York, NY)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... brings clients the knowledge of industry leaders who understand the relevant processes and technologies for their industry-and apply them with a process and mindset that tailors transformational change to their specific organization. Work Y ou'll Do Senior… more
- JPMorgan Chase (New York, NY)
- …investors, such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels. Capital Introduction ... Hedge Fund 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
- City National Bank (New York, NY)
- …May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must ... Must remain in good standing under the Safe Act. ** Wealth Management Division: Private Banking** As a member of...Division: Private Banking** As a member of City National's Wealth Management - Private Banking group, you will help… more
- Guardian Life (New York, NY)
- …part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant , this person will be responsible for growing sales of Park Avenue Securities ... through consistent and timely activity tracking. + Closely worth with regional wealth management teams to identify HNW opportunities within each region **You have**… more
