- Neuberger Berman (Philadelphia, PA)
- …This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + ... The Advisor Consultant is responsible for creating new relationships and...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and… more
- Capco, a Wipro Company (Charlotte, NC)
- …team:** Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ... partner with our clients and shape the future of financial services. At Capco, we deliver innovative solutions that...their business goals. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will… more
- Wipfli LLP (Milwaukee, WI)
- …+ 5+ years' experience in a professional services firm or 5+ years of private industry experience focused on the financial and/or accounting space. + ... Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence… more
- DWS Group (New York, NY)
- …role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to ... owned subsidiary of DWS. IAO is responsible for the financial reporting and certain operational aspects for investment vehicles...vehicles to be launched as part of the firm's private debt funds business. IAO will also be responsible… more
- Affinius Capital (Dallas, TX)
- …of 7 years of relevant experience in investor reporting, fund accounting, or financial analysis within private equity, Fund of Funds, or asset management. ... affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $62 billion in gross assets under management within a… more
- Advice Pay (Bozeman, MT)
- …Sales or Project Management role in a SaaS environment. Experience working in financial services whether as a paraplanner, client services manager, relationship ... About Us Well-known financial advisors Michael Kitces and Alan Moore witnessed...listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row,as well… more
- Principal Financial Group (Des Moines, IA)
- …with both prospective and existing clients through internal relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service, ... Managing Director, Head of Distribution US & Canada Institutional and Global Consultant Relations, the Managing Director, Institutional Sales will be responsible for… more
- Deloitte (Houston, TX)
- Enterprise Operations & Risk - Private Credit Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and ... ends on 12/31/2025. Work you'll do As a Deloitte Consultant specializing in Private Credit Operations, you'll...drive operational improvement, and play a key role in client transformation projects involving private credit, direct… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance ... external business partners to provide comprehensive recommendations for the financial advisor, the client and the ...if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth… more
- Jet Aviation (Atlanta, GA)
- Jet Aviation Staffing-Experienced Private Jet Sales Consultant -ATL Location: Atlanta, GA, US Flexible Work Arrangement: Onsite Job Category: Sales Career Level: ... Description** If you have mastered the delicate art of private jet chartering, and want to work for a...identifying sales leads right through to establishing long term client relationships. You will need to be commercially astute… more
- Jet Aviation (IL)
- Jet Aviation Staffing- Private Jet Sales Consultant -Chicago Location: IL, US Flexible Work Arrangement: Onsite Job Category: Sales Career Level: Professional ... Description** If you have mastered the delicate art of private jet chartering, and want to work for a...identifying sales leads right through to establishing long term client relationships. You will need to be commercially astute… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Analyst(R)), CPWA(R) (Certified Private Wealth Advisor), CFA(R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial Consultant ) designation ... Date: Oct 6, 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Financial Consultant | Popular Securities Job Type Full Time Exempt General… more
- IQVIA (New York, NY)
- **Associate Consultant - Financial Institutions Consulting** The IQVIA Financial Institutions Consulting group (FIC) focuses on partnering with Global ... Financial Investors (eg, Private Equity, Venture Capital,...will have the opportunity to address complex and challenging client issues as an integral part of the project… more
- US Bank (Lake Geneva, WI)
- …industry preferred - Previous supervisory experience preferred - Experience as a banker, private client banker or universal banker is a plus \#BranchMW If ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. * Evaluates overall individual and ... presentations that clearly communicate the recommendations and alternatives related to the client 's financial analysis and comprehensive plan design. * Performs… more
- TIAA (Chicago, IL)
- …in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors ... service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant (s) to develop consultative relationships with Financial Advisors,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … Advisor (FA) to provide sound financial advice, training and education regarding private client banking products. + Act as back up to BCs and assist ... reviews, and call reports. + In conjunction with Banking Consultant , conduct regular team meetings with Cash, SBL and...or indirect solutions for FA and/or Branch inquiries regarding private client banking products and services. +… more
- Neuberger Berman (TX)
- …This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + ... **Summary** The Advisor Consultant is responsible for creating new relationships and...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, Wells… more
- Deloitte (Atlanta, GA)
- AML Consultant -Project Delivery Specialist - Regulatory, Risk & Forensic Operate Are you an experienced, passionate pioneer in technology who wants to work in a ... 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… more
- Public Consulting Group (Indianapolis, IN)
- …Enablement + Business Solutions + Project Assurance PCG is hiring a Senior Consultant to lead technical oversight on a public sector state government modernization ... and portfolio of projects in our Technology Consulting Practice Area. This Senior consultant will serve as the primary point of contact for providing expert advice,… more
