- Fidelity TalentSource LLC (Plainview, NY)
- 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 ... create complex financial plans, then join a team that is a...a business model with an existing client base and institutional feeders of business that is unmatched in the… more
- TIAA (New York, NY)
- ** Financial Consultant (T)** The Financial Consultant is responsible for providing in person and virtual counseling for all participants, new entrants, ... personal financial planning decisions are based. + Interacts with retirement plan participants to provide exceptional customer service and execute transaction… more
- TIAA (New York, NY)
- …financial services + Prior advisor/ consultant experience + Knowledge of institutional retirement plans + MoneyGuidePro, and or experience with other ... landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow… more
- Scotiabank (New York, NY)
- Consultant , US Benefits **Requisition ID:** 197373 **Salary Range:** 59,400.00 - 98,800.00 _Please note that the Salary Range shown is a guideline only. Salary ... include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives,… more
- TIAA (New York, NY)
- …range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates ... RIA and Family Office. + Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and reach operational… more
- JPMorgan Chase (New York, NY)
- …actively engaged in maintaining and developing relationships with a global investor and consultant base across both institutional and private wealth clients. The ... capital raising matters + Represent IIG at new business presentations, client/ consultant updates, conferences, roadshows, seminars and trainings, etc. + Ongoing… more
- JPMorgan Chase (New York, NY)
- …the job offered or as Investment Specialist, Global Investment Associate/Officer, Financial Consultant , or related occupation. Skills Required: Requires ... prepare recommendations of appropriate investment products. Provide clients with institutional service, advice, and cross asset class execution including equities,… more
- JPMorgan Chase (Jersey City, NJ)
- …financial well-being products and services. These include employee retirement savings, compensation, and other related programs/initiatives. Collaborating closely ... Experience working in a large corporate environment + Knowledge of/experience in financial well-being programs including employee retirement and compensation +… more
- JPMorgan Chase (New York, NY)
- …plans. + Partner with the Client Advisors ("CA") and, where appropriate, the consultant sales team, to pitch for new business. The IS responsibilities also include ... developing business across a range of investor segments, including retail, institutional and sovereign. + Developed interpersonal, presentation skills and ability to… more
- JPMorgan Chase (New York, NY)
- …major projects + Support negotiating and agreeing development agreements and major consultant agreements in addition to working with legal to develop commercial ... traditional versus developer-led delivery + Work with Portfolio Management to develop financial models and to review zoning and other restrictions and considerations… more
- JPMorgan Chase (New York, NY)
- …Compliance and Legal to prevent, identify and mitigate emerging operational, regulatory, financial , and reputational risks to GRE and the firm. GREM also provides ... programs, such as controls gaps, fraudulent activities, overbilling, other financial loss, regulatory non-compliance and/or other potential reputational risks… more
- JPMorgan Chase (Brooklyn, NY)
- …Risk, Retail Credit Risk, Counterparty Credit Risk + Experience as a consultant implementing Basel rule requirements + Experience in technology and operations, on ... control side + Maintain a strong ability to trace through complex financial systems and processes + Experience reviewing technical business documentation and… more
- JPMorgan Chase (Jersey City, NJ)
- …+ Proven experience as a Business Analyst / Business Process Analyst / Consultant or in a related role. + Strong analytical, problem-solving, and critical-thinking ... is a plus + Compliance, Operational Risk, or Controls Management experience within a Financial Institution is a plus JPMorgan Chase & Co., one of the oldest … more
- JPMorgan Chase (New York, NY)
- …the Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. The team ... skills JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (Jersey City, NJ)
- …year of experience in the job offered or as Software Engineer, IT Consultant , or related occupation. Skills Required: Requires experience in the following: JAVA ... year. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (Jersey City, NJ)
- …clients and their emerging needs **Preferred qualifications, capabilities, and skills** + Consultant or product strategy experience + Payments expert - strong point ... role JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
