- Fidelity TalentSource LLC (Charlotte, NC)
- 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 (Charlotte, NC)
- 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
- Wells Fargo (Charlotte, NC)
- …Consultant to join the Money Movement Product Delivery team in Wealth & Investment Management (WIM). The Consultant will manage and maintain the strategic ... and create followership without direct authority + Knowledge of Wealth and Investment management businesses + Ability to understand the business problem and identify… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance Reporting ... ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment performance results, verify portfolio accuracy,… more
- Principal Financial Group (Charlotte, NC)
- …alternative investment products + Collaborate closely with Distribution, Investment teams, and Consultant Relationships to develop enduring relationships, ... base. + Cultivate an in-depth understanding of Principal Asset Management's investment strategies and client solutions, adeptly identifying opportunities to address… more
- Black & Veatch (Charlotte, NC)
- **Principal Consultant , Asset Lifecycle Risk Management (ALRM)** Date: Apr 28, 2024 Location: US Company: Black & Veatch Family of Companies At Black & Veatch, our ... technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal… more
- TIAA (Charlotte, NC)
- 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
- Deloitte (Charlotte, NC)
- Operations & Technology Transformation Senior Consultant , Guidewire Data Migration - ETL Developer What we do Operations and Technology Transformation delivers ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- HUB International (Charlotte, NC)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees ... support and involvement through HUB Gives **SUMMARY:** The Implementation Consultant is responsible for successfully implementing the enrollment platform, and… more
- Truist (Charlotte, NC)
- …not in the Technology Organization.This role is for a strategically-minded consultant within the Enterprise Transformation organization - specifically will lead ... forward transformation at the Truist enterprise level. Lastly, this consultant will be called upon by the Head of...May be asked to maintain pulse of the strategic investment council (SIC) portfolio for Head of Strategic Prioritization… more
- Deloitte (Charlotte, NC)
- Sales Performance Management Anaplan Senior Consultant Are you passionate about helping clients solve complex challenges and supporting them through critical ... June 28, 2024. Work you'll do As a Senior Consultant , you will work within an engagement team to...for their digital sales enablement and sales operations infrastructure investment + Work with Sales and Operations leaders to… more
- Deloitte (Charlotte, NC)
- …who wants to work in a collaborative environment? As an experienced Intermediate 1 Or Consultant 1 - Epic Support Senior Analyst you will have the ability to share ... new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so,...Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy… more
- TIAA (Charlotte, NC)
- …this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each year, helping TIAA ... experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not provide… more
- Bank of America (Charlotte, NC)
- Product Consultant Charlotte, North Carolina;New York, New York; Seattle, Washington; San Francisco, California; Plano, Texas; Richmond, Virginia; Boston, ... teams on product capabilities * Maintains product financials, including managing the investment profile and profit and loss (P&L) activities, such as revenue and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Business Execution Consultant within the Infrastructure Governance team for Wealth & Investment ... Experience in developing dashboards for reporting and monitoring + Wealth & Investment Management experience strongly preferred **Posting End Date:** 19 May 2024 Job… more
- Deloitte (Charlotte, NC)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... the world. What You'll Do As a Tax Senior Consultant , you will be a valuable member on engagements...compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant for the Home Lending Strategy (Customer Segments, Bank and WIM partnership) ... also partners with Consumer, Small, and Business Banking (CSBB) and Wealth & Investment Management (WIM) to enhance collaboration between front line teams and better… more
- Deloitte (Charlotte, NC)
- …in solving complex business issues? If so, Deloitte is seeking Senior Consultant -level candidates for its M&A Transactions Services Analytics practice. Today's M&A ... meaningful insights to our clients which are crucial to their deal investment hypothesis. You will leverage your client service skillset directly interacting with… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Strategy & Planning Consultant for the Home Lending Strategy (Customer Segments, Bank and WIM partnership) ... also partners with Consumer, Small, and Business Banking (CSBB) and Wealth & Investment Management (WIM) to enhance collaboration between front line teams and better… more
- Capco, a Wipro Company (Charlotte, NC)
- …cyber programs, and security operations. **About the Job:** As a Senior Consultant , you will be an active team member on cybersecurity consulting engagements; ... change initiatives for leading clients across Financial Services, either within Investment Banking, Retail Banking, Wealth and/or Insurance. You'll work alongside… more
