- Morgan Stanley (Minneapolis, MN)
- …charter designation highly preferred -4 years of fund sponsor staff, consultant , portfolio manager, derivatives sales/trading, or related experience preferred ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** *Associate Portfolio Manager - Parametric* **Location:** *Minnesota-Minneapolis* **Requisition ID:**… more
- Charles Schwab (Westlake, TX)
- …performance data and third-party research + Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset ... allocation, advice strategy and how these factors impact the portfolio and investing goals + Collaborating to achieve efficient and effective practice management… more
- Randstad US (Boston, MA)
- …Fund return/performance analyses, break down fund performance to assist client, portfolio management and consultant inquiries. Build and manage relationships ... for all internal and external collaborators. Skills + Fund Accounting (10 years of experience is preferred) + SEC Reporting (10 years of experience is preferred) + Fund Reporting + CPA + CPA Candidate + Cash Management + Financial Analytics + big 4… more
- Wells Fargo (Charlotte, NC)
- …ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment performance results, verify portfolio accuracy, ... role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance Reporting Team… more
- Bank of America (Chicago, IL)
- Product Consultant Charlotte, North Carolina;New York, New York; Seattle, Washington; San Francisco, California; Plano, Texas; Richmond, Virginia; Boston, ... at the deal level, while also reporting on macro portfolio spread trends for senior leadership. The Pricing Associate...rates Core Responsibilities include: * Act as a deal consultant on structure and pricing, partnering with deal teams… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... process with sponsor firms in collaboration with the appropriate affiliate portfolio management and research team members + Articulate investment strategy and… more
- JPMorgan Chase (Akron, OH)
- …in your market and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior in Business Banking, ... solutions that best serve the client and ensure the profitability of the portfolio + Build collaborative internal and external relationships to provide the best in… more
- Vanguard (Charlotte, NC)
- …leave a legacy that fulfills their purpose in the world. This Investment Consultant 's role helps fulfill this mission by partnering with Relationship Managers and ... leadership and acumen building content for crew and clients. The Investment Consultant : + Researches client needs and provides internal partners and clients with… more
- T. Rowe Price (Colorado Springs, CO)
- …starts with you. Come join our team today! As a fully licensed financial consultant , you will develop and deliver T. Rowe Price backed retirement strategies and ... insights that enhance the financial well-being of our participants. A financial consultant is a valuable part of a sales team dedicated to high value sales and… more
- System One (Woburn, MA)
- Title: Broker/Financial Consultant Location: REMOTE Schedule: Open to full and part time hours Type: Contract Responsibilities: Company is considering brokerage ... not yet offer their services in the USA. Product portfolio includes financial plans, which allow to plan in...setting up sales channel to add company's business into portfolio + Assist with business model, distribution channels, and… more
- Banco Popular Puerto Rico (New York, NY)
- …Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! ... file, review and access on a scheduled basis. + Monitor customer's portfolio and make recommendations consistent with changes in economic and financial condition… more
- Xcel Energy (Denver, CO)
- …just what you're looking for. **Position Summary** The Principal Consultant manages budgeting, forecasting, and financial analysis activities. Oversees development ... electricity and natural gas energy company, Xcel Energy offers a comprehensive portfolio of energy-related products and services to 3.4 million electricity and 1.9… more
- AvantGarde, LLC (Washington, DC)
- AvantGarde, LLC (AG) seeks to engage a Performance Management Consultant who remotely supports administration and management of our federal client's performance ... providing impact-driven and people-focused solutions from strategy to operations. Our portfolio proudly includes successful projects supporting the US Departments of… more
- AvantGarde, LLC (Washington, DC)
- AvantGarde, LLC (AG) seeks to engage a Performance and Compensation Management Consultant who remotely supports administration and management of our federal client's ... providing impact-driven and people-focused solutions from strategy to operations. Our portfolio proudly includes successful projects supporting the US Departments of… more
- Henry Ford Health System (Detroit, MI)
- …for management and coordinates implementation when possible. Acts as a consultant on projects outside of specific assignments. Supervises tasks of staff ... overseeing all financial functions for external grant and contract portfolio including budget preparation (pre-award) and monitoring/reporting on financial… more
- Ryder System (Columbus, OH)
- …Treasury department with capital market analysis to manage a $6 billion debt portfolio , $2.5 billion investment portfolio and 20 large global bank relationships. ... + Conduct analysis of current and potential new markets, competitors and disruptive trends/technologies and present findings to Executive Leadership Applicants from California, Colorado, Connecticut, Hawaii, New Jersey, New York, Washington State: Salary is… more
- Raymond James Financial, Inc. (Ridgeland, MS)
- …their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, ... Responsibilities:** * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, ... circumstances of a client/prospect: o In conjunction with the FA, reviews portfolio design and recommendations. o Responds to income tax inquiries without providing… more
- TIAA (Columbus, OH)
- …wealth channels in an effort to expand Alternative Strategies client portfolio . **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ ... Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Required Qualifications** + Minimum 5 years' experience in the investment… more
- MassMutual (Springfield, MA)
- …cash and investment transactions related to MassMutual, its subsidiaries, and its portfolio . A successful candidate must be able to work under pressure, accurately ... and with limited supervision and must be able to represent Investment Management Operations and MassMutual in communications with internal and external constituents with discretion, tact and decorum. **The Team** The Investment Operations team is agile and… more