• Cash & Securities Management…

    MassMutual (Springfield, MA)
    …skills and have a continuous improvement mindset. **The Impact:** As a Cash & Securities Management Consultant , you will need to have working knowledge of back ... **The Opportunity** As an Investment Operations Consultant in our Investment Operations organization, you are...office securities operations functions. You will maintain the lifecycle of… more
    MassMutual (04/06/24)
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  • Senior Tax Consultant - Special Projects…

    MassMutual (Springfield, MA)
    …Tax goals and initiatives. Your responsibilities will include: + Monitor and track tax data quality and performance of securities tax results tracked in the ... **Senior Tax Consultant - Special Projects & Strategic Initiatives** **Investment...that analyze and track system issues and changes in securities across the investment data ecosystem. +… more
    MassMutual (03/14/24)
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  • Succession and Acquisition Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …financial advisors using all tools and resources available, including benchmarking data , internal historical deal structure results, and best practices collected ... as needed on individual financial advisor deals. * Stay current with securities industry trends and regulations. * Engage legal support regularly to discuss… more
    Raymond James Financial, Inc. (02/08/24)
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  • Internal Advisor Consultant (Inside Sales…

    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. ... and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next...client base by identifying and pursuing new opportunities through data and analytics + Exhibit high level market knowledge… more
    The Hartford (03/11/24)
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  • Sr. Implementation Consultant EDM/W

    S&P Global (NY)
    …use):** 09 **About the Role:** **The Team:** SPG EDM provides Enterprise Data Management Solutions for Banks, Asset Managers, Hedge Funds, Insurance companies, ... Warehouse component provides customers with the option to leverage, a predefined enterprise data model as part of its deployment. The EDM Warehouse is packaged with… more
    S&P Global (04/06/24)
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  • Principal Consultant - Capital Markets

    Capco, a Wipro Company (New York, NY)
    …and ensuring our clients grow, change and compete.' **About the Job:** As a Principal Consultant at Capco you will be playing a key role in the delivery of projects ... 8+ years of consulting experience in Capital Markets and Securities related businesses, with specific experience in Capital Markets...on a range of different business areas as a consultant + Bachelor's degree **Why Capco?** A career at… more
    Capco, a Wipro Company (04/16/24)
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  • Senior Consultant - Valuation

    Plante Moran (IN)
    …in a business, the intangible assets of a business, and complex securities . Position involves researching industry and economic data , building financial ... Senior Consultant - Valuation - India - Mumbai +...challenges and seek new opportunities. Job Summary. A Senior Consultant in the Valuation practice will focus primarily on… more
    Plante Moran (03/28/24)
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  • Communications Compliance Consultant

    MassMutual (Boston, MA)
    **Communications Compliance Consultant ** **Communications Compliance Team** **Full-Time** **Boston, MA or Springfield, MA** **The Opportunity** As a Communications ... Compliance Consultant , you are primarily responsible for reviewing advertising and...approach, while also maintaining compliance with various insurance and securities regulations. **The Impact** To help MassMutual live up… more
    MassMutual (03/17/24)
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  • Market Risk Quantitative Analytics/Modeling…

    PNC (Tysons Corner, VA)
    …opportunity to contribute to the company's success. As a Quantitative Analytics/Modeling Consultant within PNC's Model Risk Management organization, you can be based ... models measuring interest rate risk and liquidity, term structure models, securities valuation and sensitivity models, and counterparty credit risk measurement… more
    PNC (04/23/24)
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  • Sr. Business Execution Consultant - Advice…

    Wells Fargo (Minneapolis, MN)
    **About this role:** The Senior Business Execution Consultant - Advice Tools and Models is responsible for supporting the development of LifeSync advice and planning ... including the development, support and maintenance of models and data -driven advice capabilities. + Support the strategy, development and...subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article… more
    Wells Fargo (04/20/24)
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  • Senior Consultant - Capital Markets

    Capco, a Wipro Company (New York, NY)
    …ensuring our clients grow, change and compete.' **About the Job:** As a Senior Consultant on the Capital Markets Team, you will work in a fast-paced team setting, ... and Equity Derivatives products + Understanding of upstream / downstream applications and data + Ability to work on multiple workstreams from inception through to… more
    Capco, a Wipro Company (03/28/24)
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  • IT Services Consultant - Bureau of Fiscal…

    General Dynamics Information Technology (Fairfax, VA)
    …service delivery to large-scale supply chains, mission support, cloud, AI/ML, cyber security, data analytics and more. Our work depends on a **IT Services ... Consultant ** to build strategy, provide operational excellence, and help...makers in the BFS Business Lines (Fiscal Accounting, Retail Securities , Disbursing and Debt Management) and/or CIO organizations at… more
    General Dynamics Information Technology (04/04/24)
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  • Structured Investments Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and leading efforts in all aspects of the sales process, and assists Regional Consultant Team to execute a business plan within a specific territory. * Responsible ... activity logs and/or databases to create and maintain financial advisor profiles and data . * Manages expenses within allotted budget. * Collaborates with RJ SI… more
    Raymond James Financial, Inc. (03/15/24)
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  • Financial Planning Consultant

    Raymond James Financial, Inc. (Destin, FL)
    …review clients' current portfolio design, understand client goals, enter client data , and conduct financial analysis. * Evaluates overall individual and ... and occasional personal visits. * Educates client on the functions of various securities markets and the principal factors that affect them. * Provides guidance on… more
    Raymond James Financial, Inc. (03/11/24)
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  • Senior Consultant - CBO - Operations…

    Deloitte (Boston, MA)
    …Provide guidance to junior professionals as they manage large, confidential and complex data sets and serve as mentor to junior professionals. + Develop process ... issues in specific sectors including Health Care, Banking & Securities , Insurance, and Energy & Resources. Our Market Offerings...two of the following areas: SAP ECC/ S4 HANA Data Archiving & Information Lifecycle Management tools, Data more
    Deloitte (02/17/24)
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  • Sr Internal Sales Consultant

    Janus Henderson Investors (Denver, CO)
    …prospective clients to provide sales ideas, answers product questions, provide performance data , identify new sales opportunities, and help launch new products (20%) ... of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political… more
    Janus Henderson Investors (04/19/24)
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  • Client Service Associate

    Banco Popular Puerto Rico (PR)
    …relationships of trust and loyalty with the entire portfolio of Popular Securities clients. Provide an excellent service through a personalized relationship, work as ... a team with the Financial Consultant , colleagues in the Unit and the different dependencies...reports that includes cost analysis, comparative financial and informational data to support findings. Included and not limited to… more
    Banco Popular Puerto Rico (04/23/24)
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  • IT Finance/Business Management Analyst (Vice…

    SMBC (White Plains, NY)
    …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers… more
    SMBC (02/22/24)
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  • Financial Advisor

    Navy Federal Credit Union (North Charleston, SC)
    …is gained. + Execute customer and broker purchase /sales orders of securities for current/new clients + Focus consulting for products and services supported ... products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities + Performs other dues as assigned Qualifications + Basic understanding… more
    Navy Federal Credit Union (04/24/24)
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  • Financial Advisor

    Atria Wealth Solutions (Brandywine, MD)
    …is gained. + Execute customer and broker purchase /sales orders of securities for current/new clients + Focus consulting for products and services supported ... products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities + Performs other dues as assigned Qualifications + Basic understanding… more
    Atria Wealth Solutions (03/27/24)
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