• Senior Consultant - Wealth

    Capco, a Wipro Company (New York, NY)
    …that our clients can emerge as industry leaders. **About the Job:** As a Senior Consultant in the Wealth & Asset Management practice, you will work in a ... about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to… more
    Capco, a Wipro Company (03/07/24)
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  • SC - Wealth & Asset Management

    Capco, a Wipro Company (Dallas, TX)
    …to be the trusted financial advisors to the firm. **About the Job:** As a Senior Consultant in the Wealth & Asset Management practice, you will work in a ... with a concentration on automation, digitization, and growth transformation in the Wealth and Asset Management space + Work on a variety of project types… more
    Capco, a Wipro Company (04/10/24)
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  • Senior Wealth Client Performance…

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment ... across complex account structures and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze… more
    Wells Fargo (04/23/24)
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  • Capital Markets Regulatory Change…

    Capco, a Wipro Company (Dallas, TX)
    …on maintaining our nimble, agile and entrepreneurial culture. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will work in ... are experts in capital markets, banking and payments and wealth and asset management. We have a...Do:** We are currently looking to recruit Consultants and Senior Consultants who can make a significant contribution to… more
    Capco, a Wipro Company (02/24/24)
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  • Advisory Financial Services Risk, Data…

    Deloitte (Austin, TX)
    …interest rate and liquidity risks + Experience working closely with Treasurers and Senior Management through the identification of emerging asset & liability ... leadership, and communication skills. The ability to bring together stakeholders and persuade senior clients to act is essential. A genuine passion for the financial… more
    Deloitte (04/03/24)
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  • Business Development Specialist - Wealth

    City National Bank (Houston, TX)
    …the CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, ... THE OPPORTUNITY?** Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial… more
    City National Bank (04/19/24)
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  • Senior Consultant - Regulatory…

    Capco, a Wipro Company (New York, NY)
    …services gained through prior experience and engagements. **About the Job:** As a Senior Consultant - Regulatory Reporting, you will work alongside industry ... for leading clients across financial services-including investment banking, retail banking, wealth / asset management, and insurance clients. Capco FRC is a… more
    Capco, a Wipro Company (03/30/24)
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  • Sr. Implementation Consultant EDM/W

    S&P Global (NY)
    …delivery of information to downstream applications. **Responsibilities and Impact:** A Senior Implementation Consultant is responsible for providing a range ... Team:** SPG EDM provides Enterprise Data Management Solutions for Banks, Asset Managers, Hedge Funds, Insurance companies, Software companies and Treasury functions… more
    S&P Global (04/06/24)
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  • Sr. Cybersecurity Consultant

    Capco, a Wipro Company (New York, NY)
    …strategic advisory, cyber programs, and security operations. **About the Job:** As a Senior Consultant , you will be an active team member on cybersecurity ... clients across Financial Services, either within Investment Banking, Retail Banking, Wealth and/or Insurance. You'll work alongside industry leaders to gain insight… more
    Capco, a Wipro Company (04/09/24)
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  • Asset Management - Alternatives…

    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 ... JP Morgan Asset Management is the world's third-largest alternatives manager,...**Job Responsibilities** + Work in close partnership with the senior leadership of IIG, client service, onboarding, finance, tax,… more
    JPMorgan Chase (04/13/24)
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  • Senior Financial Advisor

    M&T Bank (Williamsport, PA)
    …Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... and insurance solutions and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide financial planning services by advising… more
    M&T Bank (04/04/24)
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  • Senior Sales Development Manager- Western…

    T. Rowe Price (San Francisco, CA)
    …contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services ... accounts with our top Broker Dealer clients (Morgan Stanley Wealth Management, LPL, Raymond James, UBS, and Wells Fargo...Centers of Influence (COI) within the organization. Serve as consultant to the client on how T. Rowe Price… more
    T. Rowe Price (04/19/24)
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  • Senior Financial Advisor/ Senior

    CIBC (Dundas, MN)
    …to support AMF (Autorite des Marches Financiers) licensing, and Registered Retirement Consultant (RRC). It's an asset if you've completed CSI/ICB Investment ... creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver… more
    CIBC (04/03/24)
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  • Manager, McLagan Data and Analytics

    AON (Stamford, CT)
    …virtually every leading global financial services firm, including alternative and traditional asset managers, insurers, banks and wealth management. Our business ... Your Impact as a Compensation Consultant As member of an industry-leading team, you...leading global financial services firm, including alternative and traditional asset managers, insurers, banks and wealth management.… more
    AON (04/27/24)
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  • Sr. Tax Accountant

    Robert Half Management Resources (Irvine, CA)
    Description Robert Half, Management Resources is seeking a highly skilled and experienced Senior Tax Consultant with expertise in estate tax planning and ... compliance. The Senior Tax Consultant will primarily focus on...to clients on minimizing estate tax liabilities while maximizing wealth preservation. The position is hybrid and approximately 2… more
    Robert Half Management Resources (04/27/24)
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  • Salesforce CRM Analyst (Hybrid - Flexible Options)

    Broadridge Financial Solutions (New York, NY)
    …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... Author and maintain clear, complete, and well versioned documentation under guidance from senior architect and project leads + Groom and prioritize backlog based on… more
    Broadridge Financial Solutions (04/11/24)
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