- US Bank (Gresham, OR)
- …discover what you excel at-all from Day One. Job Description The Investment Consultant role provides advanced investment education and advice as it works with ... in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a light Financial… more
- CAPTRUST (Bellevue, WA)
- Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service ... and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal… more
- Cetera Financial Group, Inc. (Detroit, MI)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer ... (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning… more
- PricewaterhouseCoopers (New York, NY)
- Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial ... on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for… more
- National Financial Partners (Westport, CT)
- …Intellectual energy and rigor are "have to haves" for this role; previous trading, portfolio management or wealth management experience is a "nice to have." ... and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a… more
- Truist (Atlanta, GA)
- …1st shift (United States of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting Truist ... Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform. This...the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager. The ICG… more
- BlackRock (New York, NY)
- …a Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) business. The Portfolio Design Team provides detailed portfolio ... decision makers at the largest and fastest growing financial advisory firms. The individual will be expected to lead...Enterprise RIAs and home offices. As a Senior Portfolio Consultant , you will be expected to: + Build recurring,… more
- BlackRock (San Francisco, CA)
- …USWA (US Wealth Advisory ) team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and iShares ... toward a positive sales result. In addition, you will partner with all levels of management across the US Wealth Advisory to drive strategic initiatives and… more
- Capco, a Wipro Company (New York, NY)
- …Do:** + Focus on strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy, digital strategy ... delivery excellence across four main areas: + Strategy: C-level Advisory on mission critical issues with a fact-based approach...role in projects like developing market entry strategy for Wealth Management practice with a focus on… more
- KeyBank (Brooklyn, OH)
- …customer management strategies for various consumer, small business and/or wealth management products + Direct-to-consumer marketing and customer experience ... rapidly evolving environment that will fuel personal growth. **Job Description** Senior Consultant , Consumer Analytics and Advisory (CAA) at KeyBank About Us… more
- Guidehouse (Mclean, VA)
- …areas of consumer and small business banking, commercial banking, asset and wealth management , corporate and investment banking, financial technology / digital ... candidates with relevant financial crimes, fraud, consumer protection, risk management , and / or regulatory compliance experience. Responsibilities will include,… more
- Vanguard (Chesterbrook, PA)
- …Audit & SOX department is seeking a Senior Engagement Manager within our Advice & Wealth Management (AWM) team! This role is crucial for evaluating risks for AWM ... in complex environments + Experience in Financial Services, especially Advice & Wealth Management (preferred) + Strong communication and influencing skills with… more
- Charles Schwab (Lone Tree, CO)
- … and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience. WAS' vision and mission is to make ... wealth management more accessible, delivering for clients...while innovating for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment… more
- Bank of America (Pennington, NJ)
- …or must be able to obtain within 120 days of start date. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline ... Divisional Managed Investment Consultant Analyst Pennington, New Jersey;Jersey City, New Jersey...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Bank of America (Frisco, TX)
- …asset allocation and best practices for creating a practices centered on investment advisory business. + The Divisional Managed Investment Consultant is focused ... Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application,...**Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning… more
- WTW (New York, NY)
- …etc.) **Responsibilities:** **Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation ... **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering… more
- M&T Bank (Buffalo, NY)
- …(LOBs) such as Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory , Institutional Client Services, or support functions such ... role provides senior level expertise in audit engagements in the Risk Management domain, including aspects of enterprise risk, operational risk, third party risk,… more
- Covr Financial Technologies (Hartford, CT)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales,...are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... top-tier organizations in the Financial Services sector. We tailor enterprise risk management strategies to address potential cyber threats. Our team excels in… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... top-tier organizations in the Financial Services sector. We tailor enterprise risk management strategies to address potential cyber threats. Our team excels in… more
