- Neuberger Berman (Philadelphia, PA)
- …sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Philadelphia. This ... The Advisor Consultant is responsible for creating new relationships and...and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs + Develop… more
- Xcel Energy (Minneapolis, MN)
- …and creative thinking to the process of gathering facts, evaluating alternative positions, and determining strategies. + Property and Sales/Use Tax Strategy ... with a Master's Degree or certification such as CPA, CMA, CFA, etc or investment banking or public accounting background may be granted years of experience to reach… more
- Principal Financial Group (Des Moines, IA)
- …and health systems. You'll champion our wide range of traditional and alternative investment products and solutions, adeptly addressing clients' investment ... Managing Director, Head of Distribution US & Canada Institutional and Global Consultant Relations, the Managing Director, Institutional Sales will be responsible for… more
- Vaco by Highspring (Boulder, CO)
- …conducting a search on behalf of this organization for a Professional Tax Consultant (CPA). Full client details will only be shared with shortlisted candidates. ... Position: Professional Tax Consultant , CPA Location: Denver Tech Center Area (In-Office) Please...wealth goals. You'll collaborate closely with financial planners and investment advisors, contributing tax insights to estate planning, retirement… more
- Affinius Capital (Dallas, TX)
- …in fund accounting and investor reporting, preferably within Fund of Funds or alternative investment structures. + Real estate private equity experience strongly ... + **Investor Trust:** Deliver quarterly/annual reporting packages and ad-hoc investor/ consultant requests with rigor and consistency. + **Control & Assurance:**… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative ... group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private… more
- Charles Schwab (Westlake, TX)
- …net worth clientele and resolving escalations + Understanding of public and private investment life cycle, risk, and portfolio modeling + Familiarity with tax issues ... and liquidity management **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting… more
- KeyBank (Tacoma, WA)
- …- Denver, Colorado 80206 **Job Summary** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- Neuberger Berman (TX)
- …increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Texas ... and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop and implement business plan… more
- JPMorgan Chase (New York, NY)
- …can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, ... and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed...with the Client Advisors ("CAs") and, where appropriate, the consultant sales team, to pitch for new business and… more
- The Salvation Army (West Nyack, NY)
- …preparation of audit schedules and responding to inquiries. + Communicate with investment custodian, external investment consultant and portfolio managers ... at our Eastern Territorial Headquarters has an opening for a Senior Investment Accountant. The Senior Investment Accountant is principally responsible for… more
- Vanguard (Malvern, PA)
- We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales ... of interaction required. Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with client.… more
- Deloitte (Houston, TX)
- Enterprise Operations & Risk - Private Credit Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an ... for this role ends on 12/31/2025. Work you'll do As a Deloitte Consultant specializing in Private Credit Operations, you'll leverage your deep expertise in … more
- ServiceNow, Inc. (Chicago, IL)
- …to make the world work better for everyone. The Sr Inspire Value Consultant is a role that operates together with ServiceNow's customer-centric sales teams to ... in our Manufacturing accounts in the Americas. This Sr. Inspire Value Consultant is responsible for three specific areas of responsibility, including: 1.… more
- HUB International (Denver, CO)
- Our Employee Benefits team is growing, and we're looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In ... Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise + Advise Sales Executives and… more
- ServiceNow, Inc. (Addison, TX)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Sr. Technical Consultant , CRM and Industry Workflow - ... make the world work better for everyone. **Business Job Title:** Sr. Technical Consultant , CRM and Industry Workflows **-** Field Service Mangement **The Team** The… more
- WSP USA (San Francisco, CA)
- This Opportunity WSP is currently initiating a search for an **Associate Consultant ** to join **Advisory's Associate Program** for our **Washington, DC, Chicago, IL, ... to developing business and operational solutions in all areas of management, investment , and development throughout the entire business life cycle. We offer our… more
- Amazon (Herndon, VA)
- …requires us to focus on reliable delivery of bar raising security outcomes and investment in security mechanisms and automation on behalf of our customers. The AWS ... Service team, within GSS, is seeking a talented Assurance Consultant to help the expansion of the Security Assurance...just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.… more
- Amazon (Nashville, TN)
- …requires us to focus on reliable delivery of bar raising security outcomes and investment in security mechanisms and automation on behalf of our customers. The AWS ... Service team, within GSS, is seeking a talented Assurance Consultant to help the expansion of the Security Assurance...just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.… more
- ServiceNow, Inc. (MD)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Sr. Technical Consultant , ITAM Workflow is the ... or are unable to use this online application and need an alternative method to apply, please contact ###@servicenow.com for assistance. **Export Control… more
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