- City National Bank (New York, NY)
- * INVESTMENT CONSULTANT * WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Charles Schwab (Bridgewater, NJ)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A… more
- Deloitte (New York, NY)
- Senior Consultant , Industry Solutions, Investment Management, SimCorp What we do Join our AI & Engineering team in transforming technology platforms, driving ... the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including … more
- JPMorgan Chase (New York, NY)
- …strategies. + We seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager. ... **J.P, Morgan Institutional Investment Solutions** Institutional Investment Solutions ("IIS") is a highly specialized global team of seasoned investment … more
- Neuberger Berman (New York, NY)
- …firm's strategies via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support ... AUM, personnel) while ensuring quality-control standards are met + Complete consultant -driven questionnaires and requests regarding investment products on a… more
- Banco Popular Puerto Rico (Newark, NJ)
- … Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular ... + Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them… more
- City National Bank (New York, NY)
- …as appropriate *The Responsibilities* * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding ... * Bachelor's Degree or equivalent * Minimum 2 years of experience in the investment management industry * Minimum 2 years of experience in using Microsoft Office… more
- Palo Alto Networks (Newark, NJ)
- …in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer's security ... push boundaries and help us all evolve, together. **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering role, aligning how… more
- Palo Alto Networks (Newark, NJ)
- …in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer's security ... and shared success where your work truly matters. **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering role, aligning how… more
- Steer (New York, NY)
- …depth to deliver innovative and impactful solutions to our many clients. The Consultant or Senior Consultant will: * Work alongside colleagues to conceptualize, ... projects such as: o Identifying transit needs and prioritizing investment across California's state highway system o Creating a...or all of the following attributes: * 3-5 years ( Consultant ) or 5-8 years (Senior Consultant ) relevant… more
- CBRE (New York, NY)
- VAS - Institutional Funds Consultant Job ID 254402 Posted 08-Jan-2026 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal ... The Role:** As a CBRE VAS - Institutional Funds Consultant you will prepare market value appraisals on simple...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Deloitte (Morristown, NJ)
- …M&A transactions. Step into your next big opportunity - apply for this Senior Consultant role today! Recruiting for this role ends on 2/27/2026. Work You'll Do ... or potential sales. As a product tech diligence Senior Consultant , you will serve as a trusted advisor to...the alignment of the deal macros with our clients' investment theses, focuses on the foundational maturity of the… more
- Deloitte (Morristown, NJ)
- Sales Performance Management Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative ... May 31, 2026. Work you'll do As a Senior Consultant , you will work within an engagement team to...for their digital sales enablement and sales operations infrastructure investment + Working with Sales and Operations leaders to… more
- Robert Half (New York, NY)
- JOB REQUISITION Workday Financials Senior Consultant LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) LOS ANGELES, SAN FRANCISCO JOB DESCRIPTION You Belong Here The ... is looking for a Business Performance Improvement (Workday) Senior Consultant to join our growing Financial Performance Management team....We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… more
- WSP USA (New York, NY)
- …and help shape the future! WSP is currently initiating a search for a **Senior Consultant - Freight and Logistics** . This position could be located in our **New ... challenges. About the Position: We are looking for a highly motivated analyst consultant with experience in freight planning at the federal, state, regional, and/or… more
- Deloitte (Morristown, NJ)
- Senior Consultant - Capital Markets Operations and Technology Our Enterprise Operations & Risk practice empowers leading Capital Markets institutions to growth and ... regulatory reporting. Leveraging our deep domain expertise across trading, investment management, and risk functions, we help clients build...and add value to our clients. As a Senior Consultant , you will have opportunities to: + Serve as… more
- WTW (New York, NY)
- **Description** In this challenging role as a Technical Consultant , you will contribute as part of a team to the entire range of retirement administration projects. ... your career, apply now. **The Role** As a Technical Consultant you will play a key role for our...including best practices, marketplace providers, cost and return on investment issues, pros and cons of solutions, etc. +… more
- Charles Schwab (New York, NY)
- …or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles ... supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab… more
- JPMorgan Chase (New York, NY)
- The Business Development Consultant Manager - Team Lead leads a team of 14 Business Development Implementation Specialists responsible for the successful rollout and ... + Executive-level communication and reporting + Training program oversight INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED *...NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT… more
- JPMorgan Chase (New York, NY)
- …help set new standards in financial services. As the Business Development Consultant within JP Morgan Wealth Management, you are responsible for executing strategic ... + Data analysis and reporting + Training and facilitation INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED *...NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT… more