- Fidelity TalentSource LLC (Hingham, MA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise… more
- Fidelity TalentSource LLC (Westwood, MA)
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... The Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in… more
- Fidelity TalentSource LLC (Framingham, MA)
- Job Description:Planning Consultant As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to deepen client ... program can help you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning… more
- Fidelity TalentSource LLC (Boston, MA)
- Senior Management Consultant Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing ... for a Senior Management Consultant to work in the Advanced Process Solutions division...areas of building and applying solutions, making sound capital investment decisions, and developing team member expertise and skills.… more
- Fidelity TalentSource LLC (Boston, MA)
- …clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 ... member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated… more
- Fidelity TalentSource LLC (Boston, MA)
- …us build lasting client relationships.The Role As a Health and Welfare Benefits Consultant , you will manage projects and client relationships spanning a variety of ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- Segal (Boston, MA)
- …pharmacy benefits data? This opportunity may be for you!Our Senior Consultant , Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits financial ... generating innovation initiatives in the healthcare/pharmacy benefits industry. The Senior Consultant actively contributes to a work culture that is diverse,… more
- Fidelity TalentSource LLC (Boston, MA)
- …drivenA curious outlook and drive for constant self-growthThe Senior Consultant contributes to a hard-working team. Responsibilities include:Collaborating with ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- Charles Schwab (Lynnfield, MA)
- …with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and ... lending needs. To learn more about our client offerings visit:Charles Schwab - Investor Services. **What you have** We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: + Bachelor's… more
- MassMutual (Boston, MA)
- **Compliance Analyst, Investment Compliance** ** Investment Management** **Full-Time** **Boston, MA or Springfield, MA** **The Opportunity** As a Compliance ... with various regulations, guidelines, and policies for the Company's General Investment Account. Additionally, you will be responsible for assessing compliance with… more
- Wellington (Boston, MA)
- …skills, preferably in a relevant capacity such as institutional equity sales, investment management, investment consultant , product management, or invest; ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- MassMutual (Boston, MA)
- **Senior Tax Consultant - Special Projects & Strategic Initiatives** ** Investment Taxes, Corporate Tax Department** **Full-Time** **Springfield MA, Boston MA, or ... New York NY** **The Opportunity** As a Senior Tax Consultant in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily… more
- Wellington (Boston, MA)
- …responsible for designing and leading investor development programs; or 4) an investment consultant with experience evaluating and providing feedback to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Deloitte (Boston, MA)
- Financial Services Risk Management Consultant As a Consultant within our dynamic team, you will gain experience in a variety of enriching projects that include ... industry knowledge will be a valuable asset in serving our clients. As a Consultant you will have the opportunity to: + Participate in identifying, evaluating, and… more
- Black & Veatch (Burlington, MA)
- **Principal Consultant , Asset Lifecycle Risk Management (ALRM)** Date: Apr 28, 2024 Location: US Company: Black & Veatch Family of Companies At Black & Veatch, our ... technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal… more
- TIAA (Waltham, MA)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client… more
- 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...areas such as Marketing and the Broker Dealer/Corporate Registered Investment Adviser (MML Investors Services, LLC), as well as,… more
- Combined Jewish Philanthropies (Boston, MA)
- …organizations and we are currently seeking an Associate, Finance and Investment Partnerships **.** The Associate, Finance and Investment Partnerships ... works with Vice President, Risk Management & Investment Partnerships to ensure the achievement of goals, smooth operations, establishment of best practices and… more
- Autodesk (Boston, MA)
- …ID #** 24WD77868 **Position Overview** Reporting to the Director, Climate Innovation & Investment , the Investment Principal will support, and over time lead, all ... elements of Autodesk strategic investment process in early-stage climate tech and sustainability startups - spanning vehicle structuring, thesis development,… more
- Deloitte (Boston, MA)
- Operations & Technology Transformation Senior Consultant , Guidewire Data Migration - ETL Developer What we do Operations and Technology Transformation delivers ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
