- 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
- 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 (St. Louis, MO)
- …the growth of our business. We are seeking a Senior Marketing Manager ( Senior Lead Marketing Consultant ) for the Central Division to serve as primary liaison ... **About this role:** Wealth and Investment Management (WIM) Marketing plays a...Investment Management marketing organization and a member of the senior leadership team for the Central Division this role… more
- 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
- City National Bank (Dallas, 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
- 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
- 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
- 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
- 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
- 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
- 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
- Citigroup (Irving, TX)
- …will have a vital role in implementing the data strategy and solutions in our Wealth Investments business. You will be joining the Global Wealth Data Ownership ... better service our clients and leverage data as an asset . You will navigate the organization and figure out...to be completed, who will do what + MANAGEMENT CONSULTANT /PROBLEM-SOLVING - methodically break down a problem, identify… more
- 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