- Texas A&M University System (College Station, TX)
- … strategies to maximize returns on investments. - Coordinate with external investment consultant reporting of performance and recommended revisions ... reporting process which includes: coordination/reconciliation with the custodian, investment managers and consultant ; and accounting for the Cash… more
- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve this by mastering and utilizing extensive… more
- Lincoln Financial (Radnor, PA)
- …this opportunity. **Requisition #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to build strong long-term ... relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse distribution client base. This… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with advisors on ways to enhance the efficiency and effectiveness of investment management practices + Develops and delivers targeted educational programs for ... and validation of changes and upgrades. + Supports data collection analysis and reporting . + Solves technical client issues, acts as the liaison between customers… more
- CBRE (Dallas, TX)
- Business Systems Consultant ( Reporting & Analytics) Job ID 231297 Posted 04-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital ... you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and… more
- Principal Financial Group (Seattle, WA)
- …is your chance to work collaboratively across with institutional sales, consultant relations, relationship management and investment professionals in support ... search activity and update business profiles based on client and consultant exposures, preferences, historical investment interestsand decision-making processes.… more
- US Tech Solutions (New York, NY)
- …teams. **Experience:** + 4 to 6 years' experience in management consulting, investment banking, corporate strategy, or equivalent project management experience in a ... technology/media company. + Strong business acumen. + Ability to pay attention to detail while handling multiple, simultaneous projects. + Comfortable working and extracting insights from large sets of data using tools. + Sales Force CRM knowledge. + SQL… more
- Banco Popular Puerto Rico (San Juan, PR)
- …includes assessing financial needs, recommending suitable products and developing personalized investment strategies. The Financial Consultant must also ensure ... 9, 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Financial Consultant | Popular Securities Job Type Full Time Exempt General Description The… more
- Fifth Third Bank, NA (Chicago, IL)
- …GENERAL FUNCTION: The Fifth Third Institutional Services (FTIS) Sr Retirement Plan Consultant serves as the primary contact for assigned Retirement Plan Advisory ... National and Regional institutional clients. The FTIS/RPAS Retirement Plan Consultant is responsible for providing assigned clients with industry, regulatory,… more
- Xcel Energy (Minneapolis, MN)
- …looking for. **This position is posted as a hierarchy at the Tax Planning Consultant or Senior Tax Planning Consultant level. Successful candidate(s) will be ... tax opportunities and risks. Participate in the implementation, documentation and reporting aspects of tax planning strategies. + Technical Resource: Provide… more