- Wells Fargo (Charlotte, NC)
- … Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) ... team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides… more
- City National Bank (Madison, WI)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys ... investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Texas A&M University System (College Station, TX)
- …investment strategies to maximize returns on investments. - Coordinate with external investment consultant on reporting of performance and recommended ... assists with the management of investment activities which includes investment manager and consultant partnerships. Responsibilities: - Assist with the… more
- Robert Half (Chicago, IL)
- JOB REQUISITION Oracle Cloud Analytics and Reporting Senior Consultant LOCATION CHICAGO ADDITIONAL LOCATION(S) DALLAS, HOUSTON JOB DESCRIPTION You Belong Here ... You Protiviti is looking for a Technology Consulting Senior Consultant to join our growing Oracle team. What You...implemen t ing , and optimiz ing analytics and reporting solutions within Oracle Cloud platforms. + You are… more
- T. Rowe Price (Baltimore, MD)
- …key field consultants within the particular region and is an integral part of the Consultant Relations team, reporting to the Head of US Consultant Relations ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...Role Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and … 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
- Manulife (Boston, MA)
- …+ Marketplace Knowledge: Demonstrate a strong understanding of the North American investment consultant landscape. + KPIs: Oversee business channel knowledge, ... marketing materials. + * Field Meetings: Organize logistics and preparation for consultant relations and investment management teams, ensuring all materials and… more
- Neuberger Berman (New York, NY)
- …teams on projects and troubleshooting, including Consultant Relations, Investment teams, Operations, Performance, Reporting , etc. **Requirements:** + ... via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support functions to meet clients'… 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 ... 3, 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Financial Consultant | Popular Securities Job Type Full Time Exempt General Description The… more
- Oracle (Santa Fe, NM)
- …feels empowered and set up for success. **NetSuite ACS - Sr. Principal Consultant - Retail & Retail+ / Apparel, Footwear, & Accessories** **Why NetSuite ACS?** ... If you are a senior-level Retail NetSuite consultant who is looking to thrive in a fast-growing...for helping Customers unlock the potential of their NetSuite investment and in joining a dynamic, fast-paced and highly… more
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