Management Consultant Asset and Wealth Management

Fast-growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full-time opportunities for experienced consultants at the junior through senior levels. Seeking both all-around consulting athletes with varied project experience in asset or wealth...

OverviewThe Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

Company Overview: For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a global research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts blend industry...

YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...

Job Description:The Role As a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and/or analysis to find opportunities, and recommending a solution that supports our offering. The Wealth...

Infosys is seeking a Asset Management Business Analyst in Financial services domain. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create detailed design, architecture and process artifacts and implement the deployment...

Infosys is seeking a Asset Management Business Analyst in Financial services domain. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create detailed design, architecture and process artifacts and implement the deployment...

Infosys is seeking a Asset Management Business Analyst in Financial services domain. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create detailed design, architecture and process artifacts and implement the deployment...

Infosys is seeking a Asset Management Business Analyst in Financial services domain. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create detailed design, architecture and process artifacts and implement the deployment...

Job Description:The RoleAs a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and/or analysis to find opportunities, and recommending a solution that supports our offering. The Wealth...

Summary: Through both personal and professional relationships, acquires and develops new high net worth and institutional relationships. The incumbent will work with wealth management professionals to develop a network of attorneys, accountants, and other centers of influence to build the Cambridge Trust brand in the greater Boston market. As the central...

Your role Are you an expert on the Wealth Management industry, and able to provide analysis on the associated suitability, supervision, and conduct risks? Are you interested by legal and regulatory nuances, and do you enjoy solving complex problems? Are you an organized and motivated individual who enjoys making a positive difference within a collaborative...

Overview 2B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader to inherit 80m+ AUM book from a retiring advisor. Highlights Opportunity to inherit existing clients while further building and developing a book of high net worth and ultra high net worth clientele by developing relationships with in-house...

The Wealth Communications team is part of the Associate and Leadership Communications organization within Corporate Affairs. Working closely with the most senior leaders within the Fidelity Wealth organization, we develop communications programs that Manager, Wealth, Communication, Communications, Senior, Technology

A global financial services company with reach that spans across over 50 countries, encompassing all key financial hubs is seeking a Wealth Management Associate to join their team. This is an excellent opportunity to progress your career at a distinguished company. Series 7 and Series 66 are required for this position. As a Wealth Strategy Associate, your...

Overview 2B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader to inherit 80m+ AUM book from a retiring advisor. Highlights Opportunity to inherit existing clients while further building and developing a book of high net worth and ultra high net worth clientele by developing relationships with in-house CPAs...

A global financial services company with reach that spans across over 50 countries, encompassing all key financial hubs is seeking a Wealth Management Associate to join their team. This is an excellent opportunity to progress your career at a distinguished company. Series 7 and Series 66 are required for this position. As a Wealth Strategy Associate, your...

**Summary**: Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. **Responsibilities**: - Manages assigned client relationships, including all aspects of opening, administering, and closing of client...

Job Reference #292605BRCityBostonJob TypeFull Time Your roleAre you an expert on the Wealth Management industry, and able to provide analysis on the associated suitability, supervision, and conduct risks? Are you interested by legal and regulatory nuances, and do you enjoy solving complex problems? Are you an organized and motivated individual who enjoys...

Recognized on the Inc. 5000 fastest growing companies in the US, Peloton is one of the largest and fastest growing professional services firms specializing in Integrated Cloud Solutions for Enterprise Resource Planning, Enterprise Performance Management, Supply Chain Management, Human Capital Management and Big Data and Analytics.Peloton has the vision and...