Investment Consultant

Job Description: Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

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 relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.    As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...

General Description: Responsible for overall client relationship management of complex retirement clients. Includes day-to-day servicing, client satisfaction, and retention. Identify new products and services for existing clients. Act as lead consultant and provide guidance on complex issues. Includes service enhancements and product developments...

General Description: Responsible for overall client relationship management of complex retirement clients. Includes day-to-day servicing, client satisfaction, and retention. Identify new products and services for existing clients. Act as lead consultant and provide guidance on complex issues. Includes service enhancements and product developments...

Investment Accounting Consultant​Investment Controllership Full-TimeSpringfield, MA or Boston, MA or New York, NYAbout the Corporate Controller Organization:The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key...

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.    As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...

Title: Investment Banking Managing DirectorCompany Summary: We are currently partnered with a Boutique Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. looking to add a Group Head/Managing Director to build out their Engineering, Building Products, Environmental Services and...

Title: Investment Banking Managing DirectorCompany Summary: We are currently partnered with a Boutique Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. looking to add a Group Head/Managing Director to build out their Engineering, Building Products, Environmental Services and...

Position Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...

Title: Investment Banking Managing Director Company Summary: We are currently partnered with a Boutique Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. looking to add a Group Head/Managing Director to build out their Engineering, Building Products, Environmental Services and...

A large international asset management firm in Boston is looking to expand their Investment Risk team. The firm has ~$1 trillion in AUM and are one of the biggest asset managers worldwide by market share. They cover all asset classes with a focus on ESG products and provide specialized consulting services to investment professionals intending to build...

What we are looking for Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and...

**Discover Vanderbilt University Medical Center:** Located in Nashville, Tennessee, and operating at a global crossroads of teaching, discovery, and patient care, VUMC is a community of diverse individuals who come to work each day with the simple aim of changing the world. It is a place where your expertise will be valued, your knowledge expanded, and...

Discover Vanderbilt University Medical Center: Located in Nashville, Tennessee, and operating at a global crossroads of teaching, discovery, and patient care, VUMC is a community of diverse individuals who come to work each day with the simple aim of changing the world. It is a place where your expertise will be valued, your knowledge expanded, and your...

Discover Vanderbilt University Medical Center: Located in Nashville, Tennessee, and operating at a global crossroads of teaching, discovery, and patient care, VUMC is a community of diverse individuals who come to work each day with the simple aim of changing the world. It is a place where your expertise will be valued, your knowledge expanded, and your...

Senior Tax Consultant - Special Projects & Strategic Initiatives Investment Taxes, Corporate Tax DepartmentFull-TimeSpringfield MA, Boston MA, or New York NYThe OpportunityAs a Senior Tax Consultant in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and...

Our client is an international B2B capital markets data & fintech company with leading investment banks, brokers, fund admins and asset managers as clients in the USA, and they're scaling for further growth.  As part of continued expansion plans they're expanding their US operation and one of the key hires is a Sales Engineer, which is a critical role...

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

Compliance Consultancy Director – Previous Compliance Funds Experience and 1940 Act/NFA/CFTC Knowledge Required Ref: 4015G3 $200K - $220K + Bonus + Benefits   New York City Our Client, a growing and dynamic regulatory consulting firm based in New York and London, are looking to hire an experienced compliance professional to join their New York Regulatory...