Current jobs related to Consulting Analyst, The Wealth Office - Windsor - Fiducient Advisors

  • Investment Consulting Analyst, Wealth Management

    3 weeks ago

    Windsor, Connecticut, United States Fiducient Advisors Full time

    Fiducient Advisors - Investment Consulting AnalystAt Fiducient Advisors, we provide customized investment consulting solutions to a diverse clientele, including retirement plan sponsors, endowments, foundations, and financial institutions. Our dedicated team of over 200 professionals across the nation is committed to empowering our clients to succeed.Key...

  • Investment Consulting Analyst

    3 weeks ago

    Windsor, Connecticut, United States Fiducient Advisors Full time

    Fiducient Advisors - Investment Consulting AnalystAt Fiducient Advisors, we specialize in providing customized investment consulting services to a diverse clientele, including retirement plan sponsors, endowments, foundations, and financial institutions. Our dedicated team of over 200 professionals is committed to helping clients achieve their financial...

  • Client Service Associate, The Wealth Office

    4 months ago

    Windsor, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Client Service Associate is responsible...

  • Treasurer's Office Investment Management Unit

    2 months ago

    Windsor Locks, United States The Ladders Full time

    Treasurer's Office seeks a qualified individual to fill the vacancy of Investment Analyst in the Investment Management Unit, which services the Municipal Employees Retirement Fund ("MERF"), Other Post Employment Benefits ("OPEB") Trust, and its Deferred Compensation Plan ("DCP"). Position Summary: Vacancy is in the Investment Management Unit of the City...

  • Investment Analyst for Treasury Management

    3 weeks ago

    Windsor Locks, Connecticut, United States City Of Hartford Treasures Full time

    The City of Hartford Treasures is in search of a skilled professional to join the Investment Management Unit as an Investment Analyst. This role is pivotal in supporting the Municipal Employees Retirement Fund ("MERF"), Other Post Employment Benefits ("OPEB") Trust, and the Deferred Compensation Plan ("DCP").Position Overview:The vacancy is situated within...

  • Business Analyst

    2 months ago

    Windsor, United States Delphi-US, LLC - Peacemakers in the Talent War Full time

    Job Title: Business Analyst (Contract) - Job#5139Location: Windsor, CT HYBRID (T, W, Th, in office)JOB DESCRIPTIONIn this role you’ll lead requirement gathering and projects within SBS, our National Accounts Sales division. You will act as a liaison between Technology and the with the business on system development and enhancements. Conduct business...

  • Business Analyst

    2 months ago

    Windsor, United States Delphi-US, LLC - Peacemakers in the Talent War Full time

    Job Title: Business Analyst (Contract) - Job#5139Location: Windsor, CT HYBRID (T, W, Th, in office)JOB DESCRIPTIONIn this role you’ll lead requirement gathering and projects within SBS, our National Accounts Sales division. You will act as a liaison between Technology and the with the business on system development and enhancements. Conduct business...

  • BCBA Board Certified Behavior Analyst

    1 month ago

    Windsor Mill, United States The Learning Tree ABA Part time $85 - $100

    Job DescriptionJob DescriptionBenefits:401kCompetitive RatesHealth & Wellness ProgramFantastic Clinical SupportManageable CaseloadsFlexible ScheduleGreat Work/Life BalanceBCBA Job DescriptionSummaryA Board-Certified Behavior Analyst (BCBA) is responsible for the design, implementation and evaluation of environmental modifications, using behavioral stimuli...

  • BCBA Board Certified Behavior Analyst

    1 month ago

    Windsor Mill, United States The Learning Tree ABA Full time $85 - $100

    Job DescriptionJob DescriptionBenefits:401kCompetitive RatesHealth & Wellness ProgramFantastic Clinical SupportManageable CaseloadsFlexible ScheduleGreat Work/Life BalanceBCBA Job DescriptionSummaryA Board-Certified Behavior Analyst (“BCBA”) is responsible for the design, implementation and evaluation of environmental modifications, using behavioral...

  • Business Systems Analyst

    1 week ago

    Windsor, Connecticut, United States ICON Consultants, LP Full time

    Job SummaryAs a Business Systems Analyst at ICON Consultants, LP, you will play a critical role in leading requirement gathering and projects within our National Accounts Sales division. You will serve as a liaison between technical teams and business stakeholders on system development and enhancements, ensuring seamless alignment between technical solutions...

  • Performance Analyst

    3 months ago

    Windsor, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Performance Analyst is responsible for...

  • Business Analyst 5

    4 months ago

    Windsor charter Township, United States Consulting Hill, LLC Full time

    Title: Business Analyst 5Client: State Of MichiganLocation: 7285 Parsons Dr. Dimondale Michigan 48821 - OnsitePosting ID: 123466Minimum Education Level: Bachelor's Degree Candidates MUST be local within a commutable distance.Required Experience: Must be able to successfully work independently. Must be proficient and experienced at writing and modifying...

  • Board Certified Behavior Analyst

    2 weeks ago

    West Windsor, United States Kaleidoscope ABA Therapy Services Full time

    Job DescriptionJob DescriptionLocation: Princeton Junction, NJ 08550Date Posted: 9/9/2024Category: Center BasedEducation: Master’s DegreeWelcome to Kaleidoscope ABA Therapy, where passion meets purpose! If you're a dedicated Board Certified Behavior Analyst (BCBA) seeking a dynamic and rewarding environment, join us in shaping positive transformations....

  • Billing Analyst

    4 weeks ago

    Windsor, United States BrightPath Kids USA Full time

    Job DescriptionJob DescriptionLocation: Windsor, CT Corporate OfficeJob Type: Full-Time Hybrid Build your career in the early childhood education field and become a valued member of our team at BrightPath Kids! As a proud member of the Busy Bees global childcare community, we offer exceptional opportunities for your career to thrive. Join our diverse...

  • Healthcare Staffing Consultant

    1 week ago

    Windsor, Connecticut, United States Barton Associates Careers Full time

    About the RoleBarton Associates Careers is seeking a highly motivated and results-driven Healthcare Staffing Consultant to join our team. As a key member of our sales team, you will be responsible for cultivating relationships with healthcare facilities and companies, identifying staffing needs, and providing solutions to meet those needs.Key...

  • Data Analyst

    1 day ago

    East Windsor, United States HMP Global Full time

    Salary: Commensurate with experienceLocation: Hybrid - East Windsor, NJ (2 days in-office/3 days work-from-home) or Remote (depending on location)Comprehensive Benefits (Medical, Dental, Vision, 401k w/company match)HMP Global is the omnichannel market leader in healthcare events, education, and insight, with a mission to improve patient care. We’ve been...

  • Behavioral Therapist

    2 weeks ago

    Windsor, Colorado, United States Kaleidoscope ABA Full time

    About the RoleWe are seeking a highly skilled and dedicated Board Certified Behavior Analyst (BCBA) to join our team at Kaleidoscope ABA. As a BCBA, you will play a crucial role in designing and implementing client programming that is ethical, individualized, and implemented with integrity.Key ResponsibilitiesDeliver direct supervision to Behavior...

  • Board Certified Behavior Analyst

    4 months ago

    West Windsor, United States Kaleidoscope ABA Full time $78,000 - $91,000

    BCBAWelcome to Kaleidoscope ABA Therapy, where passion meets purpose! If you’re a dedicated Board Certified Behavior Analyst (BCBA) seeking a dynamic and rewarding environment, join us in shaping positive transformations. At Kaleidoscope, we believe in the power of1:1 applied behavior analysis to create meaningful changes in the lives of children. Unleash...

  • Information Technology Sales Consultant

    1 day ago

    West Windsor, United States Quantum Integrators Full time

    Role: IT SALES ConsultantLocation: West Windsor, NJ - OnsiteJob type: Full time jobJob Description:DESIRED SKILLS AND EXPERIENCE:3-5+ years of direct IT sales experience.Collaborative Team Player, with an organized approach to sales, and an energetic and determined attitude.WHO YOU ARE:DNA that is ambitious, resilient, persistent, competitive, goal...

  • Electrical Engineer

    2 weeks ago

    Windsor, United States Harrison Consulting Solutions Full time

    A multidiscipline engineering firm with over 70 years in business is looking for a Senior Project Electrical Engineer for their Windsor Connecticut office!Responsibilities:Design electrical systems (power distribution standby power generation lighting communication fire alarms and security systems)Supervise junior staff in project design and development...

Consulting Analyst, The Wealth Office

3 months ago

Windsor, United States Fiducient Advisors Full time

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s private wealth client portfolios, aligning with our mission of helping clients prosper.

Responsibilities: Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis Collaborate with Investment Research in developing solutions for client portfolios Analyze and create customized components for client reports and supplemental meeting materials as needed Facilitate all aspects of client account administration Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios Collaborate with Performance Analytics in developing optimal reporting solutions for clients Respond to periodic audit requests for investment-related data and analysis Interact with and proactively communicate with Investment Consultants on all client matters and related projects Respond to all meeting follow-up and action items in a timely and effective manner Maintain accurate client account and investment records in the CRM Respond to client and vendor requests in a timely and effective manner Conduct special ad-hoc analyses and projects as needed to support Investment Consultants Engenders a team-based and collaborative approach to their work, while comfortable working independently without supervision. Successful candidates will take pride in their work product and be accountable for their participation on the team

Required Education, Professional & Technical Experience Bachelor’s Degree with a preferred concentration in Finance, Accounting, Investing or Economics 2-5 Years of financial services industry experience Proficiency in Microsoft Suite Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles

Essential Traits Thoughtful ability to establish rapport and build relationships. Exceptional communication in a public setting with notable writing and presentation skills. Adaptability when priorities shift and able to work independently. Sound judgment and problem-solving skills. Innovative, curious, and enthusiastic. Detail-oriented with a high level of accuracy and organization. Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.

Work Environment & Travel Requirements This role may travel up to 5% of the time for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer

(Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Paid Time Off Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time –inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams

Work Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody – Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.

We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

#J-18808-Ljbffr