Strategic Financial Services Consultant
4 days ago
Razzino Associates, Inc. is a leading Financial Services focused consultancy firm with expertise in delivering expert consulting skills and deep product knowledge across all areas of the front office, operations, technology, risk, finance, and compliance.
About UsWe serve everyone from global banks to emerging Fin-Tech's, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering. Our Capital Markets team delivers high-impact consulting services for leading clients across Financial Services, particularly in the Capital Markets space.
As a Managing Principal at Razzino Associates, Inc., you will play a key role in project delivery and new business development, working on client sites to deliver change initiatives. The role involves leading a team of consultants and subject matter experts, establishing effective relationships with client peers, and anticipating changing client needs.
The ideal candidate has 10+ years of experience in Capital Markets and securities-related businesses, along with 5+ years of experience working for a management or technology consulting firm. A proven track record of hitting individual sales targets is essential, as is a full understanding of the Trade Life Cycle. Excellent operational knowledge across multiple asset classes and traded products (Fixed Income, Equities, Derivatives, Swaps, etc.) is also required.
You will be responsible for leading client engagements, preparing clear reports of findings and recommendations, and maintaining awareness of market trends to present to client leadership. Actively pursuing opportunities to develop expertise and drive innovation is crucial for success in this role.
What We OfferAs a Managing Principal, you can expect a competitive salary of $185,000 - $245,000 USD plus a discretionary bonus and comprehensive benefits package. This role offers a hybrid work arrangement, with 3 days per week spent in the Midtown NYC office or at client sites.
-
Strategic Financial Consultant
2 weeks ago
New York, New York, United States JCW Group Full timeWe are partnering with a leading wealth management company, JCW Group, to add a high-performing Strategic Financial Consultant to their team.As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. With an estimated annual salary of $100,000+, this role...
-
New York, New York, United States Tata Consultancy Services Full timeAbout the RoleTata Consultancy Services is looking for a talented SAP Sourcing + Finance Consultant to join our team. This role offers an exciting opportunity to work on complex projects and collaborate with experienced professionals in the field.The successful candidate will be responsible for working closely with clients to understand their needs and...
-
Strategic HR Business Partner for Phaxis
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company committed to delivering exceptional results.Our team is passionate about making a difference in the lives of our clients and stakeholders.Salary and BenefitsThe estimated salary for this role is $65,000 - $85,000 per year, depending on experience.We offer a comprehensive benefits...
-
Strategic Tax Advisory Consultant
2 weeks ago
New York, New York, United States TaxMaster Financial Services Full timeJob OverviewWe are a leading Midtown Manhattan accounting and Financial consulting firm, offering cutting-edge services to our clients.Estimated Salary: $120,000 - $180,000 per yearJob ResponsibilitiesAs a Senior Client Advisory Team Member, you will work closely with our clients to:Proactively interact with client management to make business and tax...
-
Financial Services Consultant Lead
2 days ago
New York, New York, United States Insight Global Full timeAbout the Job:Job SummaryThe Financial Services Consultant Lead is responsible for managing and growing key client accounts within the Banking, Financial Services, and Insurance (BFSI) domain. This role requires a deep understanding of IT consulting services and the BFSI industry to effectively drive client engagement, satisfaction, and business growth.Key...
-
Strategic Transactions Consultant
1 day ago
New York, New York, United States ExpertHiring Full timeJob Title: Strategic Transactions ConsultantExpertHiring is partnering with a leading accounting firm to recruit a highly experienced Strategic Transactions Consultant.The successful candidate will be responsible for providing strategic advisory services to clients across various industries, with a focus on mergers and acquisitions, divestitures, joint...
-
Executive Financial Consultant
2 weeks ago
New York, New York, United States Insight Financial Planning Full timeAbout Insight Financial PlanningWe are a dynamic financial services company seeking an experienced Executive Financial Consultant to join our team in Norfolk, NE.This is a full-time position with a competitive salary range of $60,000.00 per year and excellent benefits package, including a Simple IRA Plan and paid time off.Job SummaryThe ideal candidate will...
-
Strategic Financial Grants Specialist
3 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is working with a prominent non-profit organization seeking a Strategic Financial Grants Specialist.Company OverviewThe organization has a strong focus on community, education, family support, and health. They have a mid-size accounting team with clear growth opportunities.
-
Financial Services Consultant
3 weeks ago
New York, New York, United States Arteria AI Full timeAbout Arteria AIAs a leading provider of AI-powered documentation infrastructure, we serve top-tier global financial institutions by streamlining data flow and enabling smarter decision-making.Our platform underpins critical business processes with a documentation layer, connecting documentation processes to the automation lifecycle to facilitate true...
-
Financial Services Consultant
3 days ago
New York, New York, United States Citigroup Inc Full timeThe Financial Services Consultant is a key role within Citigroup Inc, driving wealth management services to clients with guidance from the Banker teams. With 2-5 years of relevant experience, this professional assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and...
-
Strategic Investment Consultant Professional
2 weeks ago
New York, New York, United States Gallagher Benefit Services Full timeWe are seeking a skilled Strategic Investment Consultant to join our U.S. Investment Consulting Group.About the RoleThis Analyst position is part of an industry-leading team that empowers results for our clients by delivering innovative and effective solutions as part of our Investment Consulting business.Primary responsibilities include preparation of...
-
Strategic Business Insights Consultant
3 weeks ago
New York, New York, United States HARDESTY & HANOVER Full timeAbout HARDESTY & HANOVERWe are a trusted full-service infrastructure engineering firm with over 137 years of experience. Our clients rely on us for intricate and innovative engineering solutions.Opportunity SummaryHARDESTY & HANOVER is seeking an experienced Strategic Business Insights Consultant to join our team in New York City. This role will provide a...
-
Tax Advisory Consultant
2 weeks ago
New York, New York, United States TaxMaster Financial Services Full timeUnlock Your Potential as a Senior Client Tax Advisory Team MemberAre you ready to take your knowledge of tax and accounting to the next level? Do you want to work with clients to understand their financial position and strategically plan based on regularly scheduled meetings?We are seeking a skilled Senior Client Tax Advisory Team Member to join our team at...
-
New York, New York, United States New York Life Insurance Company Full timeDriving Innovation in Financial ServicesWe are seeking a visionary leader to spearhead our startup business development and technology co-development team within NYL Ventures. This role is critical in driving value at the intersection of technology and financial services, positioning New York Life at the forefront of industry transformation.As the leader of...
-
Financial Services Associate
2 weeks ago
New York, New York, United States Primerica Financial Services Full timeJob OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.
-
New York, New York, United States BNY Mellon Full timeOverviewBny Mellon is a global financial services leader. We empower employees to grow and succeed in an environment where innovation meets tradition.Salary InformationThe estimated annual base salary for this role is between $97,000 and $179,000, depending on individual experience and location.Job DescriptionThis Strategic Communications Lead position is...
-
Strategic Growth Consultant
2 weeks ago
New York, New York, United States Teneo external feed for LinkedIn Full timeAbout TeneoTeneo is a leading CEO advisory firm that partners with clients globally to drive growth and success. With a team of senior advisors and a network of expertise, we provide comprehensive advisory services across five business segments. Our clients include Fortune 100 and FTSE 100 companies, as well as other corporations, financial institutions, and...
-
Strategic Financial Crimes Compliance Consultant
2 weeks ago
New York, New York, United States Guidehouse Full timeCompany OverviewGuidehouse is a leading management consulting firm that helps clients navigate complex challenges in the financial sector.
-
Transformation Consultant
1 week ago
New York, New York, United States Celonis Full timeWe're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. Our mission is to empower businesses to unlock productivity by placing data and intelligence at the core of their operations.The Role: As a Transformation Consultant, you'll spearhead our mission of data-driven business transformation with...
-
Strategic Wealth Management Consultant
2 weeks ago
New York, New York, United States GPAC Full timeWe are seeking a highly skilled and experienced wealth advisor who is passionate about helping individuals and families build their financial futures. GPAC, an award-winning search firm with over 30 years of experience in placing quality professionals across the United States, is partnered with a local RIA and Broker that is eager to bring on a talented...