Current jobs related to Investment Consultant - Sacramento, California - Bank of Montreal

  • Investment Officer

    1 week ago

    Sacramento, California, United States State of California Full time

    Job SummaryThe Investment Officer II - Direct Investments position is a key role within the CalSTRS Investments Branch, responsible for performing the full range of duties associated with co-investment underwriting and portfolio management for the private equity industry.Key ResponsibilitiesSupport efforts to assist in the management and monitoring of a...

  • Investment Officer

    2 weeks ago

    Sacramento, California, United States State of California Full time

    Job Title: Investment Officer - Direct InvestmentsJob Summary: We are seeking an experienced Investment Officer to join our team in San Francisco, CA. The successful candidate will be responsible for performing the full range of duties associated with co-investment underwriting and portfolio management for the private equity industry.Key...

  • Investment Officer

    2 weeks ago

    Sacramento, California, United States State of California Full time

    Job Title: Investment Officer - Direct InvestmentsJoin the State of California's CalSTRS team as an Investment Officer - Direct Investments. This role is part of the Investments Branch, responsible for managing a portfolio of private equity co-investments in the U.S. and internationally.Key Responsibilities:Perform full-range duties associated with...

  • Investment Officer

    2 weeks ago

    Sacramento, California, United States State of California Full time

    Job Title: Investment Officer - Direct InvestmentsJoin the State of California's CalSTRS team as an Investment Officer - Direct Investments. This role is part of the Investments Branch, responsible for managing a portfolio of private equity co-investments in the U.S. and internationally.Key Responsibilities:Perform underwriting and portfolio management...

  • Infrastructure Investment Manager

    2 weeks ago

    Sacramento, California, United States State of California Full time

    Job Title: Infrastructure Investment ManagerWe are seeking an experienced Investment Manager to join our Real Assets team at the California Public Employees' Retirement System (CalPERS). As an Investment Manager, you will play a critical role in the management of our infrastructure portfolio, working closely with our investment team to identify and evaluate...

  • Associate Investment Manager

    4 weeks ago

    Sacramento, California, United States Public Employees Retirement System Full time

    Job Description and DutiesWe are seeking a highly skilled Associate Investment Manager to join our Total Fund Portfolio Management (TFPM) group at the Public Employees' Retirement System. As a key member of our team, you will play a critical role in developing and implementing investment strategies that drive our mission.Key Responsibilities:Manage and...

  • Infrastructure Investment Manager

    2 weeks ago

    Sacramento, California, United States State of California Full time

    Job SummaryWe are seeking an experienced Investment Manager to join our Real Assets team at the California Public Employees' Retirement System (CalPERS). The successful candidate will be responsible for managing the CalPERS Real Assets Infrastructure portfolio, implementing our Strategic Plan, and sourcing new investment opportunities.Key...

  • Tax Manager

    6 days ago

    Sacramento, California, United States Weaver Full time

    Join Our Team as a Tax ManagerWeaver is a national accounting, advisory, and consulting firm seeking a Tax Manager to play a key role on our Investment Funds Services team. This individual will provide tax compliance and advisory services for investment partnerships and related management entities.Key Responsibilities:Provide tax compliance and advisory...

  • Associate Investment Manager

    6 days ago

    Sacramento, California, United States Public Employees Retirement System Full time

    Job Title: Associate Investment ManagerPublic Employees Retirement System is seeking an experienced Associate Investment Manager to join our Total Fund Portfolio Management team. As a key member of our team, you will be responsible for providing high-level decision-making authority in strategy development and portfolio structuring.Duties and...

  • Investment Officer II

    5 days ago

    Sacramento, California, United States Public Employees Retirement System Full time

    Job Description and DutiesAre you looking for a challenging position where you can assist the Public Employees' Retirement System in sustaining its ability to pay benefits to its stakeholders? Our Investment Office, Private Equity Team is currently seeking an Investment Officer II to assist the lead Investment Officer in the management and monitoring of...

  • Senior Software Deployment Technical Consultant

    1 week ago

    Sacramento, California, United States Hewlett Packard Enterprise Full time

    Job DescriptionAs a Senior Software Deployment Technical Consultant at Hewlett Packard Enterprise, you will be responsible for providing technical consulting to external customers and internal project teams. Your expertise will be utilized to design and deliver technology solutions that meet customers' business needs.Key Responsibilities:Provide technical...

  • Bilingual Field Sales Consultant

    2 weeks ago

    Sacramento, California, United States Sunrun Full time

    Job SummaryWe are seeking a highly motivated and results-driven Bilingual Field Sales Consultant to join our team at Sunrun. As a Field Sales Consultant, you will be responsible for generating sales leads and presenting in-home presentations on our solar products and services to potential customers.Key ResponsibilitiesDevelop effective self-generated sales...

  • Bilingual Sales Consultant

    1 month ago

    Sacramento, California, United States Sunrun Full time

    About SunrunSunrun is a leading provider of solar energy solutions, dedicated to transforming the way we power our lives. Our mission is to connect people to the cleanest energy on earth, and we're committed to fostering an environment where our employees can thrive.Job SummaryWe're seeking a highly motivated and results-driven Field Sales Consultant to join...

  • Graduate Student Assistant

    4 weeks ago

    Sacramento, California, United States University Enterprises Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented Graduate Student Assistant to support the Community Resilience Center (CRC) team at the Governor's Office of Planning and Research. The successful candidate will have a strong background in urban planning, sustainability, and community development, and will be responsible for assisting in...

  • Water Resources Engineer

    1 month ago

    Sacramento, California, United States Engineering and Environmental Consulting Firm Full time

    Job OpportunitySeeking a highly skilled Water Wastewater Engineer to join our team at a Top Engineering and Environmental Consulting Firm in the Sacramento, CA, area.About the FirmWe invest in the growth and development of our team members, offering a challenging and fulfilling work environment that allows for individual expression and career advancement. We...

  • Mechanical Design Engineer

    2 weeks ago

    Sacramento, California, United States IMEG Corp Full time

    Job Title: Mechanical Design EngineerWe are seeking a highly skilled Mechanical Design Engineer to join our team at IMEG Corp. As a Mechanical Design Engineer, you will play a critical role in the design and implementation of mechanical systems for the vertical building industry.Key Responsibilities:Assist in the design and analysis of HVAC, plumbing, and...

  • State Government Affairs Director

    1 week ago

    Sacramento, California, United States Comcast Full time

    Comcast is seeking a highly skilled State Government Affairs Director to join our California State Government Affairs team. As a key member of our team, you will be responsible for developing and implementing legislative and state administration strategies, monitoring legislation, and coordinating state association management, key contacts programs,...

  • Mechanical Design Engineer

    2 weeks ago

    Sacramento, California, United States IMEG Corp Full time

    About the RoleWe are seeking a skilled Mechanical Design Engineer to join our team at IMEG Corp. As a key member of our design consulting team, you will work closely with experienced engineers and consultants to provide engineering solutions and advice to clients. Your primary responsibilities will include assisting in engineering analysis, design, and...

  • Product Management Leader

    5 days ago

    Sacramento, California, United States Perfict Global, Inc. Full time

    About UsPerfict Global, Inc. is a leading IT consulting services provider focused on delivering innovative business workforce solutions to Fortune 500 companies. Our team of experts strives to bring together the best technologies to manage complex business and technology, participate in implementation activities, and collaborate to meet client needs.Job...

  • Audit Manager

    5 days ago

    Sacramento, California, United States Weaver Full time

    Weaver is a national accounting, advisory, and consulting firm seeking a skilled Government Audit Professional to join our team. This role involves providing excellent service to clients throughout all phases of the audit while developing, training, and mentoring Associates and Senior Associates.The ideal candidate will have a Bachelor's degree in Accounting...

Investment Consultant

2 months ago

Sacramento, California, United States Bank of Montreal Full time

Role Overview:
As an Investment Consultant, you will deliver comprehensive financial and investment guidance in partnership with your colleagues, ensuring that our clients receive tailored banking solutions that prioritize their best interests.

Key Responsibilities:
- Collaborate with team members to meet sales and performance objectives for new asset acquisitions, joint client meetings, fee-based services, and financial planning.
- Execute business development initiatives to attract new clientele, including outreach campaigns and informational seminars.
- Identify potential opportunities during client interactions to generate referrals for both personal and commercial banking products.
- Work closely with the lead relationship manager to implement a robust relationship management strategy.
- Assess client requirements and offer solutions through the sale of managed investment products and services.
- Formulate recommendations based on a thorough understanding of business strategies and stakeholder needs.
- Provide expert advice and support to designated business units on the execution of financial solutions.
- Collaborate with internal and external stakeholders to drive strategic initiatives.
- Analyze and evaluate strategic challenges independently to provide actionable insights.
- Oversee specific activities related to the implementation of strategic initiatives, including monitoring key performance indicators and milestones.
- Manage databases and assist in analysis, forecasting, and data visualization while adhering to data governance standards.
- Deconstruct strategic challenges and analyze data to deliver valuable insights and recommendations.
- Monitor performance metrics and proactively address any arising issues.
- Design and generate regular and ad-hoc reports and dashboards.

Change Management:
- Develop change management strategies of varying complexity; lead or participate in diverse change management activities such as readiness assessments, planning, stakeholder engagement, execution, evaluation, and sustainability of initiatives.

Communication:
- Contribute to the development of communication plans aimed at positively influencing behavior; create tailored messaging and identify suitable distribution channels.

Operational Support:
- Provide input into the planning and execution of operational programs.
- Ensure timely, accurate, and efficient service delivery.
- Identify business needs and design training programs, which may include direct training delivery.

Client Relationship Management:
- Collaborate with client relationship team members to apply a consultative sales approach and enhance the overall client experience.
- Introduce clients to investment strategies and assist them in formulating a financial plan using appropriate guidance tools.
- Maintain effective communication with sales management and the sales team to keep them updated on product developments and initiatives.
- Mentor and support team members through joint client meetings and by sharing product knowledge and sales techniques.

Risk and Compliance:
- Adhere to risk and compliance protocols to safeguard client assets, ensure privacy, and act in the best interests of clients while maintaining operational integrity.
- Recommend enhancements to the client experience based on identified needs.

Qualifications:
- Typically requires 4-6 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
- Possession of FINRA Series 6, 63 & 65 Licenses or FINRA Series 7 & 66 licenses.
- Life and Health Insurance Producer's License is necessary.
- Completion of LTC Continuing Education Requirements is preferred.
- Strong knowledge of the financial services industry and experience with managed products and fee-based advisory services.
- In-depth understanding of deposit and loan products, including mortgages, and banking services.

Skills:
- Advanced collaboration and teamwork skills.
- Strong analytical and problem-solving abilities.
- Proficient influence and communication skills.