Financial Services Consultant for Cash Management

Position OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will play a crucial part in managing transaction processes and supporting the onboarding of new investment managers.Key ResponsibilitiesOversee transaction processing to ensure accuracy and...

Job Opportunity at SNI FinancialWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SNI Financial. As a leading Financial Advisory firm, we offer a dynamic and challenging work environment that fosters growth and development.Key Responsibilities:Provide expert financial planning and advisory services to high-profile...

Position OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will engage in various essential functions, including:Transaction Processing: Ensure accurate and timely execution of financial transactions.Manager Onboarding: Facilitate the integration of new management...

About Bankwell:Bankwell is a community-focused financial institution dedicated to meeting the banking and lending requirements of both businesses and individuals across Connecticut. We aim to deliver an exceptional experience for our clients while providing innovative, high-quality financial services.Position Overview:The Financial Services Associate role...

About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Application Support Consultant. As a key member of our organization, you will be responsible for ensuring the smooth operation of our software applications and providing technical leadership to our suppliers.Key ResponsibilitiesCoordinate the design, development,...

Job SummaryCovr Financial Technologies is seeking a highly motivated and results-driven Business Development Representative to join our team. As a Business Development Representative, you will be responsible for making outbound calls to financial advisors with the goal of scheduling or completing demos of our digital insurance platform and finding...

Company OverviewGlobal Atlantic Financial Group stands at the forefront of the U.S. life insurance and annuity sector, addressing the diverse needs of both individuals and institutions. As a wholly-owned subsidiary of KKR, a prominent global investment firm, we provide alternative asset management across various strategies and capital market solutions. We...

Job OverviewAmeriLife is a leading organization in the insurance distribution sector, dedicated to partnering with financial professionals to meet clients' needs through innovative insurance and annuity solutions. We are currently seeking a Wealth Strategy Consultant, a pivotal role that contributes significantly to our life insurance distribution...

Position OverviewThe Wealth Management Financial Consultant serves as a trusted advisor, delivering a comprehensive, advice-driven approach to financial solutions tailored for a designated portfolio of clients.Key Responsibilities:Engage with both new and existing clients to explore investment opportunities and insurance products.Focus on the mass affluent...

Business Development ConsultantsREPORTS TO: Sales Support & Competitive Intelligence Supervisor DEPARTMENT: Advisor SalesFLSA STATUS: Non-ExemptTRAVEL: NoneWORK SCHEDULE: M-F, may need to flex times due to business needsLOCATION: Hybrid, Hartford, CT, 4 days onsite – 1 day remoteCOMPANY OVERVIEW:Covr Technologies is a market leading insurance-as-a-services...

Join Our Team as a Wealth Management ConsultantLifetime Recruiting Strategies is on the lookout for experienced sales professionals to enhance our global brand. This is an opportunity to embark on a rewarding career in the financial services sector, with comprehensive training provided.We seek individuals who are not new to the field; this role is designed...

Financial Controller PositionOur client, a well-established manufacturing entity in the Greater Hartford region, is currently in search of a Financial Controller to enhance their operations.Highlights of the Financial Controller Role The organization has a rich history of over 60 years, showcasing stability and reliability. The leadership team is robust and...

Job SummaryThe Village for Families & Children is seeking a highly skilled Financial Empowerment Specialist to join our team. As a key member of our Financial Center, you will be responsible for implementing programs to help individuals and families achieve financial stability and reach their financial goals.Key ResponsibilitiesEstablish trusting...

Financial Operations ManagerThis opportunity is hosted by Jobot.Salary:$145,000 - $160,000 per yearAbout Us:We are a prominent law firm on the East Coast, boasting a team of over 250 attorneys. Our firm is dedicated to providing clients with direct access to partners and has built a strong foundation of experienced professionals across various legal...

Position Overview:Financial Advisory ConsultantIn the realm of financial services, your goal is to enhance the financial well-being of your clients. At Fidelity, we are dedicated to our clients' success. Join a firm that stands as a pillar in the industry, where we prioritize meaningful communication over mere transactions. We foster an environment that...

Job Overview: Reporting to the Senior Financial Analyst, the Financial Analyst plays a pivotal role in delivering insights and evaluations regarding financial and operational performance. This position involves supporting financial planning and budgeting activities, scrutinizing financial statements and reports, constructing financial models, preparing...

Vixxo is seeking a full-time Financial Operations Manager based in Bloomfield, CT. (Hybrid Model - In Office Tuesday, Wednesday, Thursday) THE ROLE:The Financial Operations Manager serves as a leader within the Financial Operations team with a focus and coordination of order to cash process and a critical position to support key elements of Vixxo's value...

Lead and Inspire with Liberty GroupWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisory Consultant. As a key member of our team, you will be responsible for providing expert financial advice and guidance to our clients.Key Responsibilities:Develop and implement financial plans that meet the needs of our...

About the RoleWe are seeking a seasoned professional to join our team as a Director, Capital Markets. As a key member of our Global Industry team, you will provide strategic guidance and advisory services to clients in the capital markets and asset management industry.Key ResponsibilitiesProvide strategic guidance and advisory services to clients in the...

JOB OVERVIEW:This role entails delivering comprehensive loan solutions to the clientele of YNB Bank.KEY RESPONSIBILITIES:Provide expert loan services to customers, ensuring adherence to the established protocols of YNB Bank.Prepare necessary documentation and reports related to loan services as mandated by the institution.Proactively seek out new loan...