Current jobs related to Senior Institutional Investment Consultant - Atlanta, Georgia - Aon
-
Senior Institutional Investment Consultant
3 weeks ago
Atlanta, Georgia, United States Aon Full timeAon is seeking a highly skilled Senior Institutional Investment Consultant(Remote, open to anywhere in the U.S.)Responsibilities:Lead client deliverables, interfacing with other teams in U.S. Investment ConsultingIdentify and develop opportunities on client accounts, increasing the scope of existing projects and relationshipsAct as senior support on U.S....
-
Senior Institutional Investment Consultant
1 month ago
Atlanta, Georgia, United States Aon Full timeAon Seeks Experienced Investment Consultant(Remote opportunity available in the U.S.)Key Responsibilities:Lead client deliverables and interface with U.S. Investment Consulting teamsIdentify and develop opportunities on client accounts, increasing project scope and relationshipsSupport senior client relationships, taking partial ownership and transitioning...
-
Senior Institutional Investment Consultant
3 weeks ago
Atlanta, Georgia, United States Aon Full timeAon Seeks Experienced Investment Consultant(Remote opportunity available in the U.S.)Key Responsibilities:Lead client deliverables and interface with U.S. Investment Consulting teamsIdentify and develop opportunities on client accounts, increasing project scope and relationshipsSupport senior client relationships and transition into lead consultant...
-
Investment Consultant
7 days ago
Atlanta, Georgia, United States Fidelity TalentSource LLC Full timeRole OverviewFidelity Investments is a leading financial services company that offers a range of investment and planning solutions to individuals and institutions. We are seeking a highly skilled and motivated Investment Consultant to join our team.Key ResponsibilitiesDevelop customized financial plans for clients using Fidelity's planning tools and...
-
Senior Investment Strategist
1 week ago
Atlanta, Georgia, United States AssetMark Full timeJob Summary:As a Senior Investment Strategist at AssetMark, you will lead the investment consulting team, partnering closely with the Chief Investment Strategist to develop and execute strategic initiatives. Your primary responsibility will be to oversee the investment consulting service, driving asset growth, expanding service offerings, and optimizing...
-
Investment Consultant
1 month ago
Atlanta, Georgia, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a successful career in financial consulting.Key...
-
Investment Consultant
2 weeks ago
Atlanta, Georgia, United States Charles Schwab Full timeJoin Our Team as an Investment ConsultantWe are seeking a highly motivated and experienced Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key Responsibilities:Build and maintain strong...
-
Atlanta, Georgia, United States GSquared Group Full timeJob Summary:We are seeking an experienced Senior SAP FICO Cash to Invest Functional Consultant to join our team at GSquared Group. The ideal candidate will have a proven track record in SAP FICO implementations, with a deep understanding of financial processes, investment management, liquidity management, and end-to-end cash flow processes.Key...
-
Atlanta, Georgia, United States GSquared Group Full timeJob Summary:We are seeking an experienced Senior SAP FICO Cash to Invest Functional Consultant with expertise in SAP Financial Accounting (FI), Controlling (CO), and specialized experience in the Cash to Invest process. The ideal candidate will have a proven track record in SAP FICO implementations, with a deep understanding of financial processes,...
-
Investment Consultant
1 month ago
Atlanta, Georgia, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement investment strategies for clients...
-
Senior Health Benefits Consultant
4 weeks ago
Atlanta, Georgia, United States Segal Benz Full timeAbout the RoleWe are seeking a highly skilled Senior Health Benefits Consultant to join our East Region team. As a key member of our practice, you will play a critical role in shaping the growth and direction of our group health consulting practice.Key ResponsibilitiesCollaborate with colleagues to service the benefits consulting needs of large health...
-
Investment Consultant
4 weeks ago
Atlanta, Georgia, United States Charles Schwab Full timeUnlock Your Potential as an Investment ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a rewarding career in financial consulting.This role provides the exposure and...
-
Senior Care Consultant
2 weeks ago
Atlanta, Georgia, United States Home Instead Senior Care Full timeAt Home Instead Senior Care, we're seeking a skilled Senior Care Consultant to join our team. As a key member of our care coordination team, you'll play a vital role in enhancing the lives of aging adults and their families. Your primary responsibilities will include:Key Responsibilities:Conducting care consultations with potential clients and family members...
-
Senior Consultant
3 weeks ago
Atlanta, Georgia, United States Infosys Limited Digital Full timeJob Title: Senior ConsultantWe are seeking a highly skilled Senior Consultant to join our team at Infosys Limited Digital. As a Senior Consultant, you will play a key role in delivering strategic programs that drive business growth and transformation.Responsibilities:Develop and implement end-to-end solutions that meet client needs and drive business...
-
Investment Consultant
2 weeks ago
Atlanta, Georgia, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping individuals and families achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore the Investment Consultant role at Charles Schwab.As an Investment Consultant, you...
-
Senior Commercial Real Estate Specialist
2 weeks ago
Atlanta, Georgia, United States Sands Investment Group Full timeAbout the RoleSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly skilled Senior Commercial Real Estate Advisor to join its Industrial Investment Sales Team in Atlanta, GA. As a key member of the team, you will be responsible for driving sales growth and contributing to the company's success.Key...
-
Investment Consultant
4 weeks ago
Atlanta, Georgia, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, working closely with our skilled Financial Consultants to deliver unparalleled value and...
-
Investment Consultant
2 weeks ago
Atlanta, Georgia, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As an Investment Consultant, you'll...
-
Senior Commercial Real Estate Advisor
2 weeks ago
Atlanta, Georgia, United States Sands Investment Group Full timeAbout the RoleSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly skilled Senior Broker to join its Industrial Investment Sales Team in Atlanta, GA. As a key member of the team, you will be responsible for driving business growth and securing new opportunities in the industrial investment sales sector.Key...
-
Senior Commercial Real Estate Advisor
2 months ago
Atlanta, Georgia, United States Sands Investment Group Full timeSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly skilled Senior Commercial Real Estate Advisor to join its Industrial Investment Sales Team in Atlanta. As a key member of the team, you will be responsible for driving sales growth and contributing to the company's success.Key Responsibilities:Develop and execute a...
Senior Institutional Investment Consultant
2 months ago
Aon Seeks Experienced Investment Professional
(Remote, open to anywhere in the U.S.)
About the Role:
We are looking for a seasoned investment professional to join our team as a Senior Institutional Investment Consultant. As a key member of our team, you will be responsible for leading client relationships and delivering high-quality investment solutions.
Key Responsibilities:
- Lead client relationships and develop strategic investment plans
- Collaborate with cross-functional teams to deliver investment solutions
- Identify and pursue new business opportunities
- Manage and deliver complex investment projects
- Develop and maintain subject matter expertise in investment products and services
- Support the development of thought leadership and industry insights
- Collaborate with senior leadership to drive business growth and strategy
Requirements:
- 6+ years of experience in the investment industry, preferably with institutional clients
- Expert-level understanding of finance theory and investments
- Advanced writing and communication skills
- Clear and proven client relationship management skills
- Bachelor's degree in a relevant field (e.g., business, finance, economics)
- Advanced degree and/or CFA and/or CAIA credential(s) highly desired
About Aon:
Aon is a leading global professional services firm providing a range of risk, retirement, and health solutions. We are committed to creating a diverse and inclusive work environment that supports the well-being and career development of our colleagues.