Investment Consultant

Investment ConsultantCorebridge Financial, Inc. is seeking a dedicated Investment Consultant to join our team. As an Investment Consultant, you will play a crucial role in guiding clients through their financial journeys, helping them to secure their financial futures.About Us:Corebridge Financial is a leading provider of retirement solutions and insurance...

Job OverviewThis Accelerated program enables a Wealth Management Advisor to join our organization, obtain necessary licenses, and master the systems and methodologies of financial advising. Within a short span, you could ascend to a Partner role in our Denver office.Are you a seasoned insurance professional or financial consultant eager to attract top-tier...

Job OverviewThis accelerated program enables a Financial Advisor to integrate into our organization, obtain necessary licenses, and familiarize themselves with the frameworks and methodologies of financial planning. Within a short span of 1-2 years, you could achieve the status of Partner in our Denver office.Are you a seasoned insurance professional or...

About the Firm: Monticello Associates, Inc. is an investment consulting firm serving foundations, endowments, and family office clients in an investment advisory capacity. The firm is headquartered in Denver, Colorado with additional offices in Cleveland, Ohio, Washington, D.C., and Boston, Massachusetts. Our firm provides clients with manager due diligence...

Financial Services Advisor - EverencePOSITION SUMMARYThe role involves guiding individuals and couples in making financial choices that resonate with their personal values and beliefs.RESPONSIBILITIES AND DUTIESProvide thorough advice on investments, insurance options, and philanthropic contributions.Identify and market products within the assigned...

Job OverviewPosition: We are in search of a seasoned Investment Principal to enhance our investment firm, playing a pivotal role in identifying, assessing, and overseeing investments in emerging to growth-stage enterprises.Core Responsibilities:Discover and source investment prospects in high-potential startups across diverse sectors.Oversee the due...

Job SummaryThe Director, Investments will play a key role in supporting the Investment, Capital Markets, and Finance teams at HighSide Companies. This position will be responsible for assisting in all aspects of the investment cycle, including deal underwriting, joint venture, acquisition, and financing transactions, as well as overseeing the asset...

Position OverviewWe are seeking an accomplished Investment Partner to become an integral part of our venture capital organization. In this role, you will collaborate closely with our investment professionals to identify, assess, and oversee investments in startups with significant growth potential. This position is perfect for individuals with extensive...

Location: United States, Illinois, ChicagoLocation: United States, Colorado, DenverLocation: United States, Ohio, CincinnatiLocation: United States, Michigan, Ann ArborMake an impact. Move beyond mere calculations and engage with clients to create meaningful outcomes. At Plante Moran, you have the opportunity to either specialize or gain exposure across...

Job OverviewWe are seeking a proactive Investment Strategy Partner to enhance our venture capital operations. In this role, you will collaborate with our investment professionals to identify, assess, and oversee investments in promising startups with high growth potential. This position is perfect for individuals with extensive industry knowledge,...

About the RoleWe are seeking a highly skilled Tax Manager or Senior Manager to join our Investment Funds team at Plante Moran. As a key member of our team, you will be responsible for providing technical expertise and leadership on tax matters related to investment funds.Key ResponsibilitiesReview and prepare tax returns for partnerships, including federal,...

COMPANY OVERVIEWHIGHSIDE Companies is a comprehensive real estate organization dedicated to generating value for its stakeholders. With operations spanning the United States and Canada, we possess extensive knowledge across all phases of the commercial real estate lifecycle, providing top-tier solutions for investment, development, and asset management. Our...

Chief Compliance Officer for Investment Funds - HYBRIDLocation: Various Locations | HybridAbout the Role:This position serves as the Chief Compliance Officer for select investment company clients. The primary duty is to ensure adherence to Rule 38a-1 of the Investment Company Act of 1940, safeguarding compliance across fund and service providers.Key...

Chief Compliance Officer for Investment Funds - HYBRIDLocation: HybridAbout the Role:This role serves as the Chief Compliance Officer for specific investment company clients. The primary focus is to ensure adherence to compliance regulations as stipulated in Rule 38a-1 of the Investment Company Act of 1940.Key Responsibilities:Manage and update the...

Job OverviewAs an Investment Associate specializing in early-stage ventures, you will be instrumental in discovering, assessing, and nurturing promising startups across diverse sectors. Collaborating closely with senior investment professionals, your role will encompass deal sourcing, conducting thorough evaluations, and aiding in the management of our...

Chief Compliance Officer for Investment Funds - HYBRIDLocation: HybridAbout the Role:This role is pivotal as the Chief Compliance Officer for select investment company clients. The primary focus will be to ensure adherence to Rule 38a-1 of the Investment Company Act of 1940 by both the funds and their service providers.Key Responsibilities:Manage and update...

Chief Compliance Officer for Investment Funds - HYBRIDLocation: HybridTeam Overview:This role serves as the Chief Compliance Officer for select investment company clients. The primary focus is to ensure adherence to Rule 38a-1 of the Investment Company Act of 1940 by both the funds and their service providers.Key Responsibilities:Oversee the development and...

Chief Compliance Officer for Investment Funds - HYBRIDLocation: HybridAbout the Role:This role serves as the Chief Compliance Officer for select investment company clients. The primary focus is to ensure adherence to compliance standards as outlined in Rule 38a-1 of the Investment Company Act of 1940.Key Responsibilities:Oversee the development and updates...

Chief Compliance Officer for Investment Funds - HYBRIDLocation: Various Locations | HybridAbout the Role:This role is designed for a seasoned professional to serve as the Chief Compliance Officer for select investment company clients. The primary focus will be to ensure adherence to Rule 38a-1 of the Investment Company Act of 1940 by both the funds and their...

SS&C is a leading global provider of investment and financial services, offering innovative software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is headquartered in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35...