Fidelity InvestmentsNewFinancial Consultant - Greenwich, CT Fidelity InvestmentsFinancial Consultant - Greenwich, CTOssining, NYSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity InvestmentsNewFinancial Consultant - Stamford, CT Fidelity InvestmentsFinancial Consultant - Stamford, CTStamford, CTPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity InvestmentsNewFinancial Consultant - Flatiron, NY Fidelity InvestmentsFinancial Consultant - Flatiron, NYBronx, NY$60,000–$75,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fidelity InvestmentsNewFinancial Consultant - Roslyn, NY Fidelity InvestmentsFinancial Consultant - Roslyn, NYFar Rockaway, NY$60,000–$75,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fidelity InvestmentsNewFinancial Consultant - Plainview, NY Fidelity InvestmentsFinancial Consultant - Plainview, NYPlainview, NY$60,000–$75,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fidelity InvestmentsNewFinancial Consultant - Wall Street, NY Fidelity InvestmentsFinancial Consultant - Wall Street, NYFarmingdale, NY$60,000–$75,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fidelity InvestmentsNewFinancial Consultant - Garden City, NY Fidelity InvestmentsFinancial Consultant - Garden City, NYBronx, NY$60,000–$75,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fidelity InvestmentsNewFinancial Consultant - Fairfield, CT Fidelity InvestmentsFinancial Consultant - Fairfield, CTStamford, CTSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
New York LifeFinancial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
Kforce Inc.Reinsurance Accounting/Operations Consultant Kforce Inc.Reinsurance Accounting/Operations ConsultantIselin, NJ$40–$40Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Vaco LLCNewAccounting Consultant Vaco LLCAccounting ConsultantCranbury, NJ$35–$45Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
New York Life-NJ General OfficeEntry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearThe perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.
Kforce Inc.NewAP Consultant Kforce Inc.AP ConsultantNew York, NY$29–$34By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
ECLAROCrisis & Incident Management Consultant ECLAROCrisis & Incident Management ConsultantNew York, NY$117.92–$117.92 / hourResponsibilities:Crisis & Incident Management: Support execution of a structured enterprise Crisis & Incident Management enhancement roadmap across business, technology, and corporate functions. ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US.
Horace MannNewWorksite Benefits Consultant I Horace MannWorksite Benefits Consultant INewark, NJThe Worksite Benefits Consultant will lead and consult with agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
BNYNewVice President, Financial Advisor BNYVice President, Financial AdvisorNew York, NY$60,000–$100,000Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.
Dynasticx LLCAladdin Functional Consultant Dynasticx LLCAladdin Functional ConsultantNew York City, NY$55–$60 / hourTemporaryContractorFull timePartners with business stakeholders, operations teams, and technology teams to gather requirements, design target-state workflows, and deliver scalable solutions aligned to investment management and risk objectives. Ideal candidates should have experience in asset management or capital markets, strong understanding of investment operations and data flows, and the ability to translate business requirements into functional platform solutions.
Company ConfidentialSenior JDE Finance Consultant Company ConfidentialSenior JDE Finance ConsultantNew York City, NY$69,000–$177,000 / yearFull timeWe are HCLTech, one of the fastest-growing large tech companies in the world and home to 220,000 people across 60 countries, supercharging progress through industry-leading capabilities centered around Digital, Engineering and Cloud. A JDE E1 Finance Consultant requires deep expertise in GL, AP, AR, and Fixed Assets modules, strong knowledge of financial business processes, and experience in configuration, implementation, and functional specification (FSD) creation.
HCLTechNewSenior JDE Finance Consultant HCLTechSenior JDE Finance ConsultantNew York City, NY$69,000–$177,000 / yearFull timeWe are HCLTech, one of the fastest-growing large tech companies in the world and home to 220,000 people across 60 countries, supercharging progress through industry-leading capabilities centered around Digital, Engineering and Cloud. A JDE E1 Finance Consultant requires deep expertise in , , , and modules, strong knowledge of financial business processes, and experience in configuration, implementation, and functional specification (FSD) creation.
Genesis10Oracle EBS & Cloud Consultant - Remote Genesis10Oracle EBS & Cloud Consultant - RemoteJersey City, NJRemote$85.68–$89.68 / hourTemporaryContractorFull timeRanked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
Company ConfidentialCapital Planning & Financial Modeling Consultant Company ConfidentialCapital Planning & Financial Modeling ConsultantNew York, NY$65–$75 / hourFull timeKey ResponsibilitiesBuild, refine, and maintain capital project budgets and financial models in ExcelDevelop a short-term capital plan that clearly quantifies knowns, assumptions, risks, and opportunitiesConsolidate and organize inputs across multiple workstreams (construction costs, internal resources, development conversations, staffing considerations, etc.)Support scenario modeling and cost/benefit analysis, including both expense and potential revenue impactsThink holistically about downstream financial implications (e.g., staffing/faculty costs, long-term operating impacts, potential grant or research revenue)Identify gaps in existing models and proactively propose solutionsPrepare materials and insights to support leadership discussions, including an upcoming April budget reviewInterface with internal stakeholders including Finance leadership, Deans/Vice Deans, and select central partnersCollect, structure, and validate data from multiple sources to ensure defensible assumptions. Ideal Background10+ years of finance experience, ideally in capital budgeting, FP&A, project finance, or strategic financial planningStrong Excel expertise required (complex models, pivot tables, lookups, scenario analysis)Experience operating in ambiguous, discovery-oriented environments where not all inputs are known upfrontBackground in higher education, healthcare, real estate, construction finance, or other large CapEx environments is a plus (but not required)Highly analytical, detail-oriented, and able to work independently with minimal oversightStrong communicator who can translate complex financial concepts to non-finance stakeholders.
TemPositions Group Of CompaniesCorporate Treasurer or Corporate Controller TemPositions Group Of CompaniesCorporate Treasurer or Corporate ControllerNew York, NY$200,000–$250,000 / yearFull timeThis position combines strategic leadership with hands-on execution and partners closely with internal teams and external advisors to ensure financial discipline, operational efficiency, and long-term scalability. Reporting directly to senior leadership, this role serves as the organization’s lead financial executive, overseeing treasury, accounting, tax strategy, and financial operations across the platform.
Select Solutions Group, LLCMulti-Currency SME - Transformation Consultant Select Solutions Group, LLCMulti-Currency SME - Transformation ConsultantNew York, NY$80–$100 / hourContractorThe ideal candidate will have strong accounting knowledge, experience with end-to-end finance flows, and the ability to work across Finance, Operations, Product, and Data. This role will focus on enhancing multi-currency and multi-entity accounting capabilities across finance systems, controls, and operating processes.
Company ConfidentialFinancial Advisor/Client Portfolio Manager Company ConfidentialFinancial Advisor/Client Portfolio ManagerNew York, NY$250,000–$300,000 / yearFull timeProven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
East West BankSenior Financial Consultant Associate East West BankSenior Financial Consultant AssociateFlushing, New York$20–$31 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients.
Benjamin Moore & CoRetail Financial Consultant Benjamin Moore & CoRetail Financial ConsultantMontvale, New Jersey$115,700–$148,100 / yearMust be highly analytical and inquisitive with strong business acumen, critical thinking skills, financial modeling, keen attention to detail, accuracy, and ability to manage multiple tasks and meet deadlines and goals. Strong technical aptitude, including competency in Excel and experience using other Microsoft Office applications; Word, PowerPoint, etc., and the ability to quickly master new applications and systems .
Teachers Insurance and Annuity Association of America (TIAA)Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantNew York, NY$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). • Accountability • Business Acumen • Business Development • Client Relationship Management • Commercial Mindset • Communication • Financial Markets Impact • Inspires Others • Negotiation • Problem Solving • Relationship Management • Retirement Planning Selling.
Flagstar Bank NAFinancial Consultant Flagstar Bank NAFinancial ConsultantAstoria, NY$35,568–$66,534 / yearIndirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.
Century Consulting ServicesFinancial Consultant-New York Century Consulting ServicesFinancial Consultant-New YorkNew York, NYRemote$75,000–$110,000Your primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. You will conduct in-depth discovery calls to build professional rapport, uncover the reasons behind their debt buildup, identify key pain points, verify income, and understand their goals for becoming debt-free.
WealthBridge Financial GroupFinancial Consultant (Queens & Brooklyn) WealthBridge Financial GroupFinancial Consultant (Queens & Brooklyn)Corona, NY$100,000–$150,000In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
WealthBridge Financial GroupFinancial Consultant (Connecticut) WealthBridge Financial GroupFinancial Consultant (Connecticut)Greenwich, CT$100,000–$150,000In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
WealthBridge Financial GroupNewFinancial Consultant (Long Island) WealthBridge Financial GroupFinancial Consultant (Long Island)Elmont, NY$100,000–$150,000In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
Databricks IncBusiness Value Consultant, Financial Services Databricks IncBusiness Value Consultant, Financial ServicesNew York City, NY$308,700–$424,500 / yearThis role is located in the US (Northeast Preferred) and reports to the Global Leader of Value Acceleration: The impact you will have: Drive significant financial impact across Financial Services sector customers in the Americas Identify root causes of challenges in our value selling process and implement scalable solutions Work with Leadership ensuring that sales-led customer engagements are centered around value creation and measurement Be instrumental in pursuits of key accounts, building win narratives and account strategy Help win sales opportunities, directly engaging with sales teams and customers to build the business case and document the impact realized from using Databricks Teach the tenets of Business Value Consulting to field Sales and Customer Success teams Work with Marketing to promote the measurable impact of Databricks inside and outside our company through presentations, blogs, webinars, and whitepapers Build reusable financial benefit analysis models for BVC practitioners and field teams Partner with GTM leaders to advance industry and broader go-to-market objectives Leverage Databricks' unique differentiators to address customer challenges and accelerate growth What make this role unique: This high-impact role places you at the intersection of cutting-edge enterprise data & AI innovation and business transformation. As part of our well-connected Value team, you'll have: Access to industry-leading experts and thought leaders Autonomy to select problems that align with your passion and critical business needs Opportunity to drive meaningful change across the organization Clear path for career progression based on impact Work with a team that has a reputation for driving meaningful change throughout Databricks What we look for: Bachelor's degree (or equivalent) required, MBA a plus 9+ years experience as part of an enterprise software sales or consulting team or working in IT 5+ years experience as a Business Value Consultant Experience applying data-driven problem solving to business challenges Strong understanding of data challenges faced by individual contributors and leaders in FINS.
FTI Consulting IncNewSenior Consultant, Financial Communications - ESG Advisory Practice FTI Consulting IncSenior Consultant, Financial Communications - ESG Advisory PracticeNew York, NYSupport execution and project management efforts on client projects and workstreams, including market research, strategy formation, and content creation, such as conducting a multi-stakeholder materiality assessment; Work with a growing team across multiple locations to develop project deliverables; Draft, edit, and format a variety of materials based on comprehensive research and analysis (e.g., sustainability reports and ESG disclosures, climate commitments, quantitative scoring/data models, key message documents, etc.); Support the development and production of client proposals and practice marketing materials; Support practice development efforts, such as thought leadership on emerging trends and the development of new service offerings; Assist in mentoring, training, and integrating new teammates and interns; Demonstrate a high level of integrity and ask the necessary questions to manage firm and client data responsibly. Among others, these services include: Benchmarking peers and best practices; Supporting single and double materiality assessments; Monitoring global regulatory developments, including CSRD, ISSB, CSDDD and state level regulations; Aligning with key ESG reporting frameworks including SASB, GRI, TCFD, and CDP; Assessing and improving ESG-related data collection processes; Drafting ESG/Sustainability reports and related communications; Executing ESG ratings improvement programs; Conducting investor research and supporting targeted outreach; Supporting M&A transactions through ESG program integration; and.
CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&O CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&Otarrytown, NY$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Synergy FinancialFinancial Consultant (Remote) Synergy FinancialFinancial Consultant (Remote)New York, New YorkRemote$75,000–$100,000 / yearMeraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative. Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions.
IMCS Group IncConsultant | Financial Risk Management | Anti-Money Laundering IMCS Group IncConsultant | Financial Risk Management | Anti-Money LaunderingJersey City, NJCompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. Creating configuration, providing release support, Test Plan support, Test Execution support, Reporting Dashboards, Test Data Creation.
FTI Consulting IncNewSenior Consultant, Financial Communications - Investor Relations FTI Consulting IncSenior Consultant, Financial Communications - Investor RelationsNew York, NYWe provide our clients with a comprehensive view of strategic communications that leverages our integrated suite of services, including financial communications, corporate reputation, transaction communications and public affairs in all the major markets around the world. For Strategic Communications: Work within Strategic Communications Financial Communications Practice network and utilize resources to leverage prior relevant work for new projects that arise.
WealthBridge Financial GroupFinancial Sales Consultant (New Jersey) WealthBridge Financial GroupFinancial Sales Consultant (New Jersey)Jersey City, NJ$100,000–$150,000In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
NICE Systems, Inc.Principal AI Consultant, Financial Services (AI COE) NICE Systems, Inc.Principal AI Consultant, Financial Services (AI COE)Hoboken, NJFull timeYou will serve as a trusted advisor to internal teams and enterprise customers, bringing expert knowledge of Financial Services operations, service journeys, automation opportunities, customer expectations, regulatory sensitivity, and industry trends. You will help connect NiCE AI solutions such as Copilot, AutoSummary, Autopilot, and Conversational AI to the realities of Financial Services environments and identify where AI can improve efficiency, service quality, employee productivity, and customer experience.
ClifyX, INCOracle Fusion Financial Functional Consultant ClifyX, INCOracle Fusion Financial Functional ConsultantJersey City, NJStrong experience in Payables Lifecycle Management which involves Invoicing and Payment process BPM Approval workflow SLA TAX FA conversion and other key features in AP. Expertise in config design in Payables Lifecycle Management which involves Invoicing matching and Payment process BPM Approval workflow and all other features.
Pacific Investment Management Co LLCAdvisor Education Consultant Pacific Investment Management Co LLCAdvisor Education ConsultantNew York, NY$175,000–$240,000 / yearIn this role, you will act as a visible ambassador for PIMCO's Advisor Education program, representing the firm at major industry events and conferences while serving as a strategic partner to GWM teams (e.g., Field Sales, Strategic Accounts, Sales Strategy). Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Allspring Global Investments Holdings, LLCRegional Consultant - New York / Connecticut Allspring Global Investments Holdings, LLCRegional Consultant - New York / ConnecticutRemote CT, ConnecticutRemote$120,000–$125,000 / yearOverview: Regional Consultants must successfully partner and collaborate with Sales Managers, Regional Directors, and Associate Regional Directors in covering strategically important and large market geographic areas in the Intermediary Sales channel and are responsible for driving sales of Allspring’s mutual funds, separately managed accounts, money funds and DCIO business at all broker dealers and RIAs. Responsibilities: The Regional Consultants priority will be to drive sales of Allspring’s mutual funds, separately managed accounts, exchange traded funds, money funds and DCIO business at all broker dealers and select smaller RIAs within their segmented clients within the integrated distribution channel.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Paramus, NJ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Paramus, NJParamus, NJFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
Initio CapitalDeal Origination Consultant Initio CapitalDeal Origination ConsultantNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across the private markets. Initio Sphere is onboarding Deal Origination Consultants to identify, originate, and introduce high-quality investment opportunities to our investor and fund manager network.
Cohen & Steers IncVice President, Consultant Relations Cohen & Steers IncVice President, Consultant RelationsNew York, NY$200,000–$225,000 / yearMinimum Requirements: Bachelors degree from an accredited college 10+ years of related institutional asset management experience with direct experience in covering investment consultants Proven track record of success in actively marketing the institutional consultant community to drive new strategy approvals and assets Series 7 and Series 63 licenses preferred or ability to obtain within 6 months of hire CFA, CAIA or other professional qualifications preferred Willingness and able to travel Ability to translate complex investment concepts for consultant audiences Excellent relationship management & communication skills Highly collaborative with the ability to influence across investment and other internal teams Able to prioritize and multi-task in deadline driven environment Deep understanding of the institutional asset management business Strong knowledge of consultant research and ratings processes Knowledge of broader investment market, with preference to real estate and real assets Demonstrates inclusive behaviors in support of a culture that values diverse perspectives. The role is focused on driving the firm's visibility, growing consultant research ratings, engaging with senior field consultants, OCIO and other firm influencers to ultimately raise capital through this critical institutional channel.
Initio CapitalCapital Raising Consultant Initio CapitalCapital Raising ConsultantNew York, NYRemote$75–$200As a Capital Raising Advisor, you will work directly with founders inside our venture studio to help them become investor-ready, develop clear fundraising strategies, and secure the capital they need to grow. This role is ideal for individuals with fundraising experience who want flexible, high-impact advisory work with meaningful compensation and networking opportunities.
Flagstar Bank, N.A.Branch Banking Client Consultant II-Licensed Flagstar Bank, N.A.Branch Banking Client Consultant II-LicensedLawrence, NYFull timeProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Flagstar Bank NABranch Banking Client Consultant II- Licensed Flagstar Bank NABranch Banking Client Consultant II- LicensedOzone Park, NY$19.13–$28 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Acquisition NetworkAcquisition Consultant Acquisition NetworkAcquisition ConsultantNew York, NYRemote$150,000–$200,000You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.