NewFinancial Consultant Partner - Manhasset, NY Charles SchwabFinancial Consultant Partner - Manhasset, NYManhasset, NYYou’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool.
NewInvestment Consultant - Forest Hills, NY Charles SchwabInvestment Consultant - Forest Hills, NYForest Hills, NYYou’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
NewExecutive Sales Consultant - HCM PaychexExecutive Sales Consultant - HCMJamaica, NY$70,000–$130,000 / yearResponsibilities Leverage the Go-to-Market Sales Strategy to identify customers needs and present the company solution to key stakeholders and decision makers in accordance with the client s preference on in person or virtual interaction to increase revenue and market share. Overview Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Core Sales, Human Resource Services Sales or Major Market Sales organizations.
NewMiddle Office Consultant Page GroupMiddle Office ConsultantNew York, NY$35–$40 / hourContractorA successful Securitization Middle Office Operations Consultant should have: 2-4+ years of experience in finance or middle office (securitizations experience a plus). The Securitization Middle Office Operations role focuses on supporting the securitization team within the Banking & Financial Services sector.
Financial Consultant I MetLife IncFinancial Consultant INY$55,000–$75,000 / yearRecognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. The Financial Consultant I is responsible for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods Guided by our purpose - always with you building a more confident future - and our New Frontier strategy focused on stronger growth, attractive returns and all-weather performance, this is an exciting opportunity to be part of Regional Market which provides global benefits sales and solutions to US Based employers with 100- 4,999 employees.
Netsuite Financials Consultant DeloitteNetsuite Financials ConsultantMorristown, NJ$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Financial Consultant - Roslyn, NY FidelityFinancial Consultant - Roslyn, NYRoslyn, New YorkRemotePlease 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.
Financial Consultant Flagstar Bank NAFinancial ConsultantGarden City, NYIndirect 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.
Senior Consultant - Financial Services Sia Partners SASSenior Consultant - Financial ServicesNew York, NY$124,000–$130,000 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)NJ$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.
Workday Certified Financials Consultant/Lead - P2P/WSS Accenture PlcWorkday Certified Financials Consultant/Lead - P2P/WSSMorristown, NJAs a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. With learning resources, interactive classroom courses, real-life client simulations and ongoing mentoring available when you need it, you'll expand your thinking beyond the core Workday implementation.
Senior Solutions Consultant - Financial Services Appian CorpSenior Solutions Consultant - Financial ServicesNew York, NYRemote$125,000–$250,000 / yearThis role gives you a direct hand in securing high-value enterprise deals, working closely with C-level executives, mentoring junior team members, and acting as a vital feedback loop to our core Product Management teams within our Enterprise-Grade Orchestration ecosystem. Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education.
NewFinancial Consultant (Connecticut) WealthBridge Financial GroupFinancial Consultant (Connecticut)Darien, CT$100,000–$150,000 / yearIn 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.
NewFinancial Consultant (Queens & Brooklyn) WealthBridge Financial GroupFinancial Consultant (Queens & Brooklyn)New York, NY$100,000–$150,000 / yearIn 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.
Financial Consultant - Greenwich, CT FidelityFinancial Consultant - Greenwich, CTGreenwich, ConnecticutRemoteSales Please 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. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Financial Consultant - Garden City, NY FidelityFinancial Consultant - Garden City, NYGarden City, New YorkRemotePlease 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.
Netsuite Financials Consultant Deloitte Touche Tohmatsu LtdNetsuite Financials ConsultantMorristown, NJ$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Financial Planning and Analysis Consultant MDMS Recruiting LLCFinancial Planning and Analysis ConsultantNew York, NY$60–$80 / hourCommunication: Develop strong partnerships with the Finance and Business community to gain an understanding of underlying business drivers and issues affecting the activities. Improve the production process and controls of financial reports through (but not limited) technology enhancements – either digital, process enhancements, cross training, and/or data analytics.
Senior Consultant, Financial Reporting & Accounting | Real Estate Solutions FTI Consulting IncSenior Consultant, Financial Reporting & Accounting | Real Estate SolutionsNew York, NYWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
Senior Consultant, Revenue Cycle And Financial Operations | Healthcare Business Transformation FTI Consulting, Inc.Senior Consultant, Revenue Cycle And Financial Operations | Healthcare Business TransformationNew York, NYThe Senior Consultant in Revenue Cycle and Financial Operations within our Healthcare Business Transformation practice plays a key leadership role advising physician groups, health systems, private equity and technology companies on strategies to optimize financial performance and operating effectiveness across the revenue cycle. This role supports complex client engagements from assessment through implementation, partners directly with client executives to align initiatives to enterprise priorities, and delivers measurable outcomes related to cost optimization, revenue enhancement, technology implementation and financial operations.