Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumChandler, AZp>Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services, and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions.
Investment Consultant Tucson, AZ The Charles Schwab CorpInvestment Consultant Tucson, AZTucson, AZYou'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. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
NewOnboarding Investment Consultant Wells Fargo & CoOnboarding Investment ConsultantScottsdale, AZ$119,000–$206,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Desired Qualifications: Strong understanding of investment products, lending solutions, and product due diligence processes, including experience working with financial advisors on options for investment product and lending decisions.
Senior Investment Consultant ( Arizona- Southwest Region) Thornburg Investment Management IncSenior Investment Consultant ( Arizona- Southwest Region)AZThe SIC will be responsible for selling Thornburg's mutual funds, SMA products, ETFs, and Private offerings to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Wealth Management Investment Consultant, Advisory Services U.S. BancorpWealth Management Investment Consultant, Advisory ServicesTempe, AZ$64,855–$76,300 / yearUsing expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantAZ$122,400–$244,800 / yearem> Significant investment industry and market knowledge Experience leading relationships with complex clients Demonstrable communication of both traditional and alternative investments to clients Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Healthcare Senior Investment Consultant Marsh & McLennan Companies IncHealthcare Senior Investment ConsultantAZ$162,000–$324,000 / yearp>Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Wealth Management Investment Consultant, Advisory Services U.S. BankWealth Management Investment Consultant, Advisory ServicesTempe, ArizonaUsing expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Consultant, Investment Operations Northern Trust CorpConsultant, Investment OperationsTempe, AZNorthern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantScottsdale, AZ!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!...
Public Finance Investment Banking AVP/VP - Special District Group Piper Sandler & Co.Public Finance Investment Banking AVP/VP - Special District GroupPhoenix, ArizonaThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler’s Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.
Consumer Investments Team Manager Bank of AmericaConsumer Investments Team ManagerChandler, ArizonaJoin us!The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD and Jacksonville, FL, Pennington, NJ and Fort Worth, TX and is the primary service provider for Consumer Investments Solutions. A licensed, registered Team Manager is responsible for the development and achievement of your team of registered representatives (Investment Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization.CFO Consultant NOW CFOCFO ConsultantPhoenix, AZ$190,000–$210,000 / yearli>Candidates must have 10 or more years of experience in a CFO or senior financial leadership role, with demonstrated expertise in GAAP, financial reporting, audit management, and internal controls. The CFO consultant will be responsible for overseeing all financial aspects of client organizations while providing strategic guidance on technology and data-driven initiatives.Financial Consultant (FSB) Phoenix, AZ The Charles Schwab CorpFinancial Consultant (FSB) Phoenix, AZPhoenix, AZp>Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.Foreign Direct Investment & Attraction Manager Pima CountyForeign Direct Investment & Attraction ManagerTucson, AZ$76,876–$92,268 / yearMinimum Qualifications: Bachelor's degree from an accredited college or university in a discipline relative to the position held as determined by the department head at the time of recruitment AND a minimum of five years of experience working as a project manager on a variety of complex projects, INCLUDING one year of supervisory responsibilities. The Foreign Direct Investment (FDI) & Attraction Manager leads efforts to attract new businesses to Pima County, expand the existing tax base and primary employment within Pima County, and create cross-border FDI and supply and manufacture chain integration opportunities.Public Finance Investment Banking AVP/VP - Special District Group Piper Sandler CompaniesPublic Finance Investment Banking AVP/VP - Special District GroupPhoenix, AZ$125,000–$150,000 / yearp>The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.NewVP, Financial Consultant Phoenix, AZ (Biltmore) The Charles Schwab CorpVP, Financial Consultant Phoenix, AZ (Biltmore)Phoenix, AZli>Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.Financial Consultant Financial Solutions Branch Phoenix, AZ (South Mountain) The Charles Schwab CorpFinancial Consultant Financial Solutions Branch Phoenix, AZ (South Mountain)Phoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwabs mass affluent client base.Financial Consultant 1 - Peoria, AZ FidelityFinancial Consultant 1 - Peoria, AZPhoenix, ArizonaRemoteSalesPlease 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 sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.Financial Consultant - Biltmore, AZ FidelityFinancial Consultant - Biltmore, AZPhoenix, ArizonaRemoteSalesPlease 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.Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group LtdAviation Financial Consultant (Future Opportunities)Scottsdale, AZp>Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.Consultant Relations Sales Executive-West, Vanguard Workplace Solutions Vanguard GroupConsultant Relations Sales Executive-West, Vanguard Workplace SolutionsChandler, AZp>Minimum of 8 years of experience in institutional financial services sales Strong understanding of the retirement recordkeeping and investment landscape Demonstrated success developing and executing strategic account plans Solid investment knowledge and market acumen Exceptional stakeholder management and influence skills Ability to travel at least 60 FINRA Series 6 or 7 and Series 63 licenses or ability to obtain. This role serves as a primary relationship owner and trusted advisor aligning Vanguards investment capabilities with consultant priorities while translating market and consultant insights into actionable strategies that drive institutional growth.Financial Consultant, Personal Lines FP&A - Remote CSAA Insurance GroupFinancial Consultant, Personal Lines FP&A - RemoteAZRemote$129,825–$144,250 / yearAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.Director, Consultant Relations Invesco LtdDirector, Consultant RelationsPhoenix, AZ$200,000–$225,000 / yearWorkplace Model Pursuant to Invescos Workplace Policy, employees are expected to comply with the firms most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. Job Description The role: Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to partner with the team of Managing Directors, Consultant Relations in executing our strategic plan with investment consultants.Sr. Government Healthcare Financial Consultant Marsh & McLennan Companies IncSr. Government Healthcare Financial ConsultantPhoenix, AZGovernment Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans.Government Healthcare Financial Consultant Marsh & McLennan Companies IncGovernment Healthcare Financial ConsultantPhoenix, AZ$68,500–$137,000 / yearThe Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans.Pharmacy Consultant Hub International LtdPharmacy ConsultantPhoenix, AZ$160,000–$180,000 / yearMajor Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.NewSenior Regional Pharmacy Consultant Hub International InsuranceSenior Regional Pharmacy ConsultantScottsdale, ArizonaFrom offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.NewSenior Regional Pharmacy Consultant Hub International LtdSenior Regional Pharmacy ConsultantScottsdale, AZFrom offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.Financial Consultant WealthBridge Financial GroupFinancial ConsultantPhoenix, AZ$125,000–$150,000p>Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.FBO Financial Consultant Pinnacle West Capital CorpFBO Financial ConsultantPHOENIX, AZp>Performs advanced level financial analysis functions which may include advanced financial modeling, project leadership, net present values, cash flow analysis, operating expense and financial results analysis, business operations planning and tracking, and benchmarking assistance on more complex business units. The FBO Financial Consultant participates in a variety of financial analysis projects or functions including budget preparation, variance analysis, business operational metric reporting, net present values, cash flow analysis, forecasting, and operating expense and financial results reporting and analysis.Internal Sales Consultant Vanguard GroupInternal Sales ConsultantScottsdale, AZWith over $2T assets under management, 1300 employers across the United States, and 20 million investors (6M recordkeeping and 14 million investment-only investors), we are large enough to provide best-in-class retirement expertise, yet we are nimble enough to provide hands-on specialized service to our plan sponsors, consultants, and retirement plan participants. Supports sales team and develops presentations on a wide variety of topics and leverages knowledge and expertise of other departments and teams (e.g., marketing) to pull in appropriate reference material and presentation format.Financial Consultant - Client Growth & Retention Edelman Financial Engines LLCFinancial Consultant - Client Growth & RetentionPhoenix, AZp>Responsibilities: • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.Vice President, Regional Advisory Consultant South OsaicVice President, Regional Advisory Consultant SouthPhoenix, AZRemoteWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.Part Time Leasing Consultant - Overture Kierland Education Realty Trust Inc (Inactive)Part Time Leasing Consultant - Overture KierlandScottsdale, AZ$19–$21 / hourExecutes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook. Stays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy.Leasing Consultant - Overture Arcadia Education Realty Trust Inc (Inactive)Leasing Consultant - Overture ArcadiaScottsdale, AZli>Stays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy. Executes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook.Phoenix Internal Audit & Financial Advisory Senior Consultant Protiviti IncPhoenix Internal Audit & Financial Advisory Senior ConsultantPhoenix, AZ$84,000–$126,000 / yearp>Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.Phoenix Internal Audit & Financial Advisory Experienced Consultant Protiviti IncPhoenix Internal Audit & Financial Advisory Experienced ConsultantPhoenix, AZ$66,000–$99,000 / yearp>Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.Retirement Plan Sales Consultant CBIZ IncRetirement Plan Sales ConsultantAZHigh School Diploma or GED equivalent Some relevant industry experience Must obtain required licenses/credentials Superior command of verbal, written, presentation, and negotiation skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Must be able to travel based on client and business needs. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth.UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantTempe, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.Learning Consultant (Technology, Digital, Product, and Data & Analytics) U.S. BancorpLearning Consultant (Technology, Digital, Product, and Data & Analytics)Tempe, AZ$98,175–$115,500 / yearThis role serves as the primary learning strategist and business-facing partner for assigned technology and digital domains - owning the end-to-end learning strategy and acting as the face of Learning & Development to business stakeholders, with a primary focus on Artificial Intelligence (AI) literacy, adoption, and upskilling. Support the learning solution architecture for assigned business lines - working with Instructional Designers to determine the right mix of modalities, vendors, internal resources, and platforms to meet strategic objectives.NewConsultant, Rates & Regulatory Job Details | Black & Veatch Family of Companies Black & VeatchConsultant, Rates & Regulatory Job Details | Black & Veatch Family of CompaniesPhoenix, AZp>Recognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity , Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning, and Transactions.Senior Retirement Consultant Creative Planning IncSenior Retirement ConsultantAZp>JOB DUTIES • Maintain Salesforce records for assigned accounts • Attend and lead client meetings, coordinate with recordkeeper in advance as needed • Request client materials from Centralized Services or leverage Account Manager support, following required protocols • Review meeting materials for accuracy and de legate effectively to Account Specialists when appropriate • Manage follow-up tasks, including meeti ng minutes, fund changes, and match calculations • Lead client projects, including RFPs, M&A ac tivity, plan consolidations, due diligence, and strategic initiatives • Conduct fee conversations with clients regarding recordkeeping and advisory fees, addressing both reductions and increases as needed • Lead team members in managing overall client relationships • Coach and mentor team members, contribute to national training initiatives, and explore national leadership opportunities, such as leading project or study groups. or B.S. from an accredited university • Series 65 license or ability to obtain within 90 days • 10+ years' experience in in in vestment or financial services • Exceptional verbal, written, and interper sonal communication skills for effective internal and external communication • Strong organizational abilities with high a ttention to detail and the ability to manage competing tasks efficiently and effectively • Ability to collaborate effectively with internal teams • Receptive to constructive feedback and a commitment to continuous improvement • High level of confidence in delivering investment reviews and leading committees to make decisions • Knowledge of the recordkeeper vendor market, including general service offerings and market focus areas • Highly developed technical consulting skills, including expertise in M&A, plan design, and correcting operational failures • In-depth knowledge of additional retirement areas such as Non-Qualified (NQ) plans, PEPs, Defined Benefit plans, and others.Consultant, Rates & Regulatory Black & Veatch Holding CoConsultant, Rates & RegulatoryPhoenix, AZp>Recognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning, and Transactions.Principal Consultant, Integrated System Planning Black & Veatch Holding CoPrincipal Consultant, Integrated System PlanningPhoenix, AZYou will be working with Infrastructure Advisory's Strategy, Planning & Optimization Solution Portfolio to deliver a wide range of projects and solutions, including integrated resource plans, resource adequacy and reliability assessments, capacity expansion and production cost modeling, portfolio optimization and asset investment planning, market studies, and other related generation and transmission planning efforts. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Program Enablement, Strategy, Planning & Optimization, and Transactions.Senior Government Consultant - Client Manager Marsh McLennanSenior Government Consultant - Client ManagerPhoenix, ArizonaThis Client Manager role combines deep Medicaid expertise with proven consulting leadership, P&L and sales accountability, and the ability to lead complex engagements. Lead large, complex client engagements: design strategic solutions, direct project teams, resolve delivery issues, and ensure high-quality outcomes.Senior Government Data Consultant II Marsh McLennanSenior Government Data Consultant IIPhoenix, ArizonaServe as the technical lead on measure methodology for large multi-year projects with state Medicaid agencies, partnering with client teams to define scope and ensure work aligns with HEDIS, CMS Core Set, and 1115 waiver specifications. The work involves interpreting technical specifications, building and validating measure logic, identifying methodology issues and client-specific nuances, and translating complex analytic findings into clear guidance for clients.NewWorkplace Benefits - Sr. Engagement Consultant Bank of AmericaWorkplace Benefits - Sr. Engagement ConsultantChandler, Arizonap style="text-align:inherit"/>US - CO - Lone Tree - 10375 Park Meadows Dr - Parkridge Four (CO9375), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140). This is a client-facing role where the candidate will prepare and present client strategies and briefings for the plan sponsor and their senior management t• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)eam.Financial Services Consultant Cardone Ventures LLCFinancial Services ConsultantScottsdale, AZ$110,000–$130,000 / yearPart timestrong>For best consideration, include the job title and source where you found this position in the subject line of your email to careers @cardoneventures.com. Primary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws.Senior Pharmacist Benefits Consultant Marsh & McLennan Companies IncSenior Pharmacist Benefits ConsultantPhoenix, AZ$132,500–$265,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.12345678Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesAsset Manager Jobs in ArizonaInvestment Manager Jobs in ArizonaInvestment Advisor Jobs in ArizonaInvestment Banker Jobs in Mesa, AZRemote Finance JobsEntry Level Finance JobsGet noticed by top employers!Upload your resume to let employers know you're open to Investment Consultant job opportunities. Plus, receive relevant job recommendations in your inbox.Send Us Your ResumeCreate A Free Account
CFO Consultant NOW CFOCFO ConsultantPhoenix, AZ$190,000–$210,000 / yearli>Candidates must have 10 or more years of experience in a CFO or senior financial leadership role, with demonstrated expertise in GAAP, financial reporting, audit management, and internal controls. The CFO consultant will be responsible for overseeing all financial aspects of client organizations while providing strategic guidance on technology and data-driven initiatives.
Financial Consultant (FSB) Phoenix, AZ The Charles Schwab CorpFinancial Consultant (FSB) Phoenix, AZPhoenix, AZp>Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.
Foreign Direct Investment & Attraction Manager Pima CountyForeign Direct Investment & Attraction ManagerTucson, AZ$76,876–$92,268 / yearMinimum Qualifications: Bachelor's degree from an accredited college or university in a discipline relative to the position held as determined by the department head at the time of recruitment AND a minimum of five years of experience working as a project manager on a variety of complex projects, INCLUDING one year of supervisory responsibilities. The Foreign Direct Investment (FDI) & Attraction Manager leads efforts to attract new businesses to Pima County, expand the existing tax base and primary employment within Pima County, and create cross-border FDI and supply and manufacture chain integration opportunities.
Public Finance Investment Banking AVP/VP - Special District Group Piper Sandler CompaniesPublic Finance Investment Banking AVP/VP - Special District GroupPhoenix, AZ$125,000–$150,000 / yearp>The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.
NewVP, Financial Consultant Phoenix, AZ (Biltmore) The Charles Schwab CorpVP, Financial Consultant Phoenix, AZ (Biltmore)Phoenix, AZli>Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Financial Consultant Financial Solutions Branch Phoenix, AZ (South Mountain) The Charles Schwab CorpFinancial Consultant Financial Solutions Branch Phoenix, AZ (South Mountain)Phoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwabs mass affluent client base.
Financial Consultant 1 - Peoria, AZ FidelityFinancial Consultant 1 - Peoria, AZPhoenix, ArizonaRemoteSalesPlease 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 sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Financial Consultant - Biltmore, AZ FidelityFinancial Consultant - Biltmore, AZPhoenix, ArizonaRemoteSalesPlease 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.
Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group LtdAviation Financial Consultant (Future Opportunities)Scottsdale, AZp>Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
Consultant Relations Sales Executive-West, Vanguard Workplace Solutions Vanguard GroupConsultant Relations Sales Executive-West, Vanguard Workplace SolutionsChandler, AZp>Minimum of 8 years of experience in institutional financial services sales Strong understanding of the retirement recordkeeping and investment landscape Demonstrated success developing and executing strategic account plans Solid investment knowledge and market acumen Exceptional stakeholder management and influence skills Ability to travel at least 60 FINRA Series 6 or 7 and Series 63 licenses or ability to obtain. This role serves as a primary relationship owner and trusted advisor aligning Vanguards investment capabilities with consultant priorities while translating market and consultant insights into actionable strategies that drive institutional growth.
Financial Consultant, Personal Lines FP&A - Remote CSAA Insurance GroupFinancial Consultant, Personal Lines FP&A - RemoteAZRemote$129,825–$144,250 / yearAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.
Director, Consultant Relations Invesco LtdDirector, Consultant RelationsPhoenix, AZ$200,000–$225,000 / yearWorkplace Model Pursuant to Invescos Workplace Policy, employees are expected to comply with the firms most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. Job Description The role: Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to partner with the team of Managing Directors, Consultant Relations in executing our strategic plan with investment consultants.
Sr. Government Healthcare Financial Consultant Marsh & McLennan Companies IncSr. Government Healthcare Financial ConsultantPhoenix, AZGovernment Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans.
Government Healthcare Financial Consultant Marsh & McLennan Companies IncGovernment Healthcare Financial ConsultantPhoenix, AZ$68,500–$137,000 / yearThe Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans.
Pharmacy Consultant Hub International LtdPharmacy ConsultantPhoenix, AZ$160,000–$180,000 / yearMajor Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
NewSenior Regional Pharmacy Consultant Hub International InsuranceSenior Regional Pharmacy ConsultantScottsdale, ArizonaFrom offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
NewSenior Regional Pharmacy Consultant Hub International LtdSenior Regional Pharmacy ConsultantScottsdale, AZFrom offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantPhoenix, AZ$125,000–$150,000p>Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
FBO Financial Consultant Pinnacle West Capital CorpFBO Financial ConsultantPHOENIX, AZp>Performs advanced level financial analysis functions which may include advanced financial modeling, project leadership, net present values, cash flow analysis, operating expense and financial results analysis, business operations planning and tracking, and benchmarking assistance on more complex business units. The FBO Financial Consultant participates in a variety of financial analysis projects or functions including budget preparation, variance analysis, business operational metric reporting, net present values, cash flow analysis, forecasting, and operating expense and financial results reporting and analysis.
Internal Sales Consultant Vanguard GroupInternal Sales ConsultantScottsdale, AZWith over $2T assets under management, 1300 employers across the United States, and 20 million investors (6M recordkeeping and 14 million investment-only investors), we are large enough to provide best-in-class retirement expertise, yet we are nimble enough to provide hands-on specialized service to our plan sponsors, consultants, and retirement plan participants. Supports sales team and develops presentations on a wide variety of topics and leverages knowledge and expertise of other departments and teams (e.g., marketing) to pull in appropriate reference material and presentation format.
Financial Consultant - Client Growth & Retention Edelman Financial Engines LLCFinancial Consultant - Client Growth & RetentionPhoenix, AZp>Responsibilities: • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Vice President, Regional Advisory Consultant South OsaicVice President, Regional Advisory Consultant SouthPhoenix, AZRemoteWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.
Part Time Leasing Consultant - Overture Kierland Education Realty Trust Inc (Inactive)Part Time Leasing Consultant - Overture KierlandScottsdale, AZ$19–$21 / hourExecutes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook. Stays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy.
Leasing Consultant - Overture Arcadia Education Realty Trust Inc (Inactive)Leasing Consultant - Overture ArcadiaScottsdale, AZli>Stays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy. Executes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook.
Phoenix Internal Audit & Financial Advisory Senior Consultant Protiviti IncPhoenix Internal Audit & Financial Advisory Senior ConsultantPhoenix, AZ$84,000–$126,000 / yearp>Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Phoenix Internal Audit & Financial Advisory Experienced Consultant Protiviti IncPhoenix Internal Audit & Financial Advisory Experienced ConsultantPhoenix, AZ$66,000–$99,000 / yearp>Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Retirement Plan Sales Consultant CBIZ IncRetirement Plan Sales ConsultantAZHigh School Diploma or GED equivalent Some relevant industry experience Must obtain required licenses/credentials Superior command of verbal, written, presentation, and negotiation skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Must be able to travel based on client and business needs. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth.
UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantTempe, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Learning Consultant (Technology, Digital, Product, and Data & Analytics) U.S. BancorpLearning Consultant (Technology, Digital, Product, and Data & Analytics)Tempe, AZ$98,175–$115,500 / yearThis role serves as the primary learning strategist and business-facing partner for assigned technology and digital domains - owning the end-to-end learning strategy and acting as the face of Learning & Development to business stakeholders, with a primary focus on Artificial Intelligence (AI) literacy, adoption, and upskilling. Support the learning solution architecture for assigned business lines - working with Instructional Designers to determine the right mix of modalities, vendors, internal resources, and platforms to meet strategic objectives.
NewConsultant, Rates & Regulatory Job Details | Black & Veatch Family of Companies Black & VeatchConsultant, Rates & Regulatory Job Details | Black & Veatch Family of CompaniesPhoenix, AZp>Recognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity , Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning, and Transactions.
Senior Retirement Consultant Creative Planning IncSenior Retirement ConsultantAZp>JOB DUTIES • Maintain Salesforce records for assigned accounts • Attend and lead client meetings, coordinate with recordkeeper in advance as needed • Request client materials from Centralized Services or leverage Account Manager support, following required protocols • Review meeting materials for accuracy and de legate effectively to Account Specialists when appropriate • Manage follow-up tasks, including meeti ng minutes, fund changes, and match calculations • Lead client projects, including RFPs, M&A ac tivity, plan consolidations, due diligence, and strategic initiatives • Conduct fee conversations with clients regarding recordkeeping and advisory fees, addressing both reductions and increases as needed • Lead team members in managing overall client relationships • Coach and mentor team members, contribute to national training initiatives, and explore national leadership opportunities, such as leading project or study groups. or B.S. from an accredited university • Series 65 license or ability to obtain within 90 days • 10+ years' experience in in in vestment or financial services • Exceptional verbal, written, and interper sonal communication skills for effective internal and external communication • Strong organizational abilities with high a ttention to detail and the ability to manage competing tasks efficiently and effectively • Ability to collaborate effectively with internal teams • Receptive to constructive feedback and a commitment to continuous improvement • High level of confidence in delivering investment reviews and leading committees to make decisions • Knowledge of the recordkeeper vendor market, including general service offerings and market focus areas • Highly developed technical consulting skills, including expertise in M&A, plan design, and correcting operational failures • In-depth knowledge of additional retirement areas such as Non-Qualified (NQ) plans, PEPs, Defined Benefit plans, and others.
Consultant, Rates & Regulatory Black & Veatch Holding CoConsultant, Rates & RegulatoryPhoenix, AZp>Recognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning, and Transactions.
Principal Consultant, Integrated System Planning Black & Veatch Holding CoPrincipal Consultant, Integrated System PlanningPhoenix, AZYou will be working with Infrastructure Advisory's Strategy, Planning & Optimization Solution Portfolio to deliver a wide range of projects and solutions, including integrated resource plans, resource adequacy and reliability assessments, capacity expansion and production cost modeling, portfolio optimization and asset investment planning, market studies, and other related generation and transmission planning efforts. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Program Enablement, Strategy, Planning & Optimization, and Transactions.
Senior Government Consultant - Client Manager Marsh McLennanSenior Government Consultant - Client ManagerPhoenix, ArizonaThis Client Manager role combines deep Medicaid expertise with proven consulting leadership, P&L and sales accountability, and the ability to lead complex engagements. Lead large, complex client engagements: design strategic solutions, direct project teams, resolve delivery issues, and ensure high-quality outcomes.
Senior Government Data Consultant II Marsh McLennanSenior Government Data Consultant IIPhoenix, ArizonaServe as the technical lead on measure methodology for large multi-year projects with state Medicaid agencies, partnering with client teams to define scope and ensure work aligns with HEDIS, CMS Core Set, and 1115 waiver specifications. The work involves interpreting technical specifications, building and validating measure logic, identifying methodology issues and client-specific nuances, and translating complex analytic findings into clear guidance for clients.
NewWorkplace Benefits - Sr. Engagement Consultant Bank of AmericaWorkplace Benefits - Sr. Engagement ConsultantChandler, Arizonap style="text-align:inherit"/>US - CO - Lone Tree - 10375 Park Meadows Dr - Parkridge Four (CO9375), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140). This is a client-facing role where the candidate will prepare and present client strategies and briefings for the plan sponsor and their senior management t• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)eam.
Financial Services Consultant Cardone Ventures LLCFinancial Services ConsultantScottsdale, AZ$110,000–$130,000 / yearPart timestrong>For best consideration, include the job title and source where you found this position in the subject line of your email to careers @cardoneventures.com. Primary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws.
Senior Pharmacist Benefits Consultant Marsh & McLennan Companies IncSenior Pharmacist Benefits ConsultantPhoenix, AZ$132,500–$265,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.