NewTax Manager - Consultant CFSTax Manager - ConsultantGreenwich, CT$70–$80 / hourThis role will focus on partnership tax and asset management-related tax functions, working closely with internal stakeholders and external advisors. The ideal candidate will have strong tax experience within asset management and be comfortable working in a collaborative, in-office environment.
NewCompliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementNew York, NYRemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Working knowledge of OCC Retail Non-Deposit Investment Products (RNDIP), Regulation R, associated investment products and services including associated ERISA compliance requirements.
Private Wealth Management Investment Consultant Morgan StanleyPrivate Wealth Management Investment ConsultantMorristown, New JerseyOur 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. POSITION SUMMARY: The Investment Consultant - Wealth Planning Specialist is a senior level resource available to FA/PWA team that is responsible for the development, maintenance and oversight of financial plans for the team’s clients, in addition to specializing in the sale of annuities and insurance solutions to complement those financial plans.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerNew York, NY$100,000–$165,000 / yearOur 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. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting.
Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsNew York, NY$102,000–$228,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.
Alternative Investments Internal Consultant - RRB T. Rowe Price Group IncAlternative Investments Internal Consultant - RRBNew York, NY$108,000–$184,000 / yearThe Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions for our diverse client base, which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Solutions Consultant - Investment Technology & Data Alpha Financial Markets Consulting Group LtdSolutions Consultant - Investment Technology & DataNY$100,000–$150,000 / yearRole Requirements: Minimum 3 years of experience with implementations, product management, or production support role with focus on front office technology such as Blackrock Aladdin, Charles River IMS, Bloomberg AIM, Simcorp, Finbourne, or Ridgeline. Alpha Tech Services represents the technology implementation/business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions.
Senior Compliance Consultant - Capital Markets, Commercial and Investment Banking, Institutional B/D and Asset Management (Hybrid - Metro NYC OR Buffalo, NY) M&T Bank CorpSenior Compliance Consultant - Capital Markets, Commercial and Investment Banking, Institutional B/D and Asset Management (Hybrid - Metro NYC OR Buffalo, NY)New York, NY$109,300–$182,100 / yearThe VP Compliance Consultant plays a critical role in identifying, assessing, monitoring, and mitigating regulatory and compliance risks associated with securities underwriting, equity and debt offerings, private placements, institutional sales and trading, syndicate activities, research independence, information barriers, and related capital markets activities. Overview: The Vice President, Compliance Consultant serves as a senior compliance advisor and subject matter expert responsible for providing independent compliance oversight, advisory support, and credible challenge to Institutional Broker-Dealer, Investment Banking, Debt Capital Markets (DCM), and Equity Capital Markets (ECM) activities.
Investment Reporting Consultant RocketFin Consulting LtdInvestment Reporting ConsultantNew York, NY$73–$87 / hourThe Team The Investment Reporting team is responsible for reporting the GIA's asset allocation and risk exposures in support of the Chief Investment Officer's report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.
Implementation Consultant - Fixed Income - Investment Software Implementation - Charles River Development State Street CorporationImplementation Consultant - Fixed Income - Investment Software Implementation - Charles River DevelopmentClifton, NJ$70,000–$118,750 / yearTheir contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues before taking the client "live". We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Lead Business Consultant, Investment Operations SimCorpLead Business Consultant, Investment OperationsNew York, NY$115,040–$165,040 / yearPriority skillsets - areas of immediate team need: We are actively seeking candidates with hands-on implementation experience in one or more of the following areas, as these represent current growth priorities for our team: Asset Servicing: Corporate Actions (SCD processing + SWIFT flows); Asset Transfer including In-Kind transfers. Responsibility for major parts of SimCorp Dimension implementation projects: You know the customers' requirements and processes related to Investment Operations at banks, asset managers and insurers and outline solutions for optimal use of SimCorp Dimension.
RIA Regional Consultant - Enterprise Rias, VP III - State Street Investment Management State Street CorporationRIA Regional Consultant - Enterprise Rias, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
NewSenior Consultant - Practice Management, VP - State Street Investment Management State Street CorporationSenior Consultant - Practice Management, VP - State Street Investment ManagementNew York, NY$110,000–$188,750 / yearOur work spans practice strategy, leadership, operating models, client experience, succession planning, technology adoption, scalable delivery, and investor engagement - helping clients build stronger businesses while deepening their strategic relationship with State Street Investment Management. As a Senior Consultant, you'll support leading wealth management firms, working with senior executives, advisory teams, and State Street relationship managers to address business challenges and support growth.
Senior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River Development State Street CorporationSenior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River DevelopmentClifton, NJ$90,000–$157,500 / yearTheir contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Senior Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantMorristown, NJKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
MSFO Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Capital Markets; Global Investment Office, Vice PresidentNew York, New York$115,000–$205,000 / yearOur 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. Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
MSFO Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, New York$115,000–$205,000 / yearOur 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. Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Msfo Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan StanleyMsfo Investment Officer - Capital Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur 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. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Msfo Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMsfo Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur 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. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Investment Associate - Investment Consulting Willis Towers Watson PLCInvestment Associate - Investment ConsultingNew York, NY$90,000–$105,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Working closely with Senior Consultants, investment analysts, and colleagues across WTW, you will coordinate client activities and contribute to the delivery of thoughtful, high-quality investment solutions and an exceptional client experience.