Investment Consultant
Global X ETFs
Global X Management Company LLC (“Global X”) is seeking a highly motivated professional to join our Internal Consulting Group, located in Newark, NJ, to serve as an integral part of an elite team of investment professionals. The team develops and manages lasting relationships with financial advisors at wire houses, independent broker dealers, and independent RIAs. The Investment Consultant will be part of a larger internal sales team to cover and grow sales in a defined territory and contribute to the overall team‑based sales effort. Primary Responsibilities Grow existing client base and Global X product usage through a consultative phone‑based approach Develop and execute a thoughtful territory business plan Identify and pursue new business opportunities through prospecting, cultivating lead lists, and follow–up activities Exceed client‑focused activity standards which include calls, emails and web‑based presentations Demonstrate proficiency in crucial disciplines including product knowledge, industry trends, portfolio construction and capital markets Partner with colleagues across the firm to deliver an exceptional client experience Desired Skills And Experience BA/BS degree required, emphasis on finance or economics preferred Able to identify and anticipate client needs and make recommendations for implementation Enthusiastic team player and self‑starter with ability to prioritize and work in a fast‑paced entrepreneurial environment Coachable; able to incorporate feedback into performance Exceptional verbal and written communication skills Results oriented Technologically proficient and knowledgeable Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities Able to develop strong working relationships with colleagues, teams, and clients 1–3 years of financial industry or sales experience in a business development capacity with a financial services firm is a plus Licenses: SIE required, series 7 and 63/66 are not required at time of hire, but preferred Global X offers a competitive salary and benefits package along with a hybrid work schedule. Compensation & Benefits Competitive base salary with annual performance‑based bonus Comprehensive medical, dental, and vision insurance 401(k) retirement plan with company matching Generous paid time off and company holidays Professional development and continuing education opportunities Hybrid work flexibility Life and disability insurance Wellness programs and employee assistance program #J-18808-Ljbffr
- ...action plan for actuarial reporting and valuation activities. Validate results with appropriate stakeholders. Participate in the investment of the System's Retirement and Thrift Plan portfolios, with a focus on mitigating financial risk to the System and its...SuggestedFull timeWork at officeFlexible hoursShift work
$102.6k - $140.07k
Horizon Blue Cross Blue Shield of New Jersey empowers our members to achieve their best health. For over 90 years , we have been New Jersey's health solutions leader driving innovations that improve health care quality, affordability, and member experience. Our members...SuggestedLive inLocal area$140k - $155k
Job Classification Investment Management - Investments What you will do We are seeking a highly motivated Senior Investment Associate to join our Asset Based Finance (ABF) investment team. The Associate will support senior investment professionals across the origination...SuggestedWork at officeRemote work- ...multifaceted position, you will not only drive accounting processes and accurate reporting, but also work with various teams such as investments, investor relations, and operations. Your contributions will range from review of work done by our fund admin (monthly fund NAV...Suggested3 days per week
$79.1k - $105.95k
Horizon Blue Cross Blue Shield of New Jersey empowers our members to achieve their best health. For over 90 years , we have been New Jersey's health solutions leader driving innovations that improve health care quality, affordability, and member experience. Our members...SuggestedLive inLocal area$114.5k - $188.9k
...actuarial experience (product development, pricing, valuation, GAAP/Stat reporting, financial modeling, asset-adequacy testing, asset/investment/hedging/risk modeling, etc). Superior technical skills and ability to understand complex quantitative concepts and models....Part time$100k - $115k
MHUSA Luxury Portfolio Manager Join the team at New Jersey's largest wine and spirits distributor! At Allied Beverage Group, we're proud of our dynamic, family-based culture and our role in keeping the beverage industry moving. If you're looking for a great company ...Work at officeLocal areaFlexible hours$77k - $110k
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania...Work at officeLocal areaFlexible hours$21.5 - $28 per hour
As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures...Hourly payTemporary workFlexible hours- ConnectOne Bancorp, Inc. is seeking a Senior Credit Analyst in Newark, NJ. This role focuses on analyzing loan proposals and ensuring the quality of the Bank’s commercial loans, with a strong emphasis on our People First culture. Ideal candidates will possess a solid understanding...
$25.07 - $41.79 per hour
Overview: Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our...Hourly pay- Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability...
$79.1k - $105.95k
About the Role This mid level analyst role sits within the Actuarial Department and supports premium rate development for the Individual and Small Group markets. The position is responsible for assisting with evaluating proposed benefit and cost sharing changes, conducting...Local area$96.2k - $158.8k
Job Classification: Actuarial - Actuarial The GAAP Valuation team within the Individual Life Insurance (ILI) Valuation function is responsible for preparing the actuarial portion of the GAAP results and the underlying earnings story of the Individual Life business. The...Part time- Responsibilities Working with other members of the Actuary/Analytics team to complete various tasks related to existing initiatives. Working with data sets to map structures and identify correlations between elements. Identifying and acquiring additional data sets which...InternshipLive inWork at officeLocal area2 days per week1 day per week
- Provident Bank is seeking a Portfolio Manager III - SBL to support loan underwriting and portfolio management across Retail channels. You will analyze cash flow, review complex transactions, and guide junior team members through the deal lifecycle from application to closing...
- A leading IT Solutions Provider is seeking a Senior Program Manager for a hybrid position in Newark, NJ. The role requires extensive experience in project management across technical initiatives, guiding project teams, and overseeing budgets. Candidates should have strong...Full time
$86k - $117.39k
Horizon Blue Cross Blue Shield of New Jersey empowers our members to achieve their best health. For over 90 years, we have been New Jersey's health solutions leader driving innovations that improve health care quality, affordability, and member experience. Our members are...Live inLocal area- Prudential is seeking an Associate Actuary (PRT Pricing) to support pricing execution and infrastructure development for the US Funded Pension Risk Transfer Pricing team. This hybrid role requires on‑site presence as determined by the manager. The candidate will lead financial...
- Prudential Financial, Inc. in Newark, New Jersey is seeking a Senior Actuarial Associate to analyze pension plans and engage in transaction support. You will work in a hybrid arrangement requiring on-site presence as needed. The ideal candidate will have at least 3 years...
- Horizon Blue Cross Blue Shield of New Jersey is seeking a mid level analyst to work in their Actuarial Department. The role involves supporting premium rate development, evaluating benefit changes, and conducting pricing studies. The ideal candidate will have a Bachelor...
- Provident Bank in New Jersey seeks a PM I - SBL to support the sales force by processing and underwriting loan applications and providing portfolio management services. The role involves analyzing financial statements, performing cash flow analyses, and documenting decisions...Work at office
$63k - $105k
...being through tailored solutions aligned with clients’ wholistic needs, including deposits, lending, cash management, payments, and investing. Solves clients’ problems courteously and with urgency, escalating where necessary. Acts as an advocate for clients and prospects...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Relationship Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...Work experience placementWork at officeShift work
$118.7k - $176.6k
...Collaborate and engage with key stakeholders to ensure appropriate development and application of reserve/capital methodologies, investment and ALM choices, and other assumptions Help create and improve the ability to track actual to expected impacts for new transactions...Work experience placement- Prudential Financial, Inc. is seeking a Director, Actuary responsible for overseeing actuarial processes. This hybrid role will involve managing a team while ensuring the integrity of annuity products. Candidates should have 5+ years of relevant experience and excel in ...
- Join 100 Horizon Healthcare Services, Inc as a Senior Actuarial Analyst in Newark, NJ. In this pivotal role, you'll support premium rate development and pricing strategies, analyze benefit changes, and ensure compliance with regulatory standards. We're looking for a candidate...
- Prudential Annuities Distributors (PAD) in the United States is seeking an Associate Actuary (PRT Pricing) to join the US Funded Pension Risk Transfer Pricing team. This hybrid role requires on-site presence as determined by the business and manager, and offers collaboration...
- Operational Risk Manager (ORM) The Operational Risk Manager (ORM) serves as the regional leader for operational risk mitigation, safety, and compliance. This role is responsible for driving a culture of safety and risk awareness across field operations, ensuring contractual...Work at officeRemote work2 days per week
- Prudential Financial seeks an Associate Actuary for Retirement Strategies Finance and Actuarial Pricing on the US Funded Pension Risk Transfer Pricing team. This role focuses on pricing execution and infrastructure development, with hybrid on-site requirements and collaboration...
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