Head of Investment Standards and Practice
Confidential
Head of Investment Standards and Practice About the Company Ambitious B2B provider of top-tier management consulting services Industry Management Consulting Type Public Company About the Role The Company is in search of an Investment Practitioner Advisory Lead, also known as the Head of Investment Standards and Practice. The successful candidate will be responsible for translating research and foresight insights into practical, practitioner-facing guidance, tools, and workflows that align with real-world investment decision-making. This role is pivotal in ensuring that the outputs are not only theoretically sound but also have a high level of adoption realism, capable of influencing real investment decision-making. The Head of Investment Standards and Practice will develop and maintain investment practitioner segment personas, convene with industry experts to co-create best practices, and build workflow-level tools that support decision-making in foresight-led domains. Key qualifiers for this role include the ability to operate as a practitioner-centered translator, a proven track record in translating and pressure-testing various insights against real investment contexts, and experience in developing and stewarding investment practitioner personas. The ideal candidate will have a deep understanding of how investment decisions are made across different institutional settings and the ability to work with ambiguity while ensuring guidance is anchored in real-world feasibility. They should also have a background in convening and collaborating with practitioners and industry experts to refine guidance and surface real-world feedback that informs research. The focus is on the practical application of the role, with an emphasis on adoption realism and the capacity to influence real investment decision-making. Travel Percent Less than 10% Functions Finance
$80k - $217.1k
...partnering with product to adopt industry best practices Supports key internal processes,... ...and tech organization Supports Head of Servicing Product to develop and deliver... ...Attention to Detail, Analytical Thinking, IT Standards, Procedures & Policies, Managing...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...lease analysis and property valuation principles). Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations. Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income...SuggestedTemporary workWork experience placement
$61k - $119k
...successful in building a financial planning practice that focuses on: Planning Experience... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services ·... ...2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns...SuggestedFull timeContract workFor contractorsWork at office- Job Description JOB SUMMARY: The Portfolio Manager takes primary responsibility for the underwriting process, portfolio administration and credit quality of assigned portfolio partnering with lenders and other stakeholders both within the Bank and externally....SuggestedWork experience placementWork at officeLocal area
- ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage... ...any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment...SuggestedTemporary workWork at officeShift workDay shift
$1,000 per month
...and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who... ...tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50k - $55k
...support operational decisions. Perform corrections and adjustments within the University's financial systems, maintaining a high standard of data integrity. Develop and maintain financial records and documentation to support internal controls and audit requirements...Work at officeWork visa- ...services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you... ...As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys to financial clarity,...Local area
$1,000 per month
...internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to...Full timeInternshipLocal areaFlexible hours- ...and inquiries. Offer guidance to customers and provide a full spectrum of customer services. Set, achieve, and exceed service standards by adhering to established Service Quality Standards. Achieve individual sales goals. Support accomplishment of branch sales...Temporary workWork at officeImmediate startAfternoon shift
$75.4k - $100k
...their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.... ...committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and...Hourly payFull timeWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week$130k - $150k
...Job description: Our client, an outsourced investment manager (OCIO) for nonprofit organizations, is seeking an Investment Associate to join their team. This role will support and help shape the private investment program by evaluating new opportunities, monitoring...Full timeTemporary workWork at office2 days per week$19.88 per hour
This role is responsible for providing financial support to include- financial assistance application assessment and approval, HPE Medicaid application, pre service estimates, pre service insurance eligibility review, out of pocket review, payment plans to include debt ...Hourly payWork experience placement
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