Institutional Investment Strategy Consultant
Highland Consulting Associates, Inc.
Highland Consulting Associates, Inc. is hiring an investment consultant to serve institutional clients, including Endowments & Foundations and retirement plans. You will deliver client service excellence, translate complex investment concepts, and support business development efforts. You will conduct research, present strategies, and maintain clear documentation while collaborating with cross-functional teams to grow client assets and satisfaction. #J-18808-Ljbffr Highland Consulting Associates, Inc.
- We are currently seeking an investment consultant to join our team. This Consultant role combines... ...solutions focused on our institutional clients including Endowments & Foundations... ...Highland's guidance Present investment strategies, performance analysis, and market commentary...SuggestedWork at office
- Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleThe role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer...SuggestedFull time
- ...responsible for advancing Schwab’s investor relations strategy and strengthening the firm’s credibility with the investment community. This leader partners closely with... ...material communications.Represent Schwab with institutional investors, buy-side and sell-side analysts,...SuggestedFull timeRelocation
- ..., support litigation and arbitration activities, and develop strategies that safeguard Schwab's reputation, clients, and competitive... ...onboarding of client-facing professionals from other financial institutions.Partner Across Legal and Business TeamsCollaborate with legal...SuggestedFull timeWork experience placement
- ...funds, and separately managed account strategies. As part of the Schwab Asset Management... ...shape, launch, and manage alternative investment solutions designed to meet the evolving... ...strategiesExperience supporting retail and institutional investment products, distribution...SuggestedFull timeWork at office
- Highland Consulting Associates, Inc. is looking for an Associate Consultant to support their family wealth and institutional consulting teams. This role involves client relationship management, assisting in investment recommendations, and ensuring the preparation of client...Work at office
- ...Finance, which designs and implements a cohesive risk management strategy and framework to adequately identify and mitigate risk while... ...services disciplines.Strong understanding of financial institution credit analysis, financial statement assessment, and key bank...Full time
- ...Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in... ...for providing discretionary investment guidance for businesses and individuals... ..., new client prospecting and financial consultancy. Qualifications: Bachelor's degree or commensurate...
$96k - $181k
...and personalized banking, borrowing and investment solutions. The Relationship Manager is... ...client advisor developing and implementing strategies based on the client's financial goals,... ...appropriate financial solutions via consultative review and proactive, regular contact.Meets...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$54.81k
...and drug screen. Equal Opportunity Statement: Cuyahoga Community College is committed to attaining excellence through the recruitment and retention of a qualified workforce. Cuyahoga Community College is an equal employment/educational opportunity institution. Tri-CFull timeWork at office- ...maintains models that inform financial planning, market risk management, hedging strategies, capital stress testing, and balance sheet decisions across our banking, broker-dealer, investment, and derivatives portfolios. As a senior individual contributor, you will help...Full timeWork at office
- ...documenting control design and effectivenessProvide independent challenge and advisory support to business partners on risk mitigation strategies and control effectivenessSupport and execute the issue management lifecycle, including root cause analysis and development of...Full time
- ...market risk measurement, capital stress testing, and balance sheet strategy. As a Manager, ALM & Market Risk Modeling, you will serve as... ...-income and mortgage modeling capabilities used to evaluate investment securities, loans, structured products, spreads, accumulated...Full timeWork at office
$54.81k
A community college institution in Westlake, Ohio is seeking a Student Financial Assistance Advisor to manage financial aid services and ensure compliance with regulations. The role requires three years of financial aid experience and skills in advising, communicating with...Full time- ...operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance...Full timeWork experience placement
$41.25k - $68.75k
Position Overview 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 ...Full timeTemporary workPart timeWork experience placementWork at officeShift work$20.67 - $31.25 per hour
...techniques with clients, including tele-consulting, outside calling, prospecting, and... ...significant influence of partners such as Key Investment Services, Mortgage and Business Banking... ...understand their needs, and developing strategies to convert them into long-term clients....Hourly payWork experience placementDay shift- ...technology platforms, critical applications, or operational resilience programsExperience developing or evaluating cyber recovery strategies within a large financial services organizationDemonstrated success influencing stakeholders, building collaborative relationships...Full timeWork at office
- ...evolving and maturing digital assets and spot crypto offering. You will contribute towards building and improving the overarching strategies and policies to effectively safeguard the Company and our clients. This individual is expected to possess and apply subject...Full timeFor contractors
$25 - $26.77 per hour
...adhering to all applicable laws and regulations. Grow knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience. Manage cash...Hourly payShift workWeekend workDay shift- Nordson Corporation based in Westlake, Ohio, is seeking a Senior Tax Analyst to support both domestic and international corporate income tax compliance and planning. The role involves preparing tax returns, assisting with provisions under ASC 740, and managing global tax...Local area
$96k - $181k
...and personalized banking, borrowing and investment solutions. The Relationship Manager is... ...client advisor developing and implementing strategies based on the client's financial goals,... ...appropriate financial solutions via consultative review and proactive, regular contact.*...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...challenges in your career?The Financial Planning Consultant delivers proactive, personalized financial... ...financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity...Full time
$52k - $80k
Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Credit Analyst is an individual contributor responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While...Work experience placementBank staffWork at officeImmediate startFlexible hoursNight shift- ...shape and elevate how we communicate Avient’s strategy, financial performance, and long‑term value creation story to the investment community. Our leaders are instrumental... ...and maintains strong relationships with institutional investors, equity analysts, and rating agencies...Work at officeLocal area
- Job Description Commercial Credit Loan Analyst will perform credit analysis, including Loan Presentations and Loan Reviews. This person will be responsible for reviewing, analyzing and written assessments of the asset quality of individual risk exposures and overall...
- iPlanGroup in Westlake, OH is seeking an Operations, Investments Specialist. This entry-level role reviews investment documentation for accuracy, serves as the primary liaison with clients and advisors, and maintains timely updates throughout the process. Strong organizational...
- ...targeted goals.Detail-oriented and organized. Prior sales or retail experience preferred but not required.Demonstrated communication, consultative, interpersonal, and organizational skills.Experience and desire to work with technology.Must have a valid, in-state driver’s...Full time
$23 per hour
Job Title: Operations, Investments Specialist Level: Entry-Level Location: Westlake, OH Position Type: Full-Time Schedule: Onsite (Hybrid eligible based on tenure and performance) Education Level: Bachelor’s degree preferred (Finance, Accounting, Business or related field...Hourly payFull timeWork at officeRelocation- A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates...
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