Endowment & Foundation Investment Strategist
Marsh
Mercer, part of Marsh, is seeking an experienced Investment Consultant to join the Investments & Retirement team. This hybrid role will work with Endowment and Foundation clients across multiple offices and involves mentoring staff and expanding services. You will design and communicate investment solutions, collaborate across teams, and engage with clients to support their missions. CFA/CFP/CAIA or advanced degree preferred. #J-18808-Ljbffr Marsh
$122.4k - $244.8k
...Description: We are seeking a talented individual to join our Investments & Retirement team, part of our People and Investments... ...Investment Consulting role that will work primarily with Endowment and Foundation clients, a focus growth investment practice. We will count...FoundationMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$124k - $223.1k
...— this is where that work is happening. Portfolio Messaging Strategist Role Overview Siemens Digital Industries Software is seeking... ...value of industrial AI, agentic systems, data and knowledge foundations, intelligent applications, and workflow orchestration across...FoundationWorldwideShift work- Remote/Homebased Full time JR014321 The Campaign Strategist develops and oversees multi-channel campaign strategies across a portfolio... ...rather than randomness. Our products and solutions form the data foundation that make it possible for marketers to drive better customer...FoundationFull timeInternshipLocal areaRemote work
- Account Strategist (Paid Media Preferred) About Us We are a modern marketing collective built for scale, efficiency, and impact. As the... ...enterprise web experiences for associations, nonprofits, foundations, universities, and other mission-driven organizations. REQ is...FoundationWork at officeRemote workVisa sponsorshipWork visaFlexible hoursAfternoon shift
- ...financial goals, integrating comprehensive planning with tailored investment strategies. The firm focuses on understanding each client’s... ..., long-term strategies for diverse client needs. Strong foundation in Finance and Investments, including portfolio construction,...FoundationFull timeTemporary work
- ...and payments Research tax implications associated with new investments, transactions, and business activities Communicate tax... ...What We’re Looking For The ideal candidate brings a strong foundation from public accounting and has hands-on experience preparing...FoundationWork at office
- ...Company Newly acquired mid-market distribution services business investing heavily for future growth. Industry Logistics and Supply... ...business with a revenue range of $50mm-$300mm. A solid foundation in private equity and a requirement for M&A experience is essential...Foundation
- ...for an experienced commercial real estate investor to join our investment team and take meaningful ownership of deals from initial... ...as the math. Underwriting memos and investment reports are the foundation the firm takes positions from, and they need to hold up long after...Foundation
- Foundations Investment Advisors, LLC in Phoenix seeks a detail-oriented Financial Planning Analyst to support the financial planning and case preparation process. You will review client financial information, prepare analysis, and utilize a variety of planning and investment...Foundation
$140k - $160k
...! We are seeking a Director or Senior Director , Collective Investment Fund Operations to help shape the next stage of our Collective... ...and capabilities. In this role, you’ll own the operational foundation that enables pooled retirement and institutional investment vehicles...FoundationFull time$200k - $225k
...business at a pivotal stage in its development. With a new investment creating the opportunity to build on an established... ...chance to take ownership of the finance function, strengthen the foundations of the business and play a key role in its next phase of growth...FoundationFull timeRelocation- ...Fixed Income Service, you will support clients in making informed investment decisions by providing guidance, education, and solutions... ...and preferred securities. This role can help build a strong foundation for a career in wealth management. Through client conversations...FoundationWork at office
- .... Responsibilities include providing comprehensive advice on investments, estate planning, taxes, risk management, and family wealth strategies... ...are an asset. Applicants should bring a strong ethical foundation, a commitment to fiduciary standards, and an entrepreneurial...Foundation
$135k - $150k
...15% Annual Bonus | Relocation Eligible Build the financial foundation of a next-generation semiconductor manufacturing facility.... ...and fixed asset accounting. Help leadership make informed investment and operational decisions. Controls & Compliance Ensure...FoundationFull timeTemporary workRelocationRelocation package- ...high- and ultra-high-net-worth families, family offices, and foundations, building a durable practice around the clients you are passionate... ...wealth strategies across planning, tax, estate planning, investment management, and asset allocation, supported by a team, an...FoundationWork at office
- ...and payments Research tax implications associated with new investments, transactions, and business activities Communicate tax... ...What We’re Looking For The ideal candidate brings a strong foundation from public accounting and has hands-on experience preparing...FoundationWork at office
- ...high-impact leadership role is pivotal in shaping the financial foundation for a future exit, with a strong emphasis on building... ...background that includes experience in transaction services, investment banking, and ideally, in-house FP&A or finance director roles....FoundationContract work
$200k
...complex tax situations while collaborating with wealth advisors, investment professionals, estate planning specialists, accountants,... ...For Were looking for someone who has already built a strong tax foundation and is ready to operate as both a technical leader and trusted...FoundationWork at officeLocal area$60k - $75k
...opportunities Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals... ...relationship building, and math skills to establish a strong foundation of customer service for all clients Experience in financial...FoundationPart timeImmediate startRemote workFlexible hours- ...thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted... ...start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your...Foundation
$200k - $225k
...high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are... ...on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment...FoundationWork at office$140k - $160k
...0 to $160,000 OPEN JOB: Sr. Director / Director - Collective Investment Fund Operation (Hybrid) LOCATION: Phoenix Arizona THIS IS A HYBRID... ...and capabilities. In this role, you’ll own the operational foundation that enables pooled retirement and institutional investment...FoundationWork at office2 days per week$117.5k - $222.99k
...Position Summary: Milliman MedInsight is seeking a Senior Product Strategist to lead product strategy and commercialization for assigned... ..., Sales, and Executive Leadership, you will guide product investments from market discovery through commercialization while ensuring...Full timeWork experience placementRemote workFlexible hours$116.6k - $174.3k
...evaluating prospective clients for the Client Employee Banking and Investing Program by partnering with internal stakeholders and... ...including strategic planning, execution, and follow‑up. Solid foundation in finance, marketing, and internal controls. Experience with...FoundationContract workWork at officeFlexible hoursShift workDay shift$157.5k - $190.83k
...s leading internet financial platform companies, building the foundation of a more open, global economy through digital assets, payment... ...&A, the CFO, and executive leadership to communicate Circle's investment narrative. This role requires strong working knowledge of capital...FoundationFlexible hours- ...-performing teams Demonstrated experience within a nonprofit and/or foundation environment managing complex financial operations & accounting including fund accounting, donor funds, grants & investment allocations Strong knowledge of nonprofit accounting/FASB standards,...FoundationPermanent employmentLocal areaRemote workFlexible hours
$110k
...Prepare monthly balance sheet reconciliations, including bank, investment, petty cash, and credit card accounts. Review accounts... ...accounting or nonprofit accounting experience. Experience with foundation, government, or grant accounting. Experience working with multiple...FoundationContract workLocal areaFlexible hours- ...personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services-including investment management, tax strategy, estate planning, and financial planning-to a select group of successful individuals and families. We...Work experience placementWork at officeLocal areaFlexible hours
- ...Maintains current in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning). 11. Initiates and follows through on any...Work experience placementH1bWorldwideFlexible hours
- U.S. Bank in Sun City, AZ is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will facilitate strategies, manage portfolios, and collaborate with clients to understand goals and build tailored...
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