Institutional Investment Consultant: Territory Growth & Advisory
Nationwide Mutual Insurance Company
Nationwide Mutual Insurance Company is seeking an Institutional Investment Consultant located in Massachusetts. With a focus on enhancing mutual fund assets, you will work closely with clients and financial advisors to deliver exceptional investment solutions. The role requires strong analytical, communication, and interpersonal skills, coupled with extensive investment product knowledge. Candidates must hold Series 7 and 63 licenses; Series 66 is preferred. This opportunity offers a dynamic environment within a leading Fortune 100 company, emphasizing the importance of diversity and inclusion in the workplace. #J-18808-Ljbffr Nationwide Mutual Insurance Company
- ...everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Institutional Investment Consultant will service the territory of Massachusetts, Connecticut, Rhode Island, New Hampshire, and Maine for our Investments Management...SuggestedTemporary workCasual work
$65k - $85k
...Day in the Life A typical day in the life of a Financial Institution Consulting Associate may include the following: Effectively works... ...another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put...SuggestedWork at officeLocal areaRemote workVisa sponsorship- ...all colleagues. Growth opportunities and... ...wealth management advisory needs. The FAA will... ...regarding investment and insurance strategies... ...on-going consultation, advice, planning... ...within an assigned territory, the FAA will educate... ...global financial institutions and is the fifth...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
$185.56k - $206.17k
...Overview The Executive Director of The TARCO Institute for Real Estate and Entrepreneurship (... ...faculty, staff, students, alumni, advisory board, non‑Babson faculty who affiliate... ...advisory board to support the development and growth of the Institute; includes individuals...SuggestedFull timeWork at officeFlexible hours3 days per week$60k - $100k
...and integration. This role is ideal for a growth‑minded, client‑focused advisor who... ...position supports an Oklahoma City, OK-based advisory team serving clients from a legacy firm... ...Understanding of and adherence to our investment philosophy, code of ethics and regulatory...SuggestedWork experience placementSummer workWork at officeLocal areaRemote workRelocationWork visaFlexible hours$150k - $170k
...Estate Private Equity Firm who is on their third fund is hiring a Fund Controller / Assistant Controller to join their team. This is a growth position and will report to the CFO/Partner of the firm. Compensation for this position is going to be around $150-170K all in with...Immediate start- A financial institution is looking for a Dynamic Credit Analyst to join their Commercial Lending Team. This in-person position is located in Provincetown, Massachusetts, and requires a strong ability to analyze financial statements, assess credit risk, and prepare credit...
- ...field and 3 to 7 years of experience, with strong technical skills in Excel and SQL. The position offers hybrid working arrangements and comprehensive benefits, fostering a supportive workplace for personal growth. #J-18808-Ljbffr American Public Life Insurance Company
$90k - $110k
Mass Digital Health is seeking an M&A professional to support their growth strategy. Located in the United States, the role offers a salary between $90,000 and $110,000 annually. The successful candidate will engage in all aspects of the acquisition lifecycle, from sourcing...Remote job- ...mentoring staff. Candidates should have a preferred Bachelor's degree, NMLS registration, and at least two years of banking experience. The role offers opportunities for professional growth and community involvement. #J-18808-Ljbffr The Cape Cod Five Cents Savings BankBank staff
- ...entrepreneurship, and professional growth come together. Your... ...units, and other supporting institutions. You will coach military... ...Savings/banking Investments/wealth management Insurance... ..., FINRA ), First Command Advisory Services, Inc., First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...wealth management and investment products and services... ..., companies, and institutions. Merrill Wealth Management... ...with their advisory team committed to their... ...experienceto promote portfolio growth. The Merrill... ...by using a defined consultative approach to systematically...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...wealth management and investment products and services... ..., companies, and institutions. Merrill Wealth Management... ...with their advisory team committed to their... ...by using a defined consultative approach with clients... ...potential for financial growth. A strong referral...TraineeshipWork at officeShift workDay shift
- ...company is seeking a Business Analysis Manager to join the Capital One Shopping team. This role involves developing strategies for growth, managing analysts, and leading product initiatives. The ideal candidate has a Bachelor's degree in a quantitative field, with at least...Remote work
$97k - $192k
...play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives...Work at officeLocal areaWork from homeFlexible hours- A large retail chain in Oklahoma City is seeking a Credit Analyst I to evaluate and monitor account debtor credit quality. You'll be responsible for establishing credit limits, reviewing credit reports, and assisting with client liquidations. The ideal candidate will have...
- Love's Travel Stops is seeking a Credit Analyst I in Oklahoma City, OK, to evaluate and monitor account debtor credit quality. The candidate will establish credit limits and review credit activity to make recommendations. Preferred qualifications include a Bachelor's degree...
$70.35k - $205.8k
...Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture... ...founder mindset doesn't happen by chance. We invest in training and development in a big... ...on large scale programs at sell-side institutions with a proven track record of...Work experience placementLive inWork at officeLocal area$125k - $208.3k
...offer comprehensive end-to-end support and advisory services, covering areas such as... ...spectrum of asset managers and financial institutions address complex valuation, pricing, and... ...business and/or intangible asset valuation consulting 4+ years of experience valuing debt,...Visa sponsorship$90.3k - $165.4k
...from our most venerable institutions to dynamic new... ...Exceptional Delivery and Growth Engine because this team... ...compliance and/or advisory services. Responsibilities... ...in assurance, consulting, tax, strategy and... ...than 150 countries and territories. EY provides equal...Summer holidayFlexible hours$73.8k - $218.8k
...services that drive innovation and business agility. The Cloud Advisory Practice focuses on helping organizations define, plan, and... ...clients achieve agility, operational efficiency, and long-term growth. By aligning AI and cloud initiatives with business goals, the...Work experience placementLive inWork at officeLocal areaShift work- Simmons Bank in Oklahoma City seeks a Relationship Banker to build and retain client relationships while delivering exceptional service. You will assess financial needs and provide solutions through bank products. The ideal candidate has a high school diploma and two years...
$61.85k - $92.78k
Who We Are Point32Health is a leading not-for-profit health and well-being organization dedicated to delivering high-quality, affordable healthcare. Serving nearly 2 million members, Point32Health builds on the legacy of Harvard Pilgrim Health Care and Tufts Health Plan...Remote jobWork at officeWork from home- ...Position Title: Senior Financial Analyst - Strategy & Growth (onsite) Department: Business Development and Innovation Job Description: New to OU Health? Ask your recruiter about our competitive wages and total rewards package including possible relocation...Relocation package
- ...Chief Investment Management Officer (CIMO) About the Company Fast-growing cryptocurrency... ...will play a key role in the company's growth, with a focus on scaling the business to... ..., and experience in wealth management territories such as Canada, Dubai, and Australia is...
- ...experience in collision estimating and strong sales skills. The role requires physical capabilities and knowledge of the repair processes. Benefits include immediate medical eligibility, paid vacation, and career growth opportunities. #J-18808-Ljbffr Caliber CollisionImmediate start
- ...comprehensive financial advice and customized solutions to clients. Responsibilities include planning financial goals, recommending investment strategies, and ensuring compliance with SAFE Act requirements. Ideal candidates will have a strong background in financial...
$101.23k - $172.36k
...clients to build intelligently personalized investment portfolios. RBC Rochdale provides... ...subsidiary of City National Bank. INVESTMENT CONSULTANT - Remote based in CA WHAT IS THE... ...meetings and presentations in assigned territory. Generate new assets to the firm...Remote work$70k
A leading talent acquisition firm is seeking a Personal Banker for a community bank in Oklahoma City. The role involves managing customer accounts, providing excellent service, and requires strong communication skills. Candidates should have a high school diploma and at...- ...Chief Investment Management Officer (CIMO) About the Company Rapid-growing cryptocurrency... ...with a focus on achieving significant growth in assets under management. Applicants... ...in both crypto and traditional institutional markets, and be prepared to take on the...Work at office
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