Director - Institutional Investment Consulting
$94.7k - $192.1kFairygodboss
Director Institutional Investment Consulting ADP is hiring a Director Institutional Investment Consulting to manage fiduciary advice products and the team delivering our advice services, including ADP Strategic Plan Services (SPS) 3(21) custom plans and the 3(21) auto‑execute service. Responsibilities Lead a group of experienced investment consultants who provide advice to retirement plans up to $300million, develop associates, set performance objectives, and provide training and feedback. Review and improve onboarding and ongoing advisory service procedures to increase efficiency and client satisfaction; implement new procedures. Oversee reporting of investment performance and monitoring of all managed investment products against benchmark indices. Assist the SPS President in testing new investment providers, reports, and systems, and develop new fiduciary products and services. Serve as backup for the SPS President on fiduciary reporting and regulatory issues. Qualifications 15+ years of experience in investment services in a similar role. NASD Series6 and 63 Securities Licenses. Strong leadership with a track record of managing, training, motivating, and retaining investment professionals. Expertise in selecting competitive investment products and monitoring/reporting on these products. Excellent communication skills with internal and external clients. Understanding of fiduciary risk and its mitigation. Experience coordinating and documenting fund changes across multiple investment sleeves. Experience presenting to senior leaders and collaborating across functions. Advanced proficiency in Microsoft Office (Word, Excel) and internet applications. Demonstrated project management experience. Ability to travel up to 15%. Bachelor’s degree or equivalent. Preferred / Additional Qualifications Experience with Morningstar Direct. CMFC, CRPS, CFP, or CFA designation. MBA. PMP or similar project management certification. Compensation & Benefits Base salary range: $94,700 – $192,100 per year. Additional compensation may include bonus, equity, or commissions. Benefits include: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short‑term and Long‑term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. Equal Employment Opportunity ADP is committed to an inclusive, diverse, and equitable workplace and provides equal employment opportunities regardless of protected characteristics. Hiring decisions are based on qualifications, experience, ability, and job performance. #J-18808-Ljbffr Fairygodboss
$94.7k - $192.1k
Fairygodboss is seeking a Director of Institutional Investment Consulting in Florham Park, NJ, to manage fiduciary advice products and lead a team of investment consultants. The ideal candidate will have over 15 years of experience in investment services, with proven leadership...Suggested$216.41k
...apply now. We are currently seeking a Risk & Compliance Senior Director Consulting Practice to join our team in Newark, New Jersey (US-NJ),... ...’s risk management and compliance requirements to protect institutional assets against threats and risks to business profitability....SuggestedTemporary workWork experience placementRemote workFlexible hours$170k - $180k
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management... ...offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes...SuggestedFull timePart time$144k - $235.88k
Zurich 56 Company Ltd is seeking a Director of Investment Accounting & Reporting located in Parsippany, NJ. The successful candidate will lead a team ensuring accuracy and compliance in accounting practices, oversee investment subledger processing, and provide expert insights...Suggested$185.5k - $344.5k
Novartis is seeking a Director, CRM Portfolio Management for their East Hanover, NJ location. The ideal candidate will lead the integration of the CRM portfolio strategy, manage resource allocation, and ensure alignment with business priorities. This role emphasizes financial...Suggested$29 - $34 per hour
...duties for assigned Financial Planning Consultants (FPCs). This individual must be an independent... ...financial advisors and financial institutions. Cetera is one of the largest... ...leading provider of retail services to the investment programs of banks and credit unions....Full timeWork at officeFlexible hours$185k
...best-in-class investor experience. Key Responsibilities Investor Operations & Capital Activity Oversee investor onboarding across institutional and retail channels, including broker‑dealers and wirehouses. Manage and communicate capital events, including capital calls,...Temporary workFlexible hours$145k - $185k
...offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized... ...Portfolio Manager - TMT is responsible for the management of investments in the Technology, Media, & Telecom (TMT) loan portfolio. Responsible...Work at office$185.5k - $344.5k
Novartis Farmacéutica is seeking a Director of CRM Portfolio Management to transform its CRM initiatives into a next-generation Customer360 operating model. This role emphasizes strategic portfolio management and resource allocation to align with business goals. Located...$144k - $235.88k
Select how often (in days) to receive an alert: Director, Investment Accounting & Reporting 133098 Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Accounting & Reporting Director to join the Investment Administration...Full timeTemporary workWork at officeLocal areaRemote workVisa sponsorship- Zurich 56 Company Ltd is seeking a Director of Investment Accounting & Reporting in Parsippany, NJ. The role involves overseeing investment accounting governance, ensuring compliance with IFRS and US GAAP, and leading a high-performing team. Candidates must possess extensive...
$85k - $110k
...Valid8 Financial, Inc. seeks a Consultant/Senior Consultant to provide strategic advice and hands-on implementation for nonprofit clients in the Higher Education, Healthcare, Independent School, and Social & Global Impact sectors. This role requires a Bachelor's degree...Remote work$20 per hour
Fundraiser - $20/hr Guaranteed - Full-Time Preferred - NJ We're hiring fundraisers to represent some of the world's most recognized nonprofit organizations. Our teams raise funds through face-to-face outreach , including street and door-to-door fundraising...Hourly payFull timeShift work- ...Valid8 Financial, Inc. seeks a Consultant/Senior Consultant to support nonprofit clients in Higher Education, Healthcare, and other sectors. This role involves providing strategic advice, facilitating client relationships, and managing project engagements. Candidates...Remote work
$85k - $110k
...The Consultant/Senior Consultant provides direct service to a variety of nonprofit clients with critical missions primarily serving the Higher Education, Healthcare, Independent School, and Social & Global Impact Sectors. This position provides strategic advice and hands...Remote work$216.41k
...now. We are currently seeking a Risk & Compliance Senior Director Consulting Practice to join our team in Newark, New Jersey (US-NJ),... ...today’s risk management and compliance requirements to protect institutional assets against threats and risks to business profitability....Temporary workWork experience placementRemote workFlexible hours$216.41k
NTT DATA is seeking a Risk & Compliance Senior Director for its Newark, NJ office. This role involves managing the risk and compliance... ...candidate will lead strategic initiatives and provide expert consulting in a dynamic environment. Qualified applicants should have over...Work at office- NTT DATA, Inc. seeks a Risk & Compliance Senior Director for its Consulting Practice in Newark, NJ. This pivotal role involves managing the risk and compliance practice, providing expertise to top clients, and shaping the strategic direction of the organization. The ideal...
$29 - $34 per hour
Avantax,Inc.(Avantax),auniquecommunitywithinCeteraHoldings,isseekingaFinancialSupportAssociateIwhowillhandleallclientinquiriesandcorrespondence.Thisindividualwillalsoprepareallclientreviewmaterialsandreports.TheFinancialPlanningSupportAssociatewillassistinthepreparationofclientassetmanagement...Full timeFlexible hours$66.84k - $124.92k
...Research & Development Reports To: Executive Director, Post-Award Management Position Type:... ...comply with sponsor guidelines, institutional policies, and the approved budget. Cost... ...Administrative and Compliance Management PI Consultation: Serve as the primary point of contact...Full timeWork experience placementWork at office- A leading global consulting firm is seeking a Workday Financials Accounting Center/Prism Consultant in Morristown, New Jersey. The role involves managing teams to identify business requirements, leading workshops for client education, and providing subject matter expertise...
$140k - $160k
Montclair State University seeks a Revenue Director for NJ PBS to enhance fundraising and development strategies, ensuring financial resilience while engaging in community programming. The ideal candidate has a Bachelor's degree and five years of relevant experience leading...$87k - $146.4k
...information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions... ...with other risk domains as appropriate. Continuously consult with the business and supporting functions to understand upcoming...Temporary workH1bWork at officeMonday to Friday$92.3k - $131.8k
...would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is... ...brand promise - “Commitment you can count on” - supports the investments we make in the community and donations made by our employees....Permanent employmentTemporary workWork experience placementWork at officeLocal areaFlexible hours- ...service department and sales team to identify customer needs and generate sales opportunities through phone campaigns and customer consultations. Key Responsibilities Perform outbound campaign calls to lease and contract maturity customers, meeting monthly sales...Full timeContract work
$217k
Barclays Services Corp. seeks Engineering Manager, Investment Banking IT in Whippany, NJ (multiple positions available). Responsibilities Manage information technology projects for the development and delivery of Banking CRM IT applications using the Salesforce platform...Temporary workRemote work$75k - $90k
Senior Fund Accountant Hybrid-Livingston, NJ Monday to Friday 9:00 a.m. to 6:00 p.m. Summary: Our US Fund Solutions group is seeking a Senior Fund Accountant. The candidate will manage multiple client deliverables ensuring superior client service. Deliverables...Full timeWorldwideMonday to Friday- Barclays Services Corp. is seeking an Engineering Manager for Investment Banking IT in Whippany, NJ. The role includes managing IT projects, collaborating with business stakeholders, and mentoring engineering teams. Ideal candidates have strong project management skills...
$66.84k - $124.92k
The New Jersey Institute of Technology is seeking a Grant Manager in Newark, NJ. This role involves comprehensive administrative and financial management of externally funded projects, ensuring compliance with sponsor regulations and university policies. The ideal candidate...- A regional banking institution is seeking a customer-focused individual to provide exemplary service and assist clients with various banking products. Responsibilities include analyzing customer financial needs, offering bank products, and ensuring compliance with regulations...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director - Institutional Investment Consulting. Be the first to apply!
- investment Florham Park, NJ
- investment intern (private equity) Florham Park, NJ
- investment accountant Florham Park, NJ
- consulting jobs Florham Park, NJ
- healthcare consulting manager Florham Park, NJ
- consulting analyst Florham Park, NJ
- consulting engineer Florham Park, NJ
- director management consulting Florham Park, NJ
- consulting associate Florham Park, NJ
- consulting specialist Florham Park, NJ

