Investment Consultant
KeyCorp
KeyCorp's Family Wealth unit seeks an experienced Investment Consultant to serve as the senior advisor for ultra-high-net-worth clients within the FWNST. You will lead investment strategy, support sales and relationships, and drive growth through new client acquisition and relationship expansion. The role requires a proven track record in sophisticated investment strategies and strong communication with diverse client groups. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment Consultant in Cleveland, OH vacancy
$128k - $268k
Location:127 Public Square, Cleveland OhioJob SummaryThe Key Family Wealth Investment Consultant serves as the senior investment advisor to the Family Wealth National Strategy Team (FWNST), providing sophisticated investment advice to ultra-high-net-worth individuals, families...SuggestedFull timeWork at officeFlexible hoursNight shift- Accenture Consulting: Your Unique Place in our Global CollectiveBeing part of Accenture Consulting means becoming an expert at making the... ...an ownership and founder mindset doesn’t happen by chance. We invest in training and development in a big way, so you can build your...SuggestedFull timeWork experience placementLive inWork at officeLocal area
$80k - $150k
Location:127 Public Square, Cleveland OhioJob SummaryAdvises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment...SuggestedFull timeWork at officeFlexible hoursNight shift- Provide technical expertise related to investment questions and issues in support of servicing clients Establish strong relationships... ...audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ...Suggested
$112k - $228.8k
...across several corporate bond sectors.Preferences/Skills include:•Credit research experience, other fixed income experience across investment grade and high yield •Understanding of securities analysis coupled with a broad ability to think critically and present findings•...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$128k - $268k
Location:127 Public Square, Cleveland OhioJob SummaryKeyBanc Capital Markets (KBCM) is a premier middle-market investment bank offering a full suite of advisory and capital markets solutions. The Investment Banking Associate plays a critical role in the execution of mergers...Full timeWork at officeFlexible hoursNight shift$70k - $140k
...available.Assist with training and/or mentoring Analyst & Associate level colleagues.Review and negotiate credit documentation in consultation with legal counsel.Perform other duties as assigned.Basic Qualifications:Bachelor's Degree required (Finance, Accounting, or...Full timeWork at officeRemote workWork from homeFlexible hours$60k
...civic, philanthropic, and higher education leaders to drive investment and opportunity across Northeast Ohio. If you are energized by... ...corporate partnerships, sponsorship sales, investor relations, or consultative sales. 1 A track record of securing new business, investments...Weekend workAfternoon shiftEarly shiftTeam NEO
Cleveland, OH3 days ago$93k - $189k
...colleagues, drawing upon knowledge of Huntington credit policies and credit culture.Review and negotiate credit documentation in consultation with legal counsel.Performs other duties as assigned.Basic Qualifications: Bachelor’s Degree8+ years of experience in an...Full timeWork at officeRemote workWork from homeFlexible hours$52k - $80k
Brooklyn, OH Full time R-41434 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...Full timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shiftKey Bank
Cleveland, OH4 days ago- TriMark USA is the country's largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business...Full timeContract workLocal area
TriMark USA
Cleveland, OH3 days ago $60k - $106k
Job Description Summary The Credit Analyst supports commercial lenders and underwriters with the analysis and entry of cash flow statements (historical and projected), rent rolls, collateral, market data and guarantor financials into commercial database. Assists in monitoring...Full timeWork experience placementWork at office$180.2k - $355.1k
...You will be responsible for delivering strategic and technical consulting services to help clients address complex challenges, such as:... ...value-based care strategies, including analysis of return on investment for medical management initiatives Lead actuarial modeling and...Local areaVisa sponsorship$148.2k - $292.3k
...you will be responsible for delivering strategic and technical consulting services to help clients address complex challenges. Lead... ...value-based care strategies, including analysis of return on investment for medical management initiatives Support reserve analyses related...Local areaVisa sponsorship$75k - $137.5k
Job ID: R234150Posted: 2026-09-03Location: PA - Pittsburgh (15222); Denver - 12345 W Colfax (CO147); Birmingham - Brock (AL112); Dallas Innovation Center - Luna Rd (TX270); Strongsville Technology Center (OH537); PNC Tower - Louisville (KY012); The Biltmore (AZ050); PNC...Full timeTemporary workPart timeWork experience placementWork at office$100.4k - $197.9k
...this role ends on 10/1/2026. Work you'll do As an Actuarial Consultant on the Insights, Innovation & Operate team, you will be responsible... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive...Local areaVisa sponsorship- Commercial Credit Loan AnalystCommercial 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 ...
gpac
Cleveland, OH3 days ago - ...Description Position Summary: This position will be responsible for investment portfolio construction, implementation of strategy, and... ...fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their...
Clearstead Advisors LLC
Cleveland, OH5 days ago - KeyBank is seeking a VP, Portfolio Management to perform financial analysis and prepare underwriting materials for multimillion-dollar corporate credit requests. You will model performance, assess risk, and lead structuring efforts in syndicated and complex deals while ...
$88.58k - $147.6k
...pursue their financial goals.Job Overview:The AVP, Senior Trustee Consultant will be an integral member of the Business Development team... ...The Private Trust Company enables LPL Advisors to maintain investment management and relationship management responsibilities.We are...Full timeWork from home- ...family office built on long-term relationships with client families across generations. We serve ultra-high-net-worth families across investment advisory, tax, estate planning, and risk management, and we're looking for a Portfolio Manager who operates as a trusted partner...Work at office
CFA Institute
Cleveland, OH4 days ago - VP, Portfolio ManagementLocation: 127 Public Square, Cleveland OhioThe VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that...Work experience placementBank staffWork at officeImmediate start
KeyCorp
Cleveland, OH3 days ago $80k - $150k
Location:127 Public Square, Cleveland OhioJob SummaryKeyBanc Capital Markets (KBCM) is a leading middle-market investment bank offering a full range of advisory and capital markets services. The Investment Banking Analyst is an integral member of deal teams, supporting...Full timeInternshipWork at officeFlexible hoursShift workNight shift- ...20 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption. An Investment in You: Career development programs and classes. Mentoring and coaching to help you advance in your career. Tuition reimbursement...Casual work3 days per week
Medical Mutual
Cleveland, OH2 days ago - You AreDigital Assets ConsultantManagement Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their...Full timeLive inWork at officeLocal area
$80k - $90k
## Investment AssociateApplylocations: Cleveland, OHtime type: Full timeposted on: Posted Yesterdayjob requisition id: R3823Come join NRP’s A+ team! We’ve been recognized as a “Top Workplace” because we promote a culture where our team can build long-term careers and connections...Temporary workFor contractorsWork at officeLocal areaRemote work3 days per weekNRP Group
Cleveland, OH5 days ago$128k - $252.5k
...challenges across the healthcare ecosystem. As an Actuarial Senior Consultant, you will apply actuarial, strategic, and analytical... ...retention rates and prepare results for client review Build return on investment models for medical management and other health plan...Work at officeLocal areaVisa sponsorship$100.4k - $197.9k
...Join Deloitte’s Human Capital practice as an Actuarial Consultant and help clients address complex challenges across the health... ...including incurred but not reported (IBNR) analyses and return on investment (ROI) assessments A successful candidate would possess these...Work at officeLocal areaVisa sponsorship$80k - $90k
The NRP Group LLC in Cleveland, OH, is seeking an Investment Associate to join their Capital Markets team. This role involves critical financial evaluation, modeling, and underwriting of multifamily real estate investments. The ideal candidate will have a Bachelor’s degree...- PNC invites applications for an Investment Advisor III in its Private Bank based in Cleveland, OH. You will manage client accounts, deliver investment guidance, and implement complex asset strategies while driving growth in assets under management. Role emphasizes risk...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Consultant. Be the first to apply!
Related searches
- investment consultant Cleveland, OH
- investment advisor Cleveland, OH
- investment operations Cleveland, OH
- investment intern (private equity) Cleveland, OH
- investment intern Cleveland, OH
- investment Cleveland, OH
- real estate investment Cleveland, OH
- investment coordinator Cleveland, OH
- community investment Cleveland, OH
- investment strategist Cleveland, OH