Investment Strategy Consultant
$89.36kNorthwestern Mutual
Northwestern Mutual is seeking an Investment Consultant to analyze and recommend investment strategies. This role involves supporting financial advisors and evaluating investment solutions, requiring deep market knowledge and customer focus. The ideal candidate will have at least 5 years of experience in financial services, effective communication skills, and a drive for continuous learning. Responsibilities include participating in investment committee meetings and advising on a range of investment products. The position offers competitive compensation with a salary range starting at $89,360. #J-18808-Ljbffr
$81.28k
...recording the assets, income, and gains and losses of securities investments held by Northwestern Mutual and related entities.... ...Skills You Will Have: Adaptive Communication: Formulates strategies to be used to convey complex information about services, products...Suggested$89.36k - $134.04k
...Responsible for the day to day analysis and recommendation of trust investment strategies for Northwestern Mutual Wealth Management (WMC) and... ...advisors and Wealth Management Advisors. The investment consultant will be a key resource for field advisors and registered representatives...SuggestedWork experience placement$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 way... ...inform strategic decision-making and strategy development. Support sell-side clients...SuggestedWork experience placementLive inWork at officeLocal area- ...meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. ? As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray...Suggested
- ...strategic plan. Your work will directly influence ambulatory strategies, service line development, and high-stakes capital project business... ...with 3+ years of experience in strategic planning, management consulting, or healthcare operations. Life at Ascension: Where purpose...SuggestedFull timeTemporary workWork experience placementWork at officeLocal area
$63.3k - $117.2k
...on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with... ...stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community. Gathers and...Part timeBank staffLocal area3 days per week$95k
About the Job Sr. Credit Analyst - To $95K - Milwaukee, WI - Job # 3795-147206 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very...Work at office- ...the Job The role centers on fundamental credit research across investment‑grade municipal bonds, developing forward‑looking credit views... ...ensure consistent credit philosophy and support multi‑sector strategies. What You’ll Do Demonstrates expertise across the municipal market...Local area
- Rite-Hite Holding Corporation in Milwaukee, Wisconsin is seeking a Credit Analyst to manage credit assessments and enhance reporting. The role involves analyzing financial statements and collaborating with various departments to optimize processes. The ideal candidate ...
- ...credit team. Stay abreast of industry best practices and emerging trends to continuously enhance the company's practices and strategies. Support ad-hoc financial analysis and special projects as assigned by management to drive strategic objectives and initiatives...Work at officeLocal area
- Senior Credit Analyst At Ixonia Bank, we pride ourselves on our core values which are evident in our work, how we interact with each other, & how we take care of our customers. We believe every individual counts! Our highly-qualified, driven employees continually strive...Work experience placementBank staff
- ...regulatory standards. Collaborate with executive leadership on product development, guideline enhancements, and risk assessment strategies. Review and analyze complex loan files, providing guidance and second-level reviews for escalated files. Monitor and...Work at office
$75k
Commercial Credit Analyst – To $75K – Milwaukee, WI – Job # 2233 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking...$165.55k - $283.8k
...thorough background check on all new hires. Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies. This role offers the opportunity to influence investment direction, mentor...$91.8k - $171k
...Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides... ...with other experts to create integrated business development strategies. Develops investment proposals and participates in meetings...Contract workPart timeLocal areaShift work$115k
About the Job Portfolio Manager - To $115K - Brookfield, WI - Job # 3757 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best...- A leading firm in talent acquisition is hiring a Commercial Credit Analyst for their Milwaukee location. The role includes analyzing and underwriting new business loans, preparing credit analysis packages, and requires a Bachelor's degree along with a minimum of two years...
$85.4k - $146.4k
...professionals in a collaborative, growth-focused environment where your contributions directly impact clients and the business. We invest in your development and provide opportunities to expand your skills across multiple banking disciplines. Apply today to make an impact...2 days per week3 days per week$92.82k - $109.2k
...support retaining and expanding relationships with existing customers and supporting growth opportunities that align with the business strategy. Primary responsibilities include: • Fulfill underwriting requirements while providing accurate, timely and conclusive credit...Temporary workWork experience placementLocal area- ...counseling mutual funds and exchange-traded funds on mergers and acquisition. The candidate also should have a working knowledge of the Investment Advisers Act, and a desire to gain experience with private funds, proxy contests, and insider trading matters. Strong writing,...Work at office
$70.35k - $205.8k
.... Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with... ...future-ready operating model. Create the business case, investment profile and roadmap to deliver on the strategy (including revenue...Live inWork at officeLocal area$65k - $110k
...Actuarial & Strategy Consultant Company Overview Oliver Wyman is a global leader in management consulting, with offices in 60 cities across 29 countries. We combine deep industry knowledge with specialized expertise in strategy, operations, risk management, and organizational...Permanent employmentFull timeContract workWork at office$117k - $165k
...institution Strong compensation and full benefits package, including 401(k) match and bonus Family-friendly work culture with investment in professional development Access to wellness programs, banking perks, and career advancement support Apply...Full timeRelocation$120k
Commercial Portfolio Manager – To $120K – Greenfield, WI – Job # 3763 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available ...Work at office- ...partners. Identify and develop a comprehensive plan for increased matching and recurring gifts. Develop reports as needed to inform fund strategy and to measure fundraising progress. Track and measure the effectiveness of solicitations, annual fund, KPI, and strategic...Full timeWork at officeWeekend workAfternoon shift
- ...client-first culture, delivering insightful investment advice and portfolio management... ...empowers you to develop tailored investment strategies, construct disciplined portfolios, and... ...to manage client relationships in a consultative role with autonomy, collaborate with internal...
$118.69k - $189.91k
...work for the company, such as conducting pricing and actuarial strategy for a business segment, evaluating advanced care management models... ...cutting edge of health care delivery with a team that's deeply invested in the community. ~ Work-life balance, flexibility, and the...Local area$118.69k - $189.91k
...modeling to support key business decisions. Lead or provide consultative support on assigned projects and serve as a trusted subject... ...cutting edge of health care delivery with a team that's deeply invested in the community. ~ Work-life balance, flexibility, and...Contract workWork at officeLocal area$143.62k - $229.79k
...Job Description The Consulting Actuary - Pharmacy serves as a senior-level individual... ...supporting the organization's pharmacy strategy through advanced actuarial and analytical... ...health care delivery with a teamthat'sdeeply invested in the community. ~ Work-life...Local area$143.62k - $229.79k
...Job Description As a Consulting Actuary -ACA Risk Adjustment, you will play a pivotal... ...include leading pricing strategies and actuarial initiatives for business... ...care delivery with a team that's deeply invested in the community. ~ Work-life balance...Local area
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