Remote Senior Strategy Consultant — Financial Services
Placements24
- Remote job
Placements24 seeks a Senior Management Consultant for a fully remote role, advising leading financial institutions on strategic challenges. The position is international, with responsibilities spanning digital banking, risk management, regulatory compliance, and market expansion. Lead project teams, craft innovative solutions, and build trusted advisor relationships with senior executives in a remote-first environment. #J-18808-Ljbffr Placements24
$200k - $250k
...Blue’s rapidly growing financial services clients is seeking highly consultative CFP® professionals to join... ...tax planning strategies. This is a high-ticket... ...Position Overview: As a Senior Wealth Strategy Consultant... ...This Opportunity: ~100% remote environment ~25-30...Remote workSeniorFor contractorsFlexible hours$110.1k - $176.2k
...payments credit union service organization (CUSO) and... ...serves more than 4,000 financial institutions throughout... ...The Opportunity: The Senior Competitive Intelligence & Market Strategy Consultant is a strategic leader within... ...our teams. Through a remote‑first, flexible...Remote workSeniorFull timeLocal areaFlexible hoursShift work- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom consultations weekly with high-net-worth prospects. You’ll... ...educating clients over traditional selling, with extensive coaching and a fully remote setup. #J-18808-Ljbffr Curvion BlueRemote jobSenior
$140k - $215k
...accomplishing hard things, together. Senior Solutions Consultant Redefine what it means to... ...that power the largest financial services firms. Location: Remote | Work Model: Remote, Field... ...with customers, and help shape strategy with technical credibility and...Remote workSeniorFull timeWork experience placementLocal areaFlexible hours$180k - $250k
...Position Title: Associate Director / Senior Managing Consultant - Financial Services Operations & Technology Location: Remote - USA Position Type: Full time Requisition... ...programs, governance, and PMOs from strategy through execution. Support technology‑enabled...Remote workSeniorFull timeLocal area- ...either #1 or #2 below: \n #1 - Previous Financial Services Recruiting experience \n #2 -... ...#2 above. \n \n Job Title: \n Consultant - Executive Recruiter(title will be commensurate... ...experience) \n \n Location : Remote or Hybrid - preferably based out of NY...Remote jobSeniorFull timeWork at officeFlexible hours
- ...distinguished international management consultancy, is seeking a seasoned Senior Management Consultant with deep expertise in the Financial Services sector. This is a fully remote position, offering... ...management frameworks, and compliance strategies within the financial services...Remote workSenior
$140k - $215k
...Senior Solutions Consultant Here at Appian, our values of Intensity and Excellence define... ...that power the largest financial services firms. Location: Remote | Work Model: Remote, Field Work... ...with customers, and help shape strategy with technical credibility and...Remote workSeniorLocal area$130k - $155k
...combining deep UX capability with senior engineering talent to get AI... ...Retail, Education, Energy, Financial Services, Healthcare, and... ...Senior Business Analyst to lead strategy and discovery work end-to-end... ...move faster than traditional consulting cycles Collaboration...Remote workSeniorLocal areaShift work$168.75k - $278.48k
...Description As a member of our Solution Consulting team, you will have a major impact on... ...product marketing, partners, and professional services ~ Territory management skills,... ...flexibility and trust. Work personas (flexible, remote, or required in office) are categories...Remote workSeniorFull timeWork at officeImmediate startFlexible hours- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This... ...role is for you if you thrive in a remote-first environment, seek collaboration... ...led planning across investment strategy, tax aware planning, retirement, estate...Remote workSenior
- ...seeking a highly skilled and experienced NetSuite Managed Services Senior Functional Consultant - Financial to serve as a critical member of our team,... ...orthodontics ~ Vision Insurance options ~ Unlimited PTO ~ Remote working environment ~401k Match 50% up to 3% of...Remote workSenior
- Caliber Corporate Advisers is seeking a Senior Account Executive to lead creative media relations strategies and connect internal teams with clients. You will... ...relationships and drive coverage for fintech, financial services, insurtech and proptech clients. The role emphasizes...Remote jobSenior
- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist / Paid Media Lead in... ...client performance across media buying, strategy, messaging, and testing. You will... ...direct-response copy and video scripts for financial services audiences. You will report to the Associate...Remote jobSeniorFlexible hours
- Clients Blackbox, Inc. seeks a Senior Paid Media Strategist to own client performance across Meta campaigns, messaging, and testing. You will lead conversations with financial-services clients, craft direct-response copy, and optimize funnels end-to-end to drive qualified...Remote jobSeniorFlexible hours
$140k - $160k
...advisory firm is seeking a Senior Financial Advisor to lead client relationships... ...planning, investment and service professionals. The role... ...monitor results and update strategies as clients’ circumstances change... ...candidates preferred. Remote arrangements may be...Remote workSeniorFull timeWork at officeLocal area$114k - $165.3k
...that transforming financial lives starts by... ...base salary** The Senior Private Wealth... ...client experience servicing needs related to... ...explain the ‘Personal Strategy’ investment... ...effective client consultations – always composed... ...local law. ***For remote and hybrid...Remote workSenior16 hoursFull timeTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaWork from homeFlexible hours- A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial Advisor, with... ...financial planning across various strategies. If you thrive in a technology-forward advisory...Remote jobSenior
$88k - $132k
...digging into complex financial planning questions—from... ...Team is looking for a Senior Financial Planner who... ...deliver comprehensive strategies across Savant's 10 key... ...enhance the firm's overall service offeringServing as a... ...work model; fully remote arrangements may be considered...Remote workSeniorWork experience placementSummer workWork visaFlexible hours$150k - $175k
...Senior Financial AdvisorAllentown, PAModera Wealth Management is an independent... ...give clients a personalized service experience with our distinct... ...cash flow, tax, investment strategy, retirement planning, estate... ...continuing educationPartial remote workSalary range for this...Remote workSeniorTemporary workWork at officeLocal area$150k
Ameriprise Financial Services, LLC is seeking an experienced sales consultant to drive wealth management product growth across the Pacific West. You will partner with... ...relationship management and market insight. This remote role offers travel to regional events and...Remote workSenior$130k - $150k
Senior Advanced Financial Planning Opportunity in Financial Services Senior Estate Planning Strategist, High Net... ...on estate planning strategies, trust design, wealth... ...emerging trends through consultations, training programs,... ...technology platforms. #LI-Remote #J-18808-Ljbffr OsaicRemote workSeniorFull timeWork at office- ...MassMutual NJNYC is a financial planning firm with offices... ...hybrid role for a Senior Financial Advisor with... ...comprehensive financial planning services, including retirement... ...and develop tailored strategies for financial success.... ...with opportunity for remote work. This is a 1099/W...Remote workSeniorFull time
- Fiscal Management Associates, LLC (FMA) is seeking a Senior Consultant in Los Angeles to deliver nonprofit financial management services for client organizations. This role blends accounting expertise with a consulting mindset, serving clients locally and virtually after...Remote jobSenior
- ...growing firm looking for a Senior Financial Planner to join their dynamic... ...Wealth Advisors, Client Services, Operations and other appropriate... ...environment including remote and hybrid options What... ...providing non-attest tax and consulting services, and Aprio, LLP providing...Remote workSeniorFull timeWork at officeLocal areaFlexible hours
- ...Job Description We are looking for a Senior CERTIFIED FINANCIAL PLANNER™ Professional to walk... ...Planning software. Exceptional Customer Service skills. Excellent written and verbal... ...Tucson, AZ 85712 (In person only, no remote work). \nCompany Description Tocco...Remote workSeniorMonday to Friday
$150k
...helping retirees make confident financial decisions. \n As a fully remote, fiduciary-focused RIA, we... ...retirement income strategies utilizing investments and Fixed... ...of client-facing financial services experience \n Strong consultative sales skills \n Experience...Remote workSenior- Guidehouse is seeking a Managing Consultant to lead client delivery within the Commercial Financial Services practice. The role involves driving projects, managing client... ...clients (NYC focus), and collaboration with senior leadership to produce organized reports and presentations...Senior
$120k
...Career Looks Like As a Financial Advisor, you will... ...personalized financial strategies spanning investments,... ...experience in financial services. Many successful... ...advisors transition from: Consulting, finance, or banking... ...Are seeking a fully remote or non-client-facing role...Remote workSeniorFull timeTemporary workWork at officeLocal areaFlexible hours$50k
...Company Description LIfeOne Financial is a part of Experior... ...owned and operated financial services company whose founders... ...n Role Description The Senior Financial Advisor is a remote role responsible for... ...insurance, and overall financial strategies. Day-to-day activities...Remote workSeniorWork at office
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