Remote Institutional Investment Consultant (Fiduciary)
Index Fund Advisors, Inc.
- Remote job
Index Fund Advisors, Inc. seeks an Institutional Investment Consultant for a full-time remote role serving the Philadelphia area. You will analyze portfolios, craft policy recommendations, and design diversified, tax-efficient solutions. Collaborate with teams to produce proposals, reports, and client education materials while upholding fiduciary standards. The role emphasizes client relationships, market awareness, and compliance with retirement plans, endowments, and regulatory practices. #J-18808-Ljbffr Index Fund Advisors, Inc.
- We are currently seeking an investment consultant to join our team. This Consultant role combines... ...solutions focused on our institutional clients including Endowments & Foundations... ...management, retirement plan design, and fiduciary responsibilities Excellent written and...SuggestedWork at office
$175k
...the millions of people and institutions who rely on us to help them... ...partnering with distribution on investment-related client service and... ...major institutional clients and consultants, retail due-diligence teams,... ...a hybrid work environment (remote/onsite) unless otherwise...Remote workFull timeWork experience placementLocal areaFlexible hours$144k - $261k
...Price, we identify and actively invest in opportunities to help... ...capabilities to individuals, advisors, institutions, and retirement plan sponsors... ...chief negotiator and sales consultant to the most complex and key... ...is eligible for full time remote work.Base Salary RangesPlease...Remote workFull timeContract workLocal area$144k - $261k
...Price, we identify and actively invest in opportunities to help... ...capabilities to individuals, advisors, institutions, and retirement plan sponsors... ...Relationship Management & Consulting:Directly manage sales,... ...role is eligible for full-time remote work.Base Salary RangesPlease...Remote workFull timeContract workLocal area$144k - $261k
...Price, we identify and actively invest in opportunities to help... ...capabilities to individuals, advisors, institutions, and retirement plan sponsors... ...risk mitigation.Serves as consultant to the client on how T. Rowe... ...is eligible for full time remote work.Base Salary RangesPlease...Remote workFull timeContract workLocal area- J.P. Morgan Institutional Investment Solutions Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment... ...multi-asset solutions for Family Offices, Endowments, Fiduciary and Defined Contribution Plans. The investment solutions...
$67k - $134k
...Institutional Investment Consulting Associate We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role... ...hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development...Remote workMinimum wageWork at officeLocal areaFlexible hours3 days per week1 day per week- Trustmark Investment Management seeks an experienced investment professional to manage portfolios and advise clients, ranging from individuals to institutions, while upholding fiduciary standards. The role spans investment research, strategy development, client presentations...
- Mesirow Financial Holdings, Inc. is seeking an Investment Consultant for our Chicago headquarters. The role focuses on investment research, data analysis, and client reporting within fiduciary services. You will collaborate with peers and leadership, build client relationships...
$175k - $200k
Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast) Join to apply for the Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast) role at ProShares Senior Investment Consultant - Institutional, RIA, and Family Offices...Full timeWork experience placementWork at office$175k - $200k
A leading investment management firm is seeking a Senior Investment Consultant in San Francisco to drive sales through institutional relationships including RIAs and family offices. The ideal candidate will have over 10 years of experience in investment management and...Full time$122.4k - $244.8k
...week in the office. As an Investment Consultant , you will advise institutional clients—both defined benefit and... ...to optimize risk/return and meet fiduciary obligations. You’ll present... ...includes the flexibility of working remotely and the collaboration, connections...Remote workMinimum wageWork at officeLocal areaFlexible hours3 days per week1 day per week- ...Serves high net worth and institutional clients as Portfolio... ..., client service and investment review meetings,... ...WI office and 1 day remote. The Impact You'll Make... ...objectivesWorking with Financial Consultants/Relationship Managers... ...with fiduciary principles and prudent...Remote workFull timeWork at office
$85k - $145k
...candidate will have 7-10 years of experience and a CFP designation. This hybrid position allows for both remote and office work, emphasizing client-first fiduciary responsibility. Responsibilities include analyzing clients' financial landscapes and ensuring compliance...Remote workWork at office- ...comprehensive planning, and act as a trusted fiduciary in a fee-only environment. This role... ...financial planning, and coordination with our investment team. The firm offers a hybrid schedule (2 days in-office, 3 days remote) and a pathway for professional growth. #J-...Remote workWork at office
- ...Description Responsible for advancing institutional giving efforts through the identification, cultivation, solicitation, and stewardship of corporate, foundation, and individual donors in support of scholarships, workforce development programs and initiatives, and...Remote workWork at office
- Summr is looking for an Investment Sales Associate based in Dallas-Fort Worth, TX (Remote within Texas) to cultivate relationships and educate partners on tailored investment strategies. The role requires strong communication, an understanding of partnership structures,...Remote job
$139.23k - $163.8k
...Portfolio Manager, you will partner with Relationship Managers to successfully manage a portfolio of Institutional Client Group credit relationships of customers in the Investment and Non-Investment grade energy industries. Responsibilities include: underwriting all types of...Full timeWork experience placementWork at officeLocal area3 days per week$70k - $75k
...Position Title: Institutional Giving Manager Reports to: Director of Development... ...onsite in Boston-based office, with some remote flexibility and statewide travel Salary... ...critical role in securing philanthropic investments that strengthen mentoring and youth-...Remote workFull timeWork at officeImmediate startNight shiftWeekend work- ...management for clients. You will serve as a primary advisor, integrating planning, investment, tax strategy, business planning, and retirement considerations while upholding fiduciary standards. Travel to firm events is required. The role involves coordinating with tax...Remote job
- Highland Consulting Associates, Inc. is hiring an investment consultant to serve institutional clients, including Endowments & Foundations and retirement plans. You will deliver client service excellence, translate complex investment concepts, and support business development...
$100k - $130k
Financial Institutions Management Consultant (West Coast) United States (Remote) Job Description Cetera Financial Institutions is seeking a Financial Institutions... ...marketing team to market the wealth management investment program offerings, enhance member & client engagement...Remote workFlexible hours$80k - $85k
...Description: Reporting to the Director of Development, the Institutional Giving Manager takes the lead in identifying, cultivating, soliciting... ...: Currently, this position is hybrid in person/remote. It is mandatory for new employees to be onsite while onboarding...Remote workFull timeTemporary workFor contractorsWork experience placementWork at officeLocal areaRelocationFlexible hoursShift workWeekend workAfternoon shift- As the Executive Director, Institutional Sales, Public Funds, you will lead business development... ...of traditional and alternative investment capabilities while serving as a trusted... ...colleagues focused on DC, ETF sales, and Consultants.Job ResponsibilitiesOriginate and...
- We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Job SummaryAs...Work experience placement
$90k - $105k
...environment that makes a positive impact in our community? ~ Institutional Giving Manager $90,000 -$105,000 DOE Come work at Voices for... ...& SCHEDULE $90,000 - 105,000 DOE This is an exempt, remote-based position. Standard work week is 40 hours; however, employees...Remote workPermanent employmentFull timeWork experience placementWork at officeLocal areaImmediate startMonday to FridayFlexible hoursNight shiftAfternoon shift$125k - $175k
...Services develops innovative, outcome-oriented investment strategies and portfolios. We partner... ...and ETF solutions. As Senior Investment Consultant - Private Markets, you will play a key... ...who are able to accommodate a fully-remote work schedule. This is a field-based role...Remote workFull timeWork at officeFlexible hours$27.86 - $29.25 per hour
...positions are not eligible for remote work. Responsibilities... ...statutes and rules; evaluate investment portfolios and decision-making... ...of companies; financial and fiduciary work environments; state and... ...with co-workers, financial institution personnel, and examiners from...Work at officeVisa sponsorshipWork visa$110k - $135k
...$110,000.00 - $135,000.00Category: Banking & International, Investment Banking, Entry LevelCompany: CitiThe Investment Banking Senior... ...other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also...Full time$115k - $130k
...Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back... ...services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public...
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