Investment Consultant - Boston

We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia, New York, Boston, Norwalk or Atlanta.This is a hybrid role that has a requirement of working at least three days a week in the office. · We will count on ...

We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago , St. Louis or Atlanta.This is a hybrid role that has a requirement of working at least three days a week in the office. · We will cou ...

Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. · ...

Seeking experienced Investment Operations professional with expertise in security master and related reference data to work on strategic initiatives and supporting clients through daily production processes. · ...

Job summary:We are looking to hire an Investment Consulting Analyst to join the team. Analysts are aligned with a practice group of client types working alongside members of the consulting teams to meet client needs. · , · , · , · . · . · ...

Originate underwrite and close New Market Tax Credit investments with multiple syndicator partners. · ...

Global Atlantic is seeking a contractor to support the User Acceptance Testing (UAT) of the transition of our investment accounting platform from PAM to Clearwater (CW). · ...

We are seeking a Senior Investment Consultant to originate, underwrite and close New Market Tax Credit (NMTC) investments with multiple syndicator partners. · Originations and Fund Closings - Leads and coordinates originations, underwriting, internal credit and other approvals an ...

We are seeking a talented individual to join our Healthcare Investment team at Mercer. · This is a client-facing, Investment Consulting role that will work primarily with Mercer's Healthcare clients, · a focus growth investment practice.We will count on you to: Work with clients' ...

WeareseekingahighlymotivatedandexperiencedInvestmentDataProductConsultantwhowillberesponsibleforsettingthestategyforend-to-endbusinesslineageofourcriticaldata(sub-domainandelements)andwillberesponsibleforbusinessdatamodelingofoneormoredomainssub-domainswhileempoweringdatadestinat ...

The Role As Vice President Workplace Investing WI you are responsible for overseeing the delivery of strategy consulting projects on behalf of our Workplace Investing Business which includes Fidelities retirement and healthcare benefits business lines. · Our projects aim to solve ...

+Job summary · As Vice President, Workplace Investing ('WI') – Fidelity Consulting you are responsible for overseeing the delivery of strategy consulting projects on behalf of our Workplace Investing Business, · +Demonstrated interest or experience in the financial services indus ...

The Opportunity · As a Structured Investments Consultant you will work closely with internal and external stakeholders to empower advisor practices agencies MassMutual to excel in high-net-worth space by offering open architecture solutions expertise. ...

We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia, New York, Boston, Norwalk or Atlanta.This is a client-facing, Investment Consulting role that will work primarily with Mercer's Endowment and Foundation ...

We are seeking a talented individual to join our Investments team at Mercer. · This is a hybrid role that has a requirement of working at least three days a week in the office. · As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utili ...

We are seeking four (4) summer interns to join our Investment Consulting Graduate Internship Program. · Participants will be assigned to meaningful project-based work across several teams within the firm. · ...

NEPC is seeking four (4) summer interns to join our Investment Consulting Graduate Internship Program. Participants will work in a hybrid capacity based in our Boston, MA headquarters. · ...

NEPC is seeking four interns to join our Investment Consulting Graduate Internship Program. Interns will work in a hybrid capacity based in our Boston, MA headquarters. · Participants will be assigned to meaningful, project-based work across several teams within the firm. · ...

NEPC is seeking four (4) summer interns to join our Investment Consulting Graduate Internship Program. · The program offers an excellent foundation for those interested in a career in institutional investment consulting. · ...

ThispositionwouldberepresentativeforproactivelycontactingandperforminginvestmentreviewsofthetoptierinvestmentmanagementclientsforADPStrategicPlanServices(ADPSPS). · Responsibilities · Hasabroadunderstandingof401(k)plansandhowADPSPSSproviderservicing.Hasaboveaverageknowledgecapabi ...