9 investment consultant jobs found

CSAA Insurance Group CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for a Financial Analyst Specialist - Remote ! Your Role: Financial Planning and Analysis (FP&A) serves as trusted strategic advisors to our business partners, providing financial counsel that drives sustainable and profitable growth for the organization. This role supports the Personal Lines Claims Services organization and the Legal Division including the Claims Law department. It will focus on claims...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Company : Wellington Management Company LLP Location : 280 Congress Street, Boston, MA 02210 Position Title : Manager, Finance & Administration Job Description : Lead the team responsible for solutions in Workday Financials, HCM, and Payroll. Coverage includes Financial Accounting, Supplier Accounts, Expenses, Procurement, and Projects, as well as Talent Management,...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited...

Genesys Genesys empowers organizations of all sizes to improve loyalty and business outcomes by creating the best experiences for their customers and employees. Through Genesys Cloud, the AI-powered Experience Orchestration platform, organizations can accelerate growth by delivering empathetic, personalized experiences at scale to drive customer loyalty, workforce engagement, efficiency and operational improvements. We employ more than 6,000 people across the globe who embrace empathy and cultivate collaboration to succeed. And, while we offer great benefits and perks like larger tech companies, our employees have the independence to make a larger impact on the company and take ownership of their work. Join the team and create the future of customer experience together. Genesys is one of the world's leading cloud platforms for customer experience. As infrastructure investment, AI innovation, and usage-based economics accelerate, managing and optimizing Cost of Revenue is...

CSAA Insurance Group CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for a Finance AI Enablement Lead ! Your Role: The Finance AI Enablement Lead drives the identification, evaluation, and adoption of artificial intelligence tools across the Finance organization. This role translates Finance business needs into practical AI-enabled solutions and ensures responsible, scalable adoption through structured experimentation, implementation, training, and support. The role partners...

CSAA Insurance Group CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for a Financial Consultant - Commercial Lines (Remote) Your Role: As a Financial Consultant, you will lead complex financial and operational analyses and drive informed, strategic decision-making. You will develop resolutions to issues and broad design matters of moderate to high degree of complexity to address business needs within our Financial Planning & Analysis function. Serving as a trusted advisor,...

Manatt, Phelps & Phillips, LLP Job Description Manatt, Phelps & Phillips, LLP is seeking a highly qualified associate with four or more years of substantive corporate finance transactions experience to join our financial services practice. Ideal candidates will have in-depth financial services experience, focusing on corporate transactional and regulatory work involving both new and established companies in the token, digital & technology, blockchain and cryptocurrency space. The position will concentrate on matters involving blockchain as well as venture financings, digital assets, payments, lending, fund formation, alternative lending, regulatory enforcement work, and counseling clients on process and compliance matters. This is an exciting opportunity to represent emerging and growth-stage companies at the forefront of the financial services industry's digital transformation, as well as traditional financial and technology companies seeking to enter the...

Manatt, Phelps & Phillips, LLP Job Description Manatt, Phelps & Phillips, LLP is seeking a highly qualified associate with four or more years of substantive corporate finance transactions experience to join our financial services practice. Ideal candidates will have in-depth financial services experience, focusing on corporate transactional and regulatory work involving both new and established companies in the token, digital & technology, blockchain and cryptocurrency space. The position will concentrate on matters involving blockchain as well as venture financings, digital assets, payments, lending, fund formation, alternative lending, regulatory enforcement work, and counseling clients on process and compliance matters. This is an exciting opportunity to represent emerging and growth-stage companies at the forefront of the financial services industry's digital transformation, as well as traditional financial and technology companies seeking to enter the...

MIO Partners MIO Partners, Inc. (MIO) provides proprietary investment products to McKinsey's retirement plan and partners and offers independent, high-quality financial advice to McKinsey's partners. We manage a wide array of investment vehicles with significant expertise and a long and successful track record in alternative strategies, including hedge funds and private equity. We have a multibillion-dollar portfolio of assets under management, and we manage assets for and advise only McKinsey-related clients; we do not accept outside or third-party investments. MIO is a values-based organization that is strongly aligned with our investors' interests. MIO measures success as performance relative to a market-based benchmark. MIO, a 250+ person registered investment adviser, provides ample opportunities for somebody with an entrepreneurial drive to shine. We strive to meet the highest professional standards and build an organization that attracts, develops, and retains...