289 investment consultant jobs found

Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Locations : FL, NY, TX | Remote Get To Know The Team: SS&C Advent, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Implementation Consultant to support SS&C Genesis & Advent Investment Suite applications. Blend financial industry knowledge with technology skills while implementing several key SS&C software products. Why You Will Love It Here! Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Locations : FL, NY, TX | Remote Get To Know The Team: SS&C Advent, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Implementation Consultant to support SS&C Genesis & Advent Investment Suite applications. Blend financial industry knowledge with technology skills while implementing several key SS&C software products. Why You Will Love It Here! Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Locations : FL, NY, TX | Remote Get To Know The Team: SS&C Advent, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Implementation Consultant to support SS&C Genesis & Advent Investment Suite applications. Blend financial industry knowledge with technology skills while implementing several key SS&C software products. Why You Will Love It Here! Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional...

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 The Position We are seeking a dynamic Associate Business Developer to join our Americas Institutional Group (AIG) within the Client Platform Institutional Sales team focusing on the institutional market and investment consultants. The opportunity set will include Corporate and Public Pensions, Endowments & Foundations, and Hospital systems. The Associate Business Development Manager...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Data Consultant Location: Jacksonville, FL Hybrid Get To Know The Team: SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Data Consultant to join our industry leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. Why...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Data Consultant Location: Jacksonville, FL Hybrid Get To Know The Team: SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Data Consultant to join our industry leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. Why...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Data Consultant Location: Jacksonville, FL Hybrid Get To Know The Team: SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Data Consultant to join our industry leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. Why...

King County Summary Join a team that's shaping the future of King County's parks! The Capital Improvement Program (CIP) keeps our parks safe, accessible, and sustainable through smart planning and thoughtful investment-and we're looking for a Contract Specialist II to help make it happen. If you're a motivated, detail-oriented professional who loves improving systems and supporting impactful projects, we'd be excited to have you on our team. In addition to the current opening, this recruitment may be used to establish a pool of qualified candidates to fill future Contract Specialist II career service and term-limited temporary openings within the Parks Division or throughout the Department of Natural Resources & Parks (DNRP) over the next six months. About the Role: As a Contract Specialist II with the King County Parks CIP team, you'll work independently to provide essential contract support to a large multidisciplinary group of planners, architects,...

About this role Associate, Sales Support - Institutional (FTC) About the location At BlackRock, we are building something great in Budapest, our global technology and innovation hub, where we want to shape a culture in which challenge, development, and innovation happen every day! Our mission as an organisation is to create a better financial future for our clients. BlackRock Budapest will enable this through a relentless drive to make ourselves and our communities better. We are a diverse bunch of people who like to analyse, reinvent, and enhance how we work, in the pursuit of a better experience for our colleagues and clients. There are limitless problems to solve and opportunities for learning and development, alongside a team of clever and caring colleagues. Our culture is one of respect, challenge, and stretch, and we expect and value feedback. We believe that people reach their best potential when the different facets of their home, work and community are all cared...

About this role As an Associate within the FAIR team, you will be part of a high impact team focused on delivering exceptional analytical reports. This team's work focuses on analysing and recalculating fees and expenses relating to private equity and other alternative investments and providing insight to our LP clients regarding the expense structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our clients insight into their management fee, expense, and carried interest structures. If you are an experienced fund accountant, auditor, or financial due diligence professional who appreciates the nuances of private equity agreements, complex legal agreements, and financial structures - FAIR is the place for you. As an Associate, you will have the ability to add value across multiple clients within the FAIR team, enabling you to gain a deep perspective and awareness of the wider...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Geneva Consultant Locations : NY, NJ, FL (Remote/Hybrid) Get To Know The Team: SS&C , a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Blend financial industry knowledge with technology skills while implementing and upgrading Geneva. Gain exposure from multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features Why You Will Love It Here! Flexibility :...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Geneva Consultant Locations : NY, NJ, FL (Remote/Hybrid) Get To Know The Team: SS&C , a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Blend financial industry knowledge with technology skills while implementing and upgrading Geneva. Gain exposure from multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features Why You Will Love It Here! Flexibility :...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Geneva Consultant Locations : NY, NJ, FL (Hybrid) Get To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Blend financial industry knowledge with technology skills while implementing and upgrading Geneva. Gain exposure from multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features bundled with Geneva releases. Why You Will Love It...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Geneva Consultant Locations : NY, NJ, FL (Hybrid) Get To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Blend financial industry knowledge with technology skills while implementing and upgrading Geneva. Gain exposure from multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features bundled with Geneva releases. Why You Will Love It...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Geneva Consultant Locations : NY, NJ, FL (Hybrid) Get To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Blend financial industry knowledge with technology skills while implementing and upgrading Geneva. Gain exposure from multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features bundled with Geneva releases. Why You Will Love It...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Geneva Consultant Locations : NY, NJ, FL (Remote/Hybrid) Get To Know The Team: SS&C , a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Blend financial industry knowledge with technology skills while implementing and upgrading Geneva. Gain exposure from multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features Why You Will Love It Here! Flexibility :...

Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...

Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...

NFP Who We Are: Wealthspire, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire, please visit www.wealthspire.com. Summary: The Project Manager works directly with plan advisors and retirement plan recordkeepers to assist and project manage the successful implementation of retirement plan clients when they implement a new plan or change recordkeepers. This position will be responsible for coordinating, supporting and executing plan transition project management activities...