Investment Consultant Jobs in Maryland

191 jobs

Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an extensive array of development opportunities as well as a competitive total compensation package. The Scottrade...

The Senior Advisor Consultant is responsible for driving sales of OppenheimerFunds (“the Company”) products and services through the Registered Investment Advisor (RIA) channel. An integral part of our Distribution organization, the Senior Advisor Consultant serves as the face of OppenheimerFunds to our clients, building relationships that have a direct impact on the Company’s growth. Principal R...

Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an extensive array of development opportunities as well as a competitive total compensation package. The Scottrade...

Description PRIMARY PURPOSE OF THE POSITION The Client & Investment Reporting Specialist manages the end to end production and distribution process for completing repeatable and ad-hoc client reporting packages for specified business unit(s). The Specialist tracks client requirements, delegates work to internal suppliers, and maintains reporting metrics to ensure quality, accuracy, and cohesiven...

Description PRIMARY PURPOSE OF THE POSITION The Project Lead(PL) works with their business partners outside of formal projects to continually identify new opportunities to achieve business goals. PL consults with their business partners to understand their goals and objectives on a regular basis. The PL is responsible for clarifying and validating the business needs for new and/or enhanced produ...

Description The position assists the Sr. Compliance Analysts as a global compliance subject matter expert for GICS and acts as a consultant by partnering with the Sr. Compliance Analyst and GICS Sr. Managers to proactively identify and manage the compliance requirements to ensure alignment with strategic priorities, regulatory requirements, operational readiness and department needs including tra...

Description PRIMARY PURPOSE OF THE POSITION The Client & Investment Reporting Specialist manages the end to end production and distribution process for completing repeatable and ad-hoc client reporting packages for specified business unit(s). The Specialist tracks client requirements, delegates work to internal suppliers, and maintains reporting metrics to ensure quality, accuracy, and cohesiven...

Description PRIMARY PURPOSE OF THE POSITION The Sr. Business Analyst (BA) acts as a consultant and partner with the business community and Technology project teams and business partners to elicit clarify and translate business requirements into documentation and conceptual design from which application and solutions are developed. The Sr. BA is responsible for defining (and/or redefining) busine...

Description The Sr. Investments Analyst, Fixed Income performs with minimal direction a variety of roles in the creation and maintenance of highly-complex solutions that address the informational and analytical needs of the Investment Management and quantitative process. This position requires strong Investment business acumen and will act a subject matter expert and analyst to provide analytics ...

Description PRIMARY PURPOSE OF THE POSITION The Sr. Business Analyst (BA) acts as a consultant and partner with the business community and Technology project teams and business partners to elicit clarify and translate business requirements into documentation and conceptual design from which application and solutions are developed. The Sr. BA is responsible for defining (and/or redefining) busine...

DescriptionPRIMARY PURPOSE OF THE POSITION The Defined Contribution Investment Specialist serves as a client facing investment generalist in support of RPS and USIS FI sales and relationship management efforts with plan sponsors, advisors and consultants. The position is responsible for supporting full service defined contribution clients and their advisors with respect to the ongoing monitoring,...

Description PRIMARY PURPOSE OF THE POSITION The Team Lead, Investment Strategy Writers, is responsible for the day to day management of a team of Investment Strategy Writers and Investment Strategy Writers producing repeatable branded client reports, RFP (request for proposal) and DDQ (due diligence questionnaire) content, as well as marketing and prospecting collateral dedicated to sustaining a...

The position assists the Sr. Compliance Analysts as a global compliance subject matter expert for GICS and acts as a consultant by partnering with the Sr. Compliance Analyst and GICS Sr. Managers to proactively identify and manage the compliance requirements to ensure alignment with strategic priorities, regulatory requirements, operational readiness and department needs including training and ong...

THE PRIMARY PURPOSE OF THE POSITION The Senior Operations Investment Analyst will provide Operational Investment expertise both internally and externally. The complexity of the Retirement Plan space requires very specific knowledge of both the operational and regulatory environment. This position will focus on all investments within the plans including stock and mutual fund investments. The ...

PRIMARY PURPOSE OF THE POSITION The Client & Investment Reporting Specialist manages the end to end production and distribution process for completing repeatable and ad-hoc client reporting packages for specified business unit(s). The Specialist tracks client requirements, delegates work to internal suppliers, and maintains reporting metrics to ensure quality, accuracy, and cohesiveness of client...

PRIMARY PURPOSE OF THE POSITION The Project Lead(PL) works with their business partners outside of formal projects to continually identify new opportunities to achieve business goals. PL consults with their business partners to understand their goals and objectives on a regular basis. The PL is responsible for clarifying and validating the business needs for new and/or enhanced products, services...

I. Summary Statement The Project Director, Real Estate Investments & Asset Management will be responsible for asset management activities for a portfolio of company investments in hotels within the United States. The team member will work closely with other REIAM team members and internal departments (brands, legal, design and construction, treasury) as well as other stakeholders to optimize asse...

PRIMARY PURPOSE OF THE POSITION The Team Lead, Investment Strategy Writers, is responsible for the day to day management of a team of Investment Strategy Writers and Investment Strategy Writers producing repeatable branded client reports, RFP (request for proposal) and DDQ (due diligence questionnaire) content, as well as marketing and prospecting collateral dedicated to sustaining and promoting ...

Title Project Director, Real Estate Investments & Asset Management Location Rockville, MD Description I. Summary Statement The Project Director, Real Estate Investments & Asset Management will be responsible for asset management activities for a portfolio of company investments in hotels within the United States. The team member will work closely with other REIAM team members and internal de...

Title Project Director, Real Estate Investments & Asset Management Location Rockville, MD Description I. Summary Statement The Project Director, Real Estate Investments & Asset Management will be responsible for asset management activities for a portfolio of company investments in hotels within the United States. The team member will work closely with other REIAM team members and internal de...