Investment Consultant Jobs in New York
Career Seminar Thursday, August 7, 2014 at 6:30pm White Plains Branch Office located at 599 West Hartsdale Avenue, White Plains, NY 10607 THINKING OF CHANGING CAREERS? We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance...
Career Seminar Tuesday, August 12, 2014 at 6:30pm Syosset Branch Office located at 477 Jericho Turnpike, Syosset, NY 11791 THINKING OF CHANGING CAREERS? We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We carefully...
State Insurance Fund Vacancy Notice INV 14-03 Please respond by August 15, 2014 TITLE: Director, Investment Services (Chief Investment Officer) SALARY GRADE: NS (M/C)DEPT/DIST OFFICE: Investments WORK LOCATION: NYC JURISDICTIONAL CLASS: Exempt New York State Insurance Fund: The New York State Insurance Fund (“NYSIF” or the “Fund”) is a self supporting state fund that provides workers’ compensation...
William O’Neil + Co. Incorporated, founded in 1963, is a Registered Investment Advisory firm serving the institutional investment community. Headquartered in the Marina Del Rey area of Los Angeles, the firm provides equity recommendations, market research, and analytic tools on global markets to nearly 400 mutual funds, hedge funds, banks, and other institutions internationally. William O’Neil + C...
IBD Compliance Consultant- Large Financial Firm Our client is a premier financial services institution that provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Investment Banking Division (IBD): Principal areas of IBD business include mergers and acquisitions, financ...
Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banking as well as through...
Position Responsibilities We are seeking a strong Pre-Sales and Solution Consultant to join the Investran business, based in our NY office. The successful candidate's primary role is to work on complex software and service sales; working within a team to understand a client's business and requirements; deliver product demonstrations, workshops, and shape solutions incorporating product, profession...
Our client is working for a major international investment bank to analyze the firm's policies, processes, and procedures related to their mortgage business and high net worth clients. They need a team of several consulting professionals that specialize in the assessment and implementation of controls specific to the mortgage business. These projects will be carried out across two locations: Washi...
Energy, Environment & Transportation Aviation Markets New York, NY ICF SH&E: ICF’s aviation team provides objective and independent commercial, financial, technical, and regulatory guidance to aviation clients, including airlines, airports, financial institutions, manufacturers, U.S. federal agencies, international governments, VIPs, and heads of state. We help aviation clients manage assets and o...
Position Description Picture yourself building a successful career at AIG working along side other talented, highly motivated individuals committed to reaching our goal of becoming our industry’s employer of choice. We believe that our success depends on a world class team with diverse and unequaled expertise. If you would like to be a part of a newly re-designed strategic organization where there...
ABOUT SS&C TECHNOLOGIES: Headquartered in Windsor, CT and with offices throughout North America, Europe, Asia, and Australia, SS&C, a GROWING leader that provides the global financial services industry with a broad range of highly specialized software, business process outsourcing (BPO) services and application service provider (ASP) solutions. We deliver mission-critical processing for informatio...
Global Nest is an IT services provider specializing in SAP, Cloud Computing, Security, Mobility and Staffing Services. We are a certified ISO 9001, SBE, MBE (NMSDC), and approved GSA Schedule Vendor based in Morganville, NJ. Globalnest is a partner of SAP, Salesforce.com, Voltage Security, and Zoho products with two dedicated development centers. Globalnest resells, integrates and customizes produ...
JPW Consulting is looking for a NYC based Project Consultant with experience leading large-scale Salesforce.com training initiatives in Fortune 1000 companies. This person would have Training Management, Project Management and Change Management experience. In this role, the Consultant will be responsible for the following: Develop Change Management Plan for training and adoption of new technology....
$80-120k + Bonus Risk Analytics Management Consultant– Financial Services East Coast and West Coast opportunities - 80% Travel Global management consulting , technology and advisory firm seeks bachelors (Masters a +), with 3+ years financial risk analytics and regulatory reform consulting experience related to Basel III, Dodd Frank, CCAR, Stress testing and capital calculations to join newly cre...
Relationship management and business development. You will be responsible for conducting in-person interviews with candidates and on-site client meetings with a view to developing your own, and Michael Page's, reputation in the Technology market. Specific responsibilities include: Specialize in the recruitment of Technology professionals within some of the top companies in NYC; Maintain and de...
WeiserMazars is currently seeking senior consultants with a strong background in financial services to become part of our Management Consulting practice. As a senior consultant you will be an integral part of teams that identify, shape, and execute high-value tactical and transformational programs to respond to the business challenges of our clients. Position Description This position offers the o...
Teddy Bear Portraits by Nationwide Studios, Inc., the leading company of preschool portraits, is looking for a team member to perform a combination Account Representative, Photographer and Portrait Consultant role. Successful candidates will have a love of working with children; be flexible, outgoing, and energetic; be self-disciplined with an entrepreneurial spirit; possess a strong work ethic an...
WINDJAMMER SUPPLIES Independent Consultant Position: Are you highly motivated with an outgoing personality? Do you possess a drive to succeed? Are you looking for the opportunity to earn extra cash for the summer, supplement your income, or work full time-earning unlimited commission? If so-we want you on our team! Represent our brand in your community and watch your potential grow! Company Overvi...
AXIOM Consultant Keywords: AXIOM, Axiom Controller View, AXIOM CV, Regulatory Reporting, HP Quality Center, CCAR, FRY14, FRY9C, FFIEC Description Mansion House Consulting is hiring an AXIOMConsultant who will work across various initiatives supporting Regulatory Reporting for our Tier One Banking client. The candidate will play a key role in the implementation of Regulatory Reporting solutions uti...
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Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in New York
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Interviews clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Protects client and company interests by complying with federal, state, and foreign regulations; keeping information confidential.
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