Investment Consultant Jobs in USA
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Investment Specialist
Hr Pod - Hiring Talent Globally
Requirements: Bachelors degree in Finance Economics Accounting Business Administration or a related field.CFA (completed or in progress) will be an advantage.3 years of relevant experience in investment analysis preferably within mutual funds asset management companies brokerage houses or investment...
Texas Wealth Practice Growth Leader
Marsh Mclennan
Company:MercerDescription:We are seeking a talented individual to join our Wealth Practice team at Mercer. This role will be based in Houston or Dallas TX. This is a hybrid role that has a requirement of working at least three days a week in the office.As the Wealth Practice Growth Leader you will b...
Investment Banking Consultant
Mercor
About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey. Position: Investment Banking Expert Type: Contract Compensation: $1...
Investment Consultant, Senior Specialist
The Vanguard Group
Responsibilities:1. Serve as the senior investment strategist and client facing expert ensuring Vanguards investment products are appropriately positioned within the DC marketplace. This includes guidance on plan lineups product due diligence multi asset product strategy and fund selection decisions...
Sr Pension Investment Advisor
City Of New York
NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly efficiently and transparently to instill public confidence and encourage compliance while providing exceptional customer service.DOFs Mayors Office of Pensions and Investments (MOPI) advises the...
National Investment Consultant
Ss&c
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on...
Associate National Investment Consultant
Ss&c
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on...
Investment Consultant Ii Merrill Premium
Bank Of America
Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...
Investment Consultant Ii Merrill Premium
Bank Of America
Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients teammates communities and shareholders every day. One of the keys to driving...
Investment Consultant Ii Merrill Premium
Bank Of America
Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...
Investment Consultant Ii Merrill Premium
Bank Of America
Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients teammates communities and shareholders every day. One of the keys to driving...
Wealth Advisor (dallas, Tx)
Mercer Advisors
Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...
Wealth Advisor (minneapolis, Mn)
Mercer Advisors
Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...
Wealth Advisor (san Francisco, Ca)
Mercer Advisors
Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...
Investmentendowment Accountant
Suffolk University
DescriptionThe Investment/Endowment Accountant is a key member of the Controllers Office within the Finance and Administration Division of Suffolk University. The position has overall responsibility for the accurate and timely accounting of endowment funds including recording transactions reconcilin...
Client Relations Manager
The Unitarian Universalist Association
Updated:January 20 2026Title:Client Relations ManagerStaff Group:Finance Investment OfficeReports To:Senior Investment OfficerLocation:Boston Massachusetts (hybrid)Job Category:Program Specialist IIHours/Week:35* Location is open in the continental United States. You should have easy access to a ma...
Regional Vice President Channel (portland, Or)
Mercer Advisors
Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...
Senior Consultant – Corporate Investment Banking &...
Sia
Sias Corporate Investment Banking & Capital Market team partners with our clients to address strategic regulatory and operational challenges across the deal lifecycle. We support clients in navigating market volatility evolving regulatory expectations and increasing pressure to deliver faster more e...
Consultant Relations Senior Investment Director
Legalandgeneral
The Senior Consultant Relations professional will play a pivotal role in driving institutional asset growth by cultivating and managing relationships with key investment consultants. This individual will serve as a strategic partner to both internal stakeholders and external consultants promoting th...
Uhnw Senior Wealth Advisor (san Francisco)
Mercer Advisors
Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...