NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantBrea, CAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Organizational Change Management Consultant TPI Global SolutionsOrganizational Change Management ConsultantAlhambra, CAThe PM determines appropriate products or services with clients or customers to define project scope, requirements and deliverables; develops, modifies or provides input to project plans; implements project plans to meet objectives; coordinates and integrates project activities; manages, leads or administers project resources; monitors project activities and resources to mitigate risk; implements or maintains quality assurance processes; makes improvements, solves problems or takes corrective action when problems arise; gives presentations or briefings on all aspects of the project; participates in phase, milestone and final project reviews; identifies project documentation requirements or procedures; and develops and implements project schedules and release plans. Skills RequiredThe PM will possess knowledge and experience in customer service; decision making; flexibility; interpersonal skills; leadership; organizational awareness; problem solving, reasoning; team building; oral communication, speaking and writing; business process reengineering; capital planning and investment assessment; contracting/procurement; cost-benefit analysis; financial management; planning and evaluating; project management; quality assurance; requirements analysis and risk management; configuration, data, and information management; information resources strategy and planning; information technology architecture; information technology performance assessment; infrastructure design; systems integration; systems life cycle; and technology awareness.
Investment Consultant II - Merrill Premium Bank of AmericaInvestment Consultant II - Merrill PremiumRiverside, CaliforniaThe registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)CARemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
NewInvestment Consultant - Portfolio Management Specialist Morgan StanleyInvestment Consultant - Portfolio Management SpecialistNewport Beach, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team.
Investment Solutions Consultant New York Life Insurance CoInvestment Solutions ConsultantCARemoteOur diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
NewInvestment M&A Finance Lead Consultant Roth Staffing CompaniesInvestment M&A Finance Lead ConsultantFoothill Ranch, California$90–$104 / hourYou will proactively analyze a wide range of business problems and financial trends to guide strategic business decisions and act as a key finance partner for ongoing financial management across the company. As a Finance Lead, you will lead and participate in efforts that provide insight and deep financial analysis to our business partners, driving cross-functional business strategy.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpCosta Mesa, CA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Investment Analyst Pacific Hospitality Group VenturesInvestment AnalystIrvine, CaliforniaAs part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting. This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.
Vice President, Investments Link LogisticsVice President, InvestmentsIrvine, CaliforniaWe put our people, customers, and communities first and find ways to make a conscious, positive impact where we live and work, prioritizing diversity, equity and inclusion (DEI) across our workforce to deliver an optimal employee experience. This role serves as a primary point of contact for West region dispositions while representing Link to the brokerage community and broader marketplace by showing a high degree of professionalism.
Retirement Plan Consultant - Remote (CST or PST) OneDigital Health and Benefits, Inc.Retirement Plan Consultant - Remote (CST or PST)CARemote$65,000–$90,000 / yearWhere a formal new logo sales goal is assigned, develop and manage a pipeline of prospective clients through referrals, COI relationships, convergence leads, and other business development channels, guiding prospects through the full sales cycle and closing new business against defined targets. Provide retirement plan consulting to clients - including plan design, benchmarking, investment menu analysis, and fiduciary guidance - performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
Financial Consultant Citizens Business BankFinancial ConsultantOntario, CAParticipate in community activities to develop contacts and prospect, and to enhance the position of the Trust & Asset Management Group and Citizens Business Bank. These include developing potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business.
VP, Financial Consultant Brea, CA The Charles Schwab CorpVP, Financial Consultant Brea, CABrea, CAPreferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: • Retirement Planning • Education Planning • Investment Management • Banking & Lending Management • Insurance & Risk Management • Estate Planning.
NewSenior Supply Chain Manager | Senior Procurement Manager Investment Castings (Aerospace Manufacturing) Macpower Digital Assets Edge Private LimitedSenior Supply Chain Manager | Senior Procurement Manager Investment Castings (Aerospace Manufacturing)Santa Ana, CA$170,000–$215,000 / yearRole Summary: We are seeking a dynamic and experienced Supply Chain Manager to lead a team responsible for the end-to-end order-to-delivery process for investment castings, including blades, vanes, and nozzles. They will bring expertise in investment casting and aerospace supply chains, excel at strategic thinking and negotiations, and possess a natural ability to mentor and lead high-performing teams.
Private Wealth Consultant- Western Region Thornburg Investment Management IncPrivate Wealth Consultant- Western RegionCAAdditionally, members of the Private Wealth team will work closely across TIM including, the TIM Investment team, Advisor Solutions Consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year. The PWC will be responsible for positioning Thornburg's mutual funds, SMA products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers focusing on RIA's and Bank Trusts to drive sale growth.
West Coast Consultant Relations Director Northern Trust CorpWest Coast Consultant Relations DirectorNewport Beach, CA$189,290–$331,200 / yearThe Director of Consultant Relations, West Coast is responsible for developing, managing, and expanding strategic relationships with institutional investment consultants across the Western United States. This role represents the firm's full suite of investment capabilities-including traditional and alternative strategies-and partners closely with internal sales, investment, and client service teams to drive consultant engagement, ratings, and adoption.
NewPlanning Consultant- Seal Beach, CA FidelityPlanning Consultant- Seal Beach, CASeal Beach, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Pharmacy Consultant Hub International LtdPharmacy ConsultantNewport Beach, CA$160,000–$180,000 / yearMajor Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Pharmacy Consultant Hub International InsurancePharmacy ConsultantNewport Beach, CaliforniaThe expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Financial Institutions Management Consultant (West Coast) Cetera Financial Group IncFinancial Institutions Management Consultant (West Coast)CARemote$100,000–$130,000 / yearCetera Financial Institutions is seeking a Financial Institutions Management Consultant (FIMC) focused on developing and supporting Financial Institutions (FIs) poised for growth working closely with other members of the Regional Growth Team (RGT), Channel, and key Cetera resources to ensure delivery of strategic value, growth, business consulting and wealth management expertise and guidance. Work with Financial Institution Executives, Program Managers and Regional Growth colleagues on overall FI client segmentation, design advice and service models for client segments, prescribe support staffing models, collaborate on marketing strategies, enhance program efficiency on best practices and tech adoption, and initiate other relevant Growth360 program and advisor specific roadmaps.
NewFinancial Consultant- Seal Beach, CA FidelityFinancial Consultant- Seal Beach, CASeal Beach, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewSr. Solutions Consultant, ServiceNow Milestone Technologies IncSr. Solutions Consultant, ServiceNowCACore Competencies Successful candidates demonstrate: Executive Presence Strategic Thinking Consultative Selling Business Acumen Enterprise Architecture ServiceNow Platform Expertise Solution Design Licensing Strategy Business Process Improvement Executive Facilitation Financial Acumen Proposal Development Cross-functional Collaboration Relationship Management Customer Advocacy. The Senior ServiceNow Solutions Consultant partners closely with Sales, Delivery, Executive Leadership, and ServiceNow to help organizations define platform strategy, optimize licensing investments, architect business solutions, develop implementation roadmaps, and deliver measurable business outcomes.
Member Care Consultant - PT Rize Credit UnionMember Care Consultant - PTCAWith a passion for delivering superior member experiences, you'll provide personalized advice to new and existing members, helping them navigate our products and services to meet their financial needs. Responds to member inquiries received through various communication channels (up to two engagements at a time) such as inbound audio English and Spanish calls, chats, video calls, messages, 3rd party after hours support.
Sr Manager, Technology Consultant Advisor Services The Charles Schwab CorpSr Manager, Technology Consultant Advisor ServicesCARemoteThe Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. The team's success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.
Health & Benefits Consultant Marsh McLennanHealth & Benefits ConsultantIrvine, CaliforniaWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Project Portfolio Management Consultant Pacific LifeProject Portfolio Management ConsultantNewport Beach, CaliforniaYou will fill a role within the Consumer Markets Division, partnering with project, program, portfolio, product, finance, strategy, business, and technology leaders to strengthen portfolio governance, forecasting, roadmap visibility, and decision-making discipline. As a Project Portfolio Management Consultant, you’ll move Pacific Life — and your career — forward by leading portfolio management practices that ensure the right initiatives are prioritized, monitored, and executed in alignment with strategic objectives, business value, and capacity.
Business Consultant AssetMark, Inc.Business ConsultantCA$130,000–$155,000 / yearParticipate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to: Speaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives. Responsibilities: Business Consulting: Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning).
Affiliate Growth Consultant Cetera Financial Group IncAffiliate Growth ConsultantEl Segundo, CA$65,000–$95,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
NewVP, Regional Planning Consultant- Brea/ Torrance, CA FidelityVP, Regional Planning Consultant- Brea/ Torrance, CABrea, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Senior Consultant, Mergers & Acquisitions exit-readiness West Monroe Partners, LLCSenior Consultant, Mergers & Acquisitions exit-readinessCA$124,100–$146,000 / yearWM's model leverages the insights of experienced entrepreneurs, seasoned operators, and veteran deals professionals to proactively identify and act on both risk and opportunity, empowering management with precise coaching, and collaborating with investment banks to refine narratives around technology and operations. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
Senior Consultant, Mergers & Acquisitions healthcare & lifesciences West Monroe Partners, LLCSenior Consultant, Mergers & Acquisitions healthcare & lifesciencesCA$124,100–$146,000 / yearWork directly with clients and the Targets they are/have invested in to define how technology supports business functions and creates value, illustrate how data is generated and commoditized, identify opportunities for improvement, highlight investment risks and associated tactics to mitigate identified risk. This team leads projects related to our core offerings, including platform acquisitions, mergers/integrations, corporate divestiture/carve-outs, sell-side readiness, Day 1 readiness planning, and post-close value creation and execution management.
Experienced Consultant, high tech & software West Monroe Partners, LLCExperienced Consultant, high tech & softwareCAClient Delivery • Support teams serving Software & High-Tech and Private Equity clients while demonstrating advisory capabilities with high-level client counterparts such as C-level executives, Business Unit GMs, and Private Equity Deal and Operating Partners • Contribute to fast-paced due diligence engagements for Private Equity and Corporate Strategic clients investing in Software & High-Tech, with an ability to evaluate the market opportunity, product technology, operating model, and their effects on margins, revenue, and growth risks • Play a key role in strategy & operational projects within the Software & High-Tech sector (e.g., post-merger integration, carve-out/divestitures, operating model transformation) focused on initiatives such as product strategy, target operating model development, post-sales operations and retention improvement, and transaction program advisory. Drive market research (TAM, market growth dynamics, headwinds / tailwinds, competitive landscape), analysis of software financials (revenue mix by product/geo/BU, gross / net retention and churn, SaaS margins, etc.), analysis of key software functions (R&D / Engineering, sales & marketing, customer success / support, etc.).
Rillet Senior Consultant Armanino McKenna LLPRillet Senior ConsultantIrvine, CA$102,500–$139,700 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. The Senior Consultant - Rillet will play a key role in delivering Rillet implementations to high-growth and mid-market clients while helping scale Armanino's Rillet service offering.
Rillet Consultant Armanino McKenna LLPRillet ConsultantCA$74,500–$101,500 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. The Consultant - Rillet will support the delivery of Rillet ERP implementations for fast-growing and mid-market clients while building technical, functional, and client-facing consulting skills.
Risk Services Consultant II - LA & Riverside Region Philadelphia Insurance CompaniesRisk Services Consultant II - LA & Riverside RegionMission Viejo, CA$97,000–$108,500 / yearMarketing Statement: Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets and underwrites commercial property/casualty and professional liability insurance products for select industries. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law.
Organizational Change Management Consultant TPI Global (formerly Tech Providers, Inc.)Organizational Change Management ConsultantAlhambra, CAThe PM determines appropriate products or services with clients or customers to define project scope, requirements and deliverables;develops, modifies or provides input to project plans;implements project plans to meet objectives;coordinates and integrates project activities;manages, leads or administers project resources;monitors project activities and resources to mitigate risk;implements or maintains quality assurance processes;makes improvements, solves problems or takes corrective action when problems arise;gives presentations or briefings on all aspects of the project;participates in phase, milestone and final project reviews;identifies project documentation requirements or procedures;and develops and implements project schedules and release plans. Skills RequiredThe PM will possess knowledge and experience in customer service;decision making;flexibility;interpersonal skills;leadership;organizational awareness;problem solving, reasoning;team building;oral communication, speaking and writing;business process reengineering;capital planning and investment assessment;contracting/procurement;cost-benefit analysis;financial management;planning and evaluating;project management;quality assurance;requirements analysis and risk management;configuration, data, and information management;information resources strategy and planning;information technology architecture;information technology performance assessment;infrastructure design;systems integration;systems life cycle;and technology awareness.
Corporate Complaint Consultant Executive Escalation Specialist Bank of AmericaCorporate Complaint Consultant Executive Escalation SpecialistRiverside, CaliforniaJob expectations include monitoring and testing controls and implementing quality assurance and quality control processes within the LOB or ECF by evaluating data to help identify, track, and report issues and control improvements for remediation. Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting.
Sr. Health Actuary Consultant Marsh & McLennan Companies IncSr. Health Actuary ConsultantIrvine, CA$93,500–$145,000 / yearWe will count on you to: Lead routine client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking, and other projects associated with underwriting health and welfare insurance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Retirement Plan Consultant II - Riverside County Corebridge FinancialRetirement Plan Consultant II - Riverside CountyRiverside, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Health & Benefits Consultant Marsh & McLennan Companies IncHealth & Benefits ConsultantIrvine, CA$88,000–$176,000 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Senior Lead Health & Benefits Large Market Consultant Marsh & McLennan Companies IncSenior Lead Health & Benefits Large Market ConsultantCA$151,000–$302,500 / yearAs Senior Lead Health & Benefits Large Market Consultant, you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Project Portfolio Management Consultant Pacific LifeCorpProject Portfolio Management ConsultantNewport Beach, CA$167,670–$204,930 / yearYou will fill a role within the Consumer Markets Division, partnering with project, program, portfolio, product, finance, strategy, business, and technology leaders to strengthen portfolio governance, forecasting, roadmap visibility, and decision-making discipline. As a Project Portfolio Management Consultant, you'll move Pacific Life - and your career - forward by leading portfolio management practices that ensure the right initiatives are prioritized, monitored, and executed in alignment with strategic objectives, business value, and capacity.
Sr. Lead Health Actuary Consultant Marsh & McLennan Companies IncSr. Lead Health Actuary ConsultantIrvine, CA$117,000–$175,000 / yearWe will count on you to: Lead routine client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placement, benchmarking, and other projects related to underwriting health and welfare insurance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Sr. Principal Lead Health Actuary Consultant Marsh & McLennan Companies IncSr. Principal Lead Health Actuary ConsultantIrvine, CA$150,000–$225,500 / yearWe will count on you to: Lead routine client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking and other projects associated with underwriting health and welfare insurance, brokering contracts or projecting health care related costs. Responsible for managing client projects that focus on employers' health benefits strategies, including financial projections, carrier selection, plan design optimization, employee contribution setting, IBNP valuations, benchmarking, well-being initiatives and renewal negotiations.
Encore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantCA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
VICE PRESIDENT, ADVISOR CONSULTANT Manning & Napier, Inc.VICE PRESIDENT, ADVISOR CONSULTANTCA$100,000–$150,000 / yearAs the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal.
Employee Benefits Consultant - Voluntary Benefits Standard Insurance CompanyEmployee Benefits Consultant - Voluntary BenefitsIrvine, CARemote$125,000–$250,000 / yearThis position works with national, regional and local Employee Benefit Brokers, Consultants, General Agents, Technology Partners and Enrollment Firms by consulting, training, educating, and motivating in order to ensure profitable growth and to meet sales objectives established for an assigned market within the territory. Establish and maintain consulting relationships with national, regional, and local Employee Benefit Broker Partners, General Agents, Technology Partners, and Enrollment Firms for voluntary group and life insurance products, including long-term care.
Underwriting Consultant (Life Sciences) CNA Financial CorpUnderwriting Consultant (Life Sciences)Irvine, CA$72,000–$141,000 / yearDriven by our commitment to our customers, CNA's winning behaviors (externally focused, accountable, collaborative, innovative, and continuously learning) distinguish us from our competitors. Builds/maintains rigorous sales practices using all CNA systems including SalesForce.com and other sales tools and disciplines.
Senior Consultant - Equity Services Aon PlcSenior Consultant - Equity ServicesCA$120,000–$160,000 / yearAon is Looking for a Senior Consultant, Equity Services - San Francisco Bay Area, Texas, Chicago, Irvine, NY Metro/CT, Washington DC, Philadelphia - Hybrid Aon Equity Services is the country's leading full-service provider of consulting services related to equity-based compensation - providing plan design, valuation, tax & financial accounting, performance monitoring & tracking, employee education and communication, corporate governance, and investor outreach services to hundreds of publicly traded companies each year. Skills and experience that will lead to success Bachelor's degree required; advanced degree or credentialed (e.g., CPA, CFA, JD, MBA, and/or CEP) preferred but not required Typically 5-8+ years of relevant professional experience (e.g., consulting, corporate audit or finance, executive compensation, equity valuation) Strong communication skills and comfort working with senior team members and cross-functional colleagues Demonstrated ability to refine and apply knowledge of compensation design and implementation practices to deliver high quality and effective client solutions.