NewFinancial Consultant (Financial Solutions Branch) Charles SchwabFinancial Consultant (Financial Solutions Branch)Phoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumChandler, AZWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach.
Senior Investment Consultant ( Arizona- Southwest Region) Thornburg Investment Management IncSenior Investment Consultant ( Arizona- Southwest Region)AZThe SIC will be responsible for selling Thornburg's mutual funds, SMA products, ETFs, and Private offerings to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
NewInvestment Consultant - Gilbert, AZ FidelityInvestment Consultant - Gilbert, AZChandler, ArizonaRemoteSales Please 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. 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.
NewInvestment Consultant - Phoenix, AZ (Biltmore) FidelityInvestment Consultant - Phoenix, AZ (Biltmore)Phoenix, ArizonaRemoteSales Please 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. 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.
Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management State Street CorpAssociate Regional Consultant - Model Portfolios, AVP - State Street Investment ManagementScottsdale, AZ$70,000–$130,000 / yearYou will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas. This dynamic team member will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.) and territory travel, while competitively positioning our suite of model offerings.
Sr. Consultant - Investment Performance Attribution Northern Trust CorpSr. Consultant - Investment Performance AttributionTempe, AZ$131,905–$224,135 / yearIn addition to the portfolio managers, this role will act in collaboration with business partners including Risk Management, Product Management, Sales and Marketing, performance and accounting, and various operational teams, to implement strategic solutions for data issues, enhance methodology and define fit-for-purpose attribution analysis, optimize the use of attribution for clients and client facing functions. The role will leverage NT technology and analytics and external technology/analytical platforms primarily Aladdin, FactSet, Perform, Bloomberg and Morningstar to continuously refine and deliver meaningful performance attribution that explains the investment outcomes effectively.
Mountain States Investments and Retirement Practice Growth Leader Marsh & McLennan Companies IncMountain States Investments and Retirement Practice Growth LeaderPhoenix, AZ$232,000–$348,000 / yearMercer 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. Manage your own book of business by acting as a client-facing investment consultant, advising clients' staff, investment committees, and boards on investment strategy, governance, portfolio construction, performance, and risk.
Consumer Investments Team Manager Bank of AmericaConsumer Investments Team ManagerChandler, ArizonaA licensed, registered Team Manager is responsible for the development and achievement of your team of registered representatives (Investment Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization. The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD and Jacksonville, FL, Pennington, NJ and Fort Worth, TX and is the primary service provider for Consumer Investments Solutions.
Public Finance Investment Banking AVP/VP - Special District Group Piper Sandler & Co.Public Finance Investment Banking AVP/VP - Special District GroupPhoenix, ArizonaThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler’s Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.
Public Finance Investment Banking AVP/VP - Special District Group Piper Sandler CompaniesPublic Finance Investment Banking AVP/VP - Special District GroupPhoenix, AZ$125,000–$150,000 / yearThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.
NewFinancial Consultant (Financial Solutions Branch) - Phoenix, AZ Charles SchwabFinancial Consultant (Financial Solutions Branch) - Phoenix, AZPhoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base.
NewFinancial Consultant (Financial Solutions Branch) Phoenix, AZ The Charles Schwab CorpFinancial Consultant (Financial Solutions Branch) Phoenix, AZPhoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.
NewFinancial Consultant 1 - Peoria, AZ FidelityFinancial Consultant 1 - Peoria, AZPhoenix, ArizonaRemoteSales Please 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. Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Government Healthcare Financial Consultant Marsh & McLennan Companies IncGovernment Healthcare Financial ConsultantPhoenix, AZ$68,500–$137,000 / yearThe Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans.
Pharmacy Consultant Hub International LtdPharmacy ConsultantPhoenix, AZ$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.
Senior Regional Pharmacy Consultant Hub International InsuranceSenior Regional Pharmacy ConsultantScottsdale, ArizonaFrom offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. 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.
Senior Regional Pharmacy Consultant Hub International LtdSenior Regional Pharmacy ConsultantScottsdale, AZFrom offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. 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 Consultant - Client Growth & Retention Edelman Financial Engines LLCFinancial Consultant - Client Growth & RetentionPhoenix, AZResponsibilities: • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantGilbert, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
NewFinancial Consultant - Chandler, AZ FidelityFinancial Consultant - Chandler, AZChandler, ArizonaRemoteSales Please 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. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
NewSales Consultant AssetMark, Inc.Sales ConsultantPhoenix, AZ$45,000–$70,000 / yearResponsibilities: Proactive and continuous outreach to prospective clients through cold calling, utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline. Additionally, you will manage and fulfill sales material requests, utilize sales software to illustrate product performance, and provide point-of-sale consultation on product details, fund performance, fund holdings, and investment allocation.
Vice President, Regional Advisory Consultant South OsaicVice President, Regional Advisory Consultant SouthPhoenix, AZRemote$85,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.
Government Healthcare Provider Rate Setting Consultant Marsh & McLennan Companies IncGovernment Healthcare Provider Rate Setting ConsultantPhoenix, AZ$115,200–$230,400 / yearThe Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. Beyond the in-depth training provided, new employees are included on client teams immediately, providing unique opportunities to learn more while helping team members with critical workloads and making a difference to our clients.
NewRetirement Plan Consultant II - Phoenix, AZ Corebridge Financial IncRetirement Plan Consultant II - Phoenix, AZScottsdale, AZCandidates 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.
UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantTempe, AZOur 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. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
JPM Wealth Management-Practice Management Consultant-Vice President-Phoenix JPMorgan Chase & CoJPM Wealth Management-Practice Management Consultant-Vice President-PhoenixPhoenix, AZChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning.
Senior Retirement Consultant Creative Planning IncSenior Retirement ConsultantAZJOB DUTIES • Maintain Salesforce records for assigned accounts • Attend and lead client meetings, coordinate with recordkeeper in advance as needed • Request client materials from Centralized Services or leverage Account Manager support, following required protocols • Review meeting materials for accuracy and de legate effectively to Account Specialists when appropriate • Manage follow-up tasks, including meeti ng minutes, fund changes, and match calculations • Lead client projects, including RFPs, M&A ac tivity, plan consolidations, due diligence, and strategic initiatives • Conduct fee conversations with clients regarding recordkeeping and advisory fees, addressing both reductions and increases as needed • Lead team members in managing overall client relationships • Coach and mentor team members, contribute to national training initiatives, and explore national leadership opportunities, such as leading project or study groups. or B.S. from an accredited university • Series 65 license or ability to obtain within 90 days • 10+ years' experience in in in vestment or financial services • Exceptional verbal, written, and interper sonal communication skills for effective internal and external communication • Strong organizational abilities with high a ttention to detail and the ability to manage competing tasks efficiently and effectively • Ability to collaborate effectively with internal teams • Receptive to constructive feedback and a commitment to continuous improvement • High level of confidence in delivering investment reviews and leading committees to make decisions • Knowledge of the recordkeeper vendor market, including general service offerings and market focus areas • Highly developed technical consulting skills, including expertise in M&A, plan design, and correcting operational failures • In-depth knowledge of additional retirement areas such as Non-Qualified (NQ) plans, PEPs, Defined Benefit plans, and others.
Principal Consultant, Integrated System Planning Black & Veatch Holding CoPrincipal Consultant, Integrated System PlanningPhoenix, AZYou will be working with Infrastructure Advisory's Strategy, Planning & Optimization Solution Portfolio to deliver a wide range of projects and solutions, including integrated resource plans, resource adequacy and reliability assessments, capacity expansion and production cost modeling, portfolio optimization and asset investment planning, market studies, and other related generation and transmission planning efforts. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Program Enablement, Strategy, Planning & Optimization, and Transactions.
Consultant, Rates & Regulatory Black & Veatch Holding CoConsultant, Rates & RegulatoryPhoenix, AZRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning, and Transactions.
NewWater Utilities Rates & Regulatory Consultant Black & VeatchWater Utilities Rates & Regulatory ConsultantPhoenix, AZThe consultant will work closely with water and wastewater utilities to tackle challenges such as aging infrastructure and capital investments, all while continuously growing their professional skills.#J-18808-Ljbffr. The role focuses on delivering advisory projects for water utilities, including financial modeling and rate case development.
Senior Government Data Consultant II Marsh McLennanSenior Government Data Consultant IIPhoenix, ArizonaServe as the technical lead on measure methodology for large multi-year projects with state Medicaid agencies, partnering with client teams to define scope and ensure work aligns with HEDIS, CMS Core Set, and 1115 waiver specifications. The work involves interpreting technical specifications, building and validating measure logic, identifying methodology issues and client-specific nuances, and translating complex analytic findings into clear guidance for clients.
Senior Government Consultant - Client Manager Marsh McLennanSenior Government Consultant - Client ManagerPhoenix, ArizonaThis Client Manager role combines deep Medicaid expertise with proven consulting leadership, P&L and sales accountability, and the ability to lead complex engagements. Lead large, complex client engagements: design strategic solutions, direct project teams, resolve delivery issues, and ensure high-quality outcomes.
Financial Services Consultant Cardone Ventures LLCFinancial Services ConsultantScottsdale, AZ$110,000–$130,000 / yearPart timePrimary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
Estate Planning Consultant LPL Financial Holdings IncEstate Planning ConsultantAZ$83,739–$139,565 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Trustee Consultant LPL Financial Holdings IncSenior Trustee ConsultantTempe, AZ$68,083–$113,403 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Workplace Benefits - Sr. Engagement Consultant Bank of America CorpWorkplace Benefits - Sr. Engagement ConsultantChandler, AZ$111,300–$146,900 / yearRequired:FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)Client facing strategy and/or relationship management preferred Experience in meetings with key decision makers and solid presentation skills Analytical mindset with ability to take thought leadership and make relevant to plan sponsors and strategyProject management skills with a demonstrated understanding or willingness to learn production processes across media or willingness to learnProblem solver and collaborator mindset with the ability to work in a client facing team environmentExperience with digital and multi-channel marketing campaigns, social media, and Tableau, Salesforce Marketing Cloud, or other relevant platforms preferred or willingness to learn. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Massachusetts pay and benefits information Massachusetts pay range: $111,300.00 - $146,900.00 annualized salary, offers to be determined based on experience, education and skill set.
NewSales Consultant- Aspendale Scottsdale Education Realty Trust Inc (Inactive)Sales Consultant- Aspendale ScottsdaleScottsdale, AZStays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy. Executes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook.
NewFloating Sales Consultant Education Realty Trust Inc (Inactive)Floating Sales ConsultantGilbert, AZStays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy. Executes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook.
Leasing Consultant - Overture Arcadia Education Realty Trust Inc (Inactive)Leasing Consultant - Overture ArcadiaScottsdale, AZStays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy. Executes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook.
Phoenix Internal Audit & Financial Advisory Experienced Consultant Protiviti IncPhoenix Internal Audit & Financial Advisory Experienced ConsultantPhoenix, AZ$66,000–$99,000 / yearImagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Experience with or understanding of: Audit methodologies and developing important internal audit deliverables, including process flows, work programs, audit reports, and control summaries.
Phoenix Internal Audit & Financial Advisory Senior Consultant ProtivitiPhoenix Internal Audit & Financial Advisory Senior ConsultantPhoenix, ArizonaImagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. $92,400.00 - $138,600.00 Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability.
Client Service Consultant BOK Financial CorpClient Service ConsultantTempe, AZThis level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Client Service Consultant (CSC) position serves in a client-facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint.
Strategic Finance Consultant | FP&A Pinnacle West Capital CorpStrategic Finance Consultant | FP&APHOENIX, AZWorking alongside business leaders, engineers, and project teams, youll analyze complex opportunities, evaluate financial impacts, and help leadership make informed decisions about the future of APSs energy portfolio. This position may require access to and/or use of information subject to control under the Department of Energys Part 810 Regulations (10 CFR Part 810), the Export Administration Regulations (EAR) (15 CFR Parts 730 through 774), or the International Traffic in Arms Regulations (ITAR) (22 CFR Chapter I, Subchapter M Part 120) (collectively, U.S. Export Control Laws).
NewResearch Consultant- Oncology OracleResearch Consultant- OncologyPhoenix, AZ$31.83–$63.65 / hourOracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. + Develop in-depth expertise in CancerMPact across global regions (US, Europe, Japan, China) witha focus on current treatment practices and future competitive landscapes for 30 tumor types.
Internal Wholesaler Specialist (Sales Consultant Specialist) AssetMark, Inc.Internal Wholesaler Specialist (Sales Consultant Specialist)Phoenix, AZ$45,000–$65,000 / yearThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
NewSenior Consultant - Oracle Health - INA OracleSenior Consultant - Oracle Health - INAPhoenix, AZ$25.48–$60.63 / hourWe are looking for an experienced Consultant to help design, build/configure, activate, and support the implementation of Oracle Health EHR (Millennium) solutions across Federal agencies including the Department of Defense, United States Coast Guard, Veterans Affairs and Indian Health Service. Basic Qualifications: At least 8 years total combined related work experience and completed higher education, including: At least 2 years healthcare information technology (HCIT) consulting, HCIT support and/or other client-facing or information technology (IT) solution work experience.
NewAssociate Service Consultant (AIts Trading) LPL Financial Holdings IncAssociate Service Consultant (AIts Trading)Tempe, AZ$21.10–$35.16 / hourJob Overview: The Alts Trading team is responsible for executing all Alternative Investment trades with operational excellence and continual risk-mitigation as we assist Advisors with entering trades, resolve difficult issues in a timely and well-communicated manner while working to prevent repeat scenarios, and partner across the firm to develop and implement more automated technology within this product space. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
NewRetirement Plan Consultant II - Phoenix, AZ Corebridge FinancialRetirement Plan Consultant II - Phoenix, AZScottsdale, ArizonaCandidates 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.
Consultant, Investor Services, Integrated Portfolio Services, (IPS) Northern Trust CorpConsultant, Investor Services, Integrated Portfolio Services, (IPS)Tempe, AZAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Join Northern Trust's Integrated Portfolio Services (IPS) team and play a key role in delivering exceptional service to hedge fund and alternative investment clients.