UNKNOWN

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The Financial Wellness Consultant executes strategic education pr ograms, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions abou t their financial lives and, when appropriate, connecting them with Creative Planning's compre hensive wealth management services for deeper guidance.

YEAR

Creative Planning Inc

Financial Wellness Consultant

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Our state-of-the-art data technologies, lean AI agile methodologies, and cohesive teams of elite business consultants, data analysts, data scientists, data engineers, and digital experts are all laser-focused on delivering real value to every client. Key responsibilities include: Defining client needs through in-depth discovery - conducting structured interviews with client teams and technology partners to surface the real problem beneath the stated one.

Artefact

Senior Data Consultant (Us)

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Wyatt Myers has been building our West Coast presence by organizing events for finance leaders, most recently a poker night that turned attendees into channel partners and warm intros. In just 2 years we've raised $100M+ from Lightspeed, Khosla Ventures, Contrary and Google Ventures and earned the trust of customers from $5M ARR to publicly traded companies.

DualEntry

Principal Solutions Consultant

FULL_TIME

Minimum Requirements : Bachelor's Degree in Economics, Public Policy, Finance or quantitatively related degree + 4 years of experience as a professional economist and/or quantitatively inclined management consultant or related experience (e.g., previous roles in business, public policy, economics research, private equity, investment banking or corporate strategy experience); or demonstrated equivalency of experience and/or education and at least 2 years of Management Consulting or equivalent experience. You will tackle strategic challenges such as translating net-zero ambitions into bankable investment cases, quantifying the socioeconomic value for large-scale investments in energy, water, transportation, and AI infrastructure, and assisting public sector clients in shaping public policy and planning for their key investment and policy priorities.

<p class="editor-emphasized"><strong>About AECOM</strong></p>
<p class="editor-emphasized">AECOM is a global network of experts working with clients, communities and colleagues to develop and implement innovative solutions to the world&rsquo;s most complex challenges.</p>
<p>Delivering clean water and energy. Building iconic skyscrapers. Planning new cities. Restoring damaged environments. Connecting people and economies with roads, bridges, tunnels and transit systems. Designing parks where children play. Helping governments maintain stability and security.</p>
<p>We connect expertise across services, markets, and geographies to deliver transformative outcomes. Worldwide, we design, build, finance, operate and manage projects and programs that unlock opportunities, protect our environment and improve people&rsquo;s lives.</p>
<p>Imagine it. Delivered.</p>
<p>&lt;iframe width="731" height="411" src="<a href="https://www.youtube.com/embed/r59sdFbjyck">https://www.youtube.com/embed/r59sdFbjyck</a>" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen&gt;&lt;/iframe&gt;</p>
<div class="fast-facts">
<h2>Fast Facts:</h2>
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<p class="dpc">Approximately $20.2 billion of revenue during fiscal year 2018</p>
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<p class="dpc">Ranked #1 in Transportation and General Building in <em>Engineering News-Record</em>&rsquo;s 2018 &ldquo;Top 500 Design Firms&rdquo;</p>
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<li>Named one of <em>Fortune</em> magazine's "World's Most Admired Companies" for the fifth consecutive year <br class="dpc" /><br class="dpc" /><img class="wp-image-38775 alignleft" src="https://www.aecom.com/content/wp-content/uploads/2018/02/WMAC2018.jpg" alt="WMAC2018" width="97" height="90" /><br class="dpc" /><br class="dpc" />
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<p class="alignleft dpc" style="font-size: 10px;">&copy;2018 Time Inc. Used under license.</p>
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AECOM

Economics and Strategy Advisory Consultant

SmartRecruiters_Organic_Non_Easy_Apply

OTHER

That structure earned us an Ad Age #3 A-List ranking, back-to-back Data & Insights Agency of the Year wins, plus Emmys, Cannes Lions, Clios, and Effies across clients in finance, tech, entertainment, consumer goods, and real estate. We are building a legacy filled with exceptionally talented people with a kaleidoscope of backgrounds, experiences, and origin stories who feel encouraged and empowered to bring their whole selves to work, and to partner with us in molding and shaping our culture through our values.

Known

Data Scientist, Media Consultant

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Ensure appropriate preparation for all trainings and demonstrations including finalizing and confirming appointment details with the patient, ensuring that you have all equipment, supplies, documentation, and accessories necessary to effectively complete the training or demonstration. Our total compensation package includes medical, dental and vision benefits, retirement benefits, employee stock purchase plan, paid time off, parental leave, family medical leave, volunteer time off and additional leave programs, life insurance, disability coverage, and other life and work wellness benefits and discounts.

Tactile Medical

Patient Education Consultant

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Through one-on-one consulting services and online programs, the trusted advisors at Exit Factor teach entrepreneurs how to successfully improve their company's profitability, efficiency, value, and ultimately ability to exit. We have recently expanded Exit Factor with referral relationships with more than 100 partners across the U.S. The small business sales market has never been better, with no limits in an untapped market.

HOUR

Exit Factor

Business Coach / Consultant, Exit Strategy (Ny)

Business Coach / Consultant, Exit Strategy (NY)

Works closely with cross-functional teams, including project managers, solution architects, developers, and functional consultants to ensure seamless integration of SAP TM with other SAP modules (e.g., SAP ECC, S/4HANA, etc.). This role leads requirement-gathering efforts, delivers high-quality functional designs, and ensures seamless integration across SAP systems.

C5MI

Senior SAP Transportation Management TM Consultant

The work we do for our clients requires a combination of effective leadership, strategy and delivery expertise so we look to hire and develop consultants who want to grow by helping our clients tackle their most critical challenges, often by working as an integral part of our clients' leadership teams. We aim to foster a warm, open culture of belonging that enables our people to fulfill their potential, no matter their background, ethnicity, sex, gender, sexuality, disability or working style.

The Berkeley Partnership

Management Consultant - New York

This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients Attend webinars and training to stay up to date on best practices related to the company and department Complete projects and other duties as assigned by supervisor Knowledge, Skills, and Abilities Proactive and highly motivated individual with a strong focus on achieving new business goals Demonstrated ability to drive revenue growth and exceed sales targets Exceptional negotiation and closing skills with the ability to influence key stakeholders Understanding and consistent execution of sales methodologies, strategies, and best practices Knowledge of Customer Relationship Management (CRM) systems and tools In-depth understanding of the company's products or services Excellent verbal and written communication skills for effective collaboration and presentations Efficiently managing time to balance multiple clients and tasks, while staying organized in a dynamic work environment Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities Ability to represent and display a professional style, pride and adhere to corporate policies and procedures. Stay informed about competitors' initiatives and analyze potential competitive threats Ensure the accuracy, timeliness, and efficiency of all services provided to assigned clients Schedule and conduct regular meetings with clients to address questions and concerns during the implementation phase Collect and analyze data to provide strategic guidance on products, services, marketing, sales and other business areas Prepare concise and impactful executive summaries for client presentations Develop lead generation strategies and effectively use CRM (Salesforce) to track activities Consistently meet or exceed monthly and quarterly sales quotas Complete and submit accurate new business paperwork, expense reports and weekly activity reports by the deadlines set by management Participate in monthly consulting meetings and provide training and coaching to other team members Frequent domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions.

Distro

14679- Business Consultant - Tampa, FL

ADAPTED_NOW

Davey Resource Group provides a wide range of natural resource consulting services to clients in the private and public sectors, including urban forestry consulting and tree inventories, urban forest canopy assessments, and urban forestry management planning. The position involves a variety of work including wetland delineations, 401/404 permitting, stream/wetland restoration design and construction, technical report writing, and management of a variety of projects that include monitoring, management and ecological restoration.

The Davey Tree Expert Company

Ecologist/Project Manager, Senior Associate Consultant | Buffalo, NY (Tonawanda, NY, US, 14150)

Davey Tree

This role serves as a trusted advisor to clients, Professional Services leadership, Sales, and Product stakeholders by combining deep MGA industry knowledge with strong consulting, implementation, and solution design capabilities. The Principal Consultant is a senior-level consulting role responsible for delivering strategic and operational expertise to MGA (Managing General Agent) customers throughout the solution lifecycle.

Vertafore Inc

Principal Consultant

Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients • Attend webinars and training to stay up to date on best practices related to the company and department • Complete projects and other duties as assigned by supervisor Knowledge, Skills, and Abilities • Proactive and highly motivated individual with a strong focus on achieving new business goals • Demonstrated ability to drive revenue growth and exceed sales targets • Exceptional negotiation and closing skills with the ability to influence key stakeholders • Understanding and consistent execution of sales methodologies, strategies, and best practices • Knowledge of Customer Relationship Management (CRM) systems and tools • In-depth understanding of the company's products or services • Excellent verbal and written communication skills for effective collaboration and presentations • Efficiently managing time to balance multiple clients and tasks, while staying organized in a dynamic work environment • Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities • Ability to represent and display a professional style, pride and adhere to corporate policies and procedures. • Stay informed about competitors' initiatives and analyze potential competitive threats • Ensure the accuracy, timeliness, and efficiency of all services provided to assigned clients • Schedule and conduct regular meetings with clients to address questions and concerns during the implementation phase • Collect and analyze data to provide strategic guidance on products, services, marketing, sales and other business areas • Prepare concise and impactful executive summaries for client presentations • Develop lead generation strategies and effectively use CRM (Salesforce) to track activities • Consistently meet or exceed monthly and quarterly sales quotas • Complete and submit accurate new business paperwork, expense reports and weekly activity reports by the deadlines set by management • Participate in monthly consulting meetings and provide training and coaching to other team members • Frequent domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions.

14946 - HCM Business Consultant - NY

HCM Business Consultant - NY

Working across client stakeholders and ProArch delivery teams, the Security Consultant is accountable for service quality, solution health, measurable risk reduction, and continuous program improvement. The consultant remains hands-on with ProArch security platforms while providing technical direction, work prioritization, and escalation support to Security Specialists, who perform day-to-day monitoring, investigation, and operational tasks under established playbooks.

ProArch

Security Consultant (Microsoft Stack)

Workable

Provides full client support for the Senior Financial Consultant and their clients; utilizes various systems required for account support; resolves problems regarding settlements, securities, etc. At the end of the 3-year period, the Associate Financial Consultant would transition to a Financial Consultant role, and the shared clients would fully transition to their book of business.

Chemung Financial Corp

Associate Financial Consultant

You will play a critical role in client engagements, driving business process improvements, system implementations, and providing strategic guidance to ensure successful NetSuite deployments. We're a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.

West Monroe Partners, LLC

Consultant, NetSuite

Overview: We are looking for motivated and dynamic individuals to join our growing team as Lifestyle Consultants . In this role, you will inspire, guide, and support clients in creating memorable experiences and achieving a lifestyle that aligns with their personal goals and passions. This is a fantastic opportunity for those...

Sweet Carolina Travels

Lifestyle Consultant

You’ll contribute directly to both the strategic content and the delivery of the work, bringing rigorous creativity to every step and partnering closely with designers and senior strategists to shape thoughtful solutions across brand positioning, architecture, marketing, customer experience, and more. Since 1943, we’ve helped ambitious leaders find the beautiful answers hiding inside their toughest challenges, turning them into brands and ideas that live in the real world and create lasting business value.

Training Consultant Jobs in New York

Financial Wellness Consultant Creative Planning Inc

Senior Data Consultant (Us) Artefact

Principal Solutions Consultant DualEntry

Economics and Strategy Advisory Consultant AECOM

Data Scientist, Media Consultant Known

Patient Education Consultant Tactile Medical

Business Coach / Consultant, Exit Strategy (Ny) Exit Factor

Business Coach / Consultant, Exit Strategy (NY) Exit Factor

Senior SAP Transportation Management TM Consultant C5MI

Management Consultant - New York The Berkeley Partnership

14679- Business Consultant - Tampa, FL Distro

Ecologist/Project Manager, Senior Associate Consultant | Buffalo, NY (Tonawanda, NY, US, 14150) The Davey Tree Expert Company

Principal Consultant Vertafore Inc

14946 - HCM Business Consultant - NY Distro

HCM Business Consultant - NY Distro

Security Consultant (Microsoft Stack) ProArch

Associate Financial Consultant Chemung Financial Corp

Consultant, NetSuite West Monroe Partners, LLC

Lifestyle Consultant Sweet Carolina Travels

Lippincott - Senior Consultant, Brand Strategy Marsh McLennan

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