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Essential Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts; may take active role in meetings Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

YEAR

Aon Plc

Commercial Account Manager (Remote, MST)

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Working closely with Data Product Managers, Business Domain Owners, Data Engineering teams, and data consumers, this role ensures domain data is trusted, well-defined, properly governed, and fit for operational and analytical use. The Domain Data Steward serves as the day-to-day steward for assigned USDI data domains (e.g., Client & Household, Account, Portfolio & Performance, Advisor, Alternative Products, or Reference Data).

Vanguard Group

Domain Data Steward

Extensive expertise in regulatory engagements across one or more financial services domains, such as AML, Sanctions, Fraud, Credit Risk, or Regulations across diverse financial sectors, including Consumer, Wholesale, Corporate and Investment, Payments, and Private Wealth Management. Serve as a trusted advisor to senior client stakeholders (CEO, COO, CFO, CRO, CCO, BSA Officer, Head of Financial Crime, business leaders, and regulators) by offering strategic guidance on, but not limited to, program design, remediation, and/ or business transformation.

FTI Consulting

Director, Financial Services

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Sales 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.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Investment Consultant - Scottsdale, AZ

Review and analyze GCC reports daily to identify priorities, risks, dependencies, and required handoffs; provide GCC with a daily prioritie''s report at the start of its working day; and coordinate what GCC should advance while U.S. teams are offline and what U.S. teams must complete so GCC can continue progressing work and meeting field needs. Summary: This role serves as a key strategic partner between U.S. business teams and the Global Capability Center (GCC), helping drive alignment, visibility, and accountability across shared workstreams.

NFP Corp

AVP, Broking Services

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.

Raymond James Financial Inc

Registered Client Associate

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. Develop Salesforce solutions using Apex and Lightning Web Components and support integrations involving Snowflake, Data 360, and Cambridge-developed services.

HOUR

EPC Eneric Petroleum

Salesforce Developer Intern

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Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. This internship offers hands-on experience developing cloud data pipelines, integrations, and data quality frameworks that support trusted, AI-ready data, enterprise reporting, and analytics.

Data Engineering Intern

This role partners with Finance, Accounting, Technology, clients, and third-party vendors to translate business needs into practical system solutions; guide workstreams through requirements, design, testing, training, deployment, and support; and maintain reliable, secure, and high-quality financial data and processes. Lead Workday Financials workstreams and support full lifecycle implementations, including discovery, requirements gathering, functional design, configuration, prototyping, testing, deployment, user training, and support transition.

Workday Financials Consultant

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. This internship offers hands-on experience creating scalable user interface components in Figma while building practical skills in UI design, accessibility, collaboration, and systems thinking.

UX Design Intern

A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

Private Partnership Solutions (Pps) - Tax Senior Associate

As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

Private Partnership Solutions (Pps) - Tax Manager

As a Senior Product Designer, you'll help shape the future of our digital products by designing intuitive, scalable experiences for complex enterprise workflows. From concept exploration and user research to high-fidelity design and optimization, you'll influence the architecture, usability, and overall experience of products used by thousands of users.

Senior Product Designer

The Digital Experience Consultant plays a key role in delivering exceptional support to financial professionals and their clients by resolving system-related issues, providing guidance on digital tools, and ensuring seamless access to company platforms. This position serves as a trusted resource for both internal teams and external partners, helping users navigate systems, troubleshoot access concerns, and maintain secure, efficient use of technology.

Digital Experience Consultant

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. We are unable to accommodate temporary student work authorizations, including initial Curricular Practical Training (CPT) and Optional Practical Training (OPT).

Investment Analyst Intern

Configure, operate, and manage Azure security services such as Azure Security Center, Azure Sentinel, and Azure Key Vault to protect cloud assets and data. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country.

IT Security Analyst

The Corporate Trainer applies adult learning principles to support learner engagement and knowledge retention while contributing to continuous improvement efforts within the training function. The Corporate Trainer delivers engaging training programs and learning experiences that support associate development, performance improvement, and business objectives.

Corporate Trainer

Tax Senior Manager - Private Companies

Japanese Business Network - Private Tax Manager

By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. Wealth Management Client Services Banking and Brokerage Department assists with inbound inquiries from clients regarding their Banking Products Investment accounts.

Wealth Management Advisor Jobs in Phoenix, AZ

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Registered Client Associate Raymond James Financial Inc

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