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  • Financial Consultant

    Fisher Investments 3.9company rating

    Remote Economic Consultant Job

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $67k-101k yearly est. 9d ago
  • Financial Consultant

    Equitable Advisors

    Remote Economic Consultant Job

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women's Network and “Equitable Excellence” providing 200 college scholarships annually Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves Training and support Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP ) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Requirements Applicants must be authorized to work in the United States A four-year college degree is preferred but not required We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Compensation and Benefits Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company's commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company's commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26) You'd be working closely with Austin Jett, CFP , ChFC Regional Vice President View my CFP Certificate Here CA Insurance Lic. # 0J04132 1290 Avenue of the Americas, 4th Floor New York, NY 10104 Tel: ************ Fax: ************ ******************* | ************************* Ticker Symbol on the NYSE: EQH
    $24k-135k yearly 2d ago
  • Product & Strategy

    Aclid

    Remote Economic Consultant Job

    Who we are Biotechnology is shifting from analog to digital. Mass adoption of digitization, lab automation, e-commerce, and AI creates new gaps in security and safety. We need new security solutions purpose-built for biology. Cybersecurity infrastructure helped build a safer internet, especially as regulated industries like finance and healthcare went digital. We are building a safer bioeconomy as biotechnology makes its own shift. While cybersecurity protects our information, biosecurity protects all living things from our health to our food stock to our environment. We're a biological security and safety platform founded by Professor Harris Wang at Columbia University. We're building the infrastructure to prevent misuse, enable responsible research, and protect national security. We work with some of the leading biotech manufacturers and governments in security and compliance. What we do Our platform manages security and compliance for biotech manufacturers and service providers, helping them comply with guidelines and regulations. Using our sequence analysis and identity platform, we detect concerning activity and ensure responsible use. In our work with the public sector, we build early-warning and biological monitoring systems for national security and defense. We're developing tools to Assess and analyze biological risk Validate researcher credentials to ensure legitimate use Verify biosecurity and biosafety documentation, licenses, registrations, and permits What we're looking for This is an opportunity to play a key role in the early stages of a company that's advancing a new field. You'll work alongside the founders to build the go-to-market and identify new applications, use cases, and product areas in biological security and safety. What you may have worked on in the past Shipped a new product from idea to launch (i.e., 0 to 1 phase) and oversaw or was a major contributor in product prototyping, customer discovery, marketing, sales, and launch planning Product strategy, corporate development, and/or customer-facing roles in which you were actively exploring new expansion opportunities for your business Conducted market and user research to develop new product initiatives Led product, sales, or marketing initiatives to grow a product's user base, usage, or customer spend Built and managed a product roadmap We love people who have life sciences, biotechnology, synthetic biology, or biosecurity experience and have customer empathy for our industry but we're open to operators coming from traditional B2B SaaS/marketplaces. What you'll be working on Interview current users and potential customers to identify new pain points and potential use cases or product areas Assess product opportunities and prioritize initiatives, aligning with Aclid's mission and estimated growth impact Work with design and engineering to create wireframes, product decks, and prototypes for new features or products Build the sales, marketing, and launch plan for new applications, use cases, and product areas Our investors 2048 Ventures IA Ventures CoFound Partners Benefits Competitive pay Equity Medical, Dental, Vision, and Life insurance with flexible options Hybrid or fully remote available
    $104k-142k yearly est. 22d ago
  • ServiceNow Business Process Consultant

    Alldus

    Remote Economic Consultant Job

    I am currently seeking a ServiceNow Business Process Consultant. This role requires close partnership and collaboration with other Business Stakeholders and Subject Matter Experts. *Fully Remote* • Work with ServiceNow Technical Architects/Developers to explain the requirements and ensure development is according to specified functional requirements (Functional Lifecycle Testing) • Hands on experience on writing the process documents, process flows and Functional Requirements Specification documents • Asking probing questions to understand and clarify requirements • Feasibility analysis of customer requirements • Confirm whether the requirements will result into Configurations or Customizations • Suggesting on Best Practices related to Configurations or Customizations • Suggesting best suited/alternate ways for achieving required functionality • Prepare detailed documentation on functional specifications and review/finalize same after review • Validate/Test the functionalities during / or after completion of development • Maintain an interface with business users and other key stakeholders and keep them synchronized with progression • Lead system validation and UAT efforts with client • Communications that clearly articulate solutions and the ability to perform demonstrations in front of customer
    $94k-135k yearly est. 7h ago
  • Licensed Financial Consultant

    Dave Santos Group

    Remote Economic Consultant Job

    ***Please Note: We are unable to accept student visas or OPT candidates*** As a Licensed Financial Consultant, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We help our clients plan for; and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurance, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures, by equipping them with modern-day financial education. Do you have an interest in learning how money works, strategies familiar to the wealthy, and actually; building an asset with your time? Would you like to develop your leadership abilities? WE OFFER ☑️ REMOTE Opportunity - Work from Home or Anywhere with WiFi ☑️ FLEXIBLE Hours - You set your schedule! What you put in is what you will get out ☑️ NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, management, military, retail, restaurant, bilingual, etc.) THE IDEAL CANDIDATE: ☑️ Values Freedom and Flexibility ☑️ Excels at Working Independently and in a Team Environment ☑️ Likes Helping People ☑️ Entrepreneurial-Minded ☑️ Self-Starter and Good at Follow-Through ☑️ Has a personal interest in Personal Finance (even with little to no experience) ☑️ Coaching and Teaching Experience is always a plus ☑️ Great for Military Veterans and Dependents ☑️ The Ideal applicant must be punctual, responsible, and able to schedule and keep appointments. Our branch office is based in the Greater Sacramento, CA area and we are expanding nationwide. We are a non-captive broker-dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time when our economy is in distress, where many people losing their retirement nest egg, our services have never been more necessary, and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the services and educational programs we offer our clients so that they can make better financial decisions for their families. Bi-lingual candidates are a plus as we help clients from multiple backgrounds from all over the world. ARE YOU: ✔Ethical, intentional, accountable, confident, and driven to invest in your future? ✔Teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ? ✔Open, and have a desire to become licensed to help individuals, families, and businesses with practical and tactical financial strategies? MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs: ✔Commission income with no ceiling (one client may be worth up to $2,500 in compensation and another may be worth $20,000) Paid via 1099 ✔Residual income (paid from work done last year, every year) ✔Passive income (income from clientele group) ✔Bonuses, paid world travel, and more BASE QUALIFICATIONS: ►Minimum 18 years of age ►Legal U.S. Resident, Citizen, or Green Card with SSN (we do NOT sponsor student visas) ►Able to pass a Background Screening ►Able to complete licensing and appointment requirements within 60 days ►Accountable; with a high level of integrity (critical in this regulated and customer-based industry) ENVIRONMENT: ►Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short-term, mid-term, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also provide training focused on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). No prior certification, experience, or education is necessary.
    $66k-102k yearly est. 19d ago
  • Investment Associate

    Financial Advantage Associates 3.7company rating

    Economic Consultant Job In Rockville, MD

    Are you passionate about the Financial Markets and thrive in a detail-oriented, service-driven role? Financial Advantage Associates, Inc. (FAA) is looking for a motivated individual to join our Investment Center. In this unique opportunity, you'll support our Investment Advisory teams by working directly with advisors to deliver exceptional service and trading assistance to their growing practices. About the Investment Center: FAA has been experiencing exceptional growth, and as a result, we're expanding the infrastructure of our Investment Center. Our growing investment team plays a critical role in helping advisors manage and grow client accounts while providing the expertise needed to navigate the complex financial markets. One key service driving this success is FAA's Internal Portfolio Program, which has significantly eased the trading workload for advisors by maintaining tailored investments that meet clients' unique needs. As these portfolios continue to grow, we are adopting more sophisticated investment strategies, increasing the demand for additional support to keep up with this momentum. Required Qualifications: FINRA Series 7 Registration Detail & task oriented Demonstrated success working in a team environment Exceptional written and verbal communication skills Proficient in Microsoft Suite: Outlook, Word, PowerPoint, Excel Preferred Qualifications: 1-3 years' experience Working knowledge of Netx / Envestnet / or other institutional trading tools Experience trading or monitoring investment accounts Key Responsibilities Assist in managing & trading accounts in the Internal Portfolio program ($630 million, 1,700 accounts) Maintain Preferred Security lists for the firm with periodic updates & commentary Curate monthly investment meeting topics to keep advisors informed on relevant financial information for clients Manage fund company relationships & resources to further enhance the center's deliverables Analyze client portfolios & collaborate on investment proposals with advisors Run periodic investment reports to assist advisors in managing their book of accounts Be a knowledge source for various investment products to help advisors choose solutions for any client need Provide timely market information & commentary to advisors to use with clients Compensation and Benefits Salary + Bonus Program Health Insurance, Life Insurance, 401(K) About Financial Advantage Associates (FAA) FAA is a full service, independently owned financial services firm founded in 1997. Our financial professionals offer their clients comprehensive financial solutions unique to their situations and lives. Our services include, but are not limited to, wealth management strategies, tailored financial planning, and tax services. Our firm fosters a strong team culture through mentorship and joint work; we believe in the power of collaboration. As a team of dedicated professionals, we understand how we can all learn more and be more successful working together. Securities and Investment Advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Financial Advantage Associates Inc. is independently owned and operated. 2101 Gaither Road, Suite 600, Rockville, MD 20850
    $86k-136k yearly est. 5d ago
  • Analyst/Associate

    Midcap Financial 3.3company rating

    Economic Consultant Job In Bethesda, MD

    Job Title: Analyst (Strategic Accounts) Reports To: Director Position Type: Full Time Job Description: The candidate will join the Strategic Accounts team. He / she will focus on the successful distribution and monitoring of all of MidCap's deals across various internal and external partners. The candidate should have experience in leveraged finance and underwriting, understanding of lending products, strong organizational skills, and high proficiency in Microsoft Excel. Responsibilities will include reporting and monitoring deals in MidCap's separately managed accounts on behalf of clients, managing various placement and trade pipelines, managing and creating deal and sales databases, assist in due diligence questionnaires for potential new accounts, and assisting in other ad-hoc projects across the business. Job Qualifications: 1 to 2 years of experience in leveraged lending, investment banking, private equity, or accounting. High proficiency in Microsoft Excel. Strong credit and overall corporate finance comprehension. Strong organizational skills and ability to manage multiple workstreams simultaneously. Bachelor's degree with a strong academic record. Interested parties should send an email to ***************************** Overview: MidCap Financial Services, LLC (“MCF”) is a specialty finance company with principal offices in Washington, D.C. (Bethesda, MD), Chicago, New York, and Los Angeles that provides debt solutions to middle-market companies across all domestic industries. MCF is managed by Apollo Capital Management, a subsidiary of global asset manager Apollo Global Management ($523 billion AUM). MCF is expanding rapidly, with over $50 billion of commitments under management as of November 2024. MCF provides a broad array of corporate debt solutions to finance acquisitions, growth capital, and working capital needs of middle-market companies. The Strategic Accounts group is responsible for the successful syndication of all of MidCap's debt and acts as an advisor on current market trends and conditions for MidCap's separately managed accounts. The Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state, or local law. The information collected by this application is solely to determine suitability for employment, verify identity, and maintain employment statistics on applicants. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on the Company. Please inform the Company if you need assistance completing this application or to otherwise participate in the application process.
    $68k-121k yearly est. 13d ago
  • Investment Banking Analyst

    Selby Jennings

    Economic Consultant Job In Arlington, VA

    Title: Investment Banking Analyst Company Summary: We are working with a top tier Investment Banking team in the Washington D.C area looking to add an Investment Banking Analyst to their growing M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing experience with a lean deal team. The Investment Banking Analyst will be responsible for: Preparing and delivering presentations throughout the deal execution period. Assist in the coordination of internal and external resources in the due diligence process for M&A transactions. Assisting in the execution of M&A transactions, mostly on buy-side M&A. Conducting extensive industry, market, and company-specific research. Building and maintaining client relations with established and prospective clients. The Investment Banking Analyst should have the following qualifications: 1+ years within Investment Banking. Bachelors in Finance, Economics, Business or related fields. Strong closed M&A deal experience. If you are interested in the Investment Banking Analyst role, then please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat.
    $64k-101k yearly est. 2d ago
  • Portfolio Analyst

    Veritas Partners 4.5company rating

    Economic Consultant Job In Alexandria, VA

    Our client, a specialty commercial lender in Alexandria, VA, is currently seeking a Portfolio Analyst to join their growing team. The incumbent will work with existing clients conducting financial analysis and client service duties. Responsibilities Work with team to manage a portfolio of asset based revolving lines of credit and real estate term loans Respond to client requests and obtain required financial reporting items Create, maintain, and ensure accuracy of internal and external credit reporting items Perform revolving line of credit functions Qualifications Bachelors degree required; accounting or finance preferred 1-3 years of financial services experience Excellent MS Excel skills Some financial modeling experience Strong writting, analytical and communication skills
    $70k-104k yearly est. 9d ago
  • Associate, Consulting

    District Management Group 4.1company rating

    Remote Economic Consultant Job

    DMGroup is hiring an Associate to join our DMConsulting team in our Boston office. The Associate will play an active role on the firm's consulting team, supporting engagements with K-12 public school districts and systems that address their most challenging, high-impact issues. The role combines strategic, analytic thinking and problem solving with project management, communication, and data analysis, all within the realm of K-12 public education in the United States. The role also presents a rich developmental opportunity, including coaching from seasoned leaders with experience in working in schools and school management, founding companies, and working at top-tier private sector consulting firms. This role will be based out of DMGroup's headquarters in Boston, MA, with flexibility to work from home up to three days a week based on schedule and team needs. The Associate must be able to travel up to 15%. WHAT YOU'LL DO Support the development and management of multi-year strategies for our client school districts by collecting data, facilitating focus groups, conducting analyses, synthesizing takeaways, developing key recommendations, and crafting findings for clients, with guidance from directors and more senior team members. Support successful implementation of consulting engagements while working across multiple client school districts through effective project management and regular communication with team members and client stakeholders. Create the conditions to ensure that clients can engage fully and authentically during interactions, demonstrating patience, empathy, and an appreciation for organizational dynamics and the barriers to change. Conduct primary and secondary research to expand our library of best practices and rigorous analytical frameworks designed specifically for school districts. Work collaboratively with consulting team members as well as other colleagues within the firm to support the continued growth and effectiveness of DMGroup's programs and offerings, including membership events, research and publications, and software. Other duties as reasonably assigned. REQUIRED SKILLS & QUALIFICATIONS Bachelor's Degree Minimum 3 years of relevant work experience (consulting, finance, data analysis, or education) Qualitative and quantitative analytical skills Knowledge of and/or passion for the K-12 public education landscape Exceptional project and time management skills and attention to detail Experience using structured problem-solving methodologies Proficient in Google and Microsoft product suites, especially Excel, PPT, and G-Suite Ability to create impactful, informative presentations, memos, reports, data visualizations, and other deliverables Strong communication skills ABOUT DMGROUP For the past 20 years, District Management Group (DMGroup) has been assisting the superintendents and CEOs of school districts and their leadership teams to dramatically improve public education for all students. District Management Group provides school systems with superior strategic insights and tactical solutions to the most pressing challenges facing school system leaders today. In addition to direct consulting, we research and publish on best practices and develop technology solutions to help district leaders implement and sustain reform. Through our consulting, research and technology solutions, we are recognized as thought leaders in national conversations on education reform including the areas of strategic planning and resource allocation, human capital including pay for performance, special education and struggling students, and in stakeholder engagement. We are an equal opportunity employer, and we encourage applications from all individuals regardless of age, gender, race, ethnicity, religion, sexual orientation or physical ability.
    $66k-84k yearly est. 23d ago
  • Managing Consultant

    Energize Group

    Economic Consultant Job In Reston, VA

    Management Consultant - Business Consultancy. Energize Group is currently partnered with a specialized consulting business looking to expand it's US operations. Currently employing 2300 staff across 14 international sights this is an opportunity be part of rapid growth in the US and with that have an opportunity for huge career progression. They work for multinational companies from all industries - Fortune 500 firms and global market leaders. From strategy to managed services, they collaborate with clients at every stage, maximizing their competitiveness with these offerings: 1. Digital sales solutions 2. Software-defined products 3. Cybersecurity & compliance 4. AI transformation We are currently hiring for the global consulting unit in the US. With over 100 management consultants worldwide, bringing together strategic insight and hands-on implementation expertise to help it's clients navigate their digital transformation. The global consulting mandates are particularly focused on the digital transformation of the automotive and mobility sectors. Key Responsibilities: 1. Project Management & Delivery: • Lead end-to-end project delivery, ensuring adherence to time, cost, and quality. • Take on sub-project management within large and complex programs, oversee medium sized projects, and/or manage multiple smaller projects. • Organize and facilitate decision-making processes, including committee and governance preparations. • Maintain oversight of project timelines, resource allocations, and deliverables to ensure alignment with client objectives and quality standards. • Drive effective risk management, proactively identifying and mitigating project risks. • Conduct post-project evaluations to gather insights, refine best practices, and foster continuous improvement. 2. Client & Team Management: • Build and nurture strong, long-term client relationships, acting as a trusted advisor for both strategic and operational decisions. • Manage diverse, international consulting teams, ensuring effective collaboration and delivery excellence. • Develop, present, and refine client proposals and deliverables, leveraging industry insights and best practices to meet client needs. • Facilitate client workshops, training sessions, and strategic engagements to drive successful implementation of transformation initiatives. • Inspire, mentor, and develop team members, fostering a culture of performance excellence and professional growth. 3. Business & Corporate Development: • Identify new business opportunities within existing accounts, expanding relationships and securing new projects. • Collaborate with senior leadership to grow the firm's presence in key industries, especially automotive and mobility. • Actively contribute to the development of company's business strategies and services. • Support the sales process, including scoping, proposal creation, and presentations to prospective clients. • Evaluate emerging market trends and opportunities to drive company growth in the US. • Support company's US expansion by assisting in the implementation of new structures, processes, and systems for operational scalability. Qualifications: Experience: 6+ years of experience in an established consulting firm or 7-8 years of relevant industry experience (incl. automotive & mobility), focusing on digital transformation, technology strategy, and innovation. Proven experience in a (project) leadership role, successfully managing teams and driving successful business growth, particularly in strategy and organizational transformation projects. Skills & Expertise: Exceptional analytical abilities with a structured, results-oriented approach. Deep expertise in digital transformation, technology, and data, covering strategy, business model innovation, organizational design, and growth initiatives. Advanced program & project management capabilities, with expertise in planning, execution, and risk management. Strong business development and client relationship skills, with a track record of expanding existing client partnerships (required) and securing new opportunities Demonstrated leadership skills (project or managerial), with the ability to inspire and professionally manage diverse, international teams. Excellent interpersonal and communication skills, capable of engaging stakeholders at all levels and building lasting relationships. Proficiency in English (German is a plus), with the ability to communicate complex concepts effectively to diverse audiences. Strong change management and transformation experience, with the ability to drive innovation and continuous improvement within client organizations. Education: A bachelor's degree in business, computer science, engineering, or a related field, supplemented by an MBA or equivalent advanced degree. Location: Must be based in or willing to relocate to the DMV area (approximately three office days per week at East Coast location in Reston, VA), with the ability to travel nationally to client sites as needed.
    $87k-121k yearly est. 9d ago
  • Financial Analyst - Hybrid Remote

    Firstpro, Inc. 4.5company rating

    Remote Economic Consultant Job

    Are you ready to leverage your analytical expertise in a high-impact role with an industry leader? Our client, a prestigious industry leader headquartered in the Philadelphia suburbs, is seeking a Financial Analyst to provide consultative support, financial insights, and strategic guidance that drives business success. Key Responsibilities: Collaborate with senior leadership to develop financial analyses and models that support strategic initiatives, pricing, and investments. Conduct cost-benefit analyses, evaluate profitability, and support decision-making through data-driven insights. Play a pivotal role in the annual planning process, crafting forecasts and presenting insights to leadership. Prepare timely and accurate financial reports, ensuring resources are optimized for business success. Mentor junior analysts, contributing to their professional growth. Engage in special projects and drive innovation in financial operations. What Makes You a Great Fit: Education: Bachelor's degree required; advanced degree or certifications (CPA, CFM, CMA) preferred. Experience: At least two years of FP&A or equivalent financial analysis experience. Technical Proficiency: Expertise in Microsoft Excel. Analytical Prowess: Strong problem-solving skills and the ability to develop actionable insights from complex data. Communication Skills: Exceptional written and verbal communication abilities. Leadership Potential: A collaborative mindset with the ability to mentor and influence others.
    $50k-71k yearly est. 7d ago
  • Management Consultant

    Pinnacle Government Consulting, Inc.

    Economic Consultant Job In Arlington, VA

    Pinnacle Government Consulting, Inc. is seeking experienced Management Consultants. The individual in this position will play a pivotal role in assessing, implementing, and managing process improvements and compliance efforts focused on Department of Defense (DoD) requirements and other applicable laws and regulations. Responsibilities Participate in the development and execution of business process improvement efforts, including: identification of client needs; constructing project plans; assessing current laws and regulations; evaluating risks and benefits; documenting process flows; recommending and designing solutions; and implementing improvements. Manage and execute day-to-day program activities, including: identifying, documenting, and assessing requirements and risks; interfacing with clients; administering and providing subject matter expertise; overseeing task execution; and completing and reviewing work products to ensure timeliness and completeness in accordance with the client's requirements. Assist in preparing the client for external inspections, audits, and reviews. Lead or assist in administering client applications to include, partnering with IT personnel to configure, upgrade, and maintain the applications. Serve as a subject matter expert on the RMA. Review and interpret Federal and DoD policies and assist in the implementation of those polices at the DoD Component level. Construct high-quality deliverables and briefings, ensuring that deliverables are properly formatted and produced according to specifications. Participate in company building activities including proposal development, constructing white papers, and contributing to internal company initiatives. Required Qualifications Bachelor's Degree. At least four years of related work experience. Active Security Clearance. Ability to gain and hold a DoD Secret or higher Security Clearance. Strong communication and presentation skills both written and verbal. Strong attention to detail. Strong critical thinking and problem solving skills. Ability to work independently with the ability to adapt quickly to dynamic work environments. Proficiency with Microsoft Office, including Outlook, PowerPoint, Excel, and Word. Preferred Qualifications DoD consulting experience. Experience leading and participating in compliance assessments. Ability to construct and coordinate business systems requirements. In-depth knowledge of DoD policies, directives, and regulatory frameworks. Experience in electronic records management applications, e.g., OpenText, Content Manager, TRIM, and/or M365. Experience with risk management and internal control.
    $87k-121k yearly est. 20d ago
  • Financial Consultant

    Equitable 4.8company rating

    Remote Economic Consultant Job

    We are looking for individuals that are looking to return to the workforce in a career in financial planning as a Financial Professional We know that returning to the workforce can be challenging and a bit frustrating at times, which is why we are so focused on hiring you. When returning to the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important factors that job seekers look for when searching for their ideal job. Many individuals returning to the workforce discover that it is difficult to find a position that provides all of these things. Which is why we are motivated to offer the financial professional career to individuals like you. We are committed to providing our Financial Professionals the opportunity to build their own business and financial success potential by helping individuals and families make strong financial decisions to impact their future positively. Experience we are looking for Career break 2-5+ years of professional experience prior to career break A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Benefits of working with us Compensation you control and a complete benefits package Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions The value you will provide Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis Contact clients periodically to determine if there have been changes in their financial status Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service Sell financial products and services including life insurance, annuities and investment options Career opportunities are with Equitable Advisors, LLC (NY, NY ************* member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-3702686 (08/21) (Exp.08/23) Equitable Life is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
    $60k-75k yearly est. 6d ago
  • Financial Analyst

    Cordia Resources By Cherry Bekaert

    Economic Consultant Job In McLean, VA

    Senior Financial Analyst (SaaS) 4 days in office per week (McLean, VA) Salary: $90,000 - $120,000 per year + Bonus Job Responsibilities Develop and maintain timely, useful financial charts and reports to support analysis and decision making. Evaluate and compare procurement, labor, and production costs across operational facilities. Analyze logistics costs and analyze monthly trends. Prepare, analyze, and explain trends in sales, product margins, and expenses. Prepare and analyze special ad hoc financial reporting requests to meet business segment needs. Coordinate, lead, and participate in the annual budget and quarterly financial forecasting processes. Identify improvements, make recommendations, and promote new ideas. Communicate sensitive, complex, or difficult information using simple terms and discretion. Question and challenge status quo to drive efficiencies and identify opportunities to enhance profitability. Carry out routine duties and responsibilities with minimal supervision. Qualifications Bachelor's Degree in Accounting or Finance or related discipline 3-7 years of experience with a public firm or private industrial company; manufacturing experience preferred. Proficient in Microsoft Office products (Excel, Word, PowerPoint), report writing applications, data extraction/consolidation experience, and prior exposure to an ERP system. SaaS finance knowledge preferred. Cordia by Cherry Bekaert: Is a leading national recruiting and staffing firm that is part of the Advisory services of Cherry Bekaert. Headquartered in the Washington, DC area we focus on building strong relationships with employers and job seekers, like you, because we care about opening new doors to career opportunities and helping our clients grow. Cordia Resources by Cherry Bekaert supports diversity, inclusivity, and belonging in their hiring practices. All qualified employees are encouraged to apply regardless of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
    $90k-120k yearly 9d ago
  • Financial Analyst

    Judge Direct Placement

    Economic Consultant Job In Arlington, VA

    Our client, a very top food manufacturer doubling in revenue and innovative portfolio, is currently seeking a Financial Analyst based in Northern VA. Local candidates please. Manufacturing experience. Very top team, culture, career path, and portfolio! Excellent benefits and bonus opportunity! Responsibilities:· Lead the annual operating plan and forecasting for Operations, SG&A and capital highlighting key risks and opportunities, while driving potential mitigating actions · Partner with the Manufacturing Operations to drive cost efficiencies through analysis of KPIs, continuous improvement, and capital investments · Serve as a key financial partner to functional customers to provide key drivers of performance, and actionable insights · Participate in the month-end close ensuring accuracy of results and understanding variance drivers · Supports the development of the annual capital plan, forecasts and analytical review of projects to ensure the adherence to internal financial benckmarks · Drive continuous process improvements and efficiencies and identify opportunities to streamline through automation · Conducts ad hoc analyses and projects to support business management decisions · Lead monthly G&A meetings with cost center owners to provide a clear understanding of results Qualifications: · 3+ years of experience in FP&A, financial analysis, or similar role · Bachelor's degree in Accounting, Finance, or related field is required · Advanced skills in Microsoft Excel required · Prior work experience in Manufacturing or Food Manufacturing · Analytical, ability to multi-task, attention to detail and self-motivated · Excellent written and oral communication skills
    $55k-86k yearly est. 22d ago
  • Financial Analyst

    Sparksoft Corporation 4.1company rating

    Economic Consultant Job In Columbia, MD

    Columbia, Maryland - Hybrid Join us at Sparksoft, where we're not just another tech company-we're a catalyst for change. Our mission isn't just to offer IT solutions; it's to revolutionize the way you work. Here, passion isn't just a buzzword; it's the fuel behind groundbreaking ideas and transformative technologies. We serve a wide range of government clients, delivering impact that's felt across the nation. Our true strength lies in our people. They're the problem-solvers and innovators consistently delivering extraordinary outcomes. With Sparksoft, you're not stepping into a routine job; you're joining a team committed to innovation and excellence. Our innovation extends beyond just delivering projects. Through our specialized Innovation Centers, we continuously refine our methods, ensuring we remain industry leaders. We are Sparksoft! ROLE & RESPONSIBILITIES: Sparksoft Corporation is seeking a self-driven, deadline oriented, and numbers focused individual to join our finance team! This position will become an integrated part of the finance organization and support critical functions within the organization. This is a great opportunity for the right candidate to gain exposure across many corporate and project financial activities including but not limited to: Project Financial Control: Analyze and maintain the financial health of Sparksoft program(s) by collecting and monitoring financial data, assessing risk, and recommending action / mitigation plans to management. Collaborate with Project Management Teams in the development, review, and updates of project and program budgets, forecasts, and estimate-at-completion (EAC) and associated reporting and analysis. Responsible for monitoring and reviewing monthly project expenditures for accuracy and consistency. Support subcontractor/vendor cost management lifecycle, including setting up Purchase Requests, Purchase Orders, and tracking subcontractor/vendor invoicing, payments, and funding variances. Perform Analyses and prepare client status reports, integrated program reviews, and/or ad-hoc financial requests from clients, internal management, and other stakeholders. Ensure adequate funding availability by maintaining accurate records of expenditures, directing preparation of expenditure projections, and submitting timely requests for additional funding to the government when applicable. Candidate should be comfortable performing in a deadline driven environment. Candidate should have interest in financial analysis, pricing, and/or financial data modeling. REQUIRED EXPERIENCE: Proficient in Excel and comfortable with all other Microsoft Office applications Attention to detail. Effective communication and interpersonal skills Interest in financial analysis and numbers driven. Self-motivated analytical thinker Customer Service experience / mentality Overtime hours required, on occasion/as needed. PREFERRED EXPERIENCE: Experience with Unanet Experience with tools such as Power BI EDUCATION & CERTIFICATIONS: Qualified individuals will have 2+ years of experience working in finance. Experience working in a customer service and/or deadline driven environment is a plus. Associates, Bachelors, OR equivalent work experience accepted. The pay range for this job level is a general guideline only and not a guarantee of compensation or salary. In addition to our competitive base pay, Sparksoft offers health insurance, paid time off, 401K matching, and training. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, or other laws. Maryland Pay Range $80,000 - $100,000 USD
    $80k-100k yearly 7h ago
  • Financial Services Analyst

    FJ Capital Management 4.5company rating

    Economic Consultant Job In McLean, VA

    FJ Capital Management, a McLean, VA based alternative investment manager, is seeking a qualified Financial Services Analyst to further augment a seasoned investment team focused on the financial services industry. Applicants should possess an undergraduate degree in finance or related field, with investment management experience in one or more financial services subsectors including but not limited to insurance, REITs/real estate, capital markets, homebuilders, asset managers, business development companies and financial technology. Strong analytical skills, attention to detail, high energy level/work ethic, demonstrated communication kills, and superior teamwork required. Opportunity to learn portfolio construction skills. Role Description Full-time position in Mclean, VA, HQ. Competitive benefits package, including health, dental, and retirement savings plans. The Financial Services Analyst's responsibilities include, but are not limited to the following: Develop and maintain financial models for financial services firms. Assist in portfolio risk analysis, stress testing, and performance attribution Help PMs prepare, analyze, and present recommendations of investment ideas for inclusion into portfolio Help PMs present trading strategies to build and manage positions, including risk management Assist, where necessary, with transaction due diligence on target's management team, business model, financial outlook, and strategic plan Maintain database of economic indicators, prepare materials for weekly investment meetings, and conduct periodic return/portfolio valuation analysis Prepare industry and market research for investment professionals and write periodic investor communications Could evolve into covering subset of portfolio names and presenting those ideas to PMs for entry into portfolio, for which analyst would have P&L attribution and contribution. Qualifications Undergraduate degree in finance or related field (MBA or CFA preferred) 2-5 years in financial services, investment banking, asset management, sell-side or a hedge fund Strong financial and analytical skills with superior attention to detail Proficiency in Excel, Bloomberg, FactSet and other analytical tools Excellent project management skills Strong written and verbal communication skills and ability to work collaboratively in a team environment. APPLICANTS SHOULD SUBMIT RESUMES AND COVER LETTERS TO ****************
    $52k-71k yearly est. 1d ago
  • Financial Analyst

    Legacy Search Advisors

    Economic Consultant Job In Fulton, MD

    Financial Analyst 80-85K plus Bonus plus EQUITY ! Legacy Search Advisors has partnered with one of our areas premier publicly traded firms in search of a Financial Analyst. This is an excellent opportunity to join a local industry leader and take your career to the next level. This firm offers job security, endless growth potential and incredible benefits ! This is an excellent opportunity for someone with 2+ years of accounting experience that would like to transition to a Financial Analyst role. Responsibilities Budgeting, Forecasting and Financial Modeling Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 2+ years of financial analysis and modeling experience Advanced knowledge of Excel For more information and confidential consideration please respond.
    $53k-83k yearly est. 5d ago
  • Financial Analyst

    Sparks Group

    Economic Consultant Job In Accokeek, MD

    Job Summary/Company: Sparks Group has partnered with a global manufacturing company to find a Financial Analyst. As the Financial Analyst, you will be responsible for analyzing internal and external data to drive data-driven decisions that improve financial performance. This includes managing data relationships, collaborating with senior leaders across the organization, and delivering actionable insights. The ideal candidate will have 5 years of financial analysis experience and be able to build relationships with various leaders throughout the organization. Some travel will be required for the position. If you are looking for a new opportunity with growth, apply now! Responsibilities: Owns all aspects of financial analysis, including both qualitative and quantitative methodologies and analyses. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Review and analyze month end close reports and capex authorization form. Assist in reviewing and implementing accounting and control procedures as necessary to meet established company goals and comply with regulatory standards. Communicate with leaders to explain/understand variances Qualifications/Background Profile: Minimum 5 years of experience in financial analysis. Bachelor's degree in business administration, Economics, Statistics, Data Science or related field; Master's degree preferred. Must be able to read P&L reports and cash flow statements. Proficient in Excel and PowerPoint. Power BI is a plus. Strong drive towards innovation and continuous improvement. Must be able to travel 30% in North America and 1-2 trips a year to Canada and Europe.
    $53k-82k yearly est. 7d ago

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