Where partnerships drive potential.
Technical Consultant
Location
United States
Posted
12 days ago
Salary
$90K - $105K / year
Job Description
Job Requirements
- Minimum of 2 years of experience working with clients within the investment management industry.
- Proven ability to lead client-facing meetings and presentations, including executive-level audiences.
- Exceptional analytical, interpersonal, and communication skills (written and verbal).
- Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements.
- Ability to work independently with minimal supervision and thrive in a collaborative team environment.
- Willingness to travel nationally up to 10% as needed.
- Technical experience in working with API implementations is a plus
- Previous consulting experience helping customers achieve outcomes in a technical manner
- Bachelor’s degree or equivalent professional experience.
Benefits
- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- Retirement saving plans
- Allowance to customize your work and technology setup at home
- Annual professional development stipend
Related Guides
Related Categories
Related Job Pages
More Consultant Jobs
Benefits Consultant
AILWith more than 70 years of industry experience, AO Globe Life is a trusted provider of life insurance solutions for veterans, labor union members, credit unions, and working families. Our mission is centered on service, integrity, and impact—protecting families while building meaningful careers for our team members.
The core responsibilities involve conducting virtual consultations to present benefit options to clients and guiding them through the enrollment process with clarity and professionalism. Additionally, the role requires developing customized benefit solutions, responding to client inquiries, maintaining accurate records, and ensuring compliance with regulations.
AMS Consultant providing Workday support for clients.
The consultant conducts cost segregation studies by analyzing construction costs and property documents to identify assets qualifying for shorter depreciation schedules, helping real estate owners maximize tax savings and improve cash flow. Key duties include costing construction components using accepted techniques, performing site inspections, analyzing payment applications, and generating detailed technical reports.
The Financial Consultant will lead complex financial and operational analyses to drive strategic decision-making within the Financial Planning & Analysis function, specifically supporting the Commercial Lines division. This includes leading quarterly forecasting, planning processes, and managing management/Board of Directors reporting for the Commercial Lines P&L and Balance Sheet.