Financial Consultant Salary in Illinois, USA

Job Title Consultant, Global People Strategy & Operations Job Description Summary The Consultant, Global People Strategy & Operations plays a key role supporting the leadership team of the People function (People Executive Committee) at Cushman & Wakefield. As a direct report to the CPO's chief of staff, the Consultant is the fuel to support enterprise-wide collaboration, coordination, and execution of on-time delivery of People Team programming across stakeholder groups in partnership with the People ExCo. Job Description Responsibilities: Facilitate programmatic coordination across the People teams functions/programs, including project management, implementation planning, change management, stakeholder communications, and cadenced reportingScope and drive execution of analytics work to distill strategic insights and recommendations into executive-level presentations through storytelling with data. Data sources include but not limited to employee data, functional and corporate financials, market research, and other primary and secondary quantitative and qualitative resourcesManage multiple development and execution workstreams simultaneously, including development of materials for presentation to senior leaders (including quarterly board meetings)Lead change management initiatives to support successful implementation of strategiesWork with talent analytics team to conduct proactive analysis of labor, talent, turnover, performance and financial data and arrive at insights to support business and talent allocation choicesPartner cross-functionally throughout the organization (e.g. with TDS, Finance, etc.) as required to support the broader needs of the People TeamAct as a strategic thought partner and trusted advisor and ensure the continuity of operations across the People functionProactively take on additional responsibilities and projects as needed to continuously improve C&W's performanceQualifications:Bachelor's degree; advanced degree in analytical/business-related field preferred, but not required3 years of experience in a consulting firm or comparable highly-analytical strategic function with internal or external clients (e.g. business analysis, functional line experience within strategy, marketing, finance, human resources, operations, or sales analytics), preferably in a services-based industryExperience in a global and highly-matrixed organization including experience working with teams across countries and time zones; Commercial Real Estate industry experience a plusExceptional planning, organizational and program management capabilities; ability to manage multiple priorities at once and influence others - including senior executives - to meet deadlinesStrong business mindset and analytical skills. Demonstrated ability to turn data in to a story; experience analyzing people data in combination with additional data sources a plusStrong financial acumen; commercial understanding of real estate a plusDesire and ability to approach work through cross-functional collaboration, troubleshooting, and getting your hands dirtyHighly organized, detail-oriented, process-driven, polished, and driven to succeedCushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

Financial Consultant (Commission only-1099 with residual income 2nd year, No immigration sponsorship )We are looking to hire 10 highly talented individuals to join our Team as Financial Advisors.We will start interviewing May 27th and plan to make all selections on June 17th*Commission only-1099 role*During the selection process you will be expected to meet with the Director of Recruitment, Managing Director, Associate Managing Director, and Associate Director of Development.If you believe your purpose revolves around educating others to improve, sustain or grow their wealth we ask that you submit your resume for consideration.(Similar to owning a business, which is based on revenue generated. This is NOT a salary position)About usAt Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices.Our website: https://www.northwesternmutual.com/office/il/hyde-park/87809909/Financial Advisors at Northwestern Mutual Chicago help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs AnalysisAs a Northwestern Mutual Financial Advisor:1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Compensation & Benefits• Commission structure to support early development• Renewable income• Bonus programs and expense allowances• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more• Retirement Package and Pension Plan• Medical, Dental, Vision, Life Insurance and Disability Income Insurance• Family PlanningYou could be right for this opportunity if you have:• 4-year degree; or equivalent professional work experience• Entrepreneurial ambitions, or a desire to own something that you can past down to family someday.• History of success in sales, athletics, military, client services, or client-facing roles• Excellent time-management skills• Desire for continuous learning• Legal authorization to work in the US without ever needing sponsorship. Leaving a lasting legacy for generations to come. The desire to be compensated based on how hard your work not based on how someone feels about you.Pay rangeExact compensation may vary based on skills, experience, and location.Income range (Similar to owning a business, which is based on revenue generated. This is NOT a salary position)Revenue average1-4year| $92,597/yr - $183,762/yr5+yrs| $740,000-$2,434,435Featured benefitsEmployer-providedMedical insuranceVision insuranceDental insurancePension planDisability insurance401(k)Flexible scheduleHealth insuranceHealth savings accountLife insuranceParental leaveProfessional development assistanceCompensation package:1099 contractBonus opportunitiesWeekly schedule:Monday to FridayWork setting:In-personIn the fieldOfficeEducation:Bachelor's (Preferred)

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The key objectives and responsibilities of the role include: The Recordkeeper Relationship Group is responsible for facilitating the strategic and tactical relationship for our Corporate and Institutional clients' Third-Party recordkeepers in order to support their Defined Contribution and Defined Benefit investment operations. The Recordkeeper Relationship Consultant serves as the primary contact for recordkeepers in overseeing daily participant investments and trading activity, which includes effectively communicating with recordkeepers, investment managers, clients and internal partner groups to ensure that service needs and expectations are being met. The Recordkeeper Relationship Group is also responsible for providing end-to-end project management oversight for all clients change events, including onboarding, fund launches, fund closures, and plan restructures. The Consultant will lead the portfolio rebalancing process for custom funds and manage liquidity analysis trading for unitized company stock portfolios. Utilizing industry knowledge of institutional investment operations, recordkeeping processes, and fund valuations, the Consultant provides guidance on complex issues and serves as a technical resource for Client Administration and Daily Valuation Servicing teams. Additional responsibilities include: 1. Manage and strengthen daily recordkeeping relationships for assigned book of business. 2. Oversee the daily participant investment activity. Works closely with Institutional Fund Accounting and Daily Valuation operations teams to resolve any issues in a timely manner. 3. Reviews company stock liquidity trades for clients and acts as reviewer of liquidity calculations and transactions initiated by Recordkeeping Relationship Analysts. 4. Manages rebalancing process for client portfolios, including the calculation and initiation of Mutual Fund, Collective Fund trades as well as associated cash movements. 5. Receives inquiries from recordkeeper and partners, oversees transaction processing (including stock liquidity processing), handles inquiry resolution, obtains appropriate documentation and ensures accurate and timely follow-up with recordkeepers and partners. 6. Researches and resolves complex exceptions and coordinates corrective entries and preventative processes. 7. Communicates daily, or as needed, with recordkeeper and partner areas, especially client service teams regarding client account activity. 8. Identifies service efficiency enhancements, process and service delivery improvements using creative and proactive measures. 9. Works with recordkeeper and partner areas on client structural changes, including maintaining action plans related to client changes. 10. Initiate periodic meetings with recordkeeper to review service levels and other ongoing service initiatives. Prepares call reports, as necessary, and communicates to service team. 11. Coordinates process initiatives/communication with Client Servicing and Compliance. 12. Acts in a leadership role and as a technical resource or subject matter expert for Client Servicing and Recordkeeping Relationship Analysts. Qualifications The successful candidate will benefit from having: 1. 4 or more years of experience with master trust/ custody products, investment operations or direct recordkeeping services with an emphasis on 401(k)/defined contribution plans. 2. Client service experience/exposure. 3. Knowledge of record keeping processes, acquired through related experience, related to 401(k)/defined contribution plans including fund valuations, unitization and investments. 4. General business knowledge, including fund accounting and client servicing usually acquired through coursework and on the job training, is required to oversee client transactions. 5. Analytical, problem solving, and organizational skills, required to identify and resolve account issues . 6. Ability to work well under pressure in a fast-paced environment 7. Flexible to changing business demands and client needs Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The Opportunity: In this highly engaging and competitive role, the Consultant on the Investment Operations Outsourcing (IOO) Client Service team serves as the first point of contact for the client on day-to-day activities, and is responsible for solving complex issues. The Consultant is also expected to participate in or lead projects that focus on improving overall service quality to the client. Through prior industry experience, the Consultant should have broad, in-depth knowledge of the investment management industry , middle office operations and is expected to have strong interpersonal skills to work effectively and independently with both internal and external stakeholders. About Investment Operations Outsourcing: Northern Trust (NT) IOO offers our Asset Manager clients full middle-office and component solutions for a complex range of products, markets and asset types. We provide end-to-end solutions to service all of our clients' post-trade needs. Our global, pass-the-book operating model means client portfolio information is seamlessly transferred across regions, time zones, custodians and third parties. Combined with a single application for aggregating data, analyzing risk and performance, valuing assets and managing reporting, NT IOO offers a consistent experience that helps balance risk, quality and cost for each of our clients. IOO's success is tied not only to the efforts of employees within the department, but also on our effective partnerships with multiple global support teams across Northern Trust, including Reconciliations, Corporate Actions, Income, Performance, Derivatives Operations, and Pricing, to name a few. The Impact: (Primary daily responsibilities) Operations ManagementResponsible for providing client service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing, as well as general client inquiries regarding NT-provided data. Cross train on all oversight functions as assigned, and serve as back-up for peers as necessaryReinforce usage of NT, IOO or client best practices within IOO and its support teamsResponsible for multiple projects of various complexitiesAble to identify opportunities for process or service quality improvement, while acting as a liaison across the enterprise to drive execution Understand and enhance procedures and controls to mitigate operational, financial or reputational risk to the client and NTClient Service Management Responsible for understanding client's business and deliverables Responsible for providing timely responses to client and internal stakeholder inquiries with limited manager input Drive the engagement of other partners as appropriate to promptly resolve and remediate client inquiries/issues Works to become a key subject matter expert on the IOO Operating Model, as well as the end-client's businessAssist in the development and rollout of process changes necessary to align with client support needs and/or best practicesUnderstand current Service Level Agreements (SLAs) which outlines roles and responsibilities between NT and the client that are directly related to job function(s)Relationship ManagementAct as a main point of contact and be accessible to other internal partners and teams supporting the client relationshipIndependently build relationships with internal partners and teams and be able to use collaboration, persuasion or influence skills to solve client issues or improve client service Serve as a key subject matter expert and mentor to junior level employees The Minimum Qualifications: 5+ years of relevant work experience supporting Financial Industry Operations, Asset Management and/or Investment Operations clients Knowledge of trade lifecycle and the various counterparties within the operating model Examples of process efficiencies that have been implemented in prior roles Proven, excellent oral and written communication skills Demonstrated ability to prioritize and multi-task, and complete work with a sense of urgency that matches the client/issue Strong Analytical, attention-to-detail and problem solving skills Moderate Excel (VLOOKUP, Pivot, etc.) and other MS Office application skills The Ideal Qualifications: A college or university degree Direct investment management operations experience Previous exposure to / experience with business process and/or technology enhancement initiatives Experience with PowerBI or other data visualization applications Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The Partnership Services Group provides a third-party fund administration service to numerous fund management companies covering a full range of shareholder servicing functions including dealing, registration, settlements, distributions, fees, allocations and statements. The department is responsible for client and investor document management, processing, research, integration of new business, quality checking of transactions and maintaining the register of investors in response to investor instructions working within all client service standards. The primary responsibility of this Consultant role is to support client and investor requests through strong communication, processing, escalations and research. The Consultant will report to a Manager or Team Lead assisting with projects, quality control, email, metrics and data mining. The Consultant will also lead initiatives, will have familiarity with fund information and learn client bespoke processes. The Consultant work closely with Client Service Managers with some client facing responsibilities and PSG leadership team on client escalations, processes and SLA updates while being an operational expert and maybe asked to join meetings.Working Model: Hybrid We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Responsibilities:Handles investor/client inquires daily via email with some callouts within the required service requirements.Will process and do quality checks of partners work and final client correspondence daily.Works closely with their direct team, client service managers, and India to identify and address inefficiencies, control gaps and enhance client deliverables. Comfortable joining meetings, escalations and calls on relative investor/client matters.The operational expert on processes, SLA's, research and impacts across the business.Close procedural gaps and enhance education across peer group.A keen eye to quality and understands when to escalate an issues.Participates or leads efforts that impact tasks or deliverables across teams. Effective communicator, can tell a story either verbally or through presentation format.Demonstrates strong leadership skills when it comes to research and investigative processes on escalations or other client inquiries and be the spokesperson throughout.#LI-Hybrid#LI-GG1QualificationsA College or University degree and/or relevant work experience is required. 3-5 Years Industry experience or relevant senior client servicing role.Investor or clients servicing experience via email or phone calls preferred.Strong critical and analytical skills, able to influence others and educate along the way.Excellent oral and written communication skills a must. Flexibility and strong fortitude to work through constant change.Expert fund level knowledge, processes, clients, investor types and systems (Wires, registers, workflow, case management tools, outlook / Dynamics.) Able to research and resolve issues independently, owning escalations and client responses. Able to work effectively with other partner areas to identify and enhance client deliverables. Strong time management, setting priorities and manage deadlines, escalating issues.Proficiency in Excel, PowerPoint, JIRA, SharePoint and data mining. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.ROLE Consultant - Job Level: P2, Officer EligibleResponsible for providing in-depth consulting on the Alternative Asset functions and execution of strategic business activities for the department. This role will carry out activities that are large in scope, cross-functional and technically difficult. Other duties may include working on specific regulatory requirements facing the department, new Product initiatives, and assisting with the design, review and implementation of corporate initiatives impacting the processing of Alternative Assets globally. Will be responsible for direct interaction or participation with different committees and/or management in Corporate, C&IS and Wealth Management settings. Keeps abreast of emerging industry trends.1. Supports activities and responsibilities that are large in scope, cross-functional and technically difficult2. Provide leadership in developing, implementing, and administering programs that support the strategic goals of the AAS department, including in-kind receipts and direct investments with relationship partners, brokers, investment managers and transfer agencies.3. Works closely with new business opportunities as an SME. Provides consultative oversight and expert advice to new clients on operational capabilities between alternative and market investment groups. Provides thought leadership on difficult requests and closely manages client expectations to ensure service levels are attainable. Coordinates the creation of presentation material and other service level documents to share with clients, prospects and partners4. Cultivates and maintains working relationships with client servicing, product, and various operations areas to meet and exceed client expectations5. Assists clients, partners, and staff with complex problem resolution. Consults on effective ways to meet client needs or appropriate method to be used for resolution of an error6. Develops periodic goals, set short-term priorities, monitor all activities, and ensure timely and accurate completion of the work. Responsible for direct interaction with different committees and/or management at all levels.7. Strategic in developing, implementing and administering programs within functional areas and across multiple teams, platforms and systems.8. Conducts preliminary market analysisKnowledge/Skills: In-depth knowledge of financial industry operations is required to successfully represent the department. Strong analytical and problem-solving skills is necessary to manage client inquiries and expectations. Excellent oral/written communication skills are required to effectively interact with clients and partners.Required Experience: A college or university degree in the field of business and experience in the financial industry operations environment and five or more years of equivalent work experience is required.Possible Career Journey Example: AAS Client Audit Sr. Analyst (B3), AAS Ops Technical Coordinator (B5), New Business Consultant (P2), Alt Investment Sr. Consultant (P3)#LI-HY #LI-CL1 Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Equity Staffing Group is currently staffing a Healthcare Accounting/Finance Consultant for remote work in the Maryland area. This is contract work with a Fortune 100 organization. Our client serves more than 85 million people and has a reputation for bold ideas. If you enjoy working with energetic people in a collaborative environment, we want to speak with you!Position: Healthcare Accounting/Finance ConsultantLocation: Remote/WFH/Must be Local to MarylandDuration: 8 Month contrat to start, potential for extension or conversion to FTERate: $70.00/HrStart Date: ASAPDescription: The candidate will oversee the work of two FTEs and will need to work with other cross functional teams (Provider relations, IT Reporting, compliance, etc.)This candidate will be responsible for overseeing the day to day accounting and finance activities associated with the Maryland Medicaid BH contract. This would include overseeing the weekly check write process for provider pmts, which exceeds $40 million dollars. In addition, the candidate will oversee the reconciliation of the state's bank accounts used to fund provider payments and communicate cash flow needs to the State of Maryland. In addition, there are corresponding reporting requirements related to service category spend and outstanding provider receivable balances that will be tracked on a weekly basis. Candidate will set and oversee weekly meetings with the State of Maryland to update the customer on recent trends and provider pmt activity.Skills Needed: 5+ years of accounting and/or finance experience required. Needs to have experience managing 1 or more employees. Able to navigate and sort large datasets within Excel. Able to work with cross functional teams to gather information pertaining to the State Medicaid contract. Able to clearly articulate findings to both internal management and the external customer.Any state Medicaid experience would be preferred, particularly with the state of Maryland. An understanding of multiple mix of federal and state funding requirements along with a understanding of the the behavioral health space and levels of care would be excellent.A CPA license (active or inactive) would be a plus.Hours: This position is expected to work during normal business hours within the eastern time zone and occasionally on one weekend day. Additional flexibility can be considered so long as business deliverable can be met on time.Minimum Education: Bachelor's DegreeEquity Staffing Group is one of the fastest growing Native American owned staffing companies in the United States. We are a certified Minority Business Enterprise (MBE) by the National Minority Supplier Development Council (NMSDC) and the Rocky Mountain Minority Supplier Development Council (RMMSDC).Equity Staffing Group is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Equity Staffing Group will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.We welcome you to learn more about our company by visiting www.equitystaffing.com

Locations: Atlanta | Austin | Boston | Chicago | Dallas | Denver | Houston | Nashville | Summit | New York | Philadelphia | Pittsburgh | Durham | Toronto | WashingtonWho We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.About BCG PlatinionBCG Platinion's presence spans across the globe, with offices in Asia, Europe, and South and North America. We achieve digital excellence for clients with sustained solutions to the most complex and time-sensitive challenge. We guide clients into the future to push the status quo, overcome tech limitations, and enable our clients to go further in their digital journeys than what has ever been possible in the past. At BCG Platinion, we deliver business value through the innovative use of technology at a rapid pace. We roll up our sleeves to transform business, revolutionize approaches, satisfy customers, and change the game through Architecture, Cybersecurity, Digital Transformation, Enterprise Application and Risk functions. We balance vision with a pragmatic path to change transforming strategies into leading-edge tech platforms, at scale.What You'll DoEnterprise Solutions Consultants at BCG Platinion are:Collaborative. They are interdisciplinary team players who seek alignment and establish relationships ranging from cross-functional stakeholder groups to existing teams.Agile advocates. They are well-versed in Agile methodologies and use their expertise to strategically tackle difficult challenges and implement change.Comfortable with ambiguity. They know the path forward isn't always well-defined. They are comfortable and confident working through the unknown.Technical experts. They are critical thinkers and have extensive IT expertise that drives novel solutions routed in complexity. Change agents. They know how to make change happen across an organization. They can align and onboard teams to implement new processes and toolsets. They embrace complex challenges and guide an organization to optimize IT best practices. * Influencers. They build strong relationships to build trust and influence stakeholders.You're Good At:Managing large-scale ERP projectsRestructuring business and IT processes and organization within an ERP constructSupporting IT functions during mergers and acquisitions, including the functional and technical transformation of an organization's IT departmentEvaluating an organization's IT and ERP architectureDeveloping road maps and current state assessmentsDesigning and implementing feasibility studies for ERP strategyDefining global and local deployment strategyDeveloping infrastructure approach and high-level design of ERP solutions (cloud, on-prem, hybrid)Considering data and integration related to ERP platformsOptimizing depth of value added in ERPRestructuring core ERP processes (functional and/or technical)Managing IT projects and quality assuranceAnalyzing and evaluating ERP architecturesRecommending ERP software and ERP platformsWhat You'll BringBachelors or Master degree in mathematics, natural sciences, information technology, business management, or relevant field2+ years of practical experience in IT/ERP consulting, professional software development, or IT project management with a focus on one or more of the following:SAPSalesforceOracle (Financials, NetSuite, Fusion, JD Edwards, PeopleSoft, etc.)WorkdayExperience in business process design and configurationPrevious experience in a management role in two or more end-to-end ERP implementations in a waterfall or agile settingExcellent communication and presentation skillsOutstanding analytical and conceptual skillsExperience with the management of decision processes at large organizationsStrong customer and results orientationConfidence and persuasivenessExperience planning and managing large, complex projectsPurposeful travel based on client and business needs. Expect 60% travelAdditional infoWhat We Offer:At BCG, we care about our people, and offer best in class benefits to support you personally and professionally throughout your different life experiences including:An opportunity to work organically across disciplines and across BCG, we offer a unified and unrivaled opportunity that combines strategic thinking with hands-on applications.A unique experience to work alongside a team of passionate and driven problem-solvers with a mission to deliver innovative and valuable digital solutions in a supportive environment. BCG pioneered strategy consulting more than 50 years ago, and we continue to innovate and redefine the industry. We offer multiple career paths for the world's best talent to have a real impact on business and society. As part of our team, you will benefit from the breadth and diversity of what we are doing today and where we are headed next. We count on your authenticity, exceptional work, and strong integrity. In return we are committed to supporting you in discovering the most fulfilling career journey possible-and unlocking your potential to advance the world.FOR U.S. APPLICANTS:The first year base compensation for this role is $110,000 in USD. In addition to your base salary, you will also be eligible for an annual discretionary performance bonus and BCG's Profit Sharing and Retirement Fund (PSRF) contribution. BCG also provides a market leading benefits package described below. At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members. That's zero dollars in premiums taken from employee paychecks.All our plans provide best in class coverage:Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children$10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugsDental coverage, including up to $5,000 (USD) in orthodontia benefitsVision insurance with coverage for both glasses and contact lenses annuallyReimbursement for gym memberships and other fitness activitiesFully vested retirement contributions made annually, whether you contribute or notGenerous paid time off including vacation, holidays, and annual office closure between Christmas and New YearsPaid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursementEmployees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.To learn more about our employee benefit please check our [1] Benefits page.ReferencesVisible links1. https://careers.bcg.com/employee-benefitsBoston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.