Plan Consultant jobs in New York, NY

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LEAD STRATEGY & PLANNING CONSULTANT- HOME LENDING WIM/AFFLUENT INITIATIVES

Support Home Lendings strategic priority of focusing on WIM / Affluent customers.. Provide new perspectives and concepts that enhance and differentiate how we serve WIM / Affluent customers.. Develop and oversee key initiatives f...

CompanyWells Fargo
AddressNew York, NY
CategoryInformation Technology
Date Posted 4 weeks ago See detail

Lead Strategy & Planning Consultant- Home Lending WIM/Affluent Initiatives

Wells Fargo

New York, NY

Support Home Lendings strategic priority of focusing on WIM / Affluent customers.. Provide new perspectives and concepts that enhance and differentiate how we serve WIM / Affluent customers.. Develop and oversee key initiatives f...

Senior Lead Strategy & Planning Consultant -Home Lending Affluent Offer Management

Wells Fargo

New York, NY

Develop, enhance, and manage Home Lending offers tailored to the affluent customer segment.. Simplify and improve customer and sales experience for asset-based relationship discount.. Partner and advise teams such as sales, transf...

WIM Lead Strategy & Planning Consultant

Wells Fargo

New York, NY

Facilitate the annual WIM strategic planning process. Work closely with senior business leaders to define strategic goals and objectives. Facilitate cross functional alignment and monitor and track against the strategic goals and...

Oracle Cloud Planning Consultant

Comcentric

New York, NY

Analyze the existing Supply Chain processes for areas that can be improved further, and provide insight and assessments for optimizing Oracle SCP & ODP modules. Collaborate with all stakeholders. Implement identified improvements...

Wealth Management Planning Consultant - Manhattan, NY

Fidelity Investments

New York, NY

$60,000 - $100,000 a year

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license Financial Services experience, we recommend five years Degree and/or other professional certification...

Planning Consultant - Park Ave, NY

Fidelity Investments

New York, NY

$60,000 - $100,000 a year

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Financial services experience preferably in financial planning Degree and/or other professiona...

Senior Payroll Functional Consultant - Advisory - Workday Success Plans

Workday

New York, NY

We are seeking people who love to help customers overcome HR technology challenges and who feel rewarded by driving high levels of customer satisfaction. The ideal candidate helps people to understand tough concepts, facilitating...

Senior Advisory Services Consultant - HCM Reporting - Workday Success Plans

Workday

New York, NY

Optimization Packages (Advisory consulting services). Ask-an-Expert Requests (Micro consulting engagements). Webinars (Present on key features and configurations). Collaboration Crews (Facilitate group customer sharing discussions...

Senior HCM Reporting and Analytics Consultant - Workday Success Plans

Workday

New York, NY

Conducting research to ensure understanding of customer questions and related Workday concepts.. Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations,...

Senior HCM Reporting & Analytics Consultant - Workday Success Plans

Workday

New York, NY

Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks.. Troubleshooting product configuration to resolve or provide optimal product conf...

Senior Financial Functional Consultant-Workday Success Plans, Advisory Consulting

Workday

New York, NY

Expertly and consistently provide excellent customer service. Engage customers to quickly understand business requirements. Share their broad experience with industry practices. Adapt and succeed independently in complicated situa...

Senior Benefits and HCM Consultant - Workday Success Plans

Workday

New York, NY

Conducting research to ensure understanding of customer questions and related Workday concepts.. Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations,...

Retirement Plan Advisory Sales Consultant

Confidential

New York, NY

Ability to travel regionally. FINRA licenses Series 7 and 66. Track record of direct Retirement Plan sales....

Senior Application Consultant - SAP Analytics Cloud Planning Consultant

Capgemini

New York, NY

Must be hands on and able to perform the work as well as oversee the work performed by other team members and offshore. Must be able to lead a team of offshore support staff as well as developers and perform QA on their work. 7 ye...

Senior Application Consultant - SAP Analytics Cloud Planning Consultant

Capgemini North America

New York, NY

Must be hands on and able to perform the work as well as oversee the work performed by other team members and offshore. Must be able to lead a team of offshore support staff as well as developers and perform QA on their work. 7 ye...