wealth management consultant

Financial Gravity

<p>Lead Planning Consultant (Remote)</p><ul><li><b>Location:</b> Remote (Hybrid option available for Austin-based candidates)</li><li><b>Job Type:</b> Full-Time</li><li><b>Schedule:</b> Monday&ndash;Friday</li><li><b>Compensation:</b> $70,000&ndash;$95,000 per year</li></ul><p><b>About Financial Gravity</b></p><p>Financial Gravity is a rapidly growing financial services organization that supports independent Advisors and their clients through comprehensive planning, operations, tax, insurance, and wealth management solutions. Our mission is to help Advisors spend more time serving clients while our team delivers the expertise, systems, and operational support needed to scale successful practices.</p><p>We foster a collaborative environment where initiative is valued, professional growth is encouraged, and team members have the opportunity to make a meaningful impact on both client outcomes and firm growth.</p><p><b>Position Overview</b></p><p>Financial Gravity is seeking an experienced Lead Planning Consultant to serve as a key resource for Advisors and clients. This role combines advanced financial planning expertise with wealth operations support and Advisor consulting. <i><b>This is not a financial analyst role, but a role centered around financial planning, tax-saving strategies, retirement planning, insurance integration, and working with advisors.</b></i></p><p>The ideal candidate will hold a <b>CFP&reg; designation or Series 65 license</b> and possess strong experience in financial planning, client relationship management, and operational workflows. This individual will help drive planning initiatives, support Advisors with complex cases, and contribute to process improvements that enhance the client experience.</p><p>This is an excellent opportunity for a planning professional who enjoys both technical financial planning and operational leadership within a growing organization.</p><p><b>Key Responsibilities</b></p><ul><li>Develop and review comprehensive financial plans, retirement analyses, and wealth strategies</li><li>Collaborate with Advisors to identify planning opportunities and deliver client recommendations</li><li>Analyze client financial information and provide actionable planning insights</li><li>Support Advisors with investment, retirement, tax-efficient, estate, and risk management planning discussions</li><li>Assist with client onboarding, account servicing, and wealth management operational processes</li><li>Manage planning workflows and ensure timely delivery of client recommendations and reports</li><li>Serve as a resource for planning software, operational procedures, and best practices</li><li>Coordinate with internal departments including operations, insurance, tax, and compliance teams</li><li>Maintain accurate client records and documentation</li><li>Identify process improvements and operational efficiencies that support firm growth</li><li>Participate in special projects and strategic initiatives as needed</li><li>Stay current on industry trends, regulatory changes, and planning strategies</li></ul><p><b>Required Qualifications</b></p><ul><li>Series 65, Series 66, or equivalent securities licensing</li><li>Experience with RightCapital, eMoney, MoneyGuidePro, or similar planning software</li><li>Minimum 3 years of experience in financial planning, wealth management, or Advisor support</li><li>Experience working directly with Advisors and high-net-worth clients</li><li>Strong understanding of retirement planning, investment planning, tax-efficient strategies, and wealth management concepts</li><li>Exceptional organizational and project management skills</li><li>Strong written and verbal communication abilities</li><li>Ability to work independently while collaborating effectively within a remote team environment</li><li>Proficiency with CRM systems, financial planning software, and Google Workspace</li></ul><p><b>Preferred Qualifications</b></p><ul><li>CFP&reg; certification</li><li>Experience supporting Registered Investment Advisors (RIAs)</li><li>Knowledge of account opening, servicing, and wealth management operations</li><li>Insurance licensing</li><li>Bachelor's degree in Finance, Business, Economics, or a related field</li></ul><p><b>Benefits</b></p><ul><li>Competitive salary</li><li>401(k)</li><li>Health insurance</li><li>Paid time off</li><li>Stock options</li><li>Professional development opportunities</li><li>Remote work environment</li><li>Growth opportunities within a rapidly expanding organization</li></ul><p><i>Financial Gravity is an equal opportunity employer and is committed to creating a diverse and inclusive workplace for all employees.</i></p><p>Pay: $60,000.00 - $75,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Experience:</p><ul><li>Right Capital: 2 years (Preferred)</li><li>Financial planning software: 5 years (Required)</li></ul><p>License/Certification:</p><ul><li>Series 65 (Required)</li><li>CFP (Preferred)</li><li>Life and Health License (Preferred)</li></ul><p>Work Location: Remote</p>

Lead Planning Consultant (Remote Position)

Goldman Sachs

<div><div><div><p><b>HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>You will develop financial products with direct impact on millions of consumers</li>
<li>Systems under your watch will be the primary sources of revenue for the organization</li>
<li>You build it: engineers are in control of decisions about systems they own from the first line of code written</li>
<li>You run it: engineers with assistance from global SRE guild are responsible for operation of systems they built</li>
<li>You own it: engineers do not wait for orders here. They do research, pitch projects. Great ideas are valued and implemented</li>
<li>Professional network: you will meet and collaborate with very influential people within the global organization and the entire industry</li><br>
</ul></div></div><p></p><br>
<div><div><div>We Offer Best-In-Class Benefits
</div></div><div></div><div><div><div><div><div><div>Healthcare &amp; Medical Insurance
</div><div>We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</div>
</div></div></div></div><div></div><div><div><div><div><div>Holiday &amp; Vacation Policies
</div><div>We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</div>
</div></div></div></div><div></div><div><div><div><div><div>Financial Wellness &amp; Retirement
</div><div>We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</div>
</div></div></div></div><div></div><div><div><div><div><div>Health Services
</div><div>We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</div>
</div></div></div></div><div></div><div><div><div><div><div>Fitness
</div><div>To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</div>
</div></div></div></div><div></div><div><div><div><div><div>Child Care &amp; Family Care
</div><div>We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</div>
</div></div></div></div><div></div><div><div><div><div><div>Benefits at Goldman Sachs
</div><div>Read more about the full suite of class-leading benefits our firm has to offer.</div></div></div></div></div></div></div></div><div></div>
<br><div>Opportunity Overview
<div></div><div><div><div>CORPORATE TITLEAssociate
</div></div><div></div><div><div>OFFICE LOCATION(S)Richardson
</div></div><div></div><div><div>JOB FUNCTIONSoftware Engineering
</div></div><div></div><div><div>DIVISIONAsset &amp; Wealth Management</div></div></div></div><p></p>

Asset & Wealth Management - Marcus Mobile Engineer - Associate / Vice President - Richardson

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p></p><p>
The Associate Wealth Management Banker will support RBC US Wealth Management (USWM) field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Associate Wealth Management Banker will assist the Wealth Management Banker(s) build Financial Advisor and client product awareness and understanding of the full cash management and lending platform of RBC USWM.</p><p></p><p><b>
What will you do?</b></p><p></p><ul><li>
Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients.</li><li>
Assist the Wealth Management Banker(s) to partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue.</li><li>
Build cash management and lending product awareness among RBC Financial Advisors.</li><li>
Serve as the key relationship manager to client associates for their clients&rsquo; cash management and lending needs</li><li>
Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation.</li><li>
Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform</li><li>
Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management.</li><li>
Partner with the Wealth Management Banker(s) to provide FAs and their clients cash management and lending solutions and support.</li></ul><p></p><p><b>
What do you need to succeed?</b></p><p></p><p><b>
Must-have
</b></p><ul><li>2+ years&rsquo; experience at a wealth management firm</li><li>
SIE, Series 7 and 63, or ability to obtain within 90 days</li><li>
Proven business development experience and strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products.</li><li>
Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm</li><li>
Strong interpersonal skills, including developing relationships with financial advisors and ability to ask critical questions, anticipate problems/future needs and take ownership.</li></ul><p><b>
Nice-to-have</b></p><ul><li>
Bachelor&rsquo;s degree</li><li>
Current FINRA licensing</li><li>
Business development experience within the cash management and lending space in a wealth management context</li></ul><p></p><p><b>
What&rsquo;s in it for you?</b></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.</li><li>
Leaders who support your development through coaching and managing opportunities.</li><li>
Ability to make a difference and lasting impact.</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team.</li><li>
Opportunities to do challenging work.</li><li>
Opportunities to build close relationships with clients.</li></ul><p></p><p>
The expected salary range for this particular position is $85,000-$145,000, depending on your experience, skills, and registration status, market conditions and business needs.</p><p></p><p>
You have the potential to earn more through RBC&rsquo;s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.</p><p></p><p>
RBC&rsquo;s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:</p><ul><li>
Drives RBC&rsquo;s high-performance culture</li><li>
Enables collective achievement of our strategic goals</li><li>
Generates sustainable shareholder returns and above market shareholder value</li></ul><p></p><p><b>
Job Skills</b></p><p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
1211 6TH AVENUE:NEW YORK<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
New York<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2026-06-12<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
Our Employment Opportunities</b></p><p></p><p>
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
<br>
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.<br>
<br>
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p>
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.</p></div>

Associate Wealth Management Banker

Deloitte

<div>
 <strong>
  About Deloitte
 </strong>
 : When you work for us, you commit to a career at one of the largest and most prestigious professional services firms in the world. We have received numerous awards over the last few years, including Best Employer in the Middle East, and Best Consulting Firm, and the Middle East Training &amp; Development Excellence Award.
 <br/>
 <br/>
 <strong>
  Our Purpose
  <br/>
  <br/>
 </strong>
 Deloitte makes an impact that matters. Every day we challenge ourselves to do what matters most&mdash;for clients, for our people, and for society. We serve clients distinctively, bringing innovative insights, solving complex challenges and unlocking sustainable growth. We inspire our talented professionals to deliver outstanding value to clients, providing an exceptional career experience and an inclusive and collaborative culture. We contribute to society, building confidence and trust in the markets, upholding the integrity of organizations and supporting our communities.
 <br/>
 <br/>
 Our shared values guide the way we behave to make a positive, enduring impact:
 <br/>
 <br/>
 During your tenure, you will demonstrate and develop your capabilities in the following areas:
 <br/>
 <br/>
 <ul>
  <li>
   Define, own, and govern the end-to-end technical solution architecture across Wealth core platforms, digital and mobile channels, CRM, and analytics platforms to support business objectives.
  </li>
  <li>
   Lead critical architecture decisions encompassing microservices and APIs, event-driven architecture, cloud infrastructure (AWS and Azure), with a strong focus on security, performance, and scalability.
  </li>
  <li>
   Develop and execute the integration strategy across the Wealth ecosystem, including core banking and Wealth platforms, market data providers, payments systems, reporting tools, and downstream applications.
  </li>
  <li>
   Define and enforce API standards, integration patterns, and data flow designs to ensure seamless, secure, and efficient connectivity across multiple systems.
  </li>
  <li>
   Ensure all integration and platform enablement solutions meet enterprise standards for scalability, resilience, security compliance, and operational performance.
  </li>
  <li>
   Lead and coordinate engineering teams and third-party vendors through all delivery phases&mdash;design, build, test, and release&mdash;while embedding CI/CD pipelines and DevOps best practices.
  </li>
  <li>
   Serve as the technical design authority during delivery, overseeing adherence to non-functional requirements such as security, availability, latency, and fault tolerance.
  </li>
  <li>
   Collaborate closely with Wealth techno-functional subject matter experts, data science, AI, and integration teams to align technical architecture with evolving business and regulatory needs.
  </li>
  <li>
   Engage with product vendors and cloud providers to optimize platform capabilities, integration approaches, and leverage emerging technologies for Wealth solutions.
  </li>
  <li>
   Mentor and coach engineering teams to uplift engineering standards, promote best practices, and foster a culture of continuous improvement in Wealth technology engineering and integration delivery.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Leadership Capabilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Builds own understanding of our purpose and values; explores opportunities for impact.
  </li>
  <li>
   Demonstrates strong commitment to personal learning and development; acts as a brand ambassador to help attract top talent.
  </li>
  <li>
   Understands expectations and demonstrates personal accountability for keeping performance on track.
  </li>
  <li>
   Actively focuses on developing effective communication and relationship-building skills.
  </li>
  <li>
   Understands how their daily work contributes to the priorities of the team and the business.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   5+ years in financial services engineering
  </li>
  <li>
   Extensive experience working with Wealth Management or Core Banking platforms.
  </li>
  <li>
   Proven expertise in integration platforms such as MuleSoft, SnapLogic, Boomi, or similar technologies.
  </li>
  <li>
   Strong knowledge of API-led connectivity and event-driven architecture principles.
  </li>
  <li>
   Demonstrated leadership in managing large-scale engineering delivery projects.
  </li>
  <li>
   In-depth understanding of cloud-native architectures and related technologies.
  </li>
  <li>
   Solid focus on governance, risk management, and quality assurance throughout the delivery lifecycle.
  </li>
  <li>
   Willingness to travel.
  </li>
 </ul>
</div>


Wealth Technology Engineering & Integration Consultant | Senior Consultant- Manager| Banking Solutions

Bayut KSA - بيوت السعودية

<div>
 <p>
  As the Senior Commercial Analyst in Wealth Management, you will be the strategic commercial partner responsible for driving research and informed decision-making within the wealth division. You will be involved in complex market research modelling, in-depth analysis across products and clients, and the management of budgeting and forecasting processes, all while focusing on key metrics such as Assets Under Management (AUM) and revenue generation. You will also be responsible for creating client proposals, pitch decks, and post-sales client analytics
 </p>
 <p>
  <strong>
   KEY RESPONSIBILITIES
  </strong>
 </p>
 <p>
  <strong>
   Market Research:
  </strong>
 </p>
 <ul>
  <li>
   Keep analysing the real estate market to identify opportunity hotspots in the region.&nbsp;&nbsp;
  </li>
  <li>
   Read available secondary data/reports and present takeaways to the management.&nbsp;
  </li>
  <li>
   Periodically publish research reports.&nbsp;
  </li>
  <li>
   Perform on-demand global research on rules, regulations, tax laws, etc., for the target geographic markets.&nbsp;&nbsp;
  </li>
 </ul>
 <p>
  <strong>
   Client Proposals and Pitch Deck Development:
  </strong>
 </p>
 <ul>
  <li>
   Work closely with the Wealth Management team to do client need analysis and risk profiling.&nbsp;
  </li>
  <li>
   Design client proposals based on the client profile and the research done for the real estate sector
  </li>
  <li>
   Communicate with internal stakeholders for proposal deliberation. Once approved, develop the pitch deck for the client.&nbsp;
  </li>
 </ul>
 <p>
  <strong>
   Reporting and Analysis:
  </strong>
 </p>
 <ul>
  <li>
   Conduct in-depth analysis of and commercial performance metrics, including Assets Under Management (AUM) and revenue streams (e.g., advisory fees, transactional income, etc.).&nbsp;
  </li>
  <li>
   Develop management reports for wealth teams and related assets
  </li>
 </ul>
 <p>
  <strong>
   Special Projects:
  </strong>
 </p>
 <ul>
  <li>
   Work on special projects assigned by the line manager. These research and analysis projects may include, but are not limited to, areas related to commercial, regulatory, and financial matters
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Bachelor's degree in research, business administration, marketing, communications, or a relevant field
  </li>
 </ul>
 <p>
  <strong>
   Experience
  </strong>
 </p>
 <ul>
  <li>
   5-10 years of Research, Business Analysis &amp; Reporting
  </li>
  <li>
   Proven track record in making reports, feasibility and commercial documents
  </li>
 </ul>
 <p>
  <strong>
   Knowledge
  </strong>
 </p>
 <ul>
  <li>
   In-depth knowledge of research tools and techniques
  </li>
  <li>
   A deep understanding of the real estate market services/products
  </li>
 </ul>
 <p>
  <strong>
   Skills
  </strong>
 </p>
 <ul>
  <li>
   Outstanding communication and interpersonal skills
  </li>
  <li>
   An analytical mind with excellent data collection and analysis skills
  </li>
  <li>
   Excellent organisational and time management skills
  </li>
  <li>
   Strong team orientation, communication, &amp; creative skills
  </li>
 </ul>
 <p>
  <strong>
   Traits
  </strong>
 </p>
 <ul>
  <li>
   Adaptability
  </li>
  <li>
   High level of integrity
  </li>
  <li>
   Highly organised and detail-oriented.
  </li>
  <li>
   The ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High-performing and fast-paced work environment
  </li>
  <li>
   Comprehensive Health Insurance
  </li>
  <li>
   Rewards and recognition
  </li>
  <li>
   Learning &amp; Development
  </li>
 </ul>
 <p>
  #KSABayut
  <br/>
  <br/>
  Bayut is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 </p>
</div>


Senior Commercial Analyst

BBR Partners

<div><p><b><i>Who we are and what we do:</i></b></p>
<p>
BBR Partners is a boutique wealth management firm providing customized investment strategy and bespoke advice to high-net-worth individuals and families. Established in 2000 by founders who left successful careers in banking and asset management, we aimed to create a new model of service in the industry. We integrate all aspects of a client's financial life to provide investment strategies and comprehensive wealth management guidance. We've grown organically and our entrepreneurial spirit remains the core of our culture 25+ years later.</p>
<p><b><i>
What does the internship look like?</i></b></p>
<ul>
<li>10-week program including in depth exposure to a specific business unit</li>
<li>Mentorship opportunities as you work with a dedicated manager with exposure to senior management</li>
<li>Networking events, coffee chats, and lunches with various key players at the firm</li>
</ul>
<p><b><i>What will you do?</i></b></p>
<p>
Interns will be matched with 1 of the following teams based on interests and availability:</p>
<p>
Advisory</p>
<ul>
<li>Assist various advisory teams including business development and advisory services with research and project work</li>
<li>Support various wealth management functions which allow us to offer bespoke advisory services to our clients</li>
</ul>
<p>Investment Research
</p><ul><li>Engage in due diligence and monitoring of external managers through meeting attendance, synthesis of ideas discussed, and analysis of opportunities (both traditional and alternative)</li>
<li>Participate in regular internal Research team meetings to discuss investment managers and present due diligence results</li>
</ul>
<p><b><i>What we offer:</i></b></p>
<ul>
<li>The opportunity to contribute meaningful change at an innovative and prodigious wealth management firm</li>
<li>Shadowing, mentoring, and training opportunities with experienced and accomplished business professionals</li>
<li>New office space with a variety of perks, amenities, catered lunches, and snacks
</li><li>Hybrid remote work environment, and business casual dress as appropriate</li>
<li>Upon successful completion of the internship, you <i>may </i>be considered for a full-time position based on availability, your personal performance and your final presentation</li>
</ul>
<p><b><i>Who you are:</i></b></p>
<ul>
<li>Highly motivated and intellectually curious with a desire to learn and grow personally and professionally</li>
<li>Well-rounded record of extracurricular interests and intellectual curiosity around wealth management and investment research</li>
<li>Demonstrate strong problem-solving skills and a &quot;can-do,&quot; proactive, team-oriented attitude</li>
<li>Appreciate, welcome and grow from feedback; you are coachable</li>
<li>Value the same things we do- collaboration, diversity, innovation, integrity, empathy, and rigor</li>
</ul>
<p><b><i>Eligibility:</i></b></p>
<ul>
<li>Must be a rising university senior (December 2027 or May 2028 graduate)</li>
<li>Ability to work full-time in a hybrid office environment, 3-5 days per week in NYC office</li>
</ul>
<p><b><i>Timing:</i></b></p>
<ul>
<li>Submit application no later than July 15, 2026</li>
<li>Programming begins on June 7, 2027 and ends on August 13, 2027</li>
</ul>
<p><b><i>Additional Information:</i></b></p>
<p>
The expected salary for the role will be $35 per hour. This position is at-will, and the Company reserves the right to modify rate (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.</p>
<p><i>
We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</i></p></div><p></p>

2027 Summer Internship

Acenet

<p><b>Experience:</b> 8 to 12 years<br/><b>Location:</b> Abu Dhabi, Bengaluru, Gurgaon, Pune</p><p>About Us:<br/>AceNet Consulting is a fast-growing global business and technology consulting firm leveraging a consultative approach, deep domain expertise and strong technology capabilities across business transformation, IT strategy &amp; architecture, digital transformation, data engineering &amp; analytics, AI/ML, cloud &amp; infrastructure, enterprise applications and emerging technologies to deliver value to our global clients. AceNet&rsquo;s marquee clients include Tier-1 and Tier-2 banking &amp; financial services, asset &amp; wealth management, healthcare, consumer retail, eCommerce &amp; logistics, engineering, government &amp; public sectors, consulting and technology firms. With presence across Abu Dhabi UAE, Texas USA and India (Bangalore, Gurgaon &amp; Pune), AceNet brings strong consulting and delivery capabilities across project staffing, managed services, outsourcing and offshoring.</p><p>Job Summary:<br/>We are seeking an Oracle Finance Consultant who can provide business application implementation, on-going support and continuous improvement in Finance areas using Oracle Fusion ERP application and technology platform as a functional expertise to ensure the business operation runs smoothly, efficient and effective by taking the advantages of innovative technology solution and best practices.</p><p>Key Responsibilities:<br/>*To develop the application implementation project plan, lead the implementation of Oracle Fusion ERP application for Oracle Finance area, perform technical and functional expertise to gather the requirement, build, testing, training and deploy the solution in order to meet the business requirement as per defined timeline and project plan, ensure the solution provided optimizes the application standard features to give the fully benefit of business requirements.<br/>*Provide on-going post production support in the area of functional and technical to resolve application bugs and any other application issues, in coordination with IT Helpdesk, DBA and Oracle service support to resolve the issues in a timely manner and effectively based on severity and priority.<br/>*Proactively seeks continuous improvement in the area of Oracle functional application capabilities and technical or report performance to enhance process efficiency and user experiences.<br/>*Perform functional and technical requirement gathering, design specification, development, configuration, conduct CRP, UAT, training and migration for new implementation, process enhancements, modifications, report requirements in order meet business requirements.</p><p>Role Requirement and Qualification :<br/>*Educated to a Bachelor&rsquo;s degree or higher in Computer Science or a related field.<br/>*8+ years of experience with Oracle Finance Expertise in the General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, iExpense, Tax Modules in Oracle Fusion and EBS.<br/>*Oracle E-Business Suite experience is a plus.<br/>*Minimum of 5 end to end implementations with Oracle Finance.<br/>*In-depth knowledge of financial and operational business practices.<br/>*Experience in implementing and supporting long-term / complex project on Oracle Finance and interfacing with other business applications.<br/>*Exceptional analytical, logical and problem solving skills.<br/>*Strong interpersonal skills, verbal and written communication, including the ability to engage key stakeholders, internally and externally at different levels.<br/>*Familiar with working in an integrated and multi-cultural environment.<br/>*Strong analytical &amp; organizational skills and the ability to work under pressure and to tight and competing deadlines.<br/>*General desired Application Modules/Area knowledge</p><ul><li>e-Biz/Fusion Tax</li><li>AME/BPM</li><li>SLA</li><li>Procure-to-Pay End-to-End process knowledge.</li><li>Order-to-Cash End-to-End process knowledge.</li><li>Integrations (On-Premise and Cloud)</li><li>*Desired Application Modules/Area knowledge in Fusion Finance &amp; EBS:</li><li>General Ledger</li><li>Accounts Payables</li><li>Accounts Receivable</li><li>Cash Management</li><li>Fixed Assets</li><li>iExpenses</li></ul><p>Additional Application Modules/Area knowledge</p><ul><li>Project Costing</li><li>Project Billing</li><li>Property Management</li></ul><p>Why Join Us:<br/>* Opportunities to work on transformative projects, cutting-edge technology and innovative solutions with leading global firms across industry sectors.* Continuous investment in employee growth and professional development with a strong focus on up &amp; re-skilling.* Competitive compensation &amp; benefits, ESOPs and international assignments.* Supportive environment with healthy work-life balance and a focus on employee well-being.* Open culture that values diverse perspectives, encourages transparent communication and rewards contributions.</p><p>Work Location: In person</p>

Oracle Fusion Finance Consultant

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