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Director, Americas Sales
Veralto Global
Remote, United States
- $170,000 to $185,000 USD / year
CRM & Analytics: Establish CRM as the single source of truth for opportunities, funnel, and forecasting. Use KPIs and analytics to identify performance gaps, improve decision-making, and…
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Data Scientist - PBM Pricing Optimization and Advanced Analytics
CVS Health
Chicago, IL
Build, test, debug, and maintain code in Python and SQL to support analytics, modeling, and operational workflows
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Data Analyst
RTX
Remote, United States
The Data Analyst as a part of the Supply Chain Data Insights and Analytics (DIA) team, supports the delivery of data and analytics solutions including dashboards, reports, and metrics to…
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Business Process Management Specialist
RTX
United States
…automation to improve operational efficiency. Leverage business analytics and digital solutions to identify risks, streamline processes, enhance decision-making, and drive continuous…
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Integrated Planning Lead
RTX
United States
…Integrated Planning team drives execution efficiency by applying analytics and optimization to system data to support business…
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Associate Director, Talent Partner, OSCQ
RTX
Remote, United States
Knowledge of talent assessment, succession planning, workforce analytics, and leadership development.
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Principal Agile Release Train Engineer (HYBRID)
RTX
United States
…RTE/STE will also champion the use of digital engineering tools, analytics, and automation to improve decision-making, integration, and overall delivery…
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Sr. Program Planner II
RTX
Remote, United States
Experience leading development and management of complex Integrated Master Schedules and performing advanced schedule analytics (critical path, logic integration, and/or workflow analysis).
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Territory Sales Representative - Surgery Centers
Cardinal Health 200, LLC
United States
Conducts data analytics and analyzes the market penetration on products both in new and existing clients. Responsible for identifying areas for development.
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Digital Product Specialist
Cardinal Health 110, LLC
United States
Coordinate with business, UX, technology, analytics, and vendor teams to move initiatives through discovery, development, testing, and release.
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Partner Marketing Manager - AI & Cloud Technology
Identified Talent Solutions
Seattle, WA
Familiarity with Salesforce, marketing automation, and campaign analytics.
Added just now
North America Strategic Supplier Performance Analyst
Thermo Fisher Scientific
Pittsburgh, PA
1-3 years of relevant experience in supply chain, procurement, supplier performance, planning or analytics, operations, or related function.
Added 1 min ago
Oracle EPM Solution Architect, Senior Manager
Thought Logic Consulting
Atlanta, GA
Engagement leaders, account leaders, and consultants across Thought Logic's Enterprise Performance Management, Data & Analytics, and Business Enablement practices
Added 1 min ago
Buyer Installation Services
Knapp Inc
Kennesaw, GA
Added 2 mins ago
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Intern, Bus Operations & Scheduling
OCTA
Orange, CA
- $20 to $23 USD / hour
…Scheduling Department, you’ll gain hands-on experience in data analytics, automation, and process improvement while working alongside experienced transportation professionals. In this role,…
Added 3 mins ago
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Senior Data Scientist
SOSi
Huntsville, AL
- $83,164 to $172,725 USD / year
SOSi is seeking a highly skilled Data Scientist to join our analytics team working on an innovative MLOps workload leveraging cutting-edge technologies and supporting a government customer…
Added 3 mins ago
Samsung Territory Operations Manager
Companies, Inc.
NY
…schedules, identified under-performing locations, and overall analytics of prior month's Store Visit…
Added 3 mins ago
Marketing Specialist
Interlink Cloud Advisors, Inc.
Mason, OH
Let the data guide the next move. Manage lead tracking, campaign attribution and analytics to grow the pipeline, and bring informed recommendations to Marketing team planning.
Added 3 mins ago
Fixed Income Analyst Marketing Coordinator
Barclays Capital Inc.
NY
Leverage data, analytics and feedback to understand our clients and competitive landscape; use the information to continuously monitor and decide where to allocate resources.
Added 3 mins ago
Associate Director, Market Research
USA - 3310 Takeda Pharmaceuticals U.S.A., Inc.
Boston, MA
· Collaborate with other Insights & Analytics colleagues including Forecasting, Competitive Intelligence and Advanced Analytics to be a strategic thought partner for commercial teams
Added 4 mins ago
Director of Information Technology - Medicaid
S2Tech
Chicago, IL
Strong experience with healthcare data architecture, system integration, data exchange, data quality, reconciliation, reporting, analytics, and dashboards
Added 4 mins ago
Operations Center Engineering Shift Manager (Level K)
The Boeing Company
Seal Beach, CA
Added 4 mins ago
Solution Architect/Data Scientist
The Boeing Company
Seattle, WA
Experience in information technology, data analytics, and/or system architectures
Added 4 mins ago
AO
Patient Experience Specialist
Arnot Ogden Medical Center
United States
- $70,000 to $90,000 USD / year
Serve as the subject matter expert for patient experience analytics and platforms, including interpreting, tracking, and reporting qualitative and quantitative data for leaders, while…
Added 4 mins ago
Sr IT Auditor II
American Bankers Insurance Company of Florida
United States
Identify and realize efficiencies through data analytics and automation in both the department and in the company.

NFP Corp

Consulting Analyst

Chicago, IL, United States

The base salary range for this position is $65,000-$87,000.

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Job details

Pay: The base salary range for this position is $65,000-$87,000.
Apply by: Nov 3, 2027
Posting language: English
Posted: Nov 3, 2026

Original job description

Posting Description

Wealthspire Institutional brings together a network of affiliated firms that provides institutional advisory, wealth management, institutional advisory, and business management services to individuals, families, and institutions across the United States, Canada, and the United Kingdom. Through its specialized subsidiaries and affiliates, clients can access wealth management, retirement plan consulting, nonprofit endowment and foundation advisory, business management, and family office services tailored to their evolving financial needs.

Wealthspire invests in the people, technology, and resources that expand what the firm can do for clients, while preserving the personal relationships and accountability that are central to its client service approach.

Inspiring Trust. Enriching Lives.

For more information, visit www.wealthspire.com.

The Consulting Analyst is responsible for contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm’s Endowment & Foundation and Defined Benefit Plan client portfolios, aligning with our mission of helping clients prosper.

Responsibilities:

Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm
Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions
Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis, leveraging approved analytical and AI‑enabled tools to enhance efficiency and analytical consistency.
Collaborate with Investment Research in developing solutions for client portfolios
Develop fiduciary governance materials in preparation for quarterly reporting
Analyze and create customized components for client reports and supplemental meeting materials, utilizing approved AI tools to assist with drafting, summarization, and quality control.
Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing, consistent with the firm’s risk management protocol and in compliance with client investment policy guidelines and firm-established policy and procedures. Closely monitor and respond to ongoing recurrent or ad hoc cash management needs in client portfolios
Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
Issue and evaluate vendor RFIs and RFPs, using AI‑enabled tools to support data extraction, comparison, and synthesis while exercising independent judgment in all conclusions.
Respond to periodic audit requests for investment-related data and analysis
Conduct special ad-hoc analyses and projects as needed to support Investment Consultants
Interact with and proactively communicate with Investment Consultants on all client matters and related projects
Apply AI tools to support drafting, summarization, reconciliation, and quality‑control of analytical outputs (e.g., IPS drafts, trade rationales, governance materials), ensuring all final deliverables are reviewed and validated by the analyst.
Attend and present at client meetings in a supporting role on occasion
Respond to all meeting follow-up and action items in a timely and effective manner
Maintain accurate client account and investment records in the CRM
Respond to client and vendor requests in a timely and effective manner

Required Education, Professional & Technical Experience

Bachelor’s degree required with a preferred concentration in Economics or Finance
Two (2) to five (5) years of investment consulting or investment-related work experience
Experience with servicing Institutional clients in a Discretionary Outsourced CIO (“OCIO”) servicing framework is a plus
Proficiency in Microsoft Suite
Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
Familiarity with AI‑enabled productivity or analytical tools (e.g., Copilot, large language model–based assistants, automation tools, or analytical copilots) to support research, drafting, reconciliation, summarization, or quality control of analytical outputs.
Ability to critically review, validate, and refine AI‑assisted outputs, ensuring accuracy, consistency, and alignment with fiduciary and firm standards.
CFA candidate is a plus
Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
Intellectual curiosity about investments, asset allocation, and portfolio structure
Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces

Essential Traits

Thoughtful ability to establish rapport and build relationships.
Demonstrates the ability to thoughtfully adopt firm‑approved analytical tools (including AI‑enabled solutions) to improve efficiency, accuracy, and service scalability while maintaining strong judgment and attention to detail.
Exceptional communication in a public setting with notable writing and presentation skills.
Adaptability when priorities shift and able to work independently.
Sound judgment and problem-solving skills.
Innovative, curious, and enthusiastic.
Detail-oriented with a high level of accuracy and organization.
Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

This role may travel up to 10% of the time for training and or business/events.
This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

Must be able to remain in a stationary position for up to 8 hours.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. The individual should be able to exchange accurate information.
The person in this position may at times need to move throughout the building to access different areas.
Ability to move equipment weighing up to 25 pounds.

Reasonable accommodation may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$87,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams

Work Life Convenience Benefits

Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody – Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program

Wealthspire is an inclusive Equal Employment Opportunity employer.

#Wealthspire

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More about this job

Skills

Research
Reporting
Risk management
Regulatory compliance
Cash handling
Quality control
Attention to detail
Communication skills
Presentation skills
Adaptability
Work independently
Problem solving
Circulate information

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