- CNA (Chicago, IL)
- …our Financial Lines group arising under policies issued to our life agent, broker - dealer , and investment advisor, banking and insurance customers. These claims ... can be complex in nature and valued in the multimillion dollar range. Insurance litigation and/or coverage analysis experience is preferred. The qualified candidate must be able to produce high quality written work product and meaningfully collaborate with and… more
- Desert Financial Credit Union (Phoenix, AZ)
- …met as well as adhering to the written policies and procedures of the broker / dealer and the Financial Institution. Perform other job-related duties as assigned. ... The Investment Consultant is principally responsible for providing wealth management...referral opportunities to the Financial Advisor team. The Investment Consultant meets individual goals and assists with attaining the… more
- Jefferies (Jersey City, NJ)
- …integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a US broker - dealer , was founded in the US in 1962 and our first ... various aspects of the Jefferies Security organization Manage the consultant Chief of Staff to the CISO who is...international operating subsidiary, Jefferies International Limited, a UK broker - dealer , was established in the UK in… more
- BlackRock, Inc. (San Francisco, CA)
- …exceed sales targets. The teams will be primarily focused on advisors in the Core Broker / Dealer segment but may grow to other segments as team evolves. Serve as ... with key distributors of our investment products, such as broker -dealers, banks, registered investment advisers, financial planners, insurance companies and… more
- Jackson National Life Insurance Company (Nashville, TN)
- …with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker / Dealer representative partners to provide field and virtual training ... Key Account Managers, Advanced Strategies, Portfolio Strategists) and our Broker / Dealer customers (Registered Representatives and their assistants) to… more
- Principal Financial Group (Modesto, CA)
- …investment account applications. Manage account openings and asset movement requests with broker dealer . + Utilize industry technology, such as Salesforce CRM ... **What You'll Do** The **New Business Consultant ** is instrumental to the success of regional...accounts, managing account openings and asset movement requests with broker - dealer , and serving as a point of… more
- T. Rowe Price (Baltimore, MD)
- …with Wires, Independents, and Regional Broker Dealers + Working knowledge of Broker / Dealer product platforms + Based in the geographical territory with an ... contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price...financial risk. + Serves as chief negotiator and sales consultant to the most complex and key clients for… more
- Lincoln Financial (Radnor, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Role at a Glance** Lincoln Financial is seeking a Consultant , Media & Measurement to support the AVP of...into compelling stories that drive business results. As the Consultant , Media & Measurement, you will help execute and… more
- The Hartford (Wayne, PA)
- …in the territory + A demonstrated track record of success in the assigned broker dealer firms + Additional industry designations (ie, CIMA, CFA) Compensation The ... Retail Sales Consultant - 87SX5E We're determined to make a...team as we help shape the future. The Advisor Consultant is responsible for increasing market share and growing… more
- Lincoln Financial (Concord, NH)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... **The Role at a Glance** The Role at a Glance The Compliance Consultant , Funds Management role is responsible for supporting Lincoln's Funds Management business team… more
- Lincoln Financial (Fort Wayne, IN)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Glance** We are seeking a passionate and driven Sr. Consultant , Product Owner to lead our Data Team. This...business acumen and exceptional stakeholder management. In the Sr. Consultant , Product Owner role you will be a member… more
- The Hartford (Wayne, PA)
- …* 3-5 years of wholesaling experience* Distribution channel experience with assigned broker dealer firms.* Track Record of success with existing relationships ... Retail Sales Consultant - 87SX5E We're determined to make a...Location: San Francisco Metro Position Summary: As an Advisor Consultant , you will be responsible for driving Hartford Funds… more
- Lincoln Financial (Radnor, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... 74897 **The Role at a Glance** As the **Sr Enterprise Continuous Improvement Consultant ** , you will provide expertise and direction on process transformation and… more
- Lincoln Financial (Radnor, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to build strong long-term relationships through outstanding customer… more
- Lincoln Financial (St. Louis, MO)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... **The Role at a Glance** We are excited to bring on a **Retirement Consultant ** within Retirement Plan Services to join the national team in either **Atlanta GA,… more
- Lincoln Financial (Dover, DE)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... this opportunity. **Requisition #:** 74895 **The Role at a Glance** As a Consultant I, you will consult, analyze, and deliver on more complex assignments/projects… more
- Lincoln Financial (Radnor, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... #:** 74879 **The Role at a Glance** The Social Media Strategy Sr. Consultant is responsible for developing and leading the enterprise-wide social media strategy,… more
- Lincoln Financial (Radnor, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... #:** 74842 **The Role at a Glance** As a **Physical Security Consultant ** , you will be responsible for planning, organizing, and coordinating executive… more
- Lincoln Financial (Trenton, NJ)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... this opportunity. **Requisition #:** 74552 **The Role at a Glance** As a Sr. Consultant I on the Specialty Health team, you will be responsible for underwriting… more
- Lincoln Financial (Radnor, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... **Requisition #:** 74826 **The Role at a Glance** As a Senior Consultant , Fund Admin, Regulatory, you will prepare complex regulatory filings including the… more
