- Bank of America (Pennington, NJ)
- Divisional Managed Investment Consultant Analyst Pennington, New Jersey;Jersey City, New Jersey **To proceed with your application, you must be at least 18 years ... make an impact. Join us! **Description:** The Divisional Managed Investment Consultant Analyst will support Financial Advisors...record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to… more
- Bank of America (Charlotte, NC)
- Investment Consultant II - Merrill Premium...of resolving client issues and achieving high client satisfaction and relationship deepening through a ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- T. Rowe Price (Baltimore, MD)
- …strategy for the organization. Responsible for sales and revenue generation and/or client relationship management for large, highly complex accounts that are ... contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T.... management strategy and delegates tasks to ensure successful client relationship performance. Retains direct client… more
- Principal Financial Group (Charlotte, NC)
- …Do** Are you looking for a unique opportunity to make a significant impact as a ** Client Relationship Consultant ** in Group Benefits? If you are a highly ... to delivering flawless service and providing world-class solutions to our clients. As a Client Relationship Consultant , you will play a critical role in… more
- T. Rowe Price (New York, NY)
- …+ Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, and drive ... that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales...to ensure Specialists are ready for field engagements. + Travel/ Client Engagements: Attend conferences to represent the firm and… more
- T. Rowe Price (Baltimore, MD)
- …and territory partners, responsible for the development of the sales and/or client relationship management strategy for the territory for complex advisors ... contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T....for target engagements to drive sales and ensures successful client relationship performance. Retains direct client… more
- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve...of hire/transfer. + Strong public speaking skills. + Proven relationship building and management skills. + Bachelor's degree or… more
- Charles Schwab (Newport Beach, CA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the...+ Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE… more
- Truist (Tampa, FL)
- …with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, ... analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client...relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- Charles Schwab (Sandy Springs, GA)
- …(highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all ... with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and… more
- Neuberger Berman (Dallas, TX)
- …+ Accountable for 5-10 client meetings per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment ... The Cross-Channel Advisor Consultant is responsible for furthering the growth of...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- Neuberger Berman (FL)
- …and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define ... The Advisor Consultant is responsible for creating new relationships and...of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida.… more
- JPMorgan Chase (Dallas, TX)
- …Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive ... The Practice Management Consultant will have a unique opportunity to engage...Management **Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This… more
- JPMorgan Chase (New York, NY)
- …our strategies vs. the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, ... client experience through an engaging and proactive client relationship approach. We are seeking a...have the opportunity to collaborate with various teams, understand client investment goals, and provide thought leadership.… more
- Vanguard (Malvern, PA)
- …required or the ability to obtain in the specified timeframe. + Exceptional client relationship management experience and sales consultative skills + Excellent ... expertise, along with product knowledge, to be a trusted consultant to client and prospective clients, and...investment environment. + Assesses the needs of each client by asking targeted, high impact questions and positions… more
- TIAA (KS)
- …Topeka or Lawrence \#LI-VM1 Related Skills Accountability, Business Acumen, Client Relationship Management, Communication, Conflict Management, Contract ... expand our education to new audiences. The Education Savings Consultant job delivers a variety of investment ...**Required Skills:** + 2+ years sales experience in a client facing role, with a focus on relationship… more
- HUB International (Metairie, LA)
- …projects confidence + Assesses cross selling opportunities with all clients. Encourages client to be innovative. Involves Voluntary Consultant and Financial ... Wellness Communications Plans, Hope Health newsletters, etc. + Builds and maintains strong relationship with client HR and Benefits staff and upper management… more
- BlackRock (Wilmington, DE)
- **About this role** **Private Markets** ** Relationship Manager, Aladdin Client Engagement, Associate ** **BlackRock's Aladdin Business** supports the ... and working closely with clients to be their trusted consultant , problem solver, and business partner. The Private Markets...part of a team that shapes and improves our client 's investment processes? Can you deliver in… more
- T. Rowe Price (Colorado Springs, CO)
- …difference in ways that matter to you . Role Summary The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...the economy and financial services industry + Strong consultative, client service, and relationship building skills +… more
- Charles Schwab (San Antonio, TX)
- …+ Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, ... or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles… more