- Rystad Energy (New York, NY)
- …You will work primarily at the Rystad Energy office in New York, New York, but may travel to client sites as required. Desired Qualifications Bachelor's ... Do you want to challenge yourself as a Management Consultant in one of the world's leading energy knowledge...Our engagements span a broad set of topics and client types including commercial due diligence/transaction support for investors,… more
- Vaco by Highspring (Boulder, CO)
- …is conducting a search on behalf of this organization for a Professional Tax Consultant (CPA). Full client details will only be shared with shortlisted ... candidates. Position: Professional Tax Consultant , CPA Location: Denver Tech Center Area (In-Office) Please...The office environment is a strong selling point: a brand- new , modern building featuring an on-site fitness center and… more
- Principal Financial Group (Lake Oswego, OR)
- …sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement ... **What You'll Do** The ** New Business Consultant ** is instrumental to...to track multiple time sensitive deadlines and maintain electronic client files. + Communicate new account statuses,… more
- Neuberger Berman (Philadelphia, PA)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, ... and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- Principal Financial Group (Raleigh, NC)
- **What You'll Do** We're looking for an Underwriting Consultant to join our Business Acceptance team. In this role, you'll collaborate closely with Sales and Service ... retirement plan proposals, ensuring competitive and compelling quotes aimed at securing new business and retaining existing clients, particularly in the large market… more
- Capco, a Wipro Company (Dallas, TX)
- …senior MDs + To balance client delivery and supporting development of new client opportunities or market propositions with the Capital Markets and Regulatory ... and entrepreneurial culture. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will...experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by… more
- DWS Group (New York, NY)
- …Employer: DWS Group Title: Real Estate Fund Finance /Fund Accounting Associate Location: New York Job Code: #LI-MB1 #LI-0 2 About DWS: Today, markets face a ... whole new set of pressures - but also a whole...of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our… more
- Principal Financial Group (Des Moines, IA)
- …relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service, and Investment team members + **Product Innovation:** ... for growth in assets under management and corresponding revenues, expanding current client relationships and new clients obtained Principal Asset Management is… more
- Advice Pay (Bozeman, MT)
- …its innovative approach. Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief ... AdvisorBOB customers throughout the entire post-sale customer journey. Equal parts consultant , project manager, trainer, facilitator, and product expert, the CSM III… more
- Levi, Ray & Shoup, Inc. (Fort Worth, TX)
- …a Product Manager for Digital Marketing for a contract to hire opportunity with our client in Fort Worth, Tx. What will you be doing? The Product Manager for Digital ... strategic initiatives by aligning digital marketing product offerings with measurable client and business outcomes. By defining an actionable product strategy and… more
- SMBC (Charlotte, NC)
- …largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Charles Schwab (Lone Tree, CO)
- …for prospects and new to retail clients within a dynamic work environment. The New Client Investment Consultant on the Prospect Conversion Team will ... to offer. We accomplish this by focusing on the client 's holistic needs, assisting with new account...Consultant when appropriate. + Influencing - shaping the client 's opinions and actions in a manner that gains… more
- Edward Jones (St. Louis, MO)
- …client 's financial plan to portfolio strategy. **What You Will Do:** The Senior Investment Consultant is an investment specialist who partners with branch ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...and developing solutions to challenging portfolio problems. The Senior Investment Consultant is part of a diverse… more
- Bank of America (Pennington, NJ)
- Investment Consultant II - Merrill Premium Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative Investments ... in that region + Review and analyze complex multifaceted client and investment professional situations that require...presentations and organize meetings for outside fund managers with Investment Professionals + Provide training on new … more
- City National Bank (Augusta, ME)
- * INVESTMENT CONSULTANT - Remote based in CO*...in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- KeyBank (Tacoma, WA)
- …expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing ... strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client ...team growth goals. + Contributes to broadening and deepening client relationships to drive new revenue growth… more
- The Hartford (Wayne, PA)
- …on a thoughtful business plan to maximize efficiency and engagement + Expand existing client base by identifying and pursuing new opportunities through data and ... Internal Sales Consultant - 87SW5E We're determined to make a...and commitment to providing our advisors with an unparalleled client experience + Work with colleagues and teams across… more
- Charles Schwab (Westlake, TX)
- …**What you have** + Minimum of 3 years of experience in financial services or client service role + Bachelor's Degree + Series 7 required + Series 66 required (may ... work independently + Inquisitive, analytical, and strategic thinker + A client service-oriented mindset + High-energy, positive, entrepreneurial in spirit while… more
- US Bank (Omaha, NE)
- …teams. No direct investment sales are made by the Premier Client Relationship Consultant . Premier Client Relationship Consultants must actively ... you thrive at every stage of your career. Try new things, learn new skills and discover...termination of employment. This active posting is for a Client Relationship Consultant role: Client … more
