- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** * Advanced knowledge of complex products and strategies offered on the Alternative Investment platform including but not limited to Hedge Funds, Private ... and BDC's, Interval Funds, concentrated equity strategies. * Competitive landscape (ie, Alternative Investment platforms of other wealth management firms). *… more
- Vanguard (Malvern, PA)
- We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have ... sales opportunity and/or external share of wallet propensity. You...interaction required. Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with… more
- Vanguard (Scottsdale, AZ)
- …opportunity for you to learn and grow in a small, team-oriented, entrepreneurial sales environment! The Internal Regional Consultant partners with their aligned ... territory. This role presents the opportunity to develop institutional sales and retirement plan expertise as you establish and...+ Ask open questions to potential leads. Identify related investment and service needs based on probing questions and… more
- T. Rowe Price (Baltimore, MD)
- …-driven mandates. + Advanced knowledge of equity, fixed income, multi-asset, and alternative investment strategies; strong grasp of capital markets, portfolio ... Role Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and ...firm's CRM system, collaborating closely with Americas' RM and investment teams to drive retention and sales … more
- Xcel Energy (Minneapolis, MN)
- …evaluating alternative positions, and determining strategies. + Property and Sales /Use Tax Strategy - Keep abreast of and effectively communicate current changes ... **Position Summary** Provide high-level technical expertise in all property and sales /use tax reporting matters, and provide leadership in coordinating team efforts.… more
- Neuberger Berman (PA)
- …sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Philadelphia. This is ... The Advisor Consultant is responsible for creating new relationships and...and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs + Develop… more
- BD (Becton, Dickinson and Company) (Tempe, AZ)
- **Job Description Summary** The Specimen Management Consultant is responsible for selling the consumable product line (to include blood collection, safety ... area are preferred **About the role:** The Specimen Management Consultant , SMC (Arizona & New Mexico), will sell existing...opportunities from initial targeting through evaluation and will drive sales to regularly meet or exceed sales … more
- Deloitte (Philadelphia, PA)
- Senior Consultant - Capital Markets Operations and Technology Our Enterprise Operations & Risk practice empowers leading Capital Markets institutions to growth and ... regulatory reporting. Leveraging our deep domain expertise across trading, investment management, and risk functions, we help clients build...and add value to our clients. As a Senior Consultant , you will have opportunities to: + Serve as… more
- ServiceNow, Inc. (District Of Columbia, DC)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . The Role The Principal Technical Consultant , IT Workflow is the ... our purpose to make the world work better for everyone. ITOM Principal Technology Consultant - The Team The Customer Outcomes team at ServiceNow works with customers… more
- ServiceNow, Inc. (Addison, TX)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Sr. Technical Consultant , CRM and Industry Workflow - ... make the world work better for everyone. **Business Job Title:** Sr. Technical Consultant , CRM and Industry Workflows **-** Field Service Mangement **The Team** The… more
- Microsoft Corporation (Reston, VA)
- **Overview** We're looking for a Sr Technology Consultant . The person in this role will gather customer/partner insights from a broad range of stakeholders to shape ... leveraging solution expertise. Ensures communication of and adherence to the pre- sales value proposition. Works with the Project Manager to highlight where… more
- ServiceNow, Inc. (Addison, TX)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Sr. Business Process Consultant , Risk & Resilience is ... a passion for learning, building, and innovating. Whether you're an engineer, a sales professional, a finance professional, or anything in-between, our roles aim to… more
- JPMorgan Chase (Chicago, IL)
- …coach advisors on these practice management behaviors. As the Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting ... and capabilities:** + 6+ years of experience in business development and sales experience in the wealth management industry + Proficiency in goals-based financial… more
- ServiceNow, Inc. (Austin, TX)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Sr. Business Process Consultant (AI), Expert Services is ... continuous improvement practices for delivery/engagement materials + Supporting specific sales activities when required + Providing training and mentoring to… more
- ServiceNow, Inc. (Addison, TX)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The S **enior Technical Consultant , CRM and Customer ... Leading continuous improvement practices for delivery/engagement materials + Supporting specific sales activities when required + Providing training and mentoring to… more
- ServiceNow, Inc. (Addison, TX)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Sr. Technical Consultant , ITOM Workflow is the ... continuous improvement practices for delivery/engagement materials + Supporting specific sales activities when required + Providing training and mentoring to… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- ServiceNow, Inc. (Addison, TX)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** This role is part of the Platform Workflows and Platform Expert ... to UX best practices and the ServiceNow platform. + Support specific sales activities when required + Provide knowledge-sharing, training and mentoring to other… more
- JPMorgan Chase (New York, NY)
- …can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, ... and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed...with the Client Advisors ("CAs") and, where appropriate, the consultant sales team, to pitch for new… more
- Manulife (Boston, MA)
- …+ Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments. ... **Position Overview** The **Director, Investment Specialist/Head of Co-Manufactured Products** will lead the end-to-end development and product management of… more