- Citigroup (Miami, FL)
- …clear and concise manner. + Define and present to the sales force Citi Global Wealth 's regional views in consultation with Citi Research regional analysts ... Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of… more
- Citigroup (Glendale, CA)
- …in a clear and concise manner + Define and present to the sales force Citi Wealth 's Regional Views in consultation with Citi Research regional analysts and ... Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of… more
- Covr Financial Technologies (Hartford, CT)
- VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject ... 10% COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION:… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant ) in Wealth and ... call + Resolve client of Investment Professional issues in partnership with their Regional Alternative Investment Consultant and the AI Middle Office Support… more
- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative Investments group ... as part of Wealth & Investment Management (WIM). Alternative Investment products include...+ Demonstrated ability to develop and enhance partnerships with internal investment professional, regional leadership and clients… more
- The Hartford (Wayne, PA)
- RIA Sales Consultant - 87SY5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... as we help shape the future. The RIA Sales Consultant is responsible for directing sales efforts for Hartford...and developing relationships with RIAs, Bank Trust, and Private Wealth Groups that have firm AUM over $500 million.… more
- Nuveen Investments (MI)
- …the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. + Presents the enterprise's Alternative ... the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this… more
- Charles Schwab (Lone Tree, CO)
- …are aligned with Schwab's broader business objectives. + Collaborate with Schwab's internal wealth specialists to provide a seamless client experience. What ... Regional Annuity Specialist within Charles Schwab's Income & Wealth Solutions Group, you will serve as a key...You will work closely with Schwab's advisors, clients, and internal partners to deepen client relationships and enhance Schwab's… more
- Covr Financial Technologies (Hartford, CT)
- …The Life Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow life insurance sales within their assigned ... Internal Wholesaler (Life Insurance) REPORTS TO: Chief Revenue...complex sales opportunities. + Works in partnership with VP, Regional Insurance Consultant to grow insurance sales… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You will report to… more
- First Horizon Bank (Raleigh, NC)
- …and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment ... and review bids from 3 rd . party Construction Consultant (s) when required. + Review and approve required project...with senior management, RMs, PMs, Credit Risk, Compliance and Internal Audit partners to ensure that the credit remains… more
- HUB International (Troy, MI)
- …of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is one of the largest global insurance and employee benefits ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 500… more
- HUB International (Manchester, NH)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a...Executive.** **Overview** : Responsible for serving as the primary consultant to the client. Has primary responsibility for client… more
- Benco Dental (Phoenix, AZ)
- …driving equipment, technical and Benco services sales by partnering with regional teammates to ensure customer satisfaction; soliciting new business through personal ... relationships with customers, vendors and Benco teammates; serving as a consultant in helping dentists grow their practices; leading assigned territory… more
- WTW (New York, NY)
- …data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's ... **Responsibilities:** **Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee,… more
- CH Robinson (Eden Prairie, MN)
- …driving social impact? CH Robinson is looking for a Senior Community Relations Consultant to lead our employee engagement, and volunteerism strategy with a focus on ... give back. You'll work cross-functionally with leadership, employees, nonprofit partners, and internal teams to develop and execute programs that align with our… more
- City National Bank (Beverly Hills, CA)
- …major consulting firm (Deloitte, PwC, strategy houses, etc.) or as an internal consultant supporting EVP/SVP level executives *Additional Qualifications* * ... etc.) - with deep subject matter expertise in consumer / commercial banking, wealth management and treasury management processes * Minimum 7 years of experience with… more
- HUB International (Winter Park, FL)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 500+ ... HUB Gives **SUMMARY:** This position is responsible for day to day internal and external customer support providing compliance research, writing, and guidance to… more
- First Horizon Bank (Charlotte, NC)
- …Miami, FL **SUMMARY** As a member of the Credit Risk Analytics team, the Risk Consultant II plays a key role in assisting the business partners through reporting and ... to stakeholders + Hands-on experience producing and presenting analysis for internal or external clients, including executive stakeholders. + Collaborate with Credit… more