- Nuveen Investments (MO)
- The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor ... He or she will partner closely with team members including Market Leaders, Advisor Consultants and Specialists and within the region. The position will be… more
- Neuberger Berman (CA)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, ... Raymond James, LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and...and production compensation, which, along with base salary and retirement contributions, is part of our total comprehensive package.… more
- Neuberger Berman (Dallas, TX)
- The Cross-Channel Advisor Consultant is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Osaic, Stifel, RBC, etc. in the Central Region. The Cross-Channel Advisor Consultant must possess excellent interpersonal, organizational, and communication… more
- Neuberger Berman (New York, NY)
- …/staff changes, competitor insights, etc., and systematically share insights with both the consultant coverage team and client advisor + Have an in-depth ... The Institutional Client Service Advisor ("CSA") role is an important relationship management...mandates at risk(eg, M&A, staff change, field or firm consultant change, change in consultant view on… more
- Eastern Bank (Boston, MA)
- …met and offer tailored recommendations for improvement. + Act as a trusted advisor , delivering expert guidance on retirement plan design, compliance, and ... Responsibilities: + Prepare and deliver quarterly presentations during retirement committee meetings. + Input Retirement ...presentations during retirement committee meetings. + Input Retirement Plan Data into the Retirement Plan… more
- Wellington (Boston, MA)
- …the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington Management investment strategies in ... location, however, must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other Business Development, Relationship… more
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... on these practice management behaviors. As a Practice Management Consultant within the JP Morgan Wealth Management team, you...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… more
- Veterans Affairs, Veterans Health Administration (Aurora, CO)
- …community-based outpatient clinics (CBOCs). - Serving as the organization's confidential consultant and advisor in support of performance measures identification ... Summary The Quality Management (QM) Consultant functions as a clinical expert and demonstrates...of sick leave, 11 paid Federal holidays per year). Retirement : Traditional federal pension (5 years vesting) and federal… more
- JPMorgan Chase (Austin, TX)
- …advisors located across 3,500 branches and 20 offices. As a Practice Management Consultant within the JP Morgan Wealth Management team, you will be responsible for ... of Practice Management concepts and tools. The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… more
- Kyndryl (Boulder, CO)
- …and our communities. **The Role** The Senior Organizational Change Management (OCM) Consultant will support the delivery of effective OCM strategies and plans for ... training materials, and tracking OCM metrics to measure initiative success. The consultant will collaborate closely with client project teams, contribute to proposal… more
- Catholic Health Initiatives (Bismarck, ND)
- **Responsibilities** CHI St. Alexius is looking for a Physcian Advisor to join the team! The Onsite Physician Advisor (PA) will serve as a physician leader and ... (eg CDI, QA). They will also serve as a resource for, and consultant to, UM staff and attending physicians regarding decisions relative to appropriateness of… more
- Manulife (Atlanta, GA)
- The Internal Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors on ... retirement plans, particularly 401(k), and working with them to...aligned with the company key decision makers, the financial advisor and John Hancock. Working in conjunction with a… more
- JPMorgan Chase (San Diego, CA)
- …strengthen client relationships and achieve success. **Job Summary** As a Practice Management Consultant (PMC) for the Advisor Growth Program, you will spend ... to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a… more
- US Foods (Rosemont, IL)
- …of Food People! The "IT Delivery Consultant " will serve as an in-house consultant and advisor to the US Foods' IT function, ultimately enabling IT to ... cross-functional initiatives. Based on their extensive IT background, the "IT Consultant " will support strategic opportunity discovery and intake requests to inform… more
- Oregon State University (Corvallis, OR)
- Position Details Position Information Department Integrative Biology (SZO) Position Title Consultant -Acad Advisor /Couns Job Title Academic Advisor Pool - ... Zoology majors (Ecampus and Corvallis campus) and/or Biology majors (Corvallis campus). The advisor may also support students with the biology minor declared. In the… more
- JPMorgan Chase (Dallas, TX)
- …upskill and coach advisors on these practice management behaviors. As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for ... to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a… more
- CoStar Realty Information, Inc. (Richmond, VA)
- Senior Employee Relations Consultant - Richmond, VA Job Description **COMPANY OVERVIEW** CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and ... within. CoStar Group is seeking a Senior Employee Relations Consultant to serve as a subject matter expert by...experience. This individual will be an objective partner and advisor to HR, employees, and leaders at CoStar Group.… more
- JPMorgan Chase (Richardson, TX)
- …dynamic professional with a knack for identifying, proposing, and delivering Cash Management Consultant Senior? As a Cash Management Consultant Senior, you will ... a part of a vibrant team committed to delivering excellence. As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business… more
- US Bank (Charlotte, NC)
- …what you excel at-all from Day One. **Job Description** The Technology Business Consultant works closely with colleagues at all levels, from senior business leaders ... develop and communicate recommendations for projects and workstreams. The Technology Business Consultant will serve as a strategy consultant with a… more