- Advice Pay (Bozeman, MT)
- …of compensation structures, advisory practices, and customer relationship dynamics within the Registered Investment Advisor or Wealth Management industry ... AdvisorBOB customers throughout the entire post-sale customer journey. Equal parts consultant , project manager, trainer, facilitator, and product expert, the CSM III… 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. ... HI, WY, NM, AK Overview of the role: The RIA Sales Consultant is responsible for directing...becoming a detailed expert in articulating Hartford Funds' specific investment strategies and being a key driver in optimizing… more
- Parker Hannifin Corporation (Kalamazoo, MI)
- …presentations. * Applies and may lead initiatives to improve the efficiency of internal systems and processes within the division and/or with corporate and customer ... to requirements and implements appropriate actions. * Acts as consultant to management on major contractual matters by performing...up to 5% and an annual Retirement Income Account ( RIA ) contribution of 3%. Overall, 8% company match. Time… more
- Cadence Design Systems, Inc. (San Jose, CA)
- …and real property tax filings and the appeals process with an outside consultant . + Forecasting of property tax expense for budgeting purposes. + Evaluating ... and obtaining tax refunds as applicable. + Consulting with internal customers on the taxability of potential transactions including...including proficiency with SAP and MS Excel (experience with RIA One Source and Taxware is a plus). +… more
