- Nuveen Investments (NY)
- …the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... investment management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- TIAA (Charlotte, NC)
- The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the ... Advisor Consultant to maintain current client assets,...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- T. Rowe Price (Baltimore, MD)
- …world class service to build customer loyalty and satisfaction. + Develops a "trusted advisor " relationship as a client consultant and influences firms to adopt ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...and operational compliance, and risk mitigation. + Serves as consultant to the client on how T. Rowe Price… more
- Wellington (Boston, MA)
- …Relationship Management, Consultant Relations, Product Management and Portfolio Management/ Investment teams. This Portfolio Advisor must possess ... time to time include fixed income, balanced funds, and alternative investments , and candidate will ideally have...the investment philosophy and performance of sophisticated investments . The Portfolio Advisor should also be… more
- University of Miami (Coral Gables, FL)
- …it relates to the respective portfolios. Responsible for the management of consultant relationships and negotiations with external investment managers including ... as University contact to banks and the external financial community. Serves as key advisor to Vice President and University Chief Financial Officer and the Board of… more
- M&T Bank (Mamaroneck, NY)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment,… more
- JPMorgan Chase (Dallas, TX)
- … investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging + Exceptional presentation and ... upskill and coach advisors on these practice management behaviors. As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for… more
- JPMorgan Chase (New York, NY)
- …Collaborating closely with JP Morgan's Client Advisor and Consultant Advisor teams, portfolio managers, and investment teams, you will identify and ... asset manager with a robust platform and a commitment to delivering exceptional investment solutions. Our Global Alternative Investment Solutions team is… more
- M&T Bank (Williamsport, PA)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions across the Wealth continuum… 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, ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client… more
- BlackRock (San Francisco, CA)
- … knowledge and strong proficiency across a wide range of traditional and alternative Investment products. + Strong interpersonal skills to establish credibility ... of asset management, risk management and advisory services supporting our clients' investment objectives. **About the Role:** BlackRock's Pensions team is a growing… more
- T. Rowe Price (San Francisco, CA)
- …account plans in the firm's CRM system in close collaboration with sales, consultant relations, and investment teams to drive retention and cross-sale ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...clients and T. Rowe Price. Acting as a trusted advisor , the ICSE will guide clients and field consultants… more
- Deloitte (Columbus, OH)
- … investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- Palo Alto Networks (Cupertino, CA)
- …in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you are the technical leader for your District Solutions Consulting team. ... just to name a few! **Your Career** The Solutions Consultant Manager is the evolution of the traditional Sales...key business imperatives and maximize the value of their investment with Palo Alto Networks. You will champion our… more
- AECOM (Los Angeles, CA)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your… more
- Deloitte (Columbus, OH)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... of proven innovators! Work you'll do: As a Senior Consultant within Sustainability, Climate and Equity: Gi3 practice, you...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more