- Vanguard (Malvern, PA)
- …existing relationships with distributors, advisors, and other intermediaries in the Registered Investment Advisors channel through predominantly electronic and ... telephone communication (75%) as well as some field sales activity (25%) for medium to high value clients...Generates new relationships and broadens existing relationships in the Registered Investment Advisors channel using a combination… more
- Vanguard (Tumwater, WA)
- …ten years related experience. At least five years on experience selling into the Registered Investment Advisor channel required. + Existing relationships and ... Sales Executive. This role is part of a senior sales team and maintains a 1:1...it takes + Generates and deepen relationships with large Registered Investment Advisors (RIAs), focused on those… more
- T. Rowe Price (Baltimore, MD)
- …updates, product trends, advisor preferences for both private and registered investment structures. Qualifications Required: + Prior experience in private ... and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist position offers a...business unit and will report to the Head of RIA Alternative Investment Specialists + This role… more
- Neuberger Berman (TX)
- **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Austin, Houston, Denver, St. Louis, and Kansas City. The RIA Client Advisor must possess excellent interpersonal,...per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment … more
- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and ... problem resolution or ad-hoc inquiries, facilitate onsite client meetings with NB investment professionals and senior management, leverage all internal resources… more
- Motion Recruitment Partners (Atlanta, GA)
- Senior Tax Analyst ( Hybrid ) Atlanta, Georgia ** Hybrid ** Contract $49/hr - $49/hr Come join our team. Our client is looking for a Senior Tax Analyst for a ... + 3-5 years of S&U tax experience. + Technical sales tax experience in the telecommunications industry. + Ability...Research tax issues using various tools such as CCH, RIA , etc. + Collaborate with team members to proactively… more
- BlackRock (Princeton, NJ)
- …Description** **Due to our continued phenomenal growth, we are actively seeking senior , client-facing sales professionals with a proven successful track record ... Leader/Wholesaler** **: responsible for all aspects of client relationship and driving sales through all channels ( RIA , Independent, Wirehouse firms) within… more
- Huntington Ingalls Industries (Newport News, VA)
- CORPORATE SENIOR R&D TAX CREDIT ANALYST 3 Location: Newport News, Virginia, United States Date: Nov 1, 2025 Req ID: 42257 Team: N365 CONTROLLER Entity: HII Corporate ... Relocation assistance will be available Virtual/Telework Opportunity: Yes - Occasional or hybrid telework available Travel Requirement: Yes, 10%-25% of the time … more
- Coinbase (New York, NY)
- …developing them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist. A successful Client ... of our business, such that they can represent the investment team and our investment process across...funds and strategies to institutional allocators across US Wealth, RIA , Family Office. * Research, propose, and execute Go-To_Market… more
- Guardian Life (New York, NY)
- …state insurance laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Neuberger Berman (New York, NY)
- …control partners to ensure the highest standards of supervision and governance for RIA and Broker Dealer platforms and advisory/ sales activities + Oversee the ... record of building and leading high-performing teams + Deep understanding of RIA and Broker Dealer supervisory frameworks, advisory/ sales practices, and relevant… more