• ETF Sales Consultant

    Raymond James Financial, Inc. (NY)
    …and conferences/trade shows. + Develop and/or deliver a plan for material aspects of ETF sales under guidance from senior colleagues. + Sell complex, customized ... ETFs and ancillary value-add to clients. + Manage important client relationships with guidance from senior colleagues or oversee relationship management with a group of more transactional clients. + Develop and/or deliver budget plans with guidance from senior… more
    Raymond James Financial, Inc. (04/16/25)
    - Related Jobs
  • Regional Investment Consultant - RIA…

    T. Rowe Price (Baltimore, MD)
    …. + In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization. + Responsible for ... sales and revenue generation client relationship management for large,...and operational compliance, and risk mitigation. + Serves as consultant to the client on how T. Rowe Price… more
    T. Rowe Price (04/16/25)
    - Related Jobs
  • Advisor Consultant

    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 ... Stifel, RBC, etc. in the Central Region. The Cross-Channel Advisor Consultant must possess excellent interpersonal, organizational, and communication skills, a deep… more
    Neuberger Berman (04/15/25)
    - Related Jobs
  • Advisor Support Consultant

    The Hartford (Wayne, PA)
    Sales Support Associate - 87PR7N We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support Consultants will work with… more
    The Hartford (04/11/25)
    - Related Jobs
  • Portfolio Advisor

    Wellington (Boston, MA)
    …funds, and alternative investments, and candidate will ideally have experience with the ETF sales ecosystem Topics the Portfolio Advisor will discuss include ... in close partnership with other Business Development, Relationship Management, Consultant Relations, Product Management and Portfolio Management/Investment teams. This… more
    Wellington (03/21/25)
    - Related Jobs