- Charles Schwab (Phoenix, AZ)
- …for prospects and new to retail clients within a dynamic work environment. The New Client Investment Consultant on the Prospect Conversion Team will ... to offer. We accomplish this by focusing on the client 's holistic needs, assisting with new account...Consultant when appropriate. + Influencing - shaping the client 's opinions and actions in a manner that gains… more
- AON (Chicago, IL)
- …all aspects of client deliverables, interfacing with other teams in US Investment Consulting; Is increasingly transitioning into lead consultant role on most ... all aspects of client deliverables, interfacing with other teams in US Investment Consulting; Is increasingly transitioning into lead consultant role on most… more
- Bank of America (Pennington, NJ)
- Investment Consultant II - Merrill Premium Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- T. Rowe Price (Baltimore, MD)
- …customer loyalty and satisfaction. + Develops a "trusted advisor" relationship as a client consultant and influences firms to adopt recommended and customized ... 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.… more
- Regions Bank (Birmingham, AL)
- …careers section of the system. **Job Description:** At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high ... standard of client service, developing customized investment solutions and...and guidance of Consultants and Senior Consultants. The Associate Consultant helps the firm develop and acquire new… more
- HUB International (Scottsdale, AZ)
- The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ ... etc.). RPCs will also support new business advisers in the sales process and occasionally...Maintaining client support technology systems including databases, client relationship management systems, and investment analytics… more
- S&P Global (Los Angeles, CA)
- **About the Role:** **Grade Level (for internal use):** 11 **The** **Role:** Investment Management Product Specialist - Quantitative Consultant **The Team:** S&P ... solutions of specialized data feeds and analytical products. **The Impact:** The Investment Management Product Specialist - Quantitative Consultant is expected… more
- T. Rowe Price (New York, NY)
- …difference in ways that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop ... sales targets and territory goals alongside external counterparts. As an Alternative Investment Internal Consultant for Global Alternatives, you will support the… more
- T. Rowe Price (Baltimore, MD)
- …efficient problem resolution, contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price products and ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...partners, responsible for the development of the sales and/or client relationship management strategy for the territory for complex… more
- The Hartford (Wayne, PA)
- …on a thoughtful business plan to maximize efficiency and engagement + Expand existing client base by identifying and pursuing new opportunities through data and ... Internal Sales Consultant - 87SW5E We're determined to make a...and commitment to providing our advisors with an unparalleled client experience + Work with colleagues and teams across… more