- T. Rowe Price (Baltimore, MD)
- …across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks. This is ... relationship management for large, highly complex accounts across the RIA and Regional Bank channels within an...build customer loyalty and satisfaction. + Develops a "trusted advisor " relationship as a client consultant and… 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
- TIAA (MO)
- The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor ... He or she will partner closely with team members including Market Leaders, Advisor Consultants and Specialists and within the region. The position will be… more
- Principal Financial Group (Denver, CO)
- …**New Business Consultant ** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately ... new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with… more
- Nuveen Investments (NY)
- …primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. + Presents the ... 9IC **Required Qualifications** + Minimum 5 years' experience in the investment management industry specifically within business development in the Alternative… more