- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium...of resolving client issues and achieving high client satisfaction and relationship deepening through a ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- Deloitte (Columbus, OH)
- Consultant , Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... project requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship -building, leadership,… more
- Bank of America (New York, NY)
- Talent Consultant II - Global Corporate & Investment Banking/ Global Markets New York, New York **Job Description:** At Bank of America, we are guided by a ... of talent development. Global Human Resources (GHR) Global Talent client managers help leaders shape Bank of America culture,...America culture, organizations, teams and talent. The Global Talent Consultant II is a key member of the GCIB/… more
- Deloitte (Columbus, OH)
- …This program offers an opportunity to improve your skills in a client service environment coupled with mentorship to help support professional growth. The ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- Charles Schwab (San Diego, CA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the...+ Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE… more
- Principal Financial Group (Woodcliff Lake, NJ)
- **What You'll Do** As a ** Client Relationship Consultant ** , you will partner closely with our Sales team and Broker partners to: + Deliver upon a strategic ... relationship plan that includes quarterly/annual goals + Provide expert renewal analysis + Deliver outstanding service and selling of new lines of business This… more
- Truist (Sarasota, FL)
- …with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, ... analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client...relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- Vanguard (Scottsdale, AZ)
- …you may want to consider a career as an Ultra High Net Worth (UHNW) Client Consultant within our Personal Investor Wealth Management Division. UHNW Client ... you are interested in partnering closely with Advisors and Relationship Managements to support their client base,...an inbound phone position with opportunities to grow your relationship management, sales, and investment expertise and… more
- Morgan Stanley (CA)
- …and off-cycle. * Identify opportunities to enhance the consultant relationship through the introduction of relevant investment professionals, senior ... investment performance, service, and a comprehensive suite of investment management solutions to a diverse client ...monetize approval ratings through a deep understanding of assigned consultant firm's market outlook and client asset… more
- Neuberger Berman (New York, NY)
- …Serve as primary data contact for Relationship Managers on key Consultant relationships + Aggregate investment strategy performance and analytics data ... consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and...investment teams and business support functions to service client 's needs for data and information on the firm's… more
- TD Bank (New York, NY)
- …and communicates a relationship management strategy framework + Ascertain the client 's investment and servicing needs, strategy and priorities. From this, ... and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager...and builds upon the firm's reputation for excellence in investment management and client service. This role… more
- Deloitte (New York, NY)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include ... to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how...and other digital strategies + Support the development of client deliverables or for internal business needs + Serve… more
- Black & Veatch (Columbus, OH)
- …account planning and management, strategic alignment of Black & Veatch solutions to the client needs, client relationship mapping and strategy to engage ... satisfaction, pull through business opportunities, and develop trusted, long-term client relationships. The Principal Consultant brings practitioner-level… more
- Charles Schwab (Westlake, TX)
- …help their clients manage their wealth. Working in collaboration with Schwab's Relationship Managers, the Business Consultant is responsible for conducting ... have. **Required Qualifications:** + Combination of 10+ years of experience in sales, relationship management, consulting or other client facing roles + MBA… more
- T. Rowe Price (New York, NY)
- …EMEA and APAC.The IS - Insurance Solutions also works closely with sales, consultant relations, client service and other internal staff to communicate relevant ... skills with ability to interact well with portfolio managers, other investment professionals, sales and client service professionals, and institutional… more
- TIAA (Bellevue, WA)
- …in the office at least 3 days per week \#LI-LG1 Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due ... array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with...implements strategic and tactical plans with strong considerations to client challenges. + Tailors investment strategies for… more
- City National Bank (Los Angeles, CA)
- …and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and ... *TECHNICAL SALES CONSULTANT - PAYMENTS* WHAT IS THE OPPORTUNITY? This...make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire… more
- HUB International (Chicago, IL)
- …leave vendor identification (RFPs/RFIs) and implementations. **Key Responsibilities** : + Client Relationship Management: Develop and maintain strong, strategic ... and client communications. Reviews and edits work and coaches on " client readiness". + Relationship Building: Ability to work with especially difficult… more
- JPMorgan Chase (New York, NY)
- …tools and concepts. You'll guide advisors in strengthening their business, advising on investment strategies, and using client relationship tools. This role ... in achieving their long-term financial objectives. As a Practice Management Consultant , you'll support Financial advisors in developing their practice using our… more
- Jackson National Life Insurance Company (Nashville, TN)
- …meetings for RIA External Consultants, utilizing the opportunity to further Jackson's relationship with the advisor and uncover additional client opportunities. ... team. + Answer queue and inbound calls, utilizing opportunity to further Jackson's relationship with the advisor and uncover additional client opportunities. +… more
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