- Vanguard (Malvern, PA)
- We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have ... sales opportunity and/or external share of wallet propensity. You...managed consultation. + Conducts advanced needs analysis of client's financial situation, identifies comparable Vanguard products/services, positions solutions that… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... sales experience looking to grow their career in financial services? Would you like to use your strong...and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next… more
- PNC (Wilmington, DE)
- …and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant , within PNC's Organizational Financial Wellness, you ... solutions to meet the needs of various businesses and their employees. As a Financial Wellness Consultant , you will be responsible for working directly with… more
- Vanguard (Malvern, PA)
- …to give them the best chance for investment success. That starts with you. As a Sales Consultant , you'll be an advocate for our retail investors and the voice of ... our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our "crew," as we… more
- Wells Fargo (Plymouth Meeting, PA)
- …excellent customer service + Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources ... while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans… more
- Capital One (Wilmington, DE)
- …carrying out client analysis and proposals requiring minimal guidance from the sales leader. **Responsibilities:** + Consistently meet annual financial goals & ... Treasury Management Consultant III & Relationship Manager - Government Banking...relationships. The TMC on the Government Banking Treasury Management Sales team will work to identify ways to improve… more
- HUB International (Philadelphia, PA)
- …with Sales Executives, if assigned on clients, serving as HUB's primary consultant to the client. The Sales Executive has primary responsibility for client ... client, acting as the de facto technical expert and broker- consultant . In some instances no Sales Executive...in support of assigned clients. + Send clients monthly financial reports with comments. + Follow an annual service… more
- IBM (Philadelphia, PA)
- **Introduction** The Solution Consultant is responsible for partnering with Sales Account Managers to drive revenue by helping to qualify sales opportunities ... then bring those qualified opportunities to closure. The Solution Consultant will manage compelling solution-based value propositions, demonstrations, RFI/RFPs,… more
- The Hartford (Wayne, PA)
- Retail Sales Consultant - 87SX5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... Location: San Francisco Metro Position Summary: As an Advisor Consultant , you will be responsible for driving Hartford Funds..., you will be responsible for driving Hartford Funds sales by building deep relationships with financial … more
- The Hartford (Wayne, PA)
- Retail Sales Consultant - 87SX5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... Funds' sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds' products include Mutual… more
- Deloitte (Philadelphia, PA)
- Senior Consultant - Capital Markets Operations and Technology Our Enterprise Operations & Risk practice empowers leading Capital Markets institutions to growth and ... to build credibility with and add value to our clients. As a Senior Consultant , you will have opportunities to: + Serve as primary client contact or workstream… more
- Deloitte (Philadelphia, PA)
- …and post-merger support for clients as they assess JVs, Partnerships, Acquisitions, or potential sales . As an IT Diligence Senior Consultant , you will serve as a ... Mergers and Acquisitions IT Diligence Senior Consultant Our Deloitte Strategy & Transactions team helps...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and… more
- City National Bank (Wilmington, DE)
- *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys ... in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the… more
- RELX INC (Philadelphia, PA)
- …global law and accounting firms. About the role As part of the Intelligize Sales Operations Team, the Solution Consultant is responsible for cultivating and ... maintaining excellent client-facing relationships with Intelligize subscribers. In this post- sales role, the Solution Consultant will maintain regular contact… more
- Deloitte (Philadelphia, PA)
- Deloitte Office of Confidentiality and Privacy (C&P) Portfolio Consultant National Office Team The National Office, a key Strategic Enabler in our new model, is ... on project financials, quality and risk management, methods and tools, sales excellence, talent, leadership support, or other activities these professionals ensure… more
- Deloitte (Philadelphia, PA)
- …to build credibility with and add value to our clients. As a Senior Consultant , you will have opportunities to: + Serve as primary client contact or workstream ... groups or committees + Lead internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead… more
- WTW (Philadelphia, PA)
- **Description** **The Role** As a Senior Consultant in the Corporate practice within Risk and Analytics, you will work on and assist project teams focused on ... also perform actuarial analyses of loyalty programs for hospitality, airlines and financial institutions, and are actively involved in the development of capital… more
- Deloitte (Philadelphia, PA)
- AI and Emerging Technologies Product Manager, Engineering (Senior Consultant ) Our Deloitte Customer team empowers organizations to build deeper relationships with ... through customer and commercial strategies, digital products and innovation, marketing, commerce, sales , and service. We are a team of strategists, data scientists,… more
- Deloitte (Philadelphia, PA)
- …on 12/31/25. Work you'll do As a Consultative Services Life Actuary Sr. Consultant in Deloitte's Human Capital group, you will bring unique actuarial, analytical, ... clients, including new business and underwriting operations, product development, financial reporting, modeling, and related functions + Support deployment of… more
- Anywhere Real Estate (Philadelphia, PA)
- The **Senior Growth Consultant ** , **Coldwell Banker** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ... growth and engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies, and present at… more