- 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 ... investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- City National Bank (Newark, DE)
- …appropriate WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new ... * Bachelor's Degree or equivalent * Minimum 2 years of experience in the investment management industry * Minimum 2 years of experience in using Microsoft Office… more
- 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 ... of interaction required. Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with client.… more
- Chemours (Wilmington, DE)
- …more modern living depend on Chemours chemistry. Chemours is seeking a **Finance Consultant - Advanced Performance Materials** to join our growing Finance team! This ... to the Senior Finance Manager - Advanced Performance Materials. The Finance Consultant - Advanced Performance Materials will collaborate with multiple teams within… more
- Vanguard (Malvern, PA)
- …for all investors, to treat them fairly, and 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 call our employees, live the mission of… more
- Truist (West Chester, PA)
- …(TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small ... Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential… more
- BlackRock (Wilmington, DE)
- …Relationship Manager, Associate** ** ** BlackRock's Aladdin Business supports the investment process through the development, deployment and support of our ... enterprise investment management platform (Aladdin(R)), which is utilized by executives,...and working closely with clients to be their trusted consultant , problem solver, and business partner. The Private Market… more
- Capital One (Wilmington, DE)
- …you will play a key role in enhancing our Business risk management investment , product and data processes across Capital One and driving project and program ... Business and Tech leadership and their teams. + You are an informed consultant to develop and deliver appropriate messages on risk themes and challenge remediation… more
- City National Bank (Wilmington, DE)
- …and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio ... Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. * Oversee annual administrative review… more
- SAP (Newtown Square, PA)
- …will drive the supply chain ecosystem development strategies, acting as a trusted consultant and thought leader for our most strategic partners. Your role will be ... sales strategies, co-innovation initiatives, implementation models, and sustained partner investment in scaling new solutions. Additionally, you will ensure seamless… more
- SAP (Newtown Square, PA)
- …at SAP, you will drive ecosystem development strategies, acting as a trusted consultant and thought leader for our top partners. Your role will be instrumental ... and strategic partner teams to execute partner business plans, promoting investment in SAP's comprehensive Procurement solutions portfolio and accelerating demand… more
- Vanguard (Malvern, PA)
- …of the intermediary and their client base. Acts as a trusted advisor/ consultant in matching client needs with Vanguard products and services. Educates clients ... + Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with… more
- Vanguard (Malvern, PA)
- …of training and experience. + Progress toward CFP, CFA, or other investment -related certification preferred. + This role requires a regulatory license and/or ... you will be eligible to join a territory as an Internal Sales Consultant . Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.… more