- T. Rowe Price (Colorado Springs, CO)
- …join us and grow your career with us. Role Summary Responsible for sales and revenue generation and/or client relationship management for highly complex accounts ... that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Maintains significant industry… more
- Manulife (Boston, MA)
- The Internal Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors ... fund line-up offering providing full style box coverage. + Lead projects for department initiatives to fully implement new...advancement within the ISC role and other firm wide sales , marketing, and management related functions + Adhere to… more
- Deloitte (New York, NY)
- … sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals + Produce quality work ... Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage...written communication skills, including the ability to support or lead business proposal development and sales presentations… more
- T. Rowe Price (Baltimore, MD)
- …well as written commentaries on assigned investment strategies. + Support the full sales cycle (obtaining consultant ratings, prospecting, sales meeting ... manager and portfolio specialist, and any other senior or lead portfolio analyst that may be on the team...portfolio analyst may also provide direct support for marketing, sales , and client service efforts. + Creates custom analysis,… more
- TD Bank (New York, NY)
- …Conduct regular relationship reviews with client, both formal and informal + Lead the client's dedicated team of portfolio managers, client portfolio managers, ... client service manager, and when appropriate consultant developers in the overall service of the relationship...business segment and financials + Impacts a range of sales achievement for largest accounts and relationships, and a… more
- Vanguard (Chesterbrook, PA)
- …a subject matter expert for the Financial Advisor Services (FAS) division and intermediary business, and lead teams to complete risk-based audits and consulting ... judgement, and decision-making skills. Responsibilities: + Serves as trusted advisor and consultant to the department and business leaders to share knowledge and… more