- Nuveen Investments (MI)
- …the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... investment management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- Charles Schwab (Lone Tree, CO)
- … advisor and an affiliate of Charles Schwab & Co. Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a ... 180-day COE) **Preferred Qualifications:** + Advice experience in Alternative Investments strongly preferred + Understanding of investment life cycle, risk,… more
- Neuberger Berman (FL)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, ... Raymond James, LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and...revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory… more
- Lincoln Financial (Radnor, PA)
- …**What we're looking for** _Must-Haves_ + 5 - 7+ Years experience in alternative investments , alternative sales enablement, or product management related ... #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to...to expand and deepen Lincoln's significant presence in the advisor sold market by ensuring excellent client service across… more
- Wellington (Boston, MA)
- …Relationship Management, Consultant Relations, Product Management and Portfolio Management/ Investment teams. This Portfolio Advisor must possess ... time to time include fixed income, balanced funds, and alternative investments , and candidate will ideally have...the investment philosophy and performance of sophisticated investments . The Portfolio Advisor should also be… more
- JPMorgan Chase (New York, NY)
- …the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio ... investment reviews including market outlook, fund/portfolio and underlying investments . + Excellent written and oral communication skills and intellectual… more
- M&T Bank (Bear, DE)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions across the Wealth continuum… more
- Access Dubuque (Dubuque, IA)
- Senior Employee Benefits Client Consultant **Cottingham & Butler/ SISCO** 1 Positions ID: 4808686008 Posted On 07/16/2025 **Job Overview** We are seeking an ... clients and their programs. As an Employee Benefits Client Consultant , you'll play a critical role in building strong...clients. With your expertise, you'll serve as a trusted advisor to clients across various industries, sizes, and geographies.… more
- JPMorgan Chase (New York, NY)
- …can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client… more
- Palo Alto Networks (Baltimore, MD)
- …in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you are the technical leader for your District Solutions Consulting team. ... just to name a few! **Your Career** The Solutions Consultant Manager is the evolution of the traditional Sales...key business imperatives and maximize the value of their investment with Palo Alto Networks. You will champion our… more