- BlackRock (Princeton, NJ)
- **About this role** **Role Description:** BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts ... and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and… more
- Guidehouse (New York, NY)
- …monitoring solutions. In this role you will be accountable for growing and managing client relationships while managing client expectations. You will become the ... client 's trusted advisor that contributes to the "key client " business development strategy. You will be accountable to...accountable to develop business with new buyers within key client /s, drawing upon industry and client connections… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in partnership with the leadership team for the group. + Manage client and prospect relationships specific to business-driven objectives. + Preparation, development, ... to deal tracking, origination timelines, and ongoing interaction detail. + Execute client , prospect, and professional events in the effort to generate new investment… more
- Raymond James Financial, Inc. (Memphis, TN)
- …budgetary information, and recording time and expenses. + Carry out a range of client service activities, including handling client cases and inquiries that are ... + Works at an intermediate level to understand and operate effectively all client management systems. Typically works with guidance. + Works at an intermediate level… more
- Raymond James Financial, Inc. (New York, NY)
- …knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and ... level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the… more
- Raymond James Financial, Inc. (Los Angeles, CA)
- …knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and ... its clients. Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance. Uses… more
- JPMorgan Chase (New York, NY)
- …is a critical component of the firm's globally integrated investment banking model. As an Associate within our Client Advisory team, you will play a pivotal ... We are seeking an Associate to join our industry leading team. JPMorgan's...advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors +… more
- T. Rowe Price (Owings Mills, MD)
- …assist with development and implementation within the department. + Responsible for client satisfaction regarding complex solutions managed by Advisory Services ... Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of… more
- T. Rowe Price (Owings Mills, MD)
- …Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of ... of our significant growth in recent years. Expanding our Advisory business is a strategic priority for our retail...to present to managers for consideration. + Responsible for client satisfaction regarding a wide variety of basic solutions… more
- T. Rowe Price (Owings Mills, MD)
- …About this Position The Legal Counsel will be a member of the Global Advisory - North America Institutional team, providing legal advice and guidance on various ... institutional investment advisory matters in support of a variety of business...business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and… more