- BlackRock (San Francisco, CA)
- …family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised ... working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management.… more
- Wellington (Boston, MA)
- …Advisor will work in close partnership with other Business Development, Relationship Management, Consultant Relations, Product Management and Portfolio ... at financial institutions), to dinner conversations. This is a relationship -focused partnership with our subadvisory clients, as well as a sales-oriented role.… more
- First National Bank of Omaha (ND)
- …development, growth and retention of assigned brand portfolios, acting as senior relationship consultant to meet and exceed business expectations. + Coordinate ... when formulating recommendations, ensuring alignment with group and organization values. + ** Financial knowledge and discipline** - You maintain and apply a broad… more
- HUB International (Troy, MI)
- …and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and ... cooperatively with Producers, if assigned on accounts, serve as the HUB's primary consultant to the client. The Producer has primary responsibility for client … more
- JPMorgan Chase (Columbus, OH)
- …as you partner with project sponsors, subject matter experts, Learning Relationship Managers, and others. Your primary responsibilities will include identifying ... the latest learning trends, training innovations, and product offerings; serves as consultant among peers and shares best practices, while mentoring more junior… more
- CUNY (New York, NY)
- …in close proximity to the artistic communities of Tribeca, SoHo, the dynamic downtown financial district, and the center of New York City government at City Hall. ... high-quality academic programs, both classroom-based and online, efficient management of financial and physical resources, and the adoption of innovative approaches… more
- Charles Schwab (Lone Tree, CO)
- …to deepen client relationships and enhance Schwab's reputation as a trusted financial institution. Key Responsibilities: Financial Consultant Support: + ... Wealth Solutions Group, you will serve as a key resource for financial consultants, providing specialized knowledge and expertise on annuity products and solutions.… more
- Providence (Tarzana, CA)
- …matrices and using benchmark data for target setting. + **Operational Consultant :** Enhance service line financial information, providing economic insights ... all Esteemed Leaders!** Are you ready to take the helm in driving financial excellence within the healthcare sector? We have an exciting opportunity for you… more
- Equitable (Raleigh, NC)
- …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and… more
- Panasonic North America (Sparks, NV)
- …rules for financial and tax reporting. + Maintain positive working relationship with internal and external auditors. **Mission Critical Objective - Year 1** + ... to the CFO. The candidate will have responsibility over Financial Management, Accounting, state and local taxes, Internal Control,...finance can better support the business. + Serve as consultant to the President and all the Company's senior… more