- AON (Norwalk, CT)
- Aon is looking for a Senior Investment Consultant in Norwalk, CT. This position is within the US Investment Consulting's Client Service Team. The ... small portfolio of clients + Demonstrates clear and proven client relationship management skills + Provides contribution...#LI-BN1 #LI-HYBRID 2564126 Aon is looking for a Senior Investment Consultant in Norwalk, CT. This position… more
- Bank of America (Jersey City, NJ)
- Divisional Managed Investment Consultant Analyst Pennington, New Jersey;Jersey City, New Jersey **To proceed with your application, you must be at least 18 years ... make an impact. Join us! **Description:** The Divisional Managed Investment Consultant Analyst will support Financial Advisors...record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to… more
- PNC (NC)
- …and have an opportunity to contribute to the company's success. As a Licensed Client Solution Consultant within PNC's Investment organization, you will be ... remote within PNC's footprint. The Investment Services Consultant (ISC) role within PNC...needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building,… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium...of resolving client issues and achieving high client satisfaction and relationship deepening through a ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant ) in Wealth and ... as the Alternative Investment expert for an Investment Professional in a client conference call... Professional issues in partnership with their Regional Alternative Investment Consultant and the AI Middle Office… more
- T. Rowe Price (Baltimore, MD)
- …strategy for the organization. Responsible for sales and revenue generation and/or client relationship management for large, highly complex accounts that are ... contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T.... management strategy and delegates tasks to ensure successful client relationship performance. Retains direct client… more
- T. Rowe Price (New York, NY)
- …+ Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, and drive ... that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales...to ensure Specialists are ready for field engagements. + Travel/ Client Engagements: Attend conferences to represent the firm and… more
- Principal Financial Group (Houston, TX)
- …Do** Are you looking for a unique opportunity to make a significant impact as a ** Client Relationship Consultant ** in Group Benefits? If you are a highly ... to delivering flawless service and providing world-class solutions to our clients. As a Client Relationship Consultant , you will play a critical role in… more
- T. Rowe Price (Baltimore, MD)
- …and territory partners, responsible for the development of the sales and/or client relationship management strategy for the territory for complex advisors ... contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T....for target engagements to drive sales and ensures successful client relationship performance. Retains direct client… more
- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve...of hire/transfer. + Strong public speaking skills. + Proven relationship building and management skills. + Bachelor's degree or… more