- BlackRock (Wilmington, DE)
- …Aladdin Client Engagement, Associate ** **BlackRock's Aladdin Business** supports the investment process through the development, deployment and support of our ... enterprise investment management platform ( **Aladdin(R)** ), which is utilized...and working closely with clients to be their trusted consultant , problem solver, and business partner. The Private Markets… more
- Charles Schwab (Westlake, TX)
- …this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions ... part of your role. + Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to… more
- BlackRock (San Francisco, CA)
- …next generation of retirement solutions. **Responsibilities** + Support senior Institutional Sales and DC Consultant Relations professionals on business ... **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail… more
- City National Bank (Irvine, CA)
- …(CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust ... and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio… more
- Manulife (Boston, MA)
- …for consultant questionnaires. + Support of General Partner operations, Investment manager & fund regulatory reporting + Provide data /reporting to support ... of the operations, accounting, and reporting for multiple Manulife Investment Management Timber and Agriculture Funds and Separately Managed...front office, ops, and administration + Provide support to Sales and RFP teams + Design team to achieve… more
- Jackson National Life Insurance Company (Nashville, TN)
- … products through advanced retirement and wealth planning strategies. The Director acts as a consultant and liaison to the sales force and a business partner to ... and Abilities** + Expertise in annuities, mutual funds, and other investment related sales strategies. + Expertise in advanced case design including but not… more
- Lumen (Olympia, WA)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- Trane Technologies (Davidson, NC)
- …Project Development subject matter experts (SME)_** for strategic energy services sales through channels commonly referred to as Complex Solutions, Performance ... include working with Clients (Healthcare Emphasis) and Regional team members on sales and sales strategy, client and opportunity qualification, preliminary and… more
- Truist (Norcross, GA)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Principal Financial Group (Des Moines, IA)
- …for Information (RFI), 15(c)s, and Due Diligence Questionnaires (DDQs), and Consultant Database entries which promote the products, services, and retention of ... be liaising with members of the department, subject matter experts (SMEs), investment and distribution partners throughout the organization to ensure accuracy and… more