- Atria Wealth Solutions (Raleigh, NC)
- …Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As Coastal's ... Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you...recommendations for the purchase of appropriate insurance and or investment products to meet their needs. You'll be an… more
- Principal Financial Group (Des Moines, IA)
- …portfolio. Provide analytical support regarding business plans and investment strategies including portfolio performance, diversification measures, sensitivity ... attribution, and other relevant financial analysis. Address less complex consultant and client questions regarding portfolio analysis. + Information Management… more
- City National Bank (Studio City, CA)
- …vs non-taxable) and portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, ... SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after… more
- New York State Civil Service (Stony Brook, NY)
- …reports, researching titles, internal application process, procuring and reviewing consultant appraisals, inspecting comparable sales , writing appraisal review ... detailed original appraisal reports or appraisal reviews in connection with sales , leasing, financing of real property with banks, lending institutions, mortgage… more
- Manulife (Boston, MA)
- …and client inquiries, including ad hoc and follow-up to prospect, client, and consultant questions. + Compiles analysis or data points for client meetings as ... the content creation process including custom presentations, exhibits and analysis (eg sales kits, market outlook slides, new product collateral, etc.) used by CPMs,… more
- BlackRock (Atlanta, GA)
- …Manager, Aladdin - Vice President Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology needed ... 800+ professionals responsible for implementing and supporting our Aladdin clients, sales and marketing, and ensuring the Aladdin Community maximizes Aladdin… more
- Deloitte (Philadelphia, PA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... the world. What You'll Do As a Tax Senior Consultant , you will be a valuable member on engagements...compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge… more
- Principal Financial Group (Denver, CO)
- …of equivalent experience. + 4+ years related work experience, including sales and management. + Recruiting of experienced financial advisors, strongly preferred. ... + Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales . + Must have good oral and written communication… more
- Meta (New York, NY)
- …skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel ... of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing… more
- Meta (Seattle, WA)
- …skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel ... of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing… more