- Vanguard (Malvern, PA)
- Vanguard has a Registered Investment Advisor ( RIA ) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales ... positioned within one of FAS's main distribution groups, the RIA Channel Management team. This high-octane team is responsible...supporting channel data and analytics priorities . As an RIA Sales Strategist, you will get routine exposure to… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Raymond James Financial, Inc. (Springfield, IL)
- …Head of Research and Due Diligence, Product Gatekeepers and Platform Heads. + Expand investment exposure within the RIA channel by placing RJIM ETFs and Funds ... professional with established, meaningful relationships across professional buyers in the RIA marketplace. They should be well-known and respected by key… more
- The Hartford (Wayne, PA)
- RIA Sales Consultant - 87SY5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... HI, WY, NM, AK Overview of the role: The RIA Sales Consultant is responsible for directing sales efforts...becoming a detailed expert in articulating Hartford Funds' specific investment strategies and being a key driver in optimizing… more
- Neuberger Berman (IL)
- The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives ... focus cities include Chicago, Detroit, Minneapolis, Milwaukee, and Columbus. The RIA Client Advisor must possess excellent interpersonal, organizational, and… more
- Principal Financial Group (Des Moines, IA)
- …services industry, with extensive senior-level expertise in broker-dealer and investment advisor compliance, risk management, operations, technology, or ... We're seeking an accomplished leader to oversee our Individual Solutions RIA and Broker-Dealer Supervisory Program. This high-impact role reports directly to… more
- Aristotle Capital Management (Newport Beach, CA)
- … Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …role based in Marin County with a flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, ... + Collaborate with Wealth Advisors to integrate tax planning with estate, investment , and philanthropic strategies. + Translate complex tax topics into actionable… more
- Jackson National Life Insurance Company (Nashville, TN)
- …National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC- registered investment adviser and Jackson subsidiary. Annuities are distributed by ... login to Workday and apply through Jobs Hub._** **Job Purpose** **The RIA Internal Consultant Associate provides a highly motivated individual with an opportunity… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …leader to design, implement and enhance the service experience for independent registered investment advisors and introducing broker dealers for the custodian ... and clearing platform. + Products, process, and business structure of independent registered investment advisors and introducing broker dealers. + US financial… more