• RIA Sales Consultant (West)

    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. ... HI, WY, NM, AK Overview of the role: The RIA Sales Consultant is responsible for directing...becoming a detailed expert in articulating Hartford Funds' specific investment strategies and being a key driver in optimizing… more
    The Hartford (10/03/25)
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  • Experienced Advisor Onboarding…

    Thrivent Financial (MN)
    The Experienced Advisor Onboarding Consultant is responsible for leading the onboarding and integration experience for experienced financial advisors and teams ... supports long-term success and retention. Working in close partnership with the Advisor Transitions Consultant - who manages pre-onboarding activities- this role… more
    Thrivent Financial (11/01/25)
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  • Senior Lead Business Growth Strategy Conslutant

    Wells Fargo (St. Louis, MO)
    …Wells Fargo is seeking a Wells Fargo is seeking a Senior Lead Business Growth Strategy Consultant for RIA Solutions Group as part of Wealth and Investment ... programs + Provides competitive intelligence of custody landscape + Internal and external face of Wells Fargo RIA... Internal and external face of Wells Fargo RIA solutions for investments + Strong presentation skills +… more
    Wells Fargo (11/01/25)
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  • Contract Specialist

    Parker Hannifin Corporation (Kalamazoo, MI)
    …presentations. * Applies and may lead initiatives to improve the efficiency of internal systems and processes within the division and/or with corporate and customer ... to requirements and implements appropriate actions. * Acts as consultant to management on major contractual matters by performing...up to 5% and an annual Retirement Income Account ( RIA ) contribution of 3%. Overall, 8% company match. Time… more
    Parker Hannifin Corporation (09/18/25)
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  • Senior Tax Manager, Indirect Tax

    Cadence Design Systems, Inc. (San Jose, CA)
    …and real property tax filings and the appeals process with an outside consultant . + Forecasting of property tax expense for budgeting purposes. + Evaluating ... and obtaining tax refunds as applicable. + Consulting with internal customers on the taxability of potential transactions including...including proficiency with SAP and MS Excel (experience with RIA One Source and Taxware is a plus). +… more
    Cadence Design Systems, Inc. (09/17/25)
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