- Fifth Third Bank, NA (Chicago, IL)
- …required to client meetings, which may include some overnight and/or long-distance travel. Senior Retirement Plan Consultant Total Base Pay Range 94,500.00 - ... GENERAL FUNCTION: The Fifth Third Institutional Services (FTIS) Sr Retirement Plan Consultant serves as the primary contact for assigned Retirement Plan Advisory… more
- Charles Schwab (Westlake, TX)
- …have dedicated teams that support different plan sizes and complexities. As a ** Senior Manager, Communications Consultant ,** you will be accountable to develop, ... to our client companies, featuring: + **Retirement Plan Services** (RPS) for defined contribution, defined benefit, and non-qualified plans, aligned with our… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... + Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting Truist Wealth Financial Advisors in all ... Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth...Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager. The ICG team is comprised of… more
- Lenovo (Morrisville, NC)
- … defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, trustworthy, ... Global Product Services Portfolio Strategy Consultant **General Information** Req # WD00087417 Career area:...from development through successful execution, under the guidance of senior leadership. + Assess potential market areas & product… more
- Charles Schwab (Richfield, OH)
- …source. Schwab's combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including ... The **Document Services team** is responsible for administering qualified defined contribution plans, providing document and consulting services for plans… 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 ... as we help shape the future. The RIA Sales Consultant is responsible for directing sales efforts for Hartford...becoming a detailed expert in articulating Hartford Funds' specific investment strategies and being a key driver in optimizing… more
- Lincoln Financial (Fort Wayne, IN)
- …this opportunity. **Requisition #:** 74826 **The Role at a Glance** As a Senior Consultant , Fund Admin, Regulatory, you will prepare complex regulatory filings ... on a broad variety of matters related to SEC-registered investment funds and the Annual Update with the SEC...own future. **What's in it for you:** + Clearly defined career tracks and job levels, along with associated… more
- Lincoln Financial (Sacramento, CA)
- …will manage the daily administration of non-qualified deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). It ... needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds...the deferred compensation for top executives. * Collaborate with senior leadership to develop and refine strategy and plan… more
- Cardinal Health (Dublin, OH)
- …and project/product scope. Ensures problem statements and objectives are clearly defined . Ensures requirements are aligned to project scope, objectives, and ... + Partners with functional experts to ensure scope is clearly defined for projects and implementation initiatives. Continually evaluates projects' achievement of… more