- Raymond James Financial, Inc. (St. Petersburg, FL)
- …face meetings with financial advisors to discuss opportunities available on the Alternative Investments platform and how those opportunities integrate within the ... knowledge of complex products and strategies offered on the Alternative Investment platform including but not limited...on the complex strategies and products offered on the Alternative Investments platform. * Represent the company… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …departments to holistically support all operational aspects of the Alternative Investment platform. + Required to submit client investments to fund sponsors, ... for the operational support for a specific set of alternative investment products throughout their entire life...Advisor and client experience with respect to the investment . + Evaluates opportunities to create efficiencies. + Assists… more
- T. Rowe Price (Baltimore, MD)
- …-driven mandates. + Advanced knowledge of equity, fixed income, multi-asset, and alternative investment strategies; strong grasp of capital markets, portfolio ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...Role Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and … more
- JPMorgan Chase (Chicago, IL)
- … investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging + Exceptional presentation and ... and coach advisors on these practice management behaviors. As the Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for… more
- M&T Bank (Buffalo, NY)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment,… more
- M&T Bank (Danvers, MA)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... Will consider other locations within the M&T footprint **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned… more
- Access Dubuque (Dubuque, IA)
- Senior Employee Benefits Client Consultant **Cottingham & Butler/ SISCO** 1 Positions ID: 4808686008 Posted On 07/16/2025 Refreshed On 01/02/2026 **Job Overview** We ... clients and their programs. As an Employee Benefits Client Consultant , you'll play a critical role in building strong...clients. With your expertise, you'll serve as a trusted advisor to clients across various industries, sizes, and geographies.… more
- Vanguard (Malvern, PA)
- …market and product knowledge to discuss the advantages and disadvantages of alternative investments available to high net worth investors. Identifies the ... We have an exciting opportunity for a Financial Consultant who will manage a sales Book of...needs. This may include Wealth Estate Planning Services (WEPS), Investment Strategy Group (ISG), Personal Advisor Services… more
- Deloitte (Morristown, NJ)
- Senior Consultant - Capital Markets Operations and Technology Our Enterprise Operations & Risk practice empowers leading Capital Markets institutions to growth and ... regulatory reporting. Leveraging our deep domain expertise across trading, investment management, and risk functions, we help clients build...and add value to our clients. As a Senior Consultant , you will have opportunities to: + Serve as… more
- ServiceNow, Inc. (Austin, TX)
- …suite is a very central part of the business at ServiceNow and the investment to develop towards the future of Digital workflows, automation and ML/AI is ... differentiation for our ITOM solutions. + Be the trusted advisor for our ITOM solutions for customers, the market,...unable to use this online application and need an alternative method to apply, please contact ###@servicenow.com for assistance.… more
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