- Wells Fargo (Denver, CO)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative ... Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate,… more
- Nuveen Investments (MI)
- …**Key Responsibilities and Duties** + Raises capital for Nuveen's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private ... & Regional Broker-Dealer, RIA and Family Office. + Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and… more
- KeyBank (Tacoma, WA)
- …- Denver, Colorado 80206 **Job Summary** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- Neuberger Berman (TX)
- …Berman CRM database. + Work with internal partners, including Advisor Consultant Associates, Alternative Specialists, ETF Strategists, and other members of ... **Summary** The Advisor Consultant is responsible for creating new relationships and...revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory… more
- Neuberger Berman (PA)
- …sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Philadelphia. This ... and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs + Develop...information in Neuberger Berman CRM database + Work with internal partners, including the Client Advisory Team, Alternative… more
- JPMorgan Chase (New York, NY)
- …can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, ... and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed...Accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies they… more
- JPMorgan Chase (New York, NY)
- …competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, ... specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to global institutions and team members, with… more
- Vanguard (Malvern, PA)
- We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales ... of interaction required. Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with client.… more
- ServiceNow, Inc. (Addison, TX)
- …the ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Sr. Technical Consultant , CRM and Industry Workflow - ... work better for everyone. **Business Job Title:** Sr. Technical Consultant , CRM and Industry Workflows **-** Field Service Mangement...to 50% travel annually, driven by customer needs and internal meetings **In order to be successful in this… more
- WSP USA (San Francisco, CA)
- This Opportunity WSP is currently initiating a search for an **Associate Consultant ** to join **Advisory's Associate Program** for our **Washington, DC, Chicago, IL, ... to developing business and operational solutions in all areas of management, investment , and development throughout the entire business life cycle. We offer our… more
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