• Fisher Investments (Frisco, TX)
    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a ... opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment ...on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly… more
    Radancy (06/17/24)
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  • Advisory Financial Services Investment

    Deloitte (New York, NY)
    Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio ... bring will be critical to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how to identify, evaluate, and prioritize… more
    Deloitte (06/04/24)
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  • Regional Hybrid Investment

    Thrivent Financial (Minneapolis, MN)
    …them live the life they want today-and tomorrow. Job Summary The Regional Hybrid Investment Consultant (RHIC) is responsible for sales of Thrivent Mutual Funds, ... to position Thrivent Mutual Funds, Managed Portfolio, and ETFs in client investment strategies. They achieve this by mastering and utilizing extensive product… more
    Thrivent Financial (06/08/24)
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  • Planning and Strategy Consultant , Capital…

    MassMutual (Boston, MA)
    …motivated, collaborative and experienced individual to join MassMutual's Capital and Investment Risk Management team (within the Enterprise Risk Management division) ... it influences the management of risks associated with MassMutual's investment decisions and use of capital. You will work...comprises three core groups, with responsibilities for Capital Risk, Market & Liquidity Risk, and Credit Risk, and brings… more
    MassMutual (05/30/24)
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  • Senior Risk Analytics Consultant

    Wells Fargo (Charlotte, NC)
    …Directors. The Governance & Risk Programs team is seeking a Senior Risk Analytics Consultant . The role will report to the Governance & Risk Programs Senior Manager. ... The Corporate & Investment Banking (CIB) Chief Risk Officer (CRO) Governance &...Officer (CRO) Governance & Risk Programs Senior Risk Analytics Consultant is an individual contributor responsible to support engagement… more
    Wells Fargo (06/11/24)
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  • Alternative Investments Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …this role will be responsible for representing the Raymond James Alternative Investment (AI) platform to financial advisors and clients, with the ultimate objective ... but also consistent with the conservative nature of the firm. * Maintains market and product knowledge required to appropriately educate advisors and clients serving… more
    Raymond James Financial, Inc. (05/23/24)
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  • Internal Advisor Consultant (Inside Sales…

    The Hartford (Wayne, PA)
    Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next...sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this… more
    The Hartford (05/08/24)
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  • Intermediary Sales Consultant (RPS Core…

    T. Rowe Price (Owings Mills, MD)
    …difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... your career with us. Role Summary The Intermediary Sales Consultant is a sales and relationship partner with external...target audience. You will partner with the RPS Core Market territory sales team to achieve strategic goals for… more
    T. Rowe Price (05/22/24)
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  • Go to Market & Strategy (Lead Business…

    Wells Fargo (Minneapolis, MN)
    …of business at wellsfargojobs.com. This position will work within the Product, Investment and Change Ecosystem (PRICE) Go-to- Market and Strategy Team, which ... with you. **About this role:** Wells Fargo is seeking a Lead Business Execution Consultant , as part of the Office Head of Technology. Learn more about the career… more
    Wells Fargo (06/11/24)
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  • Affluent Market Financial Consultant

    M&T Bank (Pikesville, MD)
    …for existing and perspective customers within assigned book, branch(es) and Market . **Primary Responsibilities:** + Based on an individualized needs analysis, ... Financial Advisor. + Meet or exceed established sales goals for assigned Market , while meeting individual client needs and complying with pertinent policies and… more
    M&T Bank (06/06/24)
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