- Neuberger Berman (Philadelphia, PA)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, ... and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment… more
- Organon & Co. (Plymouth Meeting, PA)
- …subject matter expert to business colleagues globally and will act as an advisor to ensure that compliance requirements are met, and the business stakeholder ... various business units, sectors, and regions. **Responsibilities** + Serves as a consultant and expert resource for Primary and Secondary Research to ensure… more
- Parexel (Harrisburg, PA)
- …to win the business and meet margin targets + Work with Solutions Consultant and Finance to agree on appropriate pricing strategy + Educate team participants ... maintain high visibility within client organization and become the trusted advisor + Develop a strong understanding of clients' organizational structures and… more
- The Hartford (Wayne, PA)
- …communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step ... in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial… more
- The Hartford (Wayne, PA)
- …accomplish theirs, too. Join our team as we help shape the future. The Advisor Consultant is responsible for increasing market share and growing assets within ... Retail Sales Consultant - 87SX5E We're determined to make a...an assigned territory. Advisor Consultants drive Hartford Funds' sales through building deep… more
- The Hartford (Wayne, PA)
- …we help shape the future. Location: San Francisco Metro Position Summary: As an Advisor Consultant , you will be responsible for driving Hartford Funds sales by ... Retail Sales Consultant - 87SX5E We're determined to make a...contacts at the firms, calling on clients with their advisor and conducting seminar presentations and client events. Qualifications:… more
- The Hartford (Wayne, PA)
- …shape the future. OVERVIEW OF THE ROLE Hartford Funds is seeking entry level Advisor Support Consultants in its Wayne, PA location. This position will give selected ... to learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support Consultants will work with financial advisors, advisor consultants,… more
- Verint Systems, Inc. (Harrisburg, PA)
- …needs and the Platform's ability to drive a significant ROI, the Platform Consultant operates as trusted advisor to the customers' C-suites. The Platform ... at www.verint.com . **Overview of Job Function:** The Platform consultant operates as an executive evangelist of the Verint...through ongoing ROI discussions in marque accounts. Become trusted advisor both during and post sales cycle to internal… more
- Vanguard (Malvern, PA)
- …dynamics of the intermediary and their client base. Acts as a trusted advisor / consultant in matching client needs with Vanguard products and services. Educates ... clients on Vanguard product offerings. + Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a credible resource to clients… more
- Capital One (Philadelphia, PA)
- Treasury Management Consultant III & Relationship Manager - Government Banking Northeast The Government Banking Treasury Management Consultant (TMC) & ... One's brand in the marketplace. Seen as a trusted advisor , the TMC works closely with government clients to...desirable. This role functions as both the Treasury Management Consultant and Relationship Manager for client relationships and works… more
