- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial… more
- Citigroup (Miami, FL)
- …with Citi Research regional analysts and local markets units. + Provide Regional input to Global Investment Committee. + Write periodical Regional ... analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during… more
- JPMorgan Chase (Los Angeles, CA)
- …reviews, including thoughtful interpretations of near term economic and other relevant external events. + Understanding client investment goals and objectives ... + Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- JPMorgan Chase (New York, NY)
- …competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, ... the motivation to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships… more
- Citigroup (Glendale, CA)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- Compass Group, North America (NC)
- Waveguide **Position Title: SENIOR PROJECT ACOUSTIC CONSULTANT ** **Salary: $100000 - $125000 / year** Founded in 1996, Waveguide LLC is an internationally renowned ... independent consultant in audiovisual design, information technology design, acoustics consulting,...analytics. Waveguide is headquartered in Charlotte, North Carolina, with regional consulting locations in Atlanta, Los Angeles, New York,… 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
- NBT Bank (Fairport, NY)
- …appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and ... branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education and Experience: +… more
- Wells Fargo (New York, NY)
- …of the company. Wells Fargo Bank NA seeks a **Senior Lead Business Execution Consultant ** in New York, NY. **Job Role and Responsibility:** Act as a Business ... presentations to key stakeholders and senior management across strategic planning, investment planning and project delivery, risk management program execution, space… more
- Wells Fargo (New York, NY)
- …of the company. Wells Fargo Bank NA seeks a **Senior Lead Business Execution Consultant ** in New York, NY. **Job Role and Responsibility:** Act as a Business ... presentations to key stakeholders and senior management across strategic planning, investment planning and project delivery, risk management program execution, space… more