Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The...

Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The...

Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The...

Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The...

Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The...

Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The...

Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The...

Ameriprise Financial Partner and consult with DC-focused advisors to drive sales of Columbia Threadneedle's investment management products throughout the DC channel. Deliver product knowledge and usable technical sales approaches. Create Columbia brand recognition and demand. If you are not located close to a physical office, remote work is considered for qualified candidates. Key Responsibilities Representation of retirement products distributed and marketed by Columbia Threadneedle. Drive sales by developing, maintaining, and deepening relationships with new and existing DC-focused advisors; influences advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives. Identifies client needs and provides investment and business solutions to the financial advisor. Build and maintain relationships with internal and...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role OVERVIEW Wellington Investment Strategy and Solutions Group (iStrat) manages customized portfolios across multi-asset, fundamental factors and thematic approaches. iStrat brings allocators together to provide clients with a platform that integrates customized investment solutions with research. The Fundamental Factor Platform (FFP) team manages $29B across proprietary factor, hedged...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role OVERVIEW Wellington Investment Strategy and Solutions Group (iStrat) manages customized portfolios across multi-asset, fundamental factors and thematic approaches. iStrat brings allocators together to provide clients with a platform that integrates customized investment solutions with research. The Fundamental Factor Platform (FFP) team manages $29B across proprietary factor, hedged...

AllianceBernstein Job Description Who You'll Work With: The Client Manager (CM) resides within AB's Institutional Client Service team. This role will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations. The CM will partner with Consultant Relations Directors to position AB's products with the consultant community, seek research meetings, respond to requests, and service/commercialize existing investment ratings alongside sales partners. To be successful across all aspects of the role, the CM should bring a passion for excellence, thrive in a continuous learning environment, enjoy collaborating across teams, and relentlessly identify and promote the needs of AB's clients. This role is based in Nashville, TN. What You'll Do: Specific responsibilities will include but are not limited to: Supporting Consultant Relations Directors whose objective is to build and deepen relationships with institutional investment...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Position The Client Group has an opening for a Relationship Analyst on the Americas Institutional team out of our Boston office. The Analyst will work closely with the team's Business Developers, Relationship Managers and Consultant Relations Managers supporting our sales initiatives across Wellington's investment platform. Business Developers, Relationship Managers and Consultant...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Position The Client Group has an opening for a Relationship Analyst on the Americas Institutional team out of our Chicago office. The Analyst will work closely with the team's Business Developers, Relationship Managers and Consultant Relations Managers supporting our sales initiatives across Wellington's investment platform. Business Developers, Relationship Managers and...

Arrowstreet Capital Team Overview Arrowstreet's Client Relationship Management team is responsible for delivering an exceptional client experience to the firm's global client base. Arrowstreet has been steadily growing and our global client base has expanded significantly over the last several years. Job Overview The Client Relationship Manager role on the Global Client Services team is responsible for servicing and managing all aspects of the relationship for a subset of our firm's commingled fund and separate account clients. The role requires the development and maintenance of strong relationships with a number of internal business constituents across the firm in order to meet client needs, including day-to-day inquiries, client communications, reporting, and investment reviews. The candidate should be detail oriented and have the ability to prioritize and balance multiple client projects and requests simultaneously. There is a significant focus on delivering on our...

Eaton Vance Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Seeking a senior member of our Portfolio Strategy Consulting team to represent the suite of Morgan Stanley Investment Management/Eaton Vance solutions at select US intermediary firms. The PSC team is tasked with engaging relevant investment, allocator, and research contacts to enhance the profile of all MSIM and all affiliate investment solutions. The team is open to this person sitting in New York or Boston. As a senior member of the...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business...

Eaton Vance Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Seeking a senior member of our Portfolio Strategy Consulting team to represent the suite of Morgan Stanley Investment Management/Eaton Vance solutions at select US intermediary firms. The PSC team is tasked with engaging relevant investment, allocator, and research contacts to enhance the profile of all MSIM and all affiliate investment solutions. The team is open to this person sitting in New York or Boston. As a senior member of the...

The Container Store Inc. Overview Overview The Outside Sales & Design Consultant is a highly skilled salesperson with a proven track record of results and provides exceptional service in premium custom designs and organizational solutions for the whole home. This role designs and sells premium custom spaces to customers in their homes by appointment. This position manages and coordinates all phases of customer projects from in-home consultation, design, installation, and organizing to provide a seamless customer experience. This role is also responsible for building repeat clientele, receiving customer referrals, and creating their own leads in addition to leads provided by TCS. This role serves as part of a Custom Space Outside Sales and Design team for their local market and is a full-time exempt position offering a competitive base salary complemented by a lucrative monthly bonus incentive tied directly to sales performance. What We Stand For Established in...

Wells Fargo At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Lead Technology Business Services Consultant as part of Wealth Investment Management and Technology (WIMT). Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Lead or participate in managing and supporting the delivery of technology products and services of high profile business unit clients and contribute to large scale solutions planning related to Technology Business Services Ensure service quality and cost effectiveness of solutions Review customer information with the technology team and implement technical initiatives for highly...