UNKNOWN

FEED

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

YEAR

Morgan Stanley

Investment Consultant - Relationship Manager

ea_via_bold

Develop actionable insights by consuming and distilling large quantities of information from a variety of sources, including, but not limited to, research reports, industry news, news publications, company press releases and presentations, social media, primary sources, subject matter experts, etc. Gain exposure to client portfolio discussions, including observing or assisting in communications with high-net-worth clients regarding their investment portfolios.

Zuckerman Investment Group

Investment Analyst – MBA Internship

sourcestack_via_bold

Accurately report individual wholesaling activities (case preparations, consultations, referrals to other field support areas, etc.) in applicable systems (CRM, spreadsheets, Teams, etc.) for timely management reporting of results to drive company growth. - Collaborate with field and home office areas to meet company goals through aligning wholesaling efforts to local needs and capacity utilizing communications platforms to promote life / investments products.

COUNTRY® Financial is a highly rated Fortune 1,000 insurance and financial services company. We’ve been around since 1925 and offer a full range of 
 insurance and financial services from auto, home and life insurance to estate planning services, investment 
 management and annuities. 
 
 Our passion is helping families achieve financial security, no matter where they’re starting from –and we are actively looking for entrepreneurial-spirited individuals who share this passion to join our agency team. 
 <a href="http://www.countryfinancial.com/SiteController?url=/whyChooseCountry/whoWeAre" target="_blank" mns_rt="Company">learn more &gt;&gt;</a>

Country Financial

Internal Wholesaler - Life, Annuities & Investments

linkup_via_bold

Our 5000+ clients across 50+ countries include asset managers, wealth managers, family offices, alternative investment managers, fund administrators, brokers, banks, and insurance. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C

Implementation Consultant - Eclipse Client Service

The Senior Vice President, Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares' Wealth Distribution team, responsible for driving strategic growth across the Western U.S. through deep engagement with financial intermediaries, including wirehouses, registered investment advisors, and independent broker-dealers.

Antares Capital

Senior Vice President, Midwest Advisor Consultant

A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. We are growing and adding a Team-Based Financial Advisor to our team, which serves existing clients in the greater Dixon area, with a focus on providing advice and comprehensive financial strategies.

Thrivent Financial for Lutherans

Team-Based Financial Advisor - Naperville Financial Consultants

The Senior Business Process Consultant (BPC) for Wolters Kluwer (WK) - CT Corporation - is responsible for driving the strategy, definition, design and implementation of new/upgraded customer-facing or internal products and process improvements to improve revenue growth, optimize operational efficiencies and achieve company goals and objectives. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world.

At Wolters Kluwer, we excel at creating content solutions for use in a professional context in the fields of health, corporate services, finance, tax, accounting, law, regulation, and education. We are professionals serving professionals and are committed to delivering essential content, software, and services to help our customers make their most critical business decisions. Utilizing the latest in information technology, we ensure that our customers have the solutions they need, when they need them, and in the media best suited to their requirements. When we achieve this, we deliver on our goal of being the market leader in content in context. Partners in Innovation Wolters Kluwer professionals are continuously engaged in an ongoing exchange of expertise and ideas with our customers about their work. This partnership in innovation is at the heart of meeting our commitment to the lawyers, doctors, nurses, tax advisors, teachers, and business executives we serve. Knowledge of their professional workflows and the ability to apply emerging technologies to make them more efficient and productive are at the heart of this partnership. Leading Positions and Brands Strong market positions are very important to our business strategies at Wolters Kluwer, and we value the leading positions we hold in most of our markets. Across all of our markets, we own strong, enduring brands in North America such as Adis International, Aspen Publishers, Bankers Systems, CCH, ClineGuide, CT Corporation, Kluwer, Facts & Comparisons, IFI Claims, Lippincott Williams & Wilkins, Loislaw, Medi-Span, Ovid Technologiesand Skolar. These brands have promised and delivered high quality information for decades, and we are committed to continuing to do everything necessary to earn, retain, and expand leadership positions in our selected markets.

Wolters Kluwer N.V.

Senior Business Process Consultant

The applicable base salary range for this role is $115,200 to $230,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh McLennan

Lead Health & Benefits Consultant

As an Advisor Success Consultant for the leading provider of holistic support for independent financial advisors, you’ll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their clients’ financial wellness needs. The primary focus of this role is to help retain assets on the AssetMark platform through relationship building, problem-solving, and helping to identify areas where Advisors can improve their practice’s growth trajectory.

AssetMark Financial Holdings

Advisor Success Consultant

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The Regional Sales Consultant serves as a key resource to Financial Advisors, helping increase awareness and adoption of OAM investment solutions through relationship management, training, and sales support.

Oppenheimer Holdings Inc

Regional Sales Consultant (Midwest Region)

As part of Capgeminis Strategy & Transformation Consulting practice, DDT partners with clients to shape data-centric strategies, modern operating models, and AI-enabled solutions that deliver measurable business outcomes. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.

About Capgemini

A global leader in consulting, technology services and digital transformation, Capgemini is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people. It is a multicultural company of over 200,000 team members in more than 40 countries. The Group reported 2018 global revenues of EUR 13.2 billion (about $15.6 billion USD at 2018 average rate).

Visit us at www.capgemini.com. People matter, results count.

Capgemini SE

Capgemini Invent - Senior Consultant, AI Transformation Advisory

Job Description: The Job/What You'll Do: As an Advisor Success Consultant for the leading provider of holistic support for independent financial advisors, you'll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their clients' financial wellness needs. The primary focus of this role is to help retain assets on the AssetMark platform through relationship building, problem-solving, and helping to identify areas where Advisors can improve their practice's growth trajectory.

Asset Mark

Proactive and continuous outreach to prospective clients through cold calling utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline. To do this, you will consult on investment allocation, utilize sales software to illustrate product performance, provide point-of-sale consultation on products and proposals, manage and fulfill sales material requests & provide coverage for team members as needed.

Sales Consultant

As the practice continues to grow, you will have the opportunity to deepen your technical expertise, take on increasing ownership, and grow toward broader leadership or subject matter expert responsibilities within Daily Valuation & NAV Accounting and the wider Valuation Advisory practice. As our new Consultant, you will work with institutional real estate clients, appraisers, valuation teams, and internal stakeholders to support NAV calculations and share-price reporting layered on top of quarterly real estate valuation processes.

Altus Group Limited

Consultant, Daily Valuation & NAV Accounting

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.

Corebridge Financial Inc

Retirement Plan Consultant III - Chicago, IL

The individual will be responsible for making proactive calls and presentations to clients and prospects which will increase a Financial Advisor’s knowledge, awareness and usage of LaSalle’s products and Commercial Real Estate. Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position LaSalle’s products and services to meet those needs.

Investment Consultant Jobs in Illinois

Investment Consultant - Relationship Manager Morgan Stanley

Investment Analyst – MBA Internship Zuckerman Investment Group

Internal Wholesaler - Life, Annuities & Investments Country Financial

Implementation Consultant - Eclipse Client Service SS&C

Senior Vice President, Midwest Advisor Consultant Antares Capital

Team-Based Financial Advisor - Naperville Financial Consultants Thrivent Financial for Lutherans

Senior Business Process Consultant Wolters Kluwer N.V.

Lead Health & Benefits Consultant Marsh McLennan

Advisor Success Consultant AssetMark Financial Holdings

Regional Sales Consultant (Midwest Region) Oppenheimer Holdings Inc

Capgemini Invent - Senior Consultant, AI Transformation Advisory Capgemini SE

Advisor Success Consultant Asset Mark

Sales Consultant AssetMark Financial Holdings

Consultant, Daily Valuation & NAV Accounting Altus Group Limited

Retirement Plan Consultant III - Chicago, IL Corebridge Financial Inc

Associate, Internal Sales Consultant LaSalle Investment Management

Similar Job Searches

Stand out to leading employers.