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The DCIO Strategic Partner Sales role at Nuveen involves selling mutual funds, CITs, and annuity products to retirement plan intermediaries. Responsibilities include building partnerships, defining client goals, tracking prospects, coordinating marketing efforts, and providing expertise in the retirement plan investment business. Requires 5+ years of experience and a preferred university degree. The base salary range is $120,000 to $165,000 per year.
As an Administrative Assistant at Winslow Capital, you will manage office reception, coordinate conference room schedules, answer calls, maintain office areas, handle mail and supplies, and support various administrative tasks and special projects in a professional environment.
The Education Savings Consultant educates clients about 529 College Savings Plans, develops outreach strategies, consults with financial professionals, analyzes college tuition financing, and strengthens relationships with clients and stakeholders to enhance services.
The Senior Analyst, Portfolio Operations oversees portfolio accounting system integrity, manages client account reconciliations, serves as custodian contact for trade issues, and prepares GIPS reports. Responsibilities include cash flow tracking, monthly reconciliations, and cross-training for operational backup duties.
Wealth Management Advisors partner with affluent clients to identify financial goals and develop personalized strategies. They communicate complex financial solutions, build lasting client relationships, and manage a book of business with accountability. Advisors are supported with resources to drive performance and client satisfaction.
The Wealth Management Advisory Consultant II evaluates clients' financial goals and landscapes to create customized investment strategies. They manage a book of business, enhance client relationships, and stay updated on market trends to meet financial objectives and sales targets.
The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape, and develop tailored recommendations. This role requires communication of complex solutions, building long-lasting client relationships, and obtaining necessary financial licenses within a specified timeframe.
The Wealth Management Advisor partners with affluent clients to identify their financial goals and develop tailored financial solutions. Responsibilities include analyzing clients' financial landscapes, building long-lasting relationships, and communicating complex financial strategies effectively. Advisors must obtain necessary licenses within 120 days of start.
Wealth Management Advisors at TIAA work with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations. They must communicate complex financial solutions effectively and build long-lasting client relationships, while managing their book of business. The role requires a strong focus on service and a proven track record in business development and relationship management.
The Wealth Management Advisor partners with affluent clients to identify and develop financial strategies tailored to their goals and needs. They communicate complex financial solutions, maintain relationships, manage a book of business, and must obtain necessary licenses swiftly. The role necessitates strong interpersonal skills and investment knowledge.
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