Investment Specialist - RIA Channel
$120K - $150K/yr
Within ICG, the Investment Specialist - RIA Channel plays a critical, client-facing role ... Experience with tools such as FactSet, YCharts, Morningstar Direct, and Salesforce preferred.
$120K - $150K/yr
Within ICG, the Investment Specialist - RIA Channel plays a critical, client-facing role ... Experience with tools such as FactSet, YCharts, Morningstar Direct, and Salesforce preferred.
$120K - $150K/yr
Within ICG, the Investment Specialist - RIA Channel plays a critical, client-facing role ... Experience with tools such as FactSet, YCharts, Morningstar Direct, and Salesforce preferred.
Wayne, PA · On-site
$120K - $150K/yr
Within ICG, the Investment Specialist - RIA Channel plays a critical, client-facing role ... Experience with tools such as FactSet, YCharts, Morningstar Direct, and Salesforce preferred.
Wayne, PA · On-site
$120K - $150K/yr
Within ICG, the Investment Specialist - RIA Channel plays a critical, client-facing role ... Experience with tools such as FactSet, YCharts, Morningstar Direct, and Salesforce preferred.
Summary This role leads Broker Dealer and RIA compliance oversight for Transamerica Retirement, managing a team of compliance professionals and partnering with the Retirement Chief Compliance Officer ...
Summary This role leads Broker Dealer and RIA compliance oversight for Transamerica Retirement, managing a team of compliance professionals and partnering with the Retirement Chief Compliance Officer ...
Bethlehem, PA · On-site
$178K - $293K/yr
Deliver core capabilities required for a scalable wealth management and in-house RIA platform, including holistic financial planning, digital onboarding, asset aggregation, portfolio tools, reporting ...
Bethlehem, PA · On-site
$178K - $293K/yr
Deliver core capabilities required for a scalable wealth management and in-house RIA platform, including holistic financial planning, digital onboarding, asset aggregation, portfolio tools, reporting ...
Oaks, PA · On-site +1
The Sales Director will be a key member of the SEI Access Platform Sales Team, focusing on new RIA, Broker-Dealer and Private Bank client acquisition and relationship management. The primary purpose ...
Oaks, PA · On-site +1
The Sales Director will be a key member of the SEI Access Platform Sales Team, focusing on new RIA, Broker-Dealer and Private Bank client acquisition and relationship management. The primary purpose ...
Berwyn, PA · Hybrid
Participate in regional sales campaigns through outbound call and email activity as directed by Regional, Advisor Sales, and RIA leadership. * Maintain and update sales pipeline and closed sales in ...
Berwyn, PA · Hybrid
Participate in regional sales campaigns through outbound call and email activity as directed by Regional, Advisor Sales, and RIA leadership. * Maintain and update sales pipeline and closed sales in ...
King Of Prussia, PA · On-site
$178.02 - $286.62/hr
The Director leads product strategy efforts across ideation, market research, competitive ... RIA environments preferred Has experience building product roadmaps, business cases, pricing ...
King Of Prussia, PA · On-site
$178.02 - $286.62/hr
The Director leads product strategy efforts across ideation, market research, competitive ... RIA environments preferred Has experience building product roadmaps, business cases, pricing ...
Berwyn, PA · Hybrid
Participate in regional sales campaigns through outbound call and email activity as directed by Regional, Advisor Sales, and RIA leadership. * Maintain and update sales pipeline and closed sales in ...
Berwyn, PA · Hybrid
Participate in regional sales campaigns through outbound call and email activity as directed by Regional, Advisor Sales, and RIA leadership. * Maintain and update sales pipeline and closed sales in ...
Berwyn, PA · Hybrid
Participate in regional sales campaigns through outbound call and email activity as directed by Regional, Advisor Sales, and RIA leadership. * Maintain and update sales pipeline and closed sales in ...
Quick apply
Berwyn, PA · Hybrid
Participate in regional sales campaigns through outbound call and email activity as directed by Regional, Advisor Sales, and RIA leadership. * Maintain and update sales pipeline and closed sales in ...
Berwyn, PA · On-site
$180K - $205K/yr
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Direct Manager: Head of AI and Data. Operating Committee oversight and quarterly reviews. Monthly ...
Quick apply
Berwyn, PA · On-site
$180K - $205K/yr
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Direct Manager: Head of AI and Data. Operating Committee oversight and quarterly reviews. Monthly ...
Conshohocken, PA · On-site
$125K - $350K/yr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Conshohocken, PA · On-site
$125K - $350K/yr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
$125K - $350K/yr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Quick apply
$125K - $350K/yr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Conshohocken, PA · On-site
$125 - $350/hr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Conshohocken, PA · On-site
$125 - $350/hr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Philadelphia, PA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Philadelphia, PA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Philadelphia, PA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Philadelphia, PA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Spring House, PA · On-site
Individuals with strong technical expertise and direct experience in a variety of bioanalytical methods (ELISA, ECLIA, RIA) using different immunological and biochemical platforms, such as MSD, Gyros ...
Spring House, PA · On-site
Individuals with strong technical expertise and direct experience in a variety of bioanalytical methods (ELISA, ECLIA, RIA) using different immunological and biochemical platforms, such as MSD, Gyros ...
Philadelphia, PA · On-site
$119K - $151K/yr
Interacts and coordinates with managers, directors, partners, and clients to ensure timeliness and ... RIA Checkpoint, Intelliconnect)
Philadelphia, PA · On-site
$119K - $151K/yr
Interacts and coordinates with managers, directors, partners, and clients to ensure timeliness and ... RIA Checkpoint, Intelliconnect)
Philadelphia, PA · On-site
$145K - $200K/yr
Interacts and coordinates with managers, directors, partners, and clients to ensure timeliness and ... RIA Checkpoint, Intelliconnect)
Philadelphia, PA · On-site
$145K - $200K/yr
Interacts and coordinates with managers, directors, partners, and clients to ensure timeliness and ... RIA Checkpoint, Intelliconnect)
Spring House, PA · On-site
Individuals with strong technical expertise and direct experience in a variety of bio analytical methods (ELISA, ECLIA, RIA) using different immunological and biochemical platforms , such as MSD ...
Spring House, PA · On-site
Individuals with strong technical expertise and direct experience in a variety of bio analytical methods (ELISA, ECLIA, RIA) using different immunological and biochemical platforms , such as MSD ...
Pittsburgh, PA · Hybrid
The M&A Associate position with NewEdge Capital Group is a role that will have direct exposure to ... Familiarity with wealth management or RIA M&A and its key value drivers a plus * Experience with ...
Pittsburgh, PA · Hybrid
The M&A Associate position with NewEdge Capital Group is a role that will have direct exposure to ... Familiarity with wealth management or RIA M&A and its key value drivers a plus * Experience with ...
$120K - $150K/yr
Full-time
Re-posted 10 days ago
8.8
Based on 121 frontline employees who took The Breakroom Quiz
58th of 301 rated insurance
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Role Overview
Hartford Funds' Investment Consultant Group (ICG) serves as a center of excellence for investment insight, delivering differentiated analysis, education, and thought leadership to both internal partners and external clients.
Within ICG, the Investment Specialist - RIA Channel plays a critical, client-facing role, partnering closely with distribution teams to drive asset growth and deepen client relationships. This specialist will focus on Registered Investment Advisors (RIAs), providing advanced portfolio construction guidance, customized analytics, and market insights tailored to the unique needs of the RIA community.
The role also involves elevating ICG's presence as a trusted thought leader, serving as a subject matter expert across Hartford Funds' product suite, the competitive landscape, and evolving capital market and asset allocation trends.
Key Responsibilities
Qualifications & Requirements
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$120,000 - $150,000Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us|Our Culture|What It's Like to Work Here|Perks & Benefits
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Hartford Financial Services Group, widely recognized as The Hartford, is a renowned company based in Hartford, CT, US. Established in 1810, it has evolved into an industry leader in the insurance and financial services sector, proudly serving more than one million businesses in the US. The Hartford is committed to offering a gamut of insurance products that include homeowners, automobile, and business insurance as well as employee benefits and mutual funds. The company’s core values revolve around customer-focused innovations, diversity and inclusion, and ethical dealings that have earned them a customer-centric reputation. This shapes their mission which revolves around aiding their clients to overcome unforeseen obstacles and enhancing their wealth over time. Among the company's noted accomplishments is being consistently listed among the World's Most Ethical Companies, a testament to their unwavering commitment towards responsible business practices.
Finance and insurance
10,000+ Employees
Hartford, CT, US
1810