BANKING-9029 - USA (Utah) - Registered Investment Advisor Consultant Service - Deadline July 17,2026

(1) Vendor needs to provide registered investment advisor consultant service to the government authority located in UT. – Provide consulting services with regard to agency college savings plans as well as other professional services as requested by agency.  – Reviewing and advising on agency communications, including marketing, campaigns, newsletters, and disclosure materials for agency.– Providing general consulting services, advice, counsel, and recommendations to agency’s staff on a variety of agency plan matters.– Presenting information to agency’s governing board as requested by agency.– Training agency staff as requested by agency.– Advising on strategic and investment opportunities.– Participate in quarterly investment advisory committee meetings.– Upon request, participate in, or exhibit at relevant Utah–based conferences/and or national industry conference, industry gatherings, community events, and networking functions that align with the agency’s strategic objectives.– Monitor and identify upcoming events that offer value for visibility, partnership development, or stakeholder engagement, and provide recommendations for agency participation.– Proactively identify and facilitate introductions between Utah–based partners, community leaders, industry stakeholders, and agency’s internal staff.– Collaborating with or reviewing work of agency’s staff, third–party vendors, or consultants and– Providing other consulting and professional services as requested by agency.(2) All the questions must be submitted no later than July 3, 2026.