- Neuberger Berman (New York, NY)
- …of other Specialty Strategies in serving as a product specialist for the Japanese sales team + Manage investment planning and portfolio construction for the ... materials, organizing and coordinating onsite meetings for Japanese client + Liaise with investment team members, legal, finance and Japanese sales force in… more
- Wellington (New York, NY)
- … initiatives. + Create the processes and systems to deliver actionable insights to sales teams. + Collaborate closely with marketing to enhance the advisor ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...Demonstrates the ability to partner closely with technology, finance, sales , marketing and Client & Product Strategy… more
- Neuberger Berman (New York, NY)
- …effectively across the firm. (Role requires a great deal of interaction with investment teams, Operations, Legal, Risk, Marketing , etc.) + Strong organizational ... of the firm, and services a family of Collective Investment Trusts (CIT) as well as Outsourced Chief ...delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding… more
- Neuberger Berman (New York, NY)
- …Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of ... grow our brand presence across global markets. Reporting to Vice President, Brand Marketing , this role will lead brand project management and assist in executing… more
- Deloitte (Jericho, NY)
- …begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more
- Neuberger Berman (New York, NY)
- …with quantitative factor models. Assist senior portfolio managers in delivering investment insights and analysis for existing mandates and new business ... opportunities. Work with Technology, Research, Marketing , and Client Service teams to deliver an outstanding...reconcile trades and positions. Integrate ESG into the quantitative investment process. Represent the quantitative team on ESG matters,… more
- Neuberger Berman (New York, NY)
- …Berman:** Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $508 ... long-term in focus, the firm has built a diverse team-including 750-plus investment professionals and more than 2,800 employees in total-united in their commitment… more
- Meta (New York, NY)
- …responsible for developing our marketing strategy in North America, growing our hardware sales and managing our investment in this fast moving area of the ... collaborator with other teams, (including the Global and Regional Marketing , Sales , Design, and Insights teams) and... marketing plans 7. Demonstrate the return of marketing investment for the business in the… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Neuberger Berman (New York, NY)
- …develop and maintain relationships with key advisors + Assist with territory and firm-wide marketing and sales campaigns + Assist in analyzing territory sales ... Reporting to the Sales Manager and serving as a member of...Advisor (external wholesaler) to promote and sell Neuberger Berman investment products through RIAs within a specific geographic region.… more