- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (Boston, MA)
- …our regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core ... **About Us** **Wellington Management ** offers comprehensive investment management...global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management ...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... seeks an Executive Assistant (EA) to support the relationship management efforts of the firm's US wealth ...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (Boston, MA)
- …institutional and wealth channels, with a focus on complex investment management agreements (IMAs), regulatory matters, and strategic client initiatives. ... **About Us** **Wellington Management ** offers comprehensive investment management... or financial services. Experience with legal support of Wealth initiatives preferred (eg, marketing and limited purpose broker-dealer… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... is strongly favored + 7+ years' experience from an alternative investment firm, public accounting firm, and/or...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... agreements, administration agreements and custody agreements + Support negotiation of investment management agreements for subadvisory client relationships +… more
- Manulife (Boston, MA)
- …with a deep understanding of 206(4)-7 and 38a-1. Familiarity with alternative investments : private equity, private credit, infrastructures, timber and ... testing and assurance function for part of our Global Wealth and Asset Management (GWAM) segment. The...relation to SEC regulations 206(4)-7 and 38a-1 for Registered Investment Advisers (RIAs) and Registered Investment Companies… more
- Berkshire Bank (Worcester, MA)
- …the organization including Commercial Lending, Retail Banking, Mortgage Lending, Insurance, and Wealth Management . Builds a referral network to ensure a stream ... to close; deepens customer relationships through cross-selling. Direct sales include Investments , Insurance, Commercial and Retail products. + Interacts daily with… more
- HUB International (Wilmington, MA)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... to work in a team environment. + Knowledge of underwriting principals, alternative funding arrangements and self-funding. Department Account Management & Service… more