- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...including KPI tracking, development of management presentations, growth forecasting, sales targeting and CRM data oversight. This leader will… more
- Neuberger Berman (Chicago, IL)
- …customized materials, and education + Oversee and implement fundraising efforts with investment and sales teams, including capital formation activities such as ... of publications including white papers, blog posts and podcasts + Liaise with investment , sales , legal, finance, operations and compliance teams globally +… more
- Nuveen Investments (Charlotte, NC)
- …Timberland Portfolio Management Analyst is key in supporting the natural capital investment team and is primarily responsible for leading the quarterly valuation ... portfolio, acquisitions, and finance teams to support transactions and analyze investment performance. **Key Responsibilities and Duties** + Lead the quarterly… more
- Principal Financial Group (Charlotte, NC)
- …looking for a Director or Managing Director, Non-Sponsored Originations to join our Alternative Credit Direct Lending team. In this role, you'll help build the ... within the direct lending community with responsibilities that include: + Originate investment opportunities based on strategic fit and financial return + Develop,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...focus on platform operations (including L&D and risk/regulatory processes), sales planning, and strategic client relationships. The team also… more
- Santander US (Staten Island, NY)
- … investment /insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will ... sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance… more
- Neuberger Berman (New York, NY)
- …processes and client experiences that position Neuberger as an easy-to-work with investment partner ultimately resulting in sales deepening and revenue growth. ... achieve outcomes in a complex, cross-functional organization partnering with sales leaders, external clients/wholesalers, investment professionals, control and… more
- Principal Financial Group (Seattle, WA)
- …to the team's engagement with external institutional asset owners and investment consultants, collaborate with Institutional sales , marketing, product ... to discern changing levels of search activity. + Assist the Institutional Sales team Managing Directors and Directors in the coordination with other professionals… more
- Santander US (Holden, MA)
- …sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance ... for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards in an effort… more
- TIAA (Charlotte, NC)
- **Asset Controller** The Asset Controller job ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under ... batteries, hybrid projects, or any other technology that is suitable for investment within the fund's investment scope), either under development, construction… more