- Principal Financial Group (Seattle, WA)
- …to the team's engagement with external institutional asset owners and investment consultants, collaborate with Institutional sales , marketing, product ... ability to generate interest across capabilities with consultants by providing analytical support and internal reporting! **You will have an opportunity to:** +… 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
- TIAA (Miami, FL)
- …in the market. + Maintains external relationships with key market participants, investment sales , leasing brokers, and lenders. + Identifies increased ... transactions. + Performs underwriting and market research of potential real estate investment opportunities that support the company's real estate investment… more
- Manulife (MA)
- Manulife Investment Management is a distinguished global asset manager with a proven history of success in the institutional business sector. At the heart of our ... operations is our commitment to delivering innovative investment solutions and creating value for our clients. We...value for our clients. We are seeking an experienced Alternative Distribution professional to join the team as a… more
- Bank of America (New York, NY)
- …relationships while assisting on existing products + Driving initiatives that advance and support a robust Alternative Investments platform that meets the unique ... Real Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics. In addition to… more
- Truist (Atlanta, GA)
- …professional level certification programs such as Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Investment Management ... in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development… more
- BlackRock (Atlanta, GA)
- …**Relationship Manager, Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development, deployment and support ... risk management and operations teams. BRS provides strategic advisory and enterprise investment system services for our clients with portfolios totaling over _$13… more
- Principal Financial Group (Charlotte, NC)
- …be responsible for overseeing a transfer agency oversight program for various investment products, including mutual funds, CITs, interval funds, and 529 plans! This ... responsible for monitoring and managing transfer agency operations across various investment products. Develop and implement a comprehensive framework for due… more
- JPMorgan Chase (New York, NY)
- …As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. ... Client will oversee the PWA client teams, including national accounts and field sales (external & internal). This role is responsible for cultivating deep client… more
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