- Bank of America (Wilmington, NC)
- …Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… more
- Vanguard (Malvern, PA)
- …position solutions optimally - to ultimately give investors the best chance for investment success. + Achieves established sales and retention goals through ... as assigned. + Qualifications + Minimum five years of experience in financial services sales , with a focus on institutional channels. + Strong knowledge of the… more
- Bank of America (Sacramento, CA)
- …+ Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities and new client development + Achieved ... $100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that… more
- Wellington (Boston, MA)
- …closely with stakeholders across the organization, including Business Developers, Investment Directors, Relationship Managers, Specialists, and Analysts, to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on… more
- Nuveen Investments (Charlotte, NC)
- …of forest operations and carbon offset projects Related Skills Asset/ Investment Modeling, Business Development, Client Relationship Management, Communication, ... Timberland Portfolio Management Analyst is key in supporting the natural capital investment team and is primarily responsible for leading the quarterly valuation… more
- USAA (San Antonio, TX)
- …to include prioritization. + Develops and nurtures relationships with external institutional distributors' product gatekeepers, sales force, operations teams, ... develop, maintain, and enhance relationships with existing and future institutional distribution partners. Promotes revenue growth through frequent executive-level… more
- The Hartford (San Francisco, CA)
- …of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing ... emerging technologies. This team will leverage The Hartford's deep institutional knowledge and resources through collaboration and transparency by focusing… more
- Wellington (New York, NY)
- **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 objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… 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 objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… more
- The Hartford (San Francisco, CA)
- …of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing ... emerging technologies. This team will leverage The Hartford's deep institutional knowledge and resources through collaboration and transparency by focusing… more