- Wellington (San Francisco, CA)
- **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...Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region. The… more
- T. Rowe Price (Baltimore, MD)
- …associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions. + Act as an authoritative investment resource for ... Content is often appropriately tailored to applicable audience and region. + Represent investment staff's perspective on sales and marketing collateral; this can… more
- Neuberger Berman (TX)
- …client activity with the firm through written call notes + Integrate the direct sales program with the consultant marketing program of the firm in close ... **Pivotal Experience & Expertise:** + Minimum of 7 years' experience in an institutional sales role at an investment management firm + Extensive current and… more
- BlackRock (Chicago, IL)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers… more
- Wellington (Boston, MA)
- …in close partnership with other Business Development, Relationship Management, Consultant Relations, Product Management and Portfolio Management/ Investment ... markets and the economy. The Portfolio Advisor will interface primarily with investment professionals and sales leaders at Wellington's sub-advisory clients as… more
- BlackRock (New York, NY)
- **About this role** **BlackRock** is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of June ... accounts, mutual funds, iShares (exchange traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise … more
- Palo Alto Networks (Seattle, WA)
- …Career** The Solutions Consultant Manager is the evolution of the traditional Sales Engineer Manager role, aligning how we lead teams to best serve our customers ... investment with Palo Alto Networks. As our Solutions Consultant Manager, you are the technical leader for your...Consulting team. You will work closely with the District Sales Manager and, along with your team, build relationships… more
- City National Bank (Houston, TX)
- …CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain ... Qualifications** * Bachelor's Degree or equivalent * 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years of… more
- Banco Popular Puerto Rico (San Juan, PR)
- …and Responsibilities Handle all technical, operational, and administrative processes of the investment business carried out by the Financial Consultant . * Assist ... service through a personalized relationship, work as a team with the Financial Consultant , colleagues in the Unit and the different dependencies of the Institution.… more
- Principal Financial Group (Chicago, IL)
- …and execute on our client needs + Collaborate closely with Distribution, Investment teams, and Consultant Relationships to develop enduring relationships, ... strong, collaborative teams + Demonstrated ability to collaborate effectively with consultant and sales teams, delivering exceptional client experiences while… more