3 jobs found in 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 research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Position We are seeking an Internal Wholesaler - Sub-Advised Insurance Distribution , to support Wellington's sub-advised insurance business. This individual will work in close partnership with External Wholesalers, Business Development Managers and Relationship Managers to coordinate and advance Wellington's insurance-channel distribution strategy, support ongoing strategic relationship...

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 research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Position We are seeking an Internal Wholesaler - Sub-Advised Insurance Distribution , to support Wellington's sub-advised insurance business. This individual will work in close partnership with External Wholesalers, Business Development Managers and Relationship Managers to coordinate and advance Wellington's insurance-channel distribution strategy, support ongoing strategic relationship...

Description The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. This is a hybrid position is located in Boston, MA.   What you will do: Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings. Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals. Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations. Document relevant client interactions in the client relationship management (CRM) system. Leverage data intelligence to create targeted sales and service campaigns. Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients. Ensure timely completion of tasks for assigned marketing and sales...