MANAGED INVESTMENT SOLUTIONS WORKSHOP
FEBRUARY 16, 2010
At OMGEO’S offices
195 Broadway
New York, NY
Contact Arlen Oransky for more information aoransky@mminst.org
National Trust Tax Director
Location of Job – Newark, DE or Chicago, IL or NY, NY Job Description Position Description The National Trust Tax Director is responsible for directing a team of tax professionals in four US tax locations and Mumbai to deliver tax reporting and compliance services for more than 40,000 trust, estate and charitable foundation clients, as well [...]
Director of Portfolio Manager
Location of Job – Columbus, Ohio Job Description Primary Responsibilities JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private [...]
2010 Sales & Marketing Summit
MMI 2010 Sales & Marketing Leadership Summit (by invitation, members only) Summit Co-Chairs: Jeffrey Cusack, Forward Management Lidiette Ratiani, Director, Investing Consulting Solutions Wells Fargo Advisors and the Board of Governors Invite you to Attend and Participate in MMI 2010 Sales & Marketing Leadership Summit January 28-29, 2010 Hyatt Regency Coconut Point Resort & Spa Bonita Springs, FL Attendance is by invitation and available only [...]
Through a partnership with Transitions Magazine for Advisors
Business Management for Independent Financial Advisors Here’s the December Issue: http://www.transitions-mag.com/dec_2009.html Or, if you prefer a pdf: http://www.transitions-mag.com/Dec-2009.pdf
Job Postings
National Trust Tax Director
Location of Job – Newark, DE or Chicago, IL or NY, NY
Job Description
Position Description
The National Trust Tax Director is responsible for directing a team of tax professionals in four US tax locations and Mumbai to deliver tax reporting and compliance services for more than 40,000 trust, estate and charitable foundation clients, as well [...]
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News & Information
Spectrem Group Research Study Group
MMI Members,
You are invited to take part in a Spectrem Group Research Study Group.
In light of all that has occurred in the financial services industry since the beginning of the economic crisis, and due to the ever-changing attitudes and behaviors of investors from all across the country, Spectrem Group is pleased to present its first [...]
- MMI Educational Workshop
- Spectrem Group Research Study Group
- National Trust Tax Director
- Director of Portfolio Manager
- 2010 Sales & Marketing Summit
- MMI Fall Solutions Conference
- MMI Legal & Regulatory Affairs
- MMI TechOps Conference
- MMI Annual Spring Convention
- Through a partnership with Transitions Magazine for Advisors
- 2010 Sales & Marketing Summit
- 2009 Annual Solutions Conference
- 2009 Technology and Operations Conference
- Managed Solutions Education Workshop
- Member Only Area
- MMI Guide to Managed Investment Solutions 2009
- First of its Kind White Paper on Risk
- Job Posting: Senior Institutional Consultant Relations Manager Global Investment Management
- MMI Central 2Q09 Reports Broader Industry Data
- Managed Accounts