Appointee will lead strategic initiatives, business development and managing and expanding client relationships.
A Mid-Atlantic university is searching for a director of investment operations to assist in the oversight of its long-term investment portfolio.
A college savings plan on the West Coast has started contract negotiations with a record keeper for its advisor fund.
A university based in the Midwest is seeking a senior director for its liquid investments portfolio.
A nonprofit in the South has issued an RFP seeking retirement plan advisor services for its 401(k) and 403(b) defined contribution plans.
A Canadian college has issued an RFP seeking an investment manager for its endowment and operating funds.
New hire will provide services to nonprofits and foundations.
A university in the Mid-Atlantic region is looking to hire a v.p. of investments.
An Alaska native nonprofit organization has hired a firm to conclude its investment consultant search.
Consistent communication with managers is key to an accomplished portfolio.