Meketa Investment Group is an independent investment consulting firm offering tailored fiduciary solutions and advisory services to a diverse range of clients since 1978.
Westwood, Massachusetts
Meketa Investment Group is an independent, full-service investment consulting and advisory firm. Since 1978, we have served as independent fiduciaries, providing creative investment solutions tailored to fit the unique circumstances of each client. We serve a diverse client base, including defined benefit and defined contribution plan sponsors (Taft-Hartley, public, corporate, and non-profit), foundations and endowments, corporations, and healthcare organizations. We work with clients on a non-discretionary or discretionary (Outsourced CIO) basis, across a broad range of traditional and alternative investment services.
Sur place · Quinte West
The Business Development Specialist will partner with external wholesalers to drive advisor engagement and increase assets under management through proactive outreach. They are responsible for managing sales pipelines, delivering product education, and maintaining accurate data within the CRM system.
Sur place
External Wholesaler Position Summary The External Wholesaler is a senior, field-based sales professional responsible for driving asset growth across a defined territory by promoting private markets investment solutions to financial advisors, RIAs, and private wealth platforms. This individual will serve as a trusted partner to advisors, delivering portfolio construction insights and education on private equity, private credit, infrastructure, and other alternative investments. The role requires a highly motivated, relationship-driven professional with deep expertise in private markets and…