- Somatus (Mclean, VA)
- …look for ways to improve upon the status quo to continuously deliver new solutions . + Tenacity: We see challenges as opportunities for growth and improvement - ... especially when new solutions will make a difference for our patients and...You** We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and… more
- Neuberger Berman (New York, NY)
- **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide. ... Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and...equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the ... accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth...and investment banking capabilities of the firm. **About** **Global Alternative Investment Solutions ** Global Alternative … more
- JPMorgan Chase (New York, NY)
- The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform offering. The WM Alternatives Product ... the strategy, design, and execution of key initiatives across the end-to-end Alternative Investments value chain to achieve business goals of simplifying the client… more
- JPMorgan Chase (New York, NY)
- …offerings of non-traditional investment strategies to Institutional, Private Banking and Wealth Management clients. A disciplined selection process enables us ... within the firm and third-party issuers. **Job Summary** As the Alternatives Solutions Fund Implementation Vice President within the Global Alternatives Investment … more
- JPMorgan Chase (New York, NY)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. JP ... families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for...JP Morgan is a global leader in asset and wealth management with assets under supervision of… more
- JPMorgan Chase (New York, NY)
- …and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth ... each client. As a Client Specialist within JP Morgan Wealth Management , you will focus on addressing...clients based on their specific situation. + Recommend customized wealth solutions and the right team to… more
- T. Rowe Price (Baltimore, MD)
- … globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. ... The Wealth Management distribution group strives to build...outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base… more
- JPMorgan Chase (Boston, MA)
- …under management . **Job Responsibilities:** + Attain placement of JP Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, ... growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager, we oversee... to extend decades of trusted relationships with leading wealth managers by delivering private market solutions .… more
- JPMorgan Chase (New York, NY)
- …be a member of the Operational Due Diligence team focused on alternative investments. **Job Responsibilities:** + Supporting the operational due diligence process ... for primarily alternative investment managers and collaborating with the Global Alternatives...investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams + Setting up and disseminating… more
- JPMorgan Chase (New York, NY)
- …and Skills** + Experience recruiting for front office roles within Asset & Wealth Management , specifically with Alternative investments. + Prior experience ... experience? Apply today! As a Recruiter in Asset & Wealth Management , you will play a critical...for Front Office roles and providing strategic talent acquisition solutions . You will focus on experienced hire roles across… more
- JPMorgan Chase (New York, NY)
- …or product-oriented marketing programs. + Work closely with Wealth Management 's senior leadership, Investment Specialists, Capital Markets Solutions (CMS) ... market insights to investors, and engage with business priorities for **J.P. Morgan's Wealth Management business** . You will not only have prior experience… more
- Citigroup (New York, NY)
- …report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is comprised ... **About Citi Wealth ** Citi Wealth is focused on...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as… more
- JPMorgan Chase (Chicago, IL)
- …multiple generalist channels including Wirehouse, RIA, Independent Broker-Dealer and Chase Wealth Management channels. These internal partners will leverage PWA ... than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major...Management , you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market… more
- Bank of America (Atlanta, GA)
- …marketing and education of hedge funds, private equity offerings and real asset solutions available on the Alternative Investments platform to Portfolio Managers ... within 120 days of start date **Skills:** + Client Management + Client Solutions Advisory + Customer...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Truist (Philadelphia, PA)
- …of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries 2. Experience advising HNW clients ... estate, tax and planning trends and their application to solutions for our clients. 1b. Impact: Empower clients to...management at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency… more
- Wellington (New York, NY)
- …visionary Media Relations Leader to lead and oversee external communications for our US Wealth Management business at a strategic level. As a newly established ... the firm and its leadership as industry trailblazers in wealth management . This role will serve as...countries, visit our website to see our assets under management . Our innovative investment solutions are built… more
- Citizens (Boston, MA)
- …and problem-solving attorney to serve as Associate General Counsel supporting the Wealth Management Division of the Citizens Consumer Bank. The Associate ... senior management and the business generally supporting the entirety of the Citizens Wealth Management business in partnership with the Head of Wealth … more
