- 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
- Citigroup (New York, NY)
- …ideas. This role requires an experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication and ... This role reports to the Global Head of Investment Solutions and responsible for the global sales strategy for...and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate and… 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
- Charles Schwab (Westlake, TX)
- …leadership, expertise, and execution efforts with one roadmap for wealth management at Schwab. Within WAS, The Director, Alternative Investments Relationship ... us "challenge the status quo" and transform the finance industry together. Schwab's Wealth & Advice Solutions (WAS) organization is tasked with driving our… 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 (San Francisco, CA)
- …each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions , and delivers a high level of ... prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions . The team that works with our… more
- T. Rowe Price (San Francisco, CA)
- … 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
- Wells Fargo (St. Louis, MO)
- … Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include ... initiatives involving educating and consulting with financial advisors, investment strategists, wealth advisors, and clients on alternative investments and the… more
- JPMorgan Chase (Fort Worth, TX)
- …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)
- **Job Description** Within the JP Morgan Wealth Management , the Alternative Investments Group ("Alts") is a global team of experienced professionals based in ... identify and bring to JP Morgan's Wealth Management clients a diverse array of attractive alternative...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between… 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
- 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
- Citigroup (New York, NY)
- The Wealth Lending Advisor for Asset Management Group (AMG) is a strategic professional lender who closely follows the latest trends in the Asset Management ... for application within their own job and the business. The position supports all Wealth Private Bankers whose clients and prospects are partners and employees in the… more
- Wells Fargo (Charlotte, NC)
- … Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and Investment Management . Learn more about our career areas ... Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth… 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)
- …planning, project management , execution and evaluation + Analyze and prioritize alternative solutions + Influence a cross functional, diverse environment to ... that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite… 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