- Wellington (Chicago, IL)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Mid-West region. This ... candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We're looking for someone who can be a thought… more
- Wellington (Boston, MA)
- …and global marketing teams. The candidate is expected to bring extensive US wealth management and distribution knowledge and experience in working with different ... those of our clients. **About the Role** The US Wealth Marketing Strategist will serve as a strategic thought...insights with the goal of providing recommendations to drive distribution and market share. + Developing and maintaining broad… more
- Raymond James Financial, Inc. (New York, NY)
- …to display sound investment judgement and analysis * Competitive landscape (ie, alternative investment platforms of other wealth management firms) * Principles ... approach to delivering high-quality private markets investment opportunities to private wealth clients, including direct and fund investments. As a member of… more
- Bank OZK (Little Rock, AR)
- Job Purpose & Scope Provides direct Trust and Wealth client service as well as administrative support to Wealth Advisors. Essential Job Functions + Executes ... + Interacts with Operations, Middle Office, Compliance, IT, and other Trust and Wealth partners as necessary to execute daily tasks according to established policy… more
- BlackRock (New York, NY)
- …outperformance in infrastructure, private debt, private equity, real estate and multi- alternatives solutions. We strive to bring our investors the highest quality ... and robust product knowledge: (1) fundraising (in collaboration with internal distribution partners engaging with both existing and prospective clients), and (2)… more
- TIAA (Boston, MA)
- …Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. ... organization. **Key Responsibilities and Duties** + Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses,… more
- BlackRock (New York, NY)
- …markets, multi- alternatives and hedge fund capabilities + Work with distribution partners across BlackRock to supercharge fundraising with both institutional and ... manages over $300b across infrastructure, private equity, real estate, debt, multi- alternatives and hedge funds. Growing BlackRock's brand as a leading manager… more
- BMO Financial Group (Newport Beach, CA)
- …initiatives and programs. + Models a mindset for continuous improvement and champions alternatives . + Builds change management plans of varying scope and type; leads ... or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. + Prepares documentation of compliance monitoring and risk… more
- BlackRock (New York, NY)
- …with US-based wealth management firms and their advisors and oversees distribution of the full range of BlackRock products and technology. USWA is one ... **Position Summary** BlackRock is seeking a motivated individual to support the alternative product and platform team within Global Product Solutions for the US… more
- Principal Financial Group (Des Moines, IA)
- …offices! **Responsibilities include:** + Provide compliance support for product development and distribution efforts in the global wealth channel including real ... offshore fund structures, real estate (debt and equity), high yield debt, and/or alternative lending. + FINRA licensing is required including the SIE or equivalent,… more
- Bank of America (Frisco, TX)
- … Investments is seeking an experienced sales professional to join the Alternative Investments Distribution organization. The position will primarily be focused ... with the power to make a difference. Join us! **Job Description:** The Alternative Investment Specialist will provide support and guidance to Financial Advisors on… more
- Morgan Stanley (Los Angeles, CA)
- …conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance,… more
- Banner Health (Wheatland, WY)
- …Cheyenne and an easy drive to the city of Denver. You'll experience a wealth of recreational opportunities in southern Wyoming, including many lakes and the nearby ... 70 miles north of Wyoming's capital city of Cheyenne. You'll experience a wealth of recreational opportunities in southern Wyoming, including many lakes and the… more
- JPMorgan Chase (New York, NY)
- …with clients including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors ... allocation strategies and identify investment capabilities across traditional and alternative strategies to meet our clients' investment objectives **Required… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …and change control of documents, including document development, approval, production, distribution , and amendment + Perform data entry, updates, and database ... Gathers information systematically; uses logic to draw valid conclusions, generates alternatives ; examines alternatives and considers objectives and resources;… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a menu of high-quality private markets investment opportunities to private wealth clients, with a particular focus on operationalizing co-invest and direct ... the broader private markets platform by reviewing and coordinating service and distribution agreements for funds offerings made available through the alternative … more
- Bloomberg (New York, NY)
- …lead the sourcing, negotiation, acquisition and promotion of Pricing, Reference, and Alternative data. We are looking for a Content Relationship Manager passionate ... community which includes pensions, insurance companies, endowments, family offices, sovereign wealth funds, and their advisors continues to evolve. Making strategic… more
- Deloitte (Columbus, OH)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... experience, Integration, Claims, Billing & Payments, Policy Administration, Underwriting or Distribution + 6 years of experience in Property & Casualty Insurance… more
- Deloitte (Columbus, OH)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... experience, Integration, Claims, Billing & Payments, Policy Administration, Underwriting or Distribution + 3 years of experience in Property & Casualty Insurance… more
- Immigration and Customs Enforcement (Washington, DC)
- …provide validity of assumptions made and the criteria by which alternatives will be assessed. Facilitate discussions with program-level operations research ... measuring performance, designing systems, managing logistics, budget analysis, work distribution , or analyzing large databases) to assist senior leaders in… more