- Neuberger Berman (New York, NY)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- M&T Bank (Norwalk, CT)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client 's MS Financial Advisor , and WM Operations. IIS specifically ... supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and… more
- TIAA (New York, NY)
- …for clients. + Educates the organization's Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings. + ... The Alternatives Business Development job directs the sales and...the private wealth channels in an effort to expand Alternative Strategies client portfolio. **Educational Requirements** +… more
- Mirador (Stamford, CT)
- …of enhanced diversification via Alternative Investments * Working knowledge of Advisor client relations and demonstrations of success or failure of given ... diversification via Alternative Investments * Working knowledge of Advisor client relations and demonstrations of success or failure of given investments… more
- T. Rowe Price (New York, NY)
- …advisors in region. + Partner with dedicated generalist field sales teams and Alternative Specialists in driving sales of alternatives within existing sales ... and prospective clients. + Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences… more
- Morgan Stanley (New York, NY)
- …Tailored Lending *Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance ... exceptional analytical skills *Ability to multi-task; meet deadlines and manage Financial Advisor and client expectations *Good collaboration skills in a… more
- Nuveen Investments (New York, NY)
- The AVP, Wealth Alternatives Product Manager will be responsible for supporting Nuveen's alternatives wealth product platform (non-traded REITs, BDCs, Interval ... The AVP should have direct knowledge and experience within the wealth alternatives industry, strong research and analytical capabilities, and a desire for… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Alternative Investments **New York, NY** Posted Mar 15, 2024 - Requisition No. 123870 Bloomberg runs on data. Our products are ... enhance our systems, products and processes. **Our Team:** The Alternative Investment Funds team supports Bloomberg's suite of private...data in between. Whether a fund investor, manager or advisor , our team has the data, solutions, and industry… more
- Janus Henderson Investors (New York, NY)
- …our mission is to partner with best-in-class managers of alternative investments, bringing differentiated, institutional-quality investment opportunities to Private ... hear for you. Your Opportunity + Understand the nuances of complex alternative investment solutions across both private and registered vehicles, articulating these… more
- Bank of America (New York, NY)
- Product Specialist - ISG - Alternative Investments New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Description:** Acts as the senior product representative on a client team and is solely responsible for all product...and operations team to onboard new funds to the Alternative Investments Platform -Respond to inquiries on existing funds… more
- Citigroup (New York, NY)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Bank of America (New York, NY)
- Business Solutions Advisor - Canal Street and Broadway - Bilingual Mandarin Required New York, New York **Job Description:** At Bank of America, we are guided by a ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- M&T Bank (Fairfield, CT)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs… more
- Bloomberg (New York, NY)
- Technical Account Manager - Alternative Investments **New York, NY** Posted Mar 6, 2024 - Requisition No. 123637 Bloomberg runs on data. Our products are fueled by ... enhance our systems, products and processes. **Our Team:** The Alternative Investment Funds team supports Bloomberg's suite of private...data in between. Whether a fund investor, manager or advisor , our team has the data, solutions and industry… more
- International Shoppes, LLC (Queens, NY)
- …like to have you on board! International Shoppes is hiring! The Beauty Advisor will be responsible for selling specific brand merchandise and providing exceptional ... Discounts + Paid time off and vacations + Great work environment Beauty Advisor Responsibilities: + Greet clients and engage them to ascertain their needs and/or… more
- International Shoppes, LLC (Queens, NY)
- …like to have you on board! International Shoppes is hiring! The Beauty Advisor will be responsible for selling specific Estee Lauder merchandise and providing ... + Paid time off and vacations + Great work environment Estee Lauder Beauty Advisor Responsibilities: + Greet clients and engage them to ascertain their needs and/or… more
- Santander US (New York, NY)
- Financial Advisor , NY, NY Country: United States of America + Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly ... Bank Employees (LBEs) assigned within your branch territory + Hold frequent client appointments, seminars, and branch training sessions in an effort to secure… more
- Guardian Life (New York, NY)
- …supervisory requirements are being met while also ensuring the best interest of the client . In this role, you will apply industry knowledge and application of the ... & new account reviews, trade reviews, email supervision, structured notes & alternative investments! **You are** + A personable and reliable self-starter who… more