- 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 (New York, NY)
- …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
- BlackRock (New York, NY)
- …investment vehicles, and the industry-leading iShares(R) ETFs. About this role: The Alternatives Client Engagement (ACE) group manages the partnerships formed ... with each BlackRock Solutions client and is the trusted advisor , problem solver and business partner to eFront clients. They are the key point of contact and are… 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
- World Insurance Associates, LLC. (Iselin, NJ)
- …complex placements as requested + Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff + ... production goals. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes. Build and… 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
- 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
- Santander US (Edison, NJ)
- Financial Advisor , Edison, NJ Country: United States of America + Achieve and exceed both individual and branch related sales and revenue goals as defined on a ... Bank Employees (LBEs) assigned within your branch territory + Hold frequent client appointments, seminars, and branch training sessions in an effort to secure… more
- The Cigna Group (Morris Plains, NJ)
- …critical for Cigna to achieve Affordability goals. The **Provider Contracting Senior Advisor ** is a key role in supporting the company's overall affordability ... programs, which directly address customer and client demands for lower cost and higher quality of...lines of business + Contributes to the development of alternative network initiatives. Supports and provides direction to develop… more
- Bank of America (Florham Park, NJ)
- …Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America's ... deliver industry leading investment offering and platforms that support wide range of client segments' needs leading to exceptional client outcomes. ISG offers a… more
- AON (New York, NY)
- …internally and externally to exchange information and make recommendations. + Key member of the client facing team, acting as a trusted advisor to the client ... internally and externally to exchange information and make recommendations. + Key member of the client facing team, acting as a trusted advisor to the client … more
- Citigroup (Jersey City, NJ)
- …report preparation and tracking activity. It is not a portfolio manager or investment advisor role and is not client -facing. The responsibilities of the position ... or Compliance a plus. + Familiarity with investment vehicles (stocks, bonds, alternative and derivative investments) + Excellent PC skills, including knowledge of… more
- Wells Fargo (New York, NY)
- The ** Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization ... of the Advisor Desktop experience and Advisor tools to...drive a consistent and seamless experience for Advisors and Client Associates. Wells Fargo is seeking a Lead Product… more
- Deloitte (Morristown, NJ)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Bank of America (Iselin, NJ)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more