- JPMorgan Chase (Atlanta, GA)
- …market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales team, you will ... alternative space, including experience in variousstructures of private alternatives , non-traded REITs, business development companies,Interval Funds, and closed… more
- Neuberger Berman (Chicago, IL)
- …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
- World Insurance Associates, LLC. (Virginia Beach, VA)
- …and human capital management solutions. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients ... leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors + Are responsible for identifying, soliciting, and closing new… more
- JPMorgan Chase (Columbus, OH)
- …management across all major asset classes including equities, fixed income, alternatives , multi-asset and money market funds. For individual investors, the business ... a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer… more
- M&T Bank (Portland, ME)
- …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 (Tempe, AZ)
- …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
- Kestra Financial (Westport, MA)
- …and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor /Senior Client Service Associate of a large book of business ... Financial Planning Alternatives is an independent financial consulting service, owned...of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior … more
- Bank of America (Denver, CO)
- …marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor experience. + Staying current on trends impacting ... Alternative Investments Regional Specialist Denver, Colorado;Salt Lake City,...The position will also be responsible for servicing existing client assets and assisting with the prospecting of high-net-worth… more
- Atria Wealth Solutions (Pensacola, FL)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... Investment Advisor Pensacola, FL, United States and 3 more...when needed. Responsibilities + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- Atria Wealth Solutions (Fredericksburg, VA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... Financial Advisor - Fredericksburg Fredericksburg, VA, United States *PLEASE...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… more
- Atria Wealth Solutions (Brandywine, MD)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... Financial Advisor - Brandywine Lexington Park, MD, United States...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… 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
- TIAA (Columbus, OH)
- …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
- General Dynamics Information Technology (California, MD)
- …policies and recommends alternative support procedures/concepts; 8. Serves as technical advisor to senior level client personnel in assigned subject areas; ... transportation plans; track outbound/inbound shipments of material to/from FMS client countries; and coordinate all aspects of **Special Assignment Airlift… more
- Navy Federal Credit Union (Fredericksburg, VA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... required regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds,… more
- JPMorgan Chase (Westlake Village, CA)
- …and strong business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real… more
- Wells Fargo (Philadelphia, PA)
- **About this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the ... and procedure as well as statutory and common law requirements + Administer client accounts in order to create, expand, and serve relationships + Identify customer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Provide a high level of customer service, and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate ... assuming this role will be responsible for representing the Raymond James Alternative Investment (AI) platform to financial advisors and clients, with the ultimate… 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
- JPMorgan Chase (Miami, FL)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team... Alternatives documents, including, submission, monitoring and working with clients… more