- Wellington (San Francisco, CA)
- …expertise. **THE POSITION** We are seeking a talented, driven individual to fill an Alternatives Distribution - Wealth role on the West Coast. This ... candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We're also looking for someone who can provide… more
- JPMorgan Chase (New York, NY)
- …and a focus on Wealth Management distribution of Alternative products + Knowledge of financial markets, alternatives investment vehicles (Non-Traded ... loans, mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you...on client relations for registered and private products across alternative asset classes within North America. You will bring… more
- Morgan Stanley (New York, NY)
- …team and will develop and execute strategic marketing plans that support MSIM Alternatives via multi-channel distribution : Private Wealth ; US Institutional; ... executive talent, as well as competitive deal sourcing advantages. MSIM's Alternative Investments platform ("MSIM Alternatives ") is an industry leader… more
- T. Rowe Price (New York, NY)
- …a Hybrid Alternative Investment Specialist who has experience with distribution of alternatives , including working directly with other Sales professionals ... Retirement accounts and representing over $650B in AUM. The Wealth Management distribution group strives to build...with Sales professionals and directly with clients related to alternative distribution + Proven ability to drive… more
- Nuveen Investments (Chicago, IL)
- The AVP, Wealth Alternatives Product Manager will be responsible for supporting Nuveen's alternatives wealth product platform (non-traded REITs, BDCs, ... P&L management. The AVP should have direct knowledge and experience within the wealth alternatives industry, strong research and analytical capabilities, and a… more
- MassMutual (New York, NY)
- …(ETX)** **Full-time, Hybrid - NY, Boston, or Springfield** **The Opportunity** The Wealth and Distribution Technology team is seeking an experienced project ... use of different delivery methodologies, standards, and tools. **The Team** The Wealth Management Technology Team supports complex and very dynamic business for… more
- BlackRock (San Francisco, CA)
- …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 (Columbus, OH)
- …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 (San Francisco, CA)
- **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships with US retail financial services firms and their advisors, who ... iShares ETFs and mutual funds to SMAs, model portfolios, alternatives , portfolio solutions, and sub-advisory programs - USWA's mandate..."One BlackRock" to our clients. The USWA Data & Distribution Strategy team, which reports into the USWA COO,… more
- Janus Henderson Investors (New York, NY)
- …experience post-undergraduate in Financial Services, with a preference for backgrounds in alternative asset management or private wealth management + A ... our mission is to partner with best-in-class managers of alternative investments, bringing differentiated, institutional-quality investment opportunities to Private … more
- Caliber The Wealth Development Company (Scottsdale, AZ)
- …test related penalties. + Complete the preparation of monthly investor distribution calculations. + Assist in the preparation of quarterly investor statements ... related articles and blogs to be used by our Wealth Development Team to attract investors. + Assist in...Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate,… more
- Alight (IL)
- …purchased and influenced. This role will develop, nurture, and grow distribution relationships within their assigned territory and drive opportunities through both ... communication to meet customer needs; demonstrate outstanding follow-up with distribution partners + Generate responses to customer inquiries, including RFPs… more
- Morgan Stanley (Kirkland, WA)
- …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
- 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
- Bank of America (New York, NY)
- …investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). ... Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new...rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers * Lead the fund… more
- Customs and Border Protection (Washington, DC)
- …and implement policies and regulations; providing reports with conclusions, alternatives and recommendations on polices, projects and studies; planning, organizing ... sale, receipt, manufacture, cultivation, production, transfer, shipping, trafficking, or distribution of controlled substances. For additional information, review the… more
- Customs and Border Protection (Washington, DC)
- …techniques and procedures, and new policy issuances. Determining and recommending alternative methods for resolving problems. Experience: You qualify for the GS-13 ... sale, receipt, manufacture, cultivation, production, transfer, shipping, trafficking, or distribution of controlled substances. For additional information, review the… more
- TIAA (Los Angeles, CA)
- …performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across ... with financial advisors across the wire, independent and RIA distribution channels in an effort to grow the market...best practices across the regional teams. + Support US Wealth Advisory Services broader campaigns and initiatives as needed… more
- MassMutual (Springfield, MA)
- …implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our ... cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong… more
- Cherry Bekaert (Atlanta, GA)
- …and consulting services to dynamic middle-market companies across the manufacturing, distribution , and consumer goods industries. Exposure to and general knowledge ... and consulting services to large middle market clients in the manufacturing, distribution , or consumer products industries. + Technical ASC 740 experience including… more