- JPMorgan Chase (New York, NY)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP ... wealth managers by delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams, including… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- Citigroup (Downey, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) +… more
- Nuveen Investments (MI)
- …the private wealth channels in an effort to expand Alternative Strategies client portfolio . **Educational Requirements** + University (Degree) Preferred ... Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic… more
- JPMorgan Chase (New York, NY)
- …strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate ... invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in… more
- Citigroup (New York, NY)
- We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between ... organization and the Labs teams to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes.… more
- KeyBank (Cleveland, OH)
- …growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors ... and modifies investment portfolio construction in accordance with client objectives and investment...deep expertise in financial markets and related areas, including alternative investments and third party solutions, while also participating… more
- JPMorgan Chase (New York, NY)
- …to, managed and brokerage accounts, mutual funds, ETFs, money market funds, alternative investments, structured products, and portfolio analysis tools. **Job ... The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our… more
- Kestra Financial (Fort Worth, TX)
- … Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles including investment ... Symonds Wealth Management, a comprehensive financial planning and investment...need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building,… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and ... beneficiaries, financial advisors, and external partners. + Conduct regular portfolio reviews and performance evaluations aligned with investment objective and… more
- Citigroup (Bronx, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Citigroup (Boca Raton, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Citigroup (Plantation, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Wellington (Boston, MA)
- …Specific responsibilities include but are not limited to: + Setting the long-term advisor education strategy for Wellington's US Wealth line of business and ... including defining the Continuing Education (CE) and accreditation approach; + Developing Wellington's advisor education program for the US Wealth channel; and +… more
- BlackRock (San Francisco, CA)
- …influence. . Drive sales through mastery of BlackRock investment solutions, including Alternatives , Mutual Funds, ETFs, SMAs, and portfolio solutions. **Position ... **About this role** **About this role** BlackRock's Offshore Wealth business is one of the most dynamic...entire breadth of BlackRock's solutions (ETF, Mutual Funds, SMA, Alternatives , Models). **The geography for this position is primarily… more
- JPMorgan Chase (New York, NY)
- …+ Passion for Fixed Income markets. Experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...across all major asset classes including equities, fixed income, alternatives , multi-asset and money market funds. For individual investors,… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment… more
- BlackRock (Chicago, IL)
- … advisor 's business** **Deliver fiduciary and investment insights through portfolio construction conversations** **Be consultative business partners to help them ... financial industry more broadly is a must.** **Passion for markets, investing, portfolio construction, advisor practices with a commercial mindset.** **Strong… more
- BlackRock (Seattle, WA)
- **About this role** **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial ... BlackRock" to retail. **Role Description** Market Leaders in US Wealth Advisory are responsible for all aspects of the...each of BlackRock's solution sets (ETFs, Mutual Funds, SMA, Alternatives , Models). The geography for this position will be… more