- vaco (Boulder, CO)
- …clients or family offices.Familiarity with trust/estate planning, alternative investments , and wealth management platforms.Candidate ProfileAnalytical, ... opportunities ($1,000-$4,000+ per referral) for successful introductions to the firm's wealth management division.Long-Term Incentives: Employees who remain with… more
- JPMorgan Chase (New York, NY)
- The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform offering. The WM Alternatives Product Development ... lead the strategy, design, and execution of key initiatives across the end-to-end Alternative Investments value chain to achieve business goals of simplifying… more
- JPMorgan Chase (Los Angeles, CA)
- …Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include institutions, high-net-worth ... every major market throughout the world. The division offers investment management across all major asset classes...Global Private Bank, and advising clients on allocations to alternative investments . This will include communications… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the ... accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service… more
- JPMorgan Chase (New York, NY)
- **Job Description** Within the JP Morgan Wealth Management , the Alternative Investments Group ("Alts") is a global team of experienced professionals ... identify and bring to JP Morgan's Wealth Management clients a diverse array of attractive alternative... Management clients a diverse array of attractive alternative investment opportunities. The team looks broadly… more
- Wells Fargo (St. Louis, MO)
- …Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment ... **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth ...+ Increase the investment acumen of our Investment Professionals on alternative investments … more
- JPMorgan Chase (New York, NY)
- …+ Experience recruiting for front office roles within Asset & Wealth Management , specifically with Alternative investments . + Prior experience working in ... experience? Apply today! As a Recruiter in Asset & Wealth Management , you will play a critical...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Nuveen Investments (MI)
- … investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- Citigroup (New York, NY)
- …This role requires an experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication ... Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge… more
- Bank of America (Atlanta, GA)
- Alternative Investments Regional Specialist - Private Bank Atlanta, Georgia;Dallas, Texas **To proceed with your application, you must be at least 18 years of ... impact. Join us! **Job Description:** Bank of America Merrill Alternative Investments is seeking an experienced sales...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- JPMorgan Chase (New York, NY)
- …would be a member of the Operational Due Diligence team focused on alternative investments . **Job Responsibilities:** + Supporting the operational due diligence ... process for primarily alternative investment managers and collaborating with the...operations and / or audit departments of an asset management firm or in an operational due diligence role,… more
- T. Rowe Price (San Francisco, CA)
- … globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. ... The Wealth Management distribution group strives to build...Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a… more
- Charles Schwab (Westlake, TX)
- … at Schwab. Within WAS, The Director, Alternative Investments Relationship Management , will be a part of the Investment & Offer Solutions (IOS) group. ... proprietary Separately Managed Account products and third-party product marketplaces ( Alternative Investments , Managed Accounts, Mutual Funds, ETFs, Structured… more
- JPMorgan Chase (New York, NY)
- …focused on building digital solutions that help clients discover and manage Alternative investments to further diversify their portfolios. Examples of projects ... mobile digital capabilities to support the E2E lifecycle of alternative investments to create a seamless, efficient,...client experience across all stages of the asset and wealth management journey with JPM * Leverage… more
- Wells Fargo (Charlotte, NC)
- … Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and Investment Management . Learn more about our career areas ... expert with strong investment acumen for the various components of the Alternative Investments platform + Work in a consultative internal desk environment… more
- Citigroup (Chicago, IL)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services ... management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor...expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High… more
- Huntington National Bank (Columbus, OH)
- Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment ... accounting, or a related field required. + 3-5 years of experience in investments , asset management , or financial services, with exposure to alternatives… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the ... accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service… more
- Citigroup (Queens, NY)
- …exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. + Foster ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...services covering capital markets, managed investments , portfolio management , trust and estate planning, investment finance… more
- Guardian Life (New York, NY)
- …in areas such as private markets, structured investments , alternative investments , philanthropy, lending, and investment management . + Partner with ... the region **You have** + 5+ years overall experience in wealth management , preferably advisory and/or alternative investments + Bachelor's degree or… more
