- Merck & Co. (Rahway, NJ)
- …as assess and manage new demand for business requests and identify/ recommend alternative solutions related to these functional areas. This role operates in a ... multiple priorities and manage expectations of different users and client groups.-Effectively communicate system capabilities and opportunities while demonstrating… more
- JPMorgan Chase (Chicago, IL)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor (internal wholesaler), your responsibility will be helping financial ... equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies...and separately managed accounts in partnership with an External Client Advisor . The job is suitable for… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal ... Managing Director - Institutional Sales and Relationship Management, the Senior Client Advisor will: + **Engage Proactively:** Forge meaningful relationships… 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
- PNC (KS)
- …and have an opportunity to contribute to the company's success. As a Client Technical Liaison- Business Analysis Advisor within PNC's C&IB organization, position ... at manager's discretion. Being a Self-starter is a plus! Client Technical Liaison's ability to be Creative and Comfortable...determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best… more
- PNC (Dallas, TX)
- …have an opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Midland organization, you will be based in office within the ... the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.… 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
- JPMorgan Chase (New York, NY)
- …annual reviews, reporting, etc. + Partner closely and coordinate with the JPMAM Global Client Advisor and Consultant Relations teams + Creation and review of ... reach, vast resources and robust governance of JP Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built… more
- BlackRock (Atlanta, GA)
- …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
- 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 (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 (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 ... Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite… more
- Navy Federal Credit Union (North Charleston, SC)
- …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 (Palo Alto, 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
- JPMorgan Chase (Tampa, FL)
- …Leader 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
- 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
