- iCapital (Greenwich, CT)
- …experience. Responsibilities Serve as the primary point of contact for sales and service inquiries. Generate alternative investment product sales in ... About the Role iCapital is hiring an Internal Alternative Investment Sales Specialist for the...for offerings. Mandatory CRM usage and maintenance of activity, advisor profiles, and pipeline capture. Qualifications 5+ years of… more
- Santander Holdings USA Inc (Mashpee, MA)
- …with sales management's objectives surrounding the marketing and promotion of investment products and services . Maintain records, master operational procedures ... Financial Advisor , Falmouth, MA Country: United States of America...is a global leader and innovator in the financial services industry. We believe that our employees are our… more
- JPMorgan Chase & Co. (New York, NY)
- …with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and ... Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain...work across teams and the firm to provide first-class service . You'll be encouraged to network across the firm… more
- Citigroup, Inc. (Forest Hills, 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) ... in a financial advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial… more
- Farther (Tampa, FL)
- …Impact Build authentic, long-term relationships with high-net-worth clients, leveraging Darwin's alternative investment expertise as a key differentiator Create ... or financial advisory roles Deep understanding of portfolio construction and alternative investment vehicles Exceptional communication skills with a passion… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is ... Experience High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience,… more
- Cerity Partners (Midland, TX)
- The Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. ... paperwork, and working closely with advisors to facilitate seamless client service . The Associate ensures CRM and Portfolio Management System data accuracy… more
- PJT Partners, Inc. (New York, NY)
- …We also provide, through PJT Park Hill, private fund advisory and fundraising services for alternative investment managers, including private equity funds, ... PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory,… more
- Banc of California (Santa Ana, CA)
- …or held prior role as bank examiner or internal auditor Experience with alternative investment , such as private equity and venture capital. In-depth knowledge ... a broad range of loan and deposit products and services , with full- service branches throughout California and...to drive strategic enhancement projects and serve as an advisor to the front lines on BSA/AML related inquiries… more
- Workoo Technologies (Fort Worth, TX)
- … companion questions concerning Fund particular requirements/eligibility *Supplying act on Alternative Investment transactions to quicken the client ask for ... professional is accountable for performing everyday reconciliation/trade/transfer activities for Alternative Investments. The essential deliverables consist of yet are… more
- Laird Norton Wetherby (Seattle, WA)
- …planning, investments, and trust and estate services . Offering both RIA (Registered Investment Advisor ) and trust services , LNW is committed to providing ... dedicated to helping our clients achieve their goals by providing exceptional client service and wealth planning services . Putting our clients first guides our… more
- Recruit Monitor (Mckinney, TX)
- …is responsible for performing day-to-day reconciliation/trade/transfer activities for Alternative Investments. The key deliverables include however are certainly ... Transfers, Settlement, and also Company Activities that directly affect the Client/ Advisor profile. A professional's breakdown to interpret or refine client deals… more
- Houlihan Lokey, Inc. (New York, NY)
- …intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 investment bank for all global ... No Industry Overview Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital...for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
- Goldman Sachs, Inc. (Los Angeles, CA)
- …and customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial planning, investment management, ... borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored… more
- Pierce County, WA (Tacoma, WA)
- …activities of the Pierce County Council and Councilmembers. You will act as an advisor to the Council on policy development and act on behalf of the Chief ... process to allocate resources and set priorities for County services . The Council regularly receives reports and briefings from...testing process, or need this job announcement in an alternative format may call Human Resources at ###, at… more
- All Copy Products (Denver, CO)
- …to properly identify and address organizational needs in IT, Cybersecurity, Managed Services , Azure & Hosted VoIP. Drive Innovation: Bring precision to a client's ... solution options and aligning decision makers. Become a Trusted Business Advisor : Exhibit through storytelling and our Business Transformation Assessment how… more
- Bank of America (Kansas City, MO)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... management, currency, asset allocation, and alternative asset classes - allow investors to find strategies...with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will… more
- US Bank (Hackensack, NJ)
- …Description** Responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to ... reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations… more
- Neuberger Berman (FL)
- …sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida. ... The Advisor Consultant is responsible for creating new relationships...and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop… more
