- Societe Generale (New York, NY)
- Responsibilities Division Description: Within Socit Gnrale Corporate & Investment Banking, the Global Markets Division brings together the Research, Investment ... and financing services. Responsibilities: Within the US Prime Services Platform Sales team, develop new Equity Prime Brokerage business, leveraging our platform… more
- JPMorgan Chase & Co. (New York, NY)
- …can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, ... Description Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific… more
- SWBC (Austin, TX)
- …to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results ... client base with reoccurring revenue while creating your own sales and driving your income up. You do all...seven (7) years' experience developing new business, delivering retirement investment advisory and fiduciary support , or related… more
- Neuberger Berman Group LLC (New York, NY)
- …Group LLC: Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 ... maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment decisions. In addition, this role will provide a high level… more
- Arch.co (New York, NY)
- …hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of ... investors' time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are...we scale. The Role: We are hiring a high-performing Sales Director to drive new customer acquisition across enterprise… more
- Ares Management Corporation (Los Angeles, CA)
- …teams that operate collaboratively based on the Firm's overall structure: Investment Adviser Compliance, which oversees implementation of global policies and ... Vice President will actively participate in the management of daily processes, support departmental and team projects and build relationships with employees across… more
- Forge Global (New York, NY)
- …teams, and innovators in this way. Forge Trust specializes in custody of alternative investments, including Private Funds, with 30 plus years of experience and $16B ... to develop and execute marketing strategies that drive awareness, engagement and sales opportunities for Forge's wealth solutions including its suite of custody… more
- PIMCO (Austin, TX)
- …and public/private credit, SMAs, ETFs, and Mutual Funds. Excellent knowledge of alternative sales processes, investment strategies, and portfolio management. ... advisor to our clients. Position Description We are seeking to hire an experienced sales professional to join the firm's Private Client Group (PCG), within the US… more
- Wealth Enhancement Group (Deer Park, NY)
- …Assists Advisor Team Operations to streamline processes Completes operational projects to support enhancements and changes Communicates process and sales updates ... far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices -… more
- Similarweb (New York, NY)
- …to make a tangible impact by helping the world's largest investors leverage alternative data for better investment decisions. This role reports to our ... commerce, and digital advertising. Demonstrated success in SaaS and enterprise software sales to investment communities, with proficiency in client-direct … more
- All Copy Products (Dallas, TX)
- …veteran status or any other characteristic protected by law. Description Unified Communications Sales Consultant (B2B Outside Sales ) Are you interested in a ... driven and prefer to be rewarded for your personal sales achievements? If this sounds like you, we are...a proven process and an award-winning service team to support your success. We offer a lucrative and uncapped… more
- TIAA (Portland, OR)
- …while working closely with the portfolio, acquisitions, and finance teams to support transactions and analyze investment performance. Key Responsibilities and ... and annual investor reports for global investment vehicles, covering investment activity, performance commentary, and market updates. Support portfolio… more
- Goldman Sachs, Inc. (New York, NY)
- …service. The Client Experience Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various ... OUR IMPACT Goldman Sachs Asset Management is one of the world's leading investment managers and provides institutional and individual investors with investment … more
- Aprio (Atlanta, GA)
- …to join their dynamic team. Aprio Wealth Management is a fast-growing Registered Investment Advisor (RIA) with a bold vision to scale significantly over the next ... mentor the financial planning team to deliver consistent, high-quality support to wealth managers and clients. Foster a culture...- Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working… more
- JPMorgan Chase & Co. (Greenwich, CT)
- …Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal ... obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence...knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real… more
- BOK Financial (Castle Rock, CO)
- …Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; ... meets performance objectives. In addition, they will provide peer support to deliver the expansion and retention of client...Associate's degree and a minimum of 5+ years of sales or customer service or an equivalent combination of… more
- Blackstone (Miami, FL)
- …and launch of new products and Funds Review cash flow analysis reporting to support the investment process Review capital call and distribution calculations and ... Blackstone is the world's largest alternative asset manager. We seek to create positive...problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public… more
- Fifth Third Bank (El Segundo, CA)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $10MM and generally less than $500MM within a specific ... met Lead and coordinate all client facing activities, including credit support , treasury management, and capital markets Utilize the Bank's Customer Relationship… more
- Citigroup, Inc. (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail ... partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate… more
- Marsh & McLennan Companies, Inc. (New York, NY)
- …Oliver Wyman's clients, which include top tier insurance and reinsurance companies, alternative asset managers, private equity firms, investment banks, law ... contribute to a broad range of due diligence and analytical efforts, including support across reinsurance and acquisition processes, both in the US and globally. The… more
