- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management 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...background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Interval Funds, concentrated equity strategies. * Competitive landscape (ie, Alternative Investment platforms of other wealth management firms). * ... assuming this role will be responsible for representing the Raymond James Alternative Investment (AI) platform to financial advisors and clients, with… more
- TIAA (Columbus, OH)
- … 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …products and troubleshoots issues with existing products. * Works closely with alternative investments product management , product development and research, ... minimal supervision and with a high level of autonomy, the Senior Manager, Alternative Investments Product Delivery uses extensive knowledge and skills obtained… more
- Janus Henderson Investors (New York, NY)
- …of alternative investments , bringing differentiated, institutional-quality investment opportunities to Private Wealth clients and Financial Advisors. ... you. Your Opportunity + Understand the nuances of complex alternative investment solutions across both private and...a preference for backgrounds in alternative asset management or private wealth management … more
- Wells Fargo (Charlotte, NC)
- The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... full-service and independent advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... Wealth and Asset Managers, and Foundations throughout the United...a time-sensitive basis. Responsibilities * Demonstrate deep understanding of Alternative Investments including cash flow planning, pacing… more
- Morgan Stanley (New York, NY)
- …multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments , 3rd Party Custodians, ... clients in partnership with Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client's MS Financial Advisor, and WM… more
- T. Rowe Price (Baltimore, MD)
- …a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on ... role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing...+ This is a sales enablement role, partnering with Alternative Investment Specialists and cross channel generalist… more
- Robert Half Office Team (Los Angeles, CA)
- Description Our client, a Century City based wealth management firm, is looking for an Operations Associate to join their team immediately. For the right ... hybrid flexibility (three days on site). This role is crucial in the investment transactions process from initiation to finalization. The chosen candidate will play… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan ... Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service… more
- Charles Schwab (Phoenix, AZ)
- …financial services career with a diverse team in a fast-paced environment? Charles Schwab's Alternative Investment Custody Services may be the place for you! We ... are responsible for asset servicing of Alternative Investments including Trading, Asset Transfers, and...Transfers, and Corporate Actions. We provide access to sophisticated wealth - management products that help clients and advisors… more
- Citizens (Raleigh, NC)
- …than three decades Clarfeld's team of CFAs, CPAs, attorneys and CFP(R)s provide full investment and wealth management services; comprehensive income tax and ... Description ClarfeldICitizens Private Wealth headquartered in Westchester, New York, with 13...operations person will have day-to-day processing responsibility for the Alternative Investment Platform. They will be part… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... industry and competitor products/services + Expertise of Global Capital Markets, Managed Investments , Alternative Investments , Structured Products and Modern… more
- JPMorgan Chase (Palo Alto, CA)
- …delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management , ... JP Morgan is a global leader in asset and wealth management with assets under supervision of...Provide pre-approval of suitability for accounts to participate in alternative investments ; review and determine account eligibility… more
- Mirador (Jacksonville, FL)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... with 3 - 5 years of experience at a Wealth Management firm, Financial Services firm or...such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA + Alternative investments + Performance reporting calculations and… more
- Citigroup (Stamford, CT)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... solutions platform, which allows us to deliver traditional and alternative investments , managed account solutions, best-in-class research and advice… more
- Wellington (San Francisco, CA)
- …in external sales with financial advisors and wire houses - Proven background in asset management and alternative investments - Expertise in managing a large ... **About Us** **Wellington Management ** offers comprehensive investment management...management expertise and a keen understanding of the wealth distribution process. We're also looking for someone who… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Requirements Qualifications: + Required: 5+ years of experience in the alternative investments or wealth management industry. + Bachelor's degree in ... this vital role, you will provide support to our Wealth Management Team and our investors, ensuring...Management Team to satisfy AML/KYC requirements for client investments in alternative investments . +… more
- Citigroup (New York, NY)
- …advice and execution, as well as traditional and alternative investments , managed account strategies, world-class research and investment guidance. Our ... high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth… more