- Forge Global (New York, NY)
- … space. Qualifications: Recent experience and deep understanding of alternative investments and wealth management . 5-8 years of experience marketing ... dispersed sales team. Preferred Qualifications: Previous experience at firms/companies catering to wealth management , alternative investments and/or… more
- Goldman Sachs, Inc. (Dallas, TX)
- …Description Asset & Wealth Management Bringing together traditional and alternative investments , we provide clients around the world with a dedicated ... meet their financial goals YOUR IMPACT The Asset & Wealth Management Control Office is a recently...grow. Founded in 1869, we are a leading global investment banking, securities and investment management… more
- Citigroup, Inc. (Hewlett, NY)
- …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
- Brookfield Asset Management, Inc. (Chicago, IL)
- …among global investment managers specializing in credit and other alternative investments . Together, Brookfield and Oaktree share a long-term, value-driven, ... - Brookfield Oaktree Wealth Solutions Brookfield Asset Management , a leading global alternative asset manager,... Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree… more
- Goldman Sachs, Inc. (Dallas, TX)
- …together traditional and alternative investments , Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership ... Job Description Asset & Wealth Management Divisional Overview A career...and focus on long-term performance. We provide financial planning, investment management , investment and advisory… more
- Aprio (Atlanta, GA)
- …firm looking for a Director to join their dynamic team. Aprio Wealth Management is a fast-growing Registered Investment Advisor (RIA) with a bold vision to ... your next big career move with Aprio. Join Aprio's Wealth Management team and you will help...LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing… more
- Calamos Investments (San Francisco, CA)
- …capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through ... About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range...investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated… more
- State Street Corporation (Princeton, NJ)
- … investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow We make all ... access to the essential financial tools they need to deliver effective investment solutions. From Middle office, Core custody, accounting, fund administration and… more
- Goldman Sachs, Inc. (San Francisco, CA)
- … managers to optimize investment strategies. Track and report on alternative investment portfolio. SKILLS & EXPERIENCE WE'RE LOOKING FOR Basic ... (eg, MST, MBA, JD, CPA, CFP). Minimum 7 years of experience in financial planning, wealth management , tax, consulting, or a related field. Proven track record of… more
- Baker Tilly (Philadelphia, PA)
- …Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct ... Baker Tilly as a Tax Manager with our Private Wealth /High Net Worth team ! This is a great...affluent families, family offices and their private businesses and/or investment entities: Perform complex individual, partnership, S-corp, trust, estate,… more
- BOK Financial (Tulsa, OK)
- …Location: Tulsa -TUL Areas of Interest: Investment Management ; Portfolio Management ; Relationship Management ; Wealth Management Pay Transparency ... Based Summary For more than a century, BOK Financial Wealth Management has grown alongside its clients,...funds, separately managed accounts, international and alternative investments ). Knowledge of the different types of investment… more
- Goldman Sachs, Inc. (New York, NY)
- …communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New ... Client Experience Manager will support a diverse set of investment products - equities, fixed income, and alternative...in a fast-paced environment. OUR IMPACT Goldman Sachs Asset Management is one of the world's leading investment… more
- JPMorgan Chase & Co. (New York, NY)
- …Opportunity Employer, including Disability/Veterans About the Team JP Morgan Asset & Wealth Management delivers industry-leading investment management ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private...spectrum of asset classes through our global network of investment professionals. Wealth Management helps… more
- Selby Jennings (New York, NY)
- …and ability to work with senior leadership and external stakeholders Familiarity with alternative investments , wealth management , and fintech ecosystems ... an experienced and dynamic professional to join our Private Wealth Solutions team. This role will be responsible for...5 years of experience in investor relations, fintech platform management , or private wealth services Strong interpersonal… more
- Blackstone (Miami, FL)
- …capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public ... Blackstone is the world's largest alternative asset manager. We seek to create positive...debt and equity, infrastructure, life sciences, growth equity, opportunistic, non- investment grade credit, real assets and secondary funds, all… more
- Wealth Enhancement Group (Deer Park, NY)
- About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We ... go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140… more
- State Street Corporation (Boston, MA)
- …leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting ... State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading...& analytics, investment research & trading and investment management to institutional clients. Work, Live… more
- State Street Corporation (Clifton, NJ)
- …Fund Accounting experience, including 3+ years of supervisory experience Experience with alternative investment asset classes, complex fund structures and fee ... we've been helping our clients safeguard and steward the investments of millions of people. We provide investment...& analytics, investment research & trading and investment management to institutional clients. Work, Live… more
- Careers at KKR (New York, NY)
- COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR ... aims to generate attractive investment returns by following a patient and disciplined ...subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's… more
- JPMorgan Chase & Co. (Greenwich, CT)
- …acquisition Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs ... knowledge of the equity and fixed income markets and alternative investments , including Hedge Funds, Private Equity...including Disability/Veterans About the Team JP Morgan Asset & Wealth Management delivers industry-leading investment … more