- Raymond James Financial, Inc. (St. Petersburg, FL)
- …achievement and practical experience. As a forward-thinking risk leader, you'll transform Private Client and Asset Management Groups risk management ... standards of excellence. Cultivate influential relationships with both distinguished internal stakeholders and our exclusive external client ...of risk management activities within the Private Client and Asset Management Groups,… more
- AssetMark, Inc. (Concord, CA)
- …opportunities for improving and scaling our offering. Represent the AssetMark proprietary asset management business to sales, internal stakeholders and ... Job Description: Position Overview: The Director of Asset Management Business Strategy will lead...providing thought partnership and effectively driving alignment to achieve asset adoption and better client experience. Collaborate… more
- Michael Page (San Antonio, TX)
- …Their team is committed to driving long-term value through strategic asset management , operational excellence, and disciplined investment practices. They ... are seeking a high-performing Senior Associate / VP of Asset Management to join our team in...asset summaries, and presentations for investment partners and internal stakeholders. Market Intelligence: Stay informed on market conditions,… more
- Bellwether (El Segundo, CA)
- …assets preferred; client -facing experience preferred A minimum of 3 years' management experience Asset management experience, including development and ... professionals and lead the creation and implementation of new asset management processes. Key Responsibilities Lead a...to provide context to team, improve process improvements and client reports, guide team performance. People Management … more
- Goldman Sachs, Inc. (Dallas, TX)
- …specifically shaping client experiences and servicing platforms Understanding of asset management including retail and institutional SMAs, Alternatives and ... Job Description Goldman Sachs Asset Management Division: As one of...client service platforms including the digital experience for internal users, orchestration technology to enable business growth and… more
- Bisnow (Atlanta, GA)
- …165 properties, totaling 55 million square feet, and representing $7.0 billion invested. The Asset Management role will be involved in the oversight and strategy ... Our SelectLeader's client has been active in the commercial real...reporting. This position will be responsible for overseeing the asset management function for a Class A… more
- Goldman Sachs, Inc. (Chicago, IL)
- …Title: VP, US Third Party Wealth, National Accounts/Home Office, Goldman Sachs Asset Management Location: Chicago Regular/Temporary: Regular Role Summary This ... offices in the US. The VP will partner with client -facing business leaders, product strategy, investment teams and broader...growth objectives in the US. Brand narrative: Ensure the Asset Management value proposition, and associated third… more
- Goldman Sachs, Inc. (New York, NY)
- …Formation (ACF) is part of the Client Solutions Group (CSG) within Asset Management . ACF manages capital raising and strategy for alternative investments ... Job Description About Goldman Sachs : Goldman Sachs Asset Management is one of the... client requests and projects Coordinate closely with internal stakeholders such as legal, risk management ,… more
- Goldman Sachs, Inc. (Miami, FL)
- … solutions from Goldman Sachs Bank USA that are strategically integrated with our client 's wealth management goals. Our experienced team partners with PWAs to ... Job Description Wealth Management Across Wealth Management , Goldman Sachs...provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments,… more
- JPMorgan Chase & Co. (Cleveland, OH)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... are responsible for originating, structuring, syndicating, and the ongoing portfolio management of asset -based loans. Job Responsibilities Interacting with… more
- Franklin Templeton (Stamford, CT)
- …help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways ... for our clients around the world! What is the Client Service Specialist responsible for? We are seeking a...role. Previous experience working in financial services and/or an asset management firm required. Experience working for… more
- Brighton Jones (Portland, OR)
- …manner; follow up to ensure completion Assist with calendaring functions and internal meeting preparation Your Role - Client Experience Responsibilities: Assist ... so they can pursue a happier, healthier, and more fulfilling life. Our team-based, client -centric approach has fueled our growth over the last 20+ years, and we're… more
- Goldman Sachs, Inc. (New York, NY)
- …stock positions to deliver bespoke solutions. Solutions are developed in partnership with the client 's team of internal and external advisors in order to fully ... on equity derivative structuring and capital markets transactions. OUR IMPACT Wealth Management Across Wealth Management , Goldman Sachs helps empower clients and… more
- NFP (New York, NY)
- …Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries Coordinates ... information and notes, case management (individual and MultiLife), task management , and client and policy information Participates in occasional training… more
- Oppenheimer & Co. Inc. (New York, NY)
- …& fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.'s Private ... Client Division is currently seeking a Registered ...sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking… more
- State Street Corporation (Boston, MA)
- …performance concerns Coordinating Standard KPI and Service Level Meetings Acting as the client 's sponsor when working with internal State Street teams Query ... The Client Service Assistant Vice President is a ...and acts as the key contact point for our asset manager clients with respect to Daily servicing of… more
- Arch.co (New York, NY)
- …organizations What We're Looking For 2+ years of experience in project management , implementation, client services, or consulting Self-starter with exceptional ... Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of… more
- Santander Holdings USA Inc (New York, NY)
- …primary day-to-day client point of contact on deals Liaise with internal product partners and other external parties (eg, lawyers, accountants) on transactions ... in the financial services industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey that empowers you to explore… more
- CoreLogic, Inc. (San Diego, CA)
- …includes one in-office day per week, with the remainder remote. What You'll Do Client Relationship Management : Serve as the single point of contact for assigned ... network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we...maximizing value from our services. Strategic Partnership: Understand each client 's internal operations and tailor services to… more
- Cushman & Wakefield (Tempe, AZ)
- …comprehensive financial reporting packages timely and accurately in accordance with internal controls and client requirements; Includes prioritizing and ... Competencies: *Analytical *Attention to Detail *Communication - Oral & Written *Customer/ Client Focus *Financial Management *Organizational *Time Management … more
