- JPMorgan Chase (New York, NY)
- …of strong marketing experience in asset management , or wealth management industry + Experience in marketing alternative or private market strategies. + ... Director to lead the charge in promoting our cutting-edge alternative investment products to financial advisors. As...Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead… more
- Citigroup (New York, NY)
- …This role requires an experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication ... Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge… more
- Nuveen Investments (MI)
- … 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
- Wells Fargo (Charlotte, NC)
- … Wealth Underwriter in the Banking, Lending, & Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). As part of its vision for ... under a common, WIM-level organization. The Underwriter will be on the Alternative Investments Financing team providing custom credit solutions focused on… more
- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of ... with JP Morgan Wealth Management Solutions and Practice Management Leads to maintain industry-leading investment solutions + Understand industry trends… more
- Nuveen Investments (Charlotte, NC)
- …Strong skills in Microsoft Suite: Excel, PowerPoint, Word, Related Skills Alternative Investments , Asset Class Expertise, Capital Formation Distribution ... The VP, Wealth Alternatives Product Manager will be responsible for...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- Citigroup (Chicago, IL)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services ... management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor...expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High… more
- KeyBank (Brooklyn, OH)
- …Brooklyn, OH (Tiedeman) location._** **ABOUT THE JOB (JOB BRIEF)** The Alternative Investment Analyst role supports Key Private Bank, Wealth Management ... Institutional Advisors in the processing of Alternative Investments . The role is responsible for daily processing of...for training all new team members + Administer all Alternative Investment audits from start to issue… more
- Bank of America (New York, NY)
- …positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing ... and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are...product selection and investment experience across alternative investments … more
- Charles Schwab (Lone Tree, CO)
- …180-day COE) **Preferred Qualifications:** + Advice experience in Alternative Investments strongly preferred + Understanding of investment life cycle, risk, ... Solutions (WAS) organization is building and delivering an industry-leading wealth management experience. WAS' vision and mission...Charles Schwab & Co. Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a… more
- JPMorgan Chase (Tampa, FL)
- …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
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service. As… more
- Wells Fargo (St. Louis, MO)
- …Custom Lending team. The AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co- Investment Lending Programs. These are ... a group of partners & employees that work at alternative asset management companies. The loan terms...training, military experience, education **Desired Qualifications:** + Experience in Wealth Management or Private Banking Custom Lending… more
- Citigroup (Queens, NY)
- …exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. + Foster ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...services covering capital markets, managed investments , portfolio management , trust and estate planning, investment finance… more
- Citigroup (New York, 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
- Citigroup (Downey, CA)
- …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 (Boston, MA)
- …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...are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role on the… more
- JPMorgan Chase (Wilmington, DE)
- The Retirement Solutions team within JP Morgan Wealth Management leads to strategic initiatives to grow the Individual Retirement Account (IRA) business, with a ... retirement product inquiries. Additionally, the team conducts competitive research in wealth management , develops business metrics, and prepares detailed… more
- BlackRock (San Francisco, CA)
- …investment advisers, financial planners, insurance companies and building societies. Alternative Investments , Cash Management , Financial Institutions, ... role** Our USWA (US Wealth Advisory) team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the ... accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service… more