- Bank of America (Dallas, TX)
- … Alternative Trading and Operations team is a part of Wealth Management Operations. The Alternative Investments Trading and Operations Team is ... Transaction Management Ops Analyst - Alternative Investments Trading & Operations Dallas, Texas **Job Description:** At Bank of America, we are guided by a… 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
- Wells Fargo (Minneapolis, MN)
- …Wealth Underwriter** in the Banking, Lending, & Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). As part of its vision for ... with internal risk management ongoing approval and inclusion as collateral of alternative investment funds + Monitor alternative investment funds… 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
- Citigroup (San Francisco, CA)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Wealth will be… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... will be entrepreneurial and capable of bringing in new clients/ investment management mandates to the bank. They...not limited to, capital market solutions, and traditional and alternative investments . + Candidates for this position… more
- Bank of America (Atlanta, GA)
- Alternative Investment Regional Specialist Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... make a difference. Join us! **Job Description:** Bank of America Merrill Lynch Alternative Investments is seeking an experienced sales professional to join the… 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
- TIAA (Dallas, TX)
- …provide efficient and accurate paralegal services. + Develops, and may recommend, alternative approached to operational issues of low to moderate complexity in order ... or in-house corporate law department + Working understanding of corporate/securities/asset management law + Strong attention to detail, responsiveness, and ability… 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 (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... spectrum of asset classes through our global network of investment professionals. Wealth Management helps...will be able to use your expertise in private wealth and alternative investments to… 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 (New York, NY)
- …with other Alternatives teams across Investment Solutions. **Job Summary** As a Wealth Management , Private Investments Due Diligence Analyst within the ... a part of JPMorgan Chase & Co's Asset & Wealth Management division, is responsible for sourcing,...with offices in London & Mumbai, the team evaluates alternative investment opportunities using a disciplined approach… more
- JPMorgan Chase (Tempe, AZ)
- JP Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth ... Advisors, JP Morgan Self-Directed Investing (digital platform), JP Morgan Investments Direct, and JP Morgan Personal Advisors. JP Morgan...and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). The JP Morgan … more
- Truist (Mclean, VA)
- …of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries + Experience advising HNW clients ... under management at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning,… more
- JPMorgan Chase (Dallas, TX)
- …10+ years of experience in business development and sales experience in the wealth management industry + Proficiency in goals-based financial planning tools and ... investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging + Exceptional presentation and… more
- Truist (Charlotte, NC)
- …of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries 2. Experience advising HNW clients ... under management at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning,… more