- City National Bank (New York, NY)
- * SENIOR INVESTMENT STRATEGIST* WHAT IS THE OPPORTUNITY? The Senior Investment Strategist is a member of the investment research team reporting to the ... market outlook and translate those views into portfolio construction for clients. The Senior Investment Strategist leads the effort to generate materials to… more
- Wells Fargo (Charlotte, NC)
- …Client Relationship Group (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of the ... The team drives close collaboration across all Wealth & Investment Management product vertical to drive a consistent and...Advisors and Client Associates. Wells Fargo is seeking a ** Senior Lead Product Manager** to join our Client Relationship… more
- Principal Financial Group (New York, NY)
- …close sales agreements + Performance Monitoring: Track and report on sales performance metrics, providing regular updates to senior management and adjusting ... **What You'll Do** We're looking for a Sales Director to join our Liability Driven Investments...+ Collaboration and Thought Leadership: Work closely with the investment , product development, and marketing teams to ensure alignment… more
- AECOM (Orange, CA)
- …Alternative Delivery, help develop and execute the long-term strategy for AECOM's Alternative Delivery business including driving sales and bookings for the ... better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We...a seasoned leader with deep-rooted experience and relationships in alternative delivery in the West Coast. The West Coast… more
- Morgan Stanley (Purchase, NY)
- …initiatives, including product areas across Investment Solutions, the Global Investment Office, Sales , Business Development & Field Training, Field ... a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.… more
- Citigroup (Washington, DC)
- …broad understanding of the drivers of value across traditional, levered and alternative investment strategies. + Appropriately assess risk when business ... Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers. The...in the region. + Manages a large team of investment professionals including Investment Counselors and Product… more
- Wellington (Boston, MA)
- …content for current and prospective investors to be shared with clients, senior management, Investment Directors, and others within Wellington Management (eg ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Citigroup (Beverly Hills, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- JPMorgan Chase (New York, NY)
- …deep expertise to institutional clients around investment governance, investment policy, portfolio construction, and alternative investments. As experienced ... + Participating in new business opportunities with Integrated Team Members and Senior Management + Executing sales management, including coordination of RFPs,… more
- Bank of America (New York, NY)
- …routines and documentation support product management efforts as defined by Senior Product Specialists. **Responsibilities:** The Alternative Investments ("AI") ... Alternative Investments Business Governance Associate New York, New...distinctive capabilities focused on sourcing and delivering differentiated complex investment strategies to clients: Private Equity, Hedge Funds, Annuities,… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** In this role, the Investment Associate will support Truist Community Capital's Fund and Alternative ... SBIC funds, LIHTC multi-investor funds, and other impact focused private equity investment vehicles. The Associate will support the breadth of the Team's activities… more
- Amazon (Arlington, VA)
- Description AWS Investments is looking for a talented, driven, self-motivated Senior Sales Operations Support Analyst to join the organization managing the ... platform that centralizes management of all customer investment operations, channelizes the investment via proper...personas of the tool. To do this effectively, the Senior Sales Operations Support Analyst should have… more
- Vanguard (Malvern, PA)
- …Utilizes market and product knowledge to highlight advantages and disadvantages of alternative investments. + Partners with External Sales Executives in the ... Core Responsibilities + Achieves sales and sales activity goals as...Asks open questions to prospects and clients. Identifies related investment and service needs based on probing questions and… more
- ServiceNow, Inc. (Denver, CO)
- …selling to Finance, Procurement, IT and Legal + Experience as an AE, or in alternative sales / customer service role + Understanding of business sales ... make the world work better for everyone. The Solution Sales Executive will oversee market success of ServiceNow's [insert...you have:** + 7+ years knowledge on return on investment of specialty solutions area to lead solution win… more
- Amazon (Dallas, TX)
- …at the CxO level with customers to maximize the value of their Connect investment . The ideal candidate will have enterprise sales and/or consulting experience in ... through adoption of the Connect capabilities. You will lead cross-functional field teams in sales , solutions architecture, partner sales , product, and will work… more
- M&T Bank (York, PA)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions across the Wealth continuum… more
- Citigroup (Miami, FL)
- …Washington, DC 20210 NOTICE OF FILING Citibank, NA seeks an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen client relationships and ... client segments. Work closely with clients to provide a high level of sales and product experience, and support bankers in delivering quality financial solutions and… more
- KPMG (Stamford, CT)
- …(https://tax.kpmg.us/services/state-local-tax.html) practice. Responsibilities: + Participate in multi-state alternative investment firms (hedge fund, fund ... **Business Title:** Senior Associate, NYFS State & Local Tax **Requisition...part of a multi-disciplinary team helping to provide subject matter/ alternative investment industry knowledge and experience +… more
- Citigroup (Queens, NY)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
- Citigroup (San Francisco, CA)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more