- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion… more
- Santander US (New York, NY)
- …recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a ... Financial Advisor - Centralized, NY, NY Country: United States...centralized market with the expectation of leading client interaction virtually first, however, also has the ability… more
- M&T Bank (New York, NY)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of… more
- IBM (New York, NY)
- …enterprise hardware/software sales. * Financial Services market knowledge to be a trusted client advisor in addition to competitive market landscape in mainframe ... providing IBM Financing alternatives , and as required, contract negotiation to gain client agreement to move forward with the proposed IBM solution. In a typical… more
- TIAA (New York, NY)
- …for clients. + Educates the organization's Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings. + ... The Alternatives Business Development job directs the sales and...the private wealth channels in an effort to expand Alternative Strategies client portfolio. **Educational Requirements** +… more
- Morgan Stanley (New York, NY)
- …reengineering efforts with the ultimate goal of improving the financial advisor / client experience and increasing operational efficiency. Examples of key ... culture. The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge funds,...real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and it is… more
- World Insurance Associates, LLC. (Carlstadt, NJ)
- …complex placements as requested + Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff + ... production goals. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes. Build and… more
- JPMorgan Chase (New York, NY)
- …reach, vast resources and robust governance of JP Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built ... to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies… more
- Bank of America (New York, NY)
- …across multiple settings will be critical. Role will require presentations to large client / Advisor audiences, in small group settings and one-on-one meetings. + ... etc.. + Partner with other ISG Specialists across Investment Advisory, Alternative Investments, Portfolio Consulting and Retirement to ensure that appropriate… more
- Raymond James Financial, Inc. (Newark, NJ)
- …setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of ... **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on...supplemental compensation on a Chairman's Council, top ranked financial advisor team recognized by Forbes & Barron's. + The… more
- Bloomberg (New York, NY)
- …solutions to enhance our systems, products and processes. **Our Team:** The Alternative Investment Funds team supports Bloomberg's suite of private markets data from ... data in between. Whether a fund investor, manager or advisor , our team has the data, solutions, and industry...analysis to the next level. **What's the role:** The Alternatives Technical Account Managers are a group of individuals… more
- Bank of America (New York, NY)
- Product Specialist - ISG - Alternative Investments New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Description:** Acts as the senior product representative on a client team and is solely responsible for all product...and operations team to onboard new funds to the Alternative Investments Platform -Respond to inquiries on existing funds… more
- Citigroup (New York, NY)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Bank of America (New York, NY)
- Business Solutions Advisor - 72nd and Broadway Financial Center New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- International Shoppes, LLC (Queens, NY)
- …like to have you on board! International Shoppes is hiring! The Beauty Advisor will be responsible for selling specific brand merchandise and providing exceptional ... Discounts + Paid time off and vacations + Great work environment Beauty Advisor Responsibilities: + Greet clients and engage them to ascertain their needs and/or… more
- International Shoppes, LLC (Queens, NY)
- …like to have you on board! International Shoppes is hiring! The Beauty Advisor will be responsible for selling specific Estee Lauder merchandise and providing ... + Paid time off and vacations + Great work environment Estee Lauder Beauty Advisor Responsibilities: + Greet clients and engage them to ascertain their needs and/or… more
- Bloomberg (New York, NY)
- …solutions to enhance our systems, products and processes. **Our Team:** The Alternative Investment Funds team supports Bloomberg's suite of private markets data from ... data in between. Whether a fund investor, manager or advisor , our team has the data, solutions and industry...the team + Become a true domain expert in Alternative Investments by using business intelligence to help spot… more
- Morgan Stanley (New York, NY)
- …controlled securities, alternative investments and asset management in the overall client planning process. The candidate will serve as a thought leader in the ... partnership and teamwork * Self-confidence - Initiative to proactively address Advisor and client situations as they arise * Exceptional interpersonal skills -… more
- Bank of America (New York, NY)
- …strategies. **Job Responsibilities:** + Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the ... Join us! **Job Description:** Typically assigned to any of the multiple client management, credit management, and capital raising product areas (GCIB). Perform… more
- JPMorgan Chase (New York, NY)
- …Corporate Tax colleagues and, in bespoke structuring situations - directly with the client and the Investment Advisor . Job Responsibilities: + Innovate with new ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...across all major asset classes including equities, fixed income, alternatives , multi-asset and money market funds. For individual investors,… more