- 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 ... You could access a range of responsive banking, investing, wealth management & planning services and access...ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Wealth will be… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy &… 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 will be… 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 ... Alternative Investment Business Development Executive New...and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are… 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...or more years of experience in Wealth Management distribution/operations with a background in Alternative … more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and ... spectrum of asset classes through our global network of investment professionals. Wealth Management helps...Product role will require strong expertise in traditional and alternative asset classes, the ability to build trusted relationships… more
- Nuveen Investments (New York, NY)
- …thought leadership, sales presentations and digital assets that effectively explain complex alternative investment strategies and concepts in a clear and ... helping to drive cross-functional initiatives to grow adoption of Nuveen's flagship wealth alternatives investment strategies, and will require working across… more
- Citigroup (Paramus, NJ)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- CIBC (New York, NY)
- …for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts, IRAs, foundations) and act as a trusted ... Literacy, Financial Products, Individual Retirement Accounts (IRAs), Interpersonal Communication, Investment Management , Investments, Office Administration, Organizing, Payment… more
- Neuberger Berman (New York, NY)
- …alternative investment strategies, as well as reviews of private wealth management , trust company, sales distribution and supervision, client reporting, ... strategies and products cover a spectrum of traditional and alternative asset classes and risk/return profiles. As an Internal... Wealth is strongly preferred + Knowledge of investment management processes, operational risks, best practice… more
- JPMorgan Chase (New York, NY)
- Within JP Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group consists of 100+ experienced professionals globally whose ... is to identify and provide clients with access to alternative investment opportunities. With over $150 billion...as a deal captain leading the product development, project management and fund onboarding efforts related to alternative… more
- JPMorgan Chase (New York, NY)
- …quo, and striving to be best-in-class. **Job summary** As an Executive Director in Wealth Management Investment Risk & Analytics (IR&A) within the Global ... and Control Management , to provide valuable assessment and feedback regarding investment and fiduciary issues and emergent risks. Alternative Investments can… more
- JPMorgan Chase (New York, NY)
- …advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and ... and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst...including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- City National Bank (New York, NY)
- …practices, and advancements in quantitative analysis and financial research. * Represent the Wealth Management business first line of defense (1LOD) and aid with ... design and implementation of preventive and detective controls relating to Wealth Management Research activities (standing up Compliance-related controls) *… more
- JPMorgan Chase (New York, NY)
- …capabilities, and skills** + At least 6+ years of relevant experience in the wealth management or asset management industry, or in a consulting, ... goals, and mitigate risks. Apply now! As a Vice President on the Business Management team within the Investment Solutions unit you will work with Business… more
- Citigroup (Queens, NY)
- …exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. + Foster ... across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank.… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations… more
- JPMorgan Chase (New York, NY)
- … Management :** Responsible for the distribution of JP Morgan's investment capabilities to broker-dealers, insurance companies, asset managers, banks and ... institutional investors. + Learn about asset allocation strategies and identify investment capabilities across traditional and alternative strategies to meet… more
- M&T Bank (Mamaroneck, NY)
- …partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs ... best interest of clients and within regulatory requirements. + *Increase assets under management by offering investment and insurance solutions to clients and… more
- JPMorgan Chase (New York, NY)
- …** Highbridge Capital Management , LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified ... investment platform that includes hedge funds, co- investment ...including institutional investors, public and corporate pension plans, sovereign wealth funds, endowments, foundations, and family offices. Headquartered in… more