• Advisor Consultant

    TIAA (New York, NY)
    …the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... investment management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
    TIAA (07/17/24)
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  • Wealth Management Consultant - Business…

    Guardian Life (New York, NY)
    …positioning wealth management solutions to include advisory, annuities, structured notes, alternative investments , etc **Preferred** + CIMA designation + RICP ... The Wealth Management Consultant will lead growth, advisory development, and business...& solutions, territory management, point of sale support, and advisor education & support. **You will** + Lead the… more
    Guardian Life (07/24/24)
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  • Tax Senior - Real Estate Tax (East Region Office…

    Deloitte (Morristown, NJ)
    investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Work You'll Do As...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
    Deloitte (05/17/24)
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