- JPMorgan Chase (New York, NY)
- …to individual investors through financial intermediaries. **Job Summary:** As a Private Wealth Alternatives Internal Client Advisor within the Mid Atlantic ... Opportunity to join a great team. Private Wealth Alternatives in the US is a rapidly growing...investors. **Job Responsibilities** + Attain placement of JP Morgan alternative solutions with financial advisors from wirehouse, private bank,… 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
- Morgan Stanley (New York, NY)
- … investment users. * Managing and utilizing CRM database to track Financial Advisor / client interactions. Job Qualifications * Bachelors degree * 3-5 years of ... a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.… 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
- World Insurance Associates, LLC. (Iselin, 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)
- …writer and presenter, and able to both educate and entertain a range of client and advisor types. **Job Responsibilities** + Delivery of our cross-asset class ... investment views, via client presentations, publications or product-oriented marketing programs. + Working closely with Wealth Management's senior leadership,… more
- JPMorgan Chase (New York, NY)
- …and implementation roadmaps to support cross-functional change + Leverage understanding of client and advisor wealth management processes (front, middle, and ... back offices), such as client relationship management, account opening, consolidated client ...reporting + Think innovatively to analyze, design and prioritize alternative solutions + Influence a cross-functional, diverse environment to… 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
- Randstad US (Morris Plains, NJ)
- …, or integration of purchased solutions or a combination of the available alternatives . Researches and evaluates alternative solutions and recommends the most ... application development advisor . + morris plains , new jersey (remote)...occupations + reference1058775 job details job summary: Enterprise Healthcare client has an immediate opening for a highly motivated… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Alternative Investments **New York, NY** Posted May 6, 2024 - Requisition No. 125105 Bloomberg runs on data. Our products are ... enhance our systems, products and processes. **Our Team:** The Alternative Investment Funds team supports Bloomberg's suite of private...data in between. Whether a fund investor, manager or advisor , our team has the data, solutions, and industry… 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
- 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)
- 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
- Bank of America (New York, NY)
- Business Solutions Advisor - Chinatown Bayard Financial Center - New York, NY New York, New York **Job Description:** At Bank of America, we are guided by a common ... 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
- Bloomberg (New York, NY)
- Technical Account Manager - Alternative Investments **New York, NY** Posted Mar 6, 2024 - Requisition No. 123637 Bloomberg runs on data. Our products are fueled by ... enhance our systems, products and processes. **Our Team:** The Alternative Investment Funds team supports Bloomberg's suite of private...data in between. Whether a fund investor, manager or advisor , our team has the data, solutions and industry… more
- Santander US (Edison, NJ)
- Financial Advisor , Edison, NJ Edison, United States of America + Achieve and exceed both individual and branch related sales and revenue goals as defined on a ... Bank Employees (LBEs) assigned within your branch territory + Hold frequent client appointments, seminars, and branch training sessions in an effort to secure… 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
- Santander US (Florham Park, NJ)
- Client Service Associate, Investments, Florham Park, NJ Country: United States of America The Client Service Associate (CSA) is a sales support role within the ... Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative...aspires to a brokerage sales career. Respect for the client , both our internal partners and external Bank clients… more
- BlackRock (New York, NY)
- …and financial advisors and is responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents ... results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds, SMA, Alternatives , Models). The geography for this position is primarily New York, but… more
- Wells Fargo (New York, NY)
- The ** Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization ... of the Advisor Desktop experience and Advisor tools to...drive a consistent and seamless experience for Advisors and Client Associates. Wells Fargo is seeking a Lead Product… more