- JPMorgan Chase (New York, NY)
- …through financial intermediaries. **Job Summary:** As a Private Wealth Alternatives Internal Client Advisor within the Mid Atlantic region, you will have ... Series and the Guide to Alternatives, to establish credibility and promote the firm's investment strategies. As a regional spokesperson for the firm, your goal… more
- TIAA (New York, NY)
- …primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. + Presents the ... wealth channels in an effort to expand Alternative Strategies client portfolio. **Educational Requirements** + University (Degree) Preferred **Work Experience**… more
- Paychex (Manhattan, NY)
- …potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end ... Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.… more