- 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 New York, United...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
- Raymond James Financial, Inc. (New York, NY)
- …role on the committee that approves private markets products and other alternative investment offerings, drives the client -centered decision making that defines ... Raymond James, oversees the Alternative Investments sales team (including both private markets and...and product support model to drive adoption and optimal client and advisor experience; coordinate, maintain, and… 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
- JPMorgan Chase (Greenwich, CT)
- …and strong business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity ... all aspects of their balance sheet and drive new client acquisition. You will be part of a local...and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real… 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. (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
- 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
- JPMorgan Chase (New York, NY)
- …returns to traditional asset classes and can be customized to team member client needs. We offer a spectrum of alternative investments including real ... excellent collaborative working relationships across the broader JPMAM ecosystem, including Client and Consultant Advisor teams, investment teams, research,… more
- Bank of America (Bayside, NY)
- Credit Solutions Advisor - Bayside and 42-39 Bell Bayside, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... of borrowing and banking offerings at each stage of 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
- The Cigna Group (Morris Plains, NJ)
- …insights and recommendations for plans to manage their benefit costs. The Senior Advisor must be able to understand the mechanics behind existing models or how ... create, lead and drive product and customized solution recommendations supporting strategic client account teams. This position will partner with and support the SIS… more
- Morgan Stanley (Purchase, NY)
- …lending, cash management, annuities and insurance, retirement, and trust. MSWM's Alternative Investments business is an industry leading provider of alternative ... credit, real estate funds, exchange funds, real assets and digital assets. The Alternative Investments business mission is to provide MSWM clients with a unique,… more
- The Cigna Group (Morris Plains, NJ)
- …, or integration of purchased solutions or a combination of the available alternatives . Researches and evaluates alternative solutions and recommends the most ... diverse development platforms, computing environments (eg, host based, distributed systems, client server, software, hardware, technologies and tools, etc.). + Works… 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
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …& HR Strategy. Communicates results in a digestible fashion. + Acts as the trusted advisor of client leaders to support them in carrying out their business and ... Also responsible for development of high performing organizations within the client groups. This HRBP role provides insight into talent management decisions,… more
- Neuberger Berman (New York, NY)
- …of the North American intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultant ... excellent communication and interpersonal skills. **Responsibilities:** + Partner with Advisor Consultant to promote and sell Neuberger Berman equity, fixed-income,… more
- Bank of America (New York, NY)
- Alternative Investments Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... 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
- Citigroup (Stamford, CT)
- …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