- JPMorgan Chase (New York, NY)
- …within the Mid Atlantic region.The Private Wealth Alternatives Internal Client Advisorwill drive financial advisor engagement across wire houses, private ... market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Internal Client Advisoryou will provide field sales… more
- Neuberger Berman (New York, NY)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… 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
- BlackRock (New York, NY)
- …investment vehicles, and the industry-leading iShares(R) ETFs. About this role: The Alternatives Client Engagement (ACE) group manages the partnerships formed ... with each BlackRock Solutions client and is the trusted advisor , problem solver and business partner to eFront clients. They are the key point of contact and are… 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
- 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)
- …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
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Alternative Investments **New York, NY** Posted Mar 15, 2024 - Requisition No. 123870 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
- Janus Henderson Investors (New York, NY)
- …our mission is to partner with best-in-class managers of alternative investments, bringing differentiated, institutional-quality investment opportunities to Private ... hear for you. Your Opportunity + Understand the nuances of complex alternative investment solutions across both private and registered vehicles, articulating these… 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
- 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)
- 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
- Cline Davis & Mann (New York, NY)
- …strong working relationships with senior level client contacts + Maintain each client 's respect and confidence as a trusted advisor and confidant offering an ... articulate key points-of-view - internally and externally - relative to strategic/creative alternatives , client industries and issues + Demonstrate the capacity,… 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
- Deloitte (Morristown, NJ)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of...and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to… more