- JPMorgan Chase (Columbus, OH)
- …money market funds. **Job Summary:** As an Asset Management-Funds Retirement Plans-Internal Client Advisor Associate within JP Morgan Asset & Wealth Management, ... manage multiple facets of the sales process, and partner with Internal Client Advisor to ensure a collaborative approach to planning and managing the territory.… more
- 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
- JPMorgan Chase (Apple Valley, CA)
- …market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales team, you will ... stronger portfolios, for institutions, intermediaries and individuals Job Summary: Private Wealth Alternatives in the US is a rapidly growing $2 Trillion market and… more
- Neuberger Berman (San Francisco, CA)
- …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
- World Insurance Associates, LLC. (Irvine, CA)
- …and human capital management solutions. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients ... leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors + Are responsible for identifying, soliciting, and closing new… 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 (Los Angeles, CA)
- …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 (Tempe, AZ)
- …Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client 's MS Financial Advisor , and WM Operations. IIS specifically ... supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and… 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
- Atria Wealth Solutions (Reston, VA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... Financial Advisor I - Reston Reston, VA, United States...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… more
- Atria Wealth Solutions (Pensacola, FL)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... Investment Advisor Pensacola, FL, United States and 3 more...when needed. Responsibilities + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- Enterprise Bank & Trust (Clayton, MO)
- …advisory issues, in each case coordinating delivery of these services with the client 's Wealth Advisor , Private Banker, Trust Officer and Administrator. Such ... management service and advice to the client in conjunction with the client 's Wealth Advisor , Private Banker, Trust Officer and Administrator. + Assist in… more
- JPMorgan Chase (Pittsburgh, PA)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team... Alternatives documents, including, submission, monitoring and working with clients… 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
- Wells Fargo (Philadelphia, PA)
- **About this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the ... and procedure as well as statutory and common law requirements + Administer client accounts in order to create, expand, and serve relationships + Identify customer… 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 (Frisco, TX)
- …marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor experience. * Staying current on trends impacting ... to make a difference. Join us! **Job Description:** The Alternative Investment Specialist will provide support and guidance to...order to drive utilization of those solutions and satisfy client needs and objectives. Bank of America Merrill Lynch… 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