- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the ... accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service… more
- JPMorgan Chase (New York, NY)
- …a highly specialized global team of seasoned investment professionals within JP Morgan Wealth Management Solutions , managing over $50 billion in customized ... **J.P, Morgan Institutional Investment Solutions ** Institutional Investment Solutions ("IIS") is...leveraging the full breadth of JP Morgan Asset & Wealth Management 's investment capabilities-drawing on both in-house… more
- JPMorgan Chase (New York, NY)
- …and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth ... each client. As a Client Specialist within JP Morgan Wealth Management , you will focus on addressing...clients based on their specific situation. + Recommend customized wealth solutions and the right team to… more
- JPMorgan Chase (New York, NY)
- …offerings of non-traditional investment strategies to Institutional, Private Banking and Wealth Management clients. A disciplined selection process enables us ... within the firm and third-party issuers. **Job Summary** As the Alternatives Solutions Fund Implementation Vice President within the Global Alternatives Investment … more
- JPMorgan Chase (New York, NY)
- …with bankers, global investment specialists, and estate experts to recommend investment and wealth management solutions that protect, manage, and grow our ... including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop...and making meaningful contributions to our business with customized wealth management solutions . You'll work… more
- JPMorgan Chase (Tampa, FL)
- …under management . **Job Responsibilities:** + Attain placement of JP Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, ... growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager, we oversee... to extend decades of trusted relationships with leading wealth managers by delivering private market solutions .… more
- T. Rowe Price (San Francisco, CA)
- … globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. ... The Wealth Management distribution group strives to build...outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base… more
- JPMorgan Chase (New York, NY)
- …top professionals across legal, compliance, and risk functions. Shape the future of wealth management by navigating regulatory changes and driving new product ... at JP Morgan, one of the largest asset and wealth managers globally. Make a direct impact by advising...globally. Make a direct impact by advising on complex alternative investment products and supporting innovative solutions … more
- JPMorgan Chase (New York, NY)
- …to building client relationships and making meaningful contributions to our business with customized wealth management solutions . You'll work with a team of ... As a 2027 Asset & Wealth Management Global Private Bank Global...suite of services encompassing multi-asset class investing, customized lending solutions , cross border wealth planning, fiduciary services,… more
- JPMorgan Chase (New York, NY)
- …our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, ... building client relationships and making meaningful contributions to our business with customized wealth management solutions . Working here means joining a… more
- JPMorgan Chase (New York, NY)
- …or product-oriented marketing programs. + Work closely with Wealth Management 's senior leadership, Investment Specialists, Capital Markets Solutions (CMS) ... market insights to investors, and engage with business priorities for **J.P. Morgan's Wealth Management business** . You will not only have prior experience… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as… more
- Truist (Philadelphia, PA)
- …of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries 2. Experience advising HNW clients ... estate, tax and planning trends and their application to solutions for our clients. 1b. Impact: Empower clients to...management at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency… more
- Truist (Houston, TX)
- …of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries 2. Experience with UHNW clients ... and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and… more
- Citigroup (New York, NY)
- …allows us to deliver traditional and alternative investments, managed account solutions , best-in-class research and advice for all Wealth clients. The client ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...Wealth 's leading investment solutions platform, which… more
- Robert Half Finance & Accounting (New York, NY)
- Description Our Wealth Management client is looking for a skilled Portfolio Management Associate to join the team in midtown Manhattan, New York. This role ... involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and manage client portfolios, perform asset allocation and execute trades… more
- JPMorgan Chase (New York, NY)
- …team, shaping the momentum and global narrative for JP Morgan Asset & Wealth Management 's $600B+ alternatives business. Your expertise will drive brand ... JP Morgan as a leader in private markets and alternative solutions . + Contribute to marketing plans...and client engagement. + Provide marketing partnership for institutional, wealth management , and intermediary channels in matrix… more
- Bank of America (Dallas, TX)
- …marketing and education of hedge funds, private equity offerings and real asset solutions available on the Alternative Investments platform to Portfolio Managers ... within 120 days of start date **Skills:** + Client Management + Client Solutions Advisory + Customer...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Wellington (San Francisco, CA)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role in the West Coast region. This sales ... management expertise and a keen understanding of the wealth distribution process. We're looking for someone who can...advisors and wire houses + Proven background in asset management and alternative investments + Expertise in… more
- Citigroup (Los Angeles, CA)
- …advice and solutions . + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize ... Job Description Citi Global Wealth brings together the full power of Citi...is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment… more