- Wellington (Boston, MA)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast. This sales ... professional will be responsible for generating investment/ alternatives sales to financial advisors across wire houses, independent and regional broker dealer and… more
- Citigroup (Paramus, NJ)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- Citigroup (Pleasant Hill, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- Citigroup (Arlington Heights, IL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + ... The Wealth Relationship Advisor SAFE Act is...of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: VP Wealth Advisor Employment Type: Full-Time Location: San Francisco; Hybrid Salary: ... equity and fixed income strategies, private equity, and commodities, along with tailored portfolio guidance and wealth planning services. With a flexible and… more
- Nuveen Investments (NY)
- …the private wealth channels in an effort to expand Alternative Strategies client portfolio . **Educational Requirements** + University (Degree) Preferred ... Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic… more
- Truist (Charlotte, NC)
- …credit exposure for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan ... industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is a summary of… more
- BlackRock (Chicago, IL)
- …assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management ... solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors… more
- JPMorgan Chase (New York, NY)
- …will guide advisors through our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager ... and enhancement of our JPMA Advisory Programs. This includes Portfolio Manager, Portfolio Advisor , Customized...is preferred. + Experience in discussing the use of Alternative Investments in broader asset allocation and portfolio… more
- Wells Fargo (Minneapolis, MN)
- …and multi-faceted credit risk management issues to ensure satisfactory credit portfolio risk examinations requiring solid understanding of Wealth Underwriting ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the...is Life Insurance Premium Finance (LIPF), with a current portfolio of ~$2B. The Underwriter will primarily be responsible… more