- JPMorgan Chase (New York, NY)
- …in promoting our cutting-edge alternative investment products to financial advisors. As a Private Wealth Alternatives Marketing Vice President on the ... JPMorgan is looking for a Private Wealth Alternatives Marketing Vice...Management Marketing team, you will lead innovative marketing strategies to promote our alternative investment… more
- Eastern Bank (Lynn, MA)
- …and the overall growth strategy and will report directly to the Vice President of Wealth Management & Private Banking Marketing Strategy & Marketing ... Eastern Bank Marketing team is looking for an experienced Vice...core systems, work with vendors, evaluate new technology and alternatives , manage MarTech costs implementation. + Translate business needs… more
- Wellington (Boston, MA)
- …dealer and other large wealth platforms. The primary focus will be marketing Wellington's public and private investment strategies to both new and existing ... are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the...global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose… more
- Citigroup (New York, NY)
- …of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge ... fund solutions. The current Alternatives business includes approximately $28B in AUM. The Global...distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client,… more
- Nuveen Investments (NY)
- …region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client portfolio. ... Educates the organization's Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives...equivalent; Masters, CFA or CAIA a plus + Experience marketing into private wealth channels… more
- Citigroup (San Francisco, CA)
- …+ Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- Charles Schwab (Washington, DC)
- **Your opportunity** The Wealth and Advice Solutions enterprise defines and executes Schwab's holistic wealth management strategy delivering personalized advice ... and RIA clients. As investor demand for advice continues to grow, integrating wealth and advice strategy, products, expertise, and capabilities, allows Schwab to not… more
- Citigroup (New York, NY)
- …development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of ... Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to...pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete… more
- BlackRock (New York, NY)
- **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships with US retail financial services firms and their advisors, who ... - from iShares ETFs and mutual funds to SMAs, model portfolios, alternatives , portfolio solutions, and sub-advisory programs - USWA's mandate is to deliver… more
- Bank of America (New York, NY)
- Alternative Investment Business Development Executive New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a liaison to other partners in the bank, including marketing , finance and compliance, in order to drive and...and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in… more