- Raymond James Financial, Inc. (Los Angeles, CA)
- …within a designated region. The consultant will drive the adoption of Alternative Investments products through a combination of research, education, and a ... products and strategies.** **Educate advisors and clients on Alternative Investments benefits and risks.** **Manage regional coverage for product launches… more
- Nuveen Investments (NY)
- …the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... investment management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- T. Rowe Price (Baltimore, MD)
- …vehicles (ie, mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks. This is done primarily ... and operational compliance, and risk mitigation. + Serves as consultant to the client on how T. Rowe Price...ideas, positioning of investment strategies and thematic investment content directly to targeted RIAs and regional… more
- JPMorgan Chase (New York, NY)
- …competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, ... investment reviews including market outlook, fund/portfolio and underlying investments . + Excellent written and oral communication skills and intellectual… more
- JPMorgan Chase (Dallas, TX)
- … investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging + Exceptional presentation and ... for engaging next-gen/legacy client relationships. You will also consult with regional and market-level leadership, helping them to upskill and coach advisors… more
- Wellington (Boston, MA)
- …equities, but may from time to time include fixed income, balanced funds, and alternative investments , and candidate will ideally have experience with the ETF ... in close partnership with other Business Development, Relationship Management, Consultant Relations, Product Management and Portfolio Management/ Investment … more