- JPMorgan Chase (Atlanta, GA)
- …market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales team, you will ... alternative space, including experience in variousstructures of private alternatives , non-traded REITs, business development companies,Interval Funds, and closed… more
- Neuberger Berman (Chicago, IL)
- …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. (Virginia Beach, VA)
- …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
- JPMorgan Chase (Columbus, OH)
- …a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer ... Skills - identify risks, opportunities and appropriately evaluate and prioritize + Client Focus - understand the unique needs of retirement clients + Innovation… more
- M&T Bank (Wilmington, DE)
- …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
- BlackRock (New York, NY)
- …investment vehicles, and the industry-leading iShares(R) ETFs. About this role: The Alternatives Client Engagement (ACE) group manages the partnerships formed ... with each BlackRock Solutions client and is the trusted advisor , problem solver and business partner to eFront clients. They are the key point of contact and are… more
- IBM (Columbus, OH)
- …hardware/software sales. * Financial Services market knowledge to be a trusted client advisor , in addition to competitive market landscape in mainframe ... success, while mastering business relationships to become their trusted advisor . IBM zStack Brand Sales Specialist is an expert...alternatives , and as required, contract negotiation to gain client agreement to move forward with the proposed IBM… more
- Kestra Financial (Westport, MA)
- …and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor /Senior Client Service Associate of a large book of business ... Financial Planning Alternatives is an independent financial consulting service, owned...of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior … more
- Bank of America (Denver, CO)
- …marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor experience. + Staying current on trends impacting ... Alternative Investments Regional Specialist Denver, Colorado;Salt Lake City,...The position will also be responsible for servicing existing client assets and assisting with the prospecting of high-net-worth… 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
- Atria Wealth Solutions (Fredericksburg, 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 - Fredericksburg Fredericksburg, VA, United States *PLEASE...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… more
- Atria Wealth Solutions (Brandywine, MD)
- …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 - Brandywine Lexington Park, MD, United States...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… more
- Mirador (Stamford, CT)
- …of enhanced diversification via Alternative Investments * Working knowledge of Advisor client relations and demonstrations of success or failure of given ... diversification via Alternative Investments * Working knowledge of Advisor client relations and demonstrations of success or failure of given investments… more
- TIAA (Columbus, OH)
- …for clients. + Educates the organization's Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings. + ... The Alternatives Business Development job directs the sales and...the private wealth channels in an effort to expand Alternative Strategies client portfolio. **Educational Requirements** +… more
- General Dynamics Information Technology (California, MD)
- …policies and recommends alternative support procedures/concepts; 8. Serves as technical advisor to senior level client personnel in assigned subject areas; ... transportation plans; track outbound/inbound shipments of material to/from FMS client countries; and coordinate all aspects of **Special Assignment Airlift… more
- Navy Federal Credit Union (San Antonio, TX)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... required regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds,… more
- World Insurance Associates, LLC. (Pittsburgh, PA)
- …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
- Santander US (Miami, FL)
- …* Assist in the preparation and execution of investment proposals as requested by client banker or advisor when necessary **(Not applicable to PREMIER)** * ... States of America **Position Summary:** The Analyst will be responsible to perform client service tasks in a well-organized and timely way, having a complete… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Provide a high level of customer service, and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate ... assuming this role will be responsible for representing the Raymond James Alternative Investment (AI) platform to financial advisors and clients, with the ultimate… more