• Fidelity TalentSource LLC (Smithfield, RI)
    …Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading wealth management and ... focus on the approval and support of our various alternative offerings.\u00A0 In addition to alternatives expertise,...at Strategic Firms to cover selected asset class and alternative product teamsAsset Class expertise positioning various… more
    JobGet (05/28/24)
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  • USHEALTH (Charlotte, NC)
    …Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. As demands for our ... Because the only thing better than delivering a superior product , is seeing the difference it makes in the...our customers. We're Growing!Our clients are looking for viable alternatives to their current benefit programs and as a… more
    JobGet (05/28/24)
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  • Fidelity TalentSource LLC (Durham, NC)
    …comprises the following groups: Equity, Fixed Income, Multi-Asset, ESG, and Alternative Investments Manager Research; Portfolio Engineering; and Portfolio ... with systems development methodologies and formal documentation processes.Experience working with product owners and users to help define a roadmap and break… more
    JobGet (05/28/24)
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  • Digital Wealth Product Management,…

    Citigroup (New York, NY)
    …touch experience for the full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive strategy and ... implementation for Consumer's digital wealth product offering. The Role will work...priorities and deliver against them. Job Profile Summary The Product Management Senior Group Manager is a… more
    Citigroup (05/17/24)
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  • Asset Management - Private Wealth

    JPMorgan Chase (New York, NY)
    …including trusts and estates, loans, mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on ... their counterparts at our platform partners. As an account manager you will support Wealth Management Client...a focus on Wealth Management distribution of Alternative products + Knowledge of financial markets, alternatives more
    JPMorgan Chase (05/16/24)
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  • Asset Management - Private Wealth

    JPMorgan Chase (Atlanta, GA)
    …clients build stronger portfolios, for institutions, intermediaries and individuals. Job Summary: Private Wealth Alternatives in the US is a rapidly growing $2 ... opportunity for JP Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets under...to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales… more
    JPMorgan Chase (05/16/24)
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  • Wealth Relationship Manager SAFE Act

    Citigroup (Bronxville, NY)
    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
    Citigroup (04/11/24)
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  • Product Manager - Alternative

    Bloomberg (New York, NY)
    Product Manager - Alternative & Private Funds **New York, NY** Posted May 23, 2024 - Requisition No. 125560 The needs of the asset owner community which ... includes pensions, insurance companies, endowments, family offices, sovereign wealth funds and their advisors continues to evolve. Making...these allocation needs. We are looking to hire a product manager to focus on refining and… more
    Bloomberg (05/24/24)
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  • Reporting Analyst, Wealth Management

    Morgan Stanley (Purchase, NY)
    …providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over ... Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution… more
    Morgan Stanley (05/15/24)
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  • Senior Manager , Alternative

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Under minimal supervision and with a high level of autonomy, the Senior Manager , Alternative Investments Product Delivery uses extensive knowledge and ... products and troubleshoots issues with existing products. * Works closely with alternative investments product management, product development and research,… more
    Raymond James Financial, Inc. (04/25/24)
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  • Hybrid Sales Specialist: Alternatives

    T. Rowe Price (New York, NY)
    …advisors in region. + Partner with dedicated generalist field sales teams and Alternative Specialists in driving sales of alternatives within existing sales ... and prospective clients. + Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences… more
    T. Rowe Price (05/16/24)
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  • WM Investment Solutions - GIMA Alternative

    Morgan Stanley (Purchase, NY)
    …**Job:** ** Wealth Management* **Title:** *WM Investment Solutions - GIMA Alternative Investment Due Diligence Analyst - Private Equity - Vice President* ... Morgan Stanley Wealth Management provides a range of wealth...management, annuities and insurance, retirement and trust. Global Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides… more
    Morgan Stanley (05/04/24)
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  • Associate/Vice President, Alternatives

    Morgan Stanley (New York, NY)
    …executive talent, as well as competitive deal sourcing advantages. MSIM's Alternative Investments platform ("MSIM Alternatives ") is an industry leader ... . Private Credit . Private Equity . Real Assets . Hedge Funds . Alternative Solutions The investment teams comprising MSIM Alternatives generally have long… more
    Morgan Stanley (04/28/24)
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  • Alternative Investments Regional Specialist

    Bank of America (Denver, CO)
    Alternative Investments Regional Specialist Denver, Colorado;Salt Lake City, Utah **Job Description:** ** Alternative Investments Regional Specialist** Bank of ... America Merrill Lynch Alternative Investments is seeking an experienced sales professional to...candidate to work independently in the territory alongside local Wealth Management market leadership. The business strategy will also… more
    Bank of America (05/25/24)
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  • Assistant Vice President Savings Product

    Morgan Stanley (New York, NY)
    …**Job:** ** Wealth Management* **Title:** *Assistant Vice President Savings Product Manager * **Location:** *New York-New York* **Requisition ID:** *3250977* ... and Shareworks. We are seeking a talented and motivated Product Manager to join the Morgan Stanley...Experience* *4 - 6 years of professional experience in product management or banking services *Banking, wealth more
    Morgan Stanley (04/26/24)
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  • Product Manager /Owner

    Nuvei (Atlanta, GA)
    …We are always looking for exceptional talent to join us on the journey! The Product Manager /Owner role will be responsible for specific product portfolio ... local acquiring in 47 markets, 150 currencies and 586 alternative payment methods, Nuvei provides the technology and insights...activities related to our Paya Enterprise Platforms. As the Product Manager / Product Owner, you will… more
    Nuvei (04/30/24)
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  • Product Manager

    Canandaigua National Bank & Trust (Canandaigua, NY)
    Product Manager Canandaigua National Bank & Trust Location: Hybrid role Education, Training and Experience A BS or BA degree in business administration, ... MBA preferred. A minimum of five (5) years' experience in product management and banking/financial services strongly preferred. Essential Duties Responsible for… more
    Canandaigua National Bank & Trust (05/16/24)
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  • Project Manager

    MassMutual (New York, NY)
    **Project Manager , Wealth Management Technology, Enterprise Technology & Experience (ETX)** **Full-time, Hybrid - NY, Boston, or Springfield** **The ... Opportunity** The Wealth and Distribution Technology team is seeking an experienced project manager to lead projects supporting our career agency system. In this… more
    MassMutual (04/20/24)
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  • Senior Relationship Manager

    Bank of America (New York, NY)
    Senior Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... to make a difference. Join us! **Job Description:** The Product and Strategy Executive is responsible for identifying and...and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in… more
    Bank of America (03/26/24)
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  • Strategy Head - Hedge Fund Origination…

    Bank of America (New York, NY)
    …needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new ... Strategy Head - Hedge Fund Origination & Product Management New York, New York **Job Description:**...strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the… more
    Bank of America (05/14/24)
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