- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative ... group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private… more
- Charles Schwab (Westlake, TX)
- …net worth clientele and resolving escalations + Understanding of public and private investment life cycle, risk, and portfolio modeling + Familiarity with tax issues ... and liquidity management **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting… more
- KeyBank (Tacoma, WA)
- …- Denver, Colorado 80206 **Job Summary** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- Neuberger Berman (TX)
- …increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Texas ... and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop and implement business plan… more
- Neuberger Berman (PA)
- …sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Philadelphia. This ... The Advisor Consultant is responsible for creating new relationships and...and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs + Develop… more
- JPMorgan Chase (New York, NY)
- …can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, ... and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed...with the Client Advisors ("CAs") and, where appropriate, the consultant sales team, to pitch for new business and… more
- Vanguard (Malvern, PA)
- We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales ... of interaction required. Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with client.… more
- Cleveland Clinic (Beachwood, OH)
- …highly analytical and quantitative experience in custodian bank, asset management firm, investment consultant , investment office, and financial institution + ... + Master's degree + Pursuit of Chartered Financial Analyst (CFA)/Chartered Alternative Investment Analyst (CAIA)/Financial Risk Manager (FRM) designation Our… more
- Cleveland Clinic (Beachwood, OH)
- …highly analytical and quantitative experience in custodian bank, asset management firm, investment consultant , investment office, and financial institution + ... + Master's degree + Pursuit of Chartered Financial Analyst (CFA)/Chartered Alternative Investment Analyst (CAIA)/Financial Risk Manager (FRM) designation +… more
- The Salvation Army (West Nyack, NY)
- …preparation of audit schedules and responding to inquiries. + Communicate with investment custodian, external investment consultant and portfolio managers ... at our Eastern Territorial Headquarters has an opening for a Senior Investment Accountant. The Senior Investment Accountant is principally responsible for… more