- JPMorgan Chase (New York, NY)
- … solutions team or with a team of client advisors, bankers, global investment specialists , wealth advisors, and lending specialists . Throughout this ... meet their financial goals + Partner with client advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth… more
- JPMorgan Chase (Los Angeles, CA)
- …alternative investments . This will include communications with asset managers, internal investment specialists , and clients considering the use of an ... consists of a collaborative cross functional team of professionals including Investment Specialists , Investor Relations, Due Diligence, Structuring and other… more
- JPMorgan Chase (New York, NY)
- … desks and the US institutional distribution teams. You will partner with direct investment team investment specialists as well as represent the collective ... as other investors). + Collaborate with the US institutional distribution team and investment specialists to initiate relationships with new clients and expand… more
- JPMorgan Chase (New York, NY)
- …with customized wealth management solutions. You'll work with a team of bankers, investment specialists , wealth advisors, and lending specialists . Throughout ... Solutions Analyst Trainee in Global Private Bank, you will work with investment professionals who are dedicated to structuring creative and opportunistic … more
- T. Rowe Price (New York, NY)
- …Responsibilities + Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...Follow-up: Prepare and follow up on items to ensure Specialists are ready for field engagements. + Travel/Client Engagements:… more
- JPMorgan Chase (New York, NY)
- …marketing materials. Collaborating closely with portfolio managers, sales channels, other investment specialists , and internal support and operations groups, you ... expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary… more
- JPMorgan Chase (New York, NY)
- …and external stakeholders. You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate. + ... **Job summary:** As an Associate Investment Specialist in the Asset Management Multi-Asset Solutions...+ Desk coverage - ensure internal coverage for the investment specialist team. This may include client meetings, client… more
- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals in ... 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of...Strategies (CIS) team acts as a source of specialized investment knowledge that delivers analysis, education and thought leadership… more
- Eastern Bank (Boston, MA)
- … analysts, client portfolio managers, marketing, operations, administration and investment technology specialists by executing, supporting, and coordinating ... in monthly reviews of client accounts to ensure compliance with investment objectives and models; and coordinate and communicate with Relationship Managers,… more
- Lincoln Financial (Radnor, PA)
- …distribution arrangements & connectivity with Lincoln and clients. + Partners with Investment Sales Specialists and cross channel generalist wholesalers to ... opportunity. **Requisition #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to build strong long-term relationships… more