- Bloomberg (New York, NY)
- Senior Technical Account Manager - Semi-Liquid Funds Location New York Business Area Data Ref # 10047768 **Description & Requirements** Bloomberg runs on data. Our ... to enhance our systems, products, and processes. **Our Team** The Alternative Investment Funds team supports Bloomberg's suite of private markets data from fund… more
- JPMorgan Chase (New York, NY)
- …Broad understanding of capital markets, Alternatives and JP Morgan Asset & Wealth Management, especially the distribution and investment businesses. + ... JP Morgan Global Alternative Investment Solutions is one of the largest, most...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- M&T Bank (Falls Church, VA)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- JPMorgan Chase (Columbus, OH)
- …advisors engaged and assist in executing the communications strategy for all advisor -led investment channels. This team of talented and experienced ... senior leaders and partners. As the Internal Communications Senior Associate within the Wealth Management Communications team you will be a part of the… more
- KeyBank (Naples, FL)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Akron, OH)
- …Key Bank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center… more
- Vanguard (Malvern, PA)
- …content, taxonomy, and metadata design. + Financial services domain: Experience in advisor , wealth , asset management, or related financial services areas. + ... Vanguard's Financial Advisor Services is transforming the way advisors interact...our products and expertise through digital channels. As the Senior Personalization Strategist, you will lead the strategy, systems,… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- KeyBank (Salt Lake City, UT)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...+ Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services… more
- Wells Fargo (Irvine, CA)
- …this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more