- JPMorgan Chase (Jersey City, NJ)
- …of various financial instruments, investment vehicles and capabilities, including alternative investments such as real assets, private equity, private ... 7+ years of internal or external auditing experience, or relevant Asset and Wealth Management business experience. + Bachelor's degree (or relevant financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... years of financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure to front-office or… more
- JPMorgan Chase (Chicago, IL)
- …multiple generalist channels including Wirehouse, RIA, Independent Broker-Dealer and Chase Wealth Management channels. These internal partners will leverage PWA ... JPMorgan Asset Management is a worldwide leading investment ...than two centuries, a broad range of core and alternative strategies, and investment professionals operating in… more
- JPMorgan Chase (Chicago, IL)
- …Lead with us and make a significant contribution to our success. As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts ... & Estates and Tax Operations team within Wealth Management (WM), you will be crucial...Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... commercial context + Coordinate with key stakeholders globally; marketing, distribution, investment management , product management and development, marketing… more
- JPMorgan Chase (New York, NY)
- …During our Advisor Training Program, you'll gain exposure to every facet of wealth management , including investments , lending, banking, and trust and ... client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers,… more
- JPMorgan Chase (Austin, TX)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... take your career to the next level. As an Investment Specialist you are responsible for helping the Banker...experience and/or knowledge of hedge funds, private equity and alternative investments + Able to execute trades… more
- JPMorgan Chase (New York, NY)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... **Primary Function** As an Investment Specialist you are responsible for helping the...experience and/or knowledge of hedge funds, private equity and alternative investments + Able to execute trades… more
- Citigroup (Beverly Hills, CA)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services ... The Investment Counselor Sr. Lead is a strategic professional...strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation… more
- Santander US (Boston, MA)
- …for leading the investment vision, philosophy, and strategy for the wealth management business. This role oversees asset allocation, investment ... management of the firm's wealth management product platform. This includes investment products...client events. + Identify emerging trends across traditional and alternative asset classes. ** Investment Product Oversight:** +… more