- M&T Bank (Fairfield, CT)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- M&T Bank (Wilmington, DE)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- Deloitte (Mclean, VA)
- Manager, Industry Solutions, Investment Management , SimCorp What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, ... changing demands of their customers. Our clients include asset, wealth , and investment advisers and administrators from...+ Bachelor's Degree + 8+ years relevant consulting and/or investment management experience + 8+ years of… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... content to the full range of clients across both wealth and institutional markets + Content Creation & Oversight...Management is one of the world's largest independent investment management firms. We serve as a… more
- Truist (Tampa, FL)
- …all regulatory requirements pertaining to oversight. + Principal Review of Alternative /Private Investment transactions. Manage ticket submission queue and ... Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the… more
- Bank of America (New York, NY)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management , investment strategy and global markets and delivering ... developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all… more
- Wells Fargo (Charlotte, NC)
- …seeking a Lead Product Manager for the Alternatives Investments Group as part of Wealth and Investment Management . Learn more about our career areas and ... role, you will:** + Support the expansion of the alternative investments platform and lead fund launch...+ Serve as a subject matter expert (SME) on alternative investment products, processes, and strategies for… more
- Wells Fargo (Charlotte, NC)
- …seeking a Product Manager to join the Alternative Investments Team with Wealth and Investment Management (WIM). Learn more about career areas and ... role, you will:** + Support the expansion of the alternative investments platform by leading fund launch...Generate reports and analysis on various aspects of the alternative investment business to inform strategy and… more
- Bank of America (Denver, CO)
- …the bank's full array of integrated solutions, such as equities, fixed income, alternative investments , and Specialty Asset Management as appropriate + ... and prestigious financial services firm, most likely in a wealth management , private banking and/or trust field....equivalent **Skills:** + Advisory + Client Investments Management + Customer and Client Focus + Investment… more
- Wells Fargo (Charlotte, NC)
- …Senior Lead Product Manager to join the Alternative Investments Team with Wealth and Investments Management (WIM). Learn more about career areas and ... strategic direction and execution of the expansion of the alternative investments platform and increasing the volume...manager positions and will serve as a SME on alternative investment product, process and strategy +… more