- Wells Fargo (Denver, CO)
- **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
- Nuveen Investments (MI)
- …**Key Responsibilities and Duties** + Raises capital for Nuveen's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private ... & Regional Broker-Dealer, RIA and Family Office. + Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and… 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
- JPMorgan Chase (New York, NY)
- …competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, ... specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to global institutions and team members, with… 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
- Deloitte (Houston, TX)
- Enterprise Operations & Risk - Private Credit Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an ... for this role ends on 12/31/2025. Work you'll do As a Deloitte Consultant specializing in Private Credit Operations, you'll leverage your deep expertise in … more
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