- Nuveen Investments (New York, NY)
- Client Service Associate will partner closely... service and operational nuances required to support Alternative investment products in the US Wealth ... Physical Requirements: Sedentary Work **Career Level** 5IC **Preferred Experience** + 3+ years of Client Service Experience + 3+ years of experience in the Asset… more
- JPMorgan Chase (New York, NY)
- …As a Head of Private Wealth Alternatives Vice President within the client service team you will act as a senior leader responsible for overseeing and ... and alternative investments to deliver exceptional client service to our investors. **Job responsibilities**...to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team… more
- JPMorgan Chase (New York, NY)
- JPMorgan is looking for a Private Wealth Alternatives Marketing Vice President to lead the charge in promoting our cutting-edge alternative investment ... products to financial advisors. As a Private Wealth Alternatives Marketing Vice President on the...as an industry leader, fostering growth and delivering exceptional client service . **Job responsibilities:** + Spearhead the… more
- Citigroup (New York, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth… more
- Citigroup (New York, NY)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients… more
- Citigroup (Bronxville, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... Citi Global Wealth brings together the full power of Citi...of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources… more
- Citigroup (New York, NY)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Nuveen Investments (NY)
- …the private wealth channels in an effort to expand Alternative Strategies client portfolio. **Educational Requirements** + University (Degree) Preferred ... Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- JPMorgan Chase (New York, NY)
- …them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based ... teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI)… more