- Nuveen Investments (NY)
- …the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... investment management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- TIAA (Charlotte, NC)
- The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the ... Advisor Consultant to maintain current client assets,...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- T. Rowe Price (Baltimore, MD)
- …world class service to build customer loyalty and satisfaction. + Develops a "trusted advisor " relationship as a client consultant and influences firms to adopt ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...and operational compliance, and risk mitigation. + Serves as consultant to the client on how T. Rowe Price… more
- Wellington (Boston, MA)
- …Relationship Management, Consultant Relations, Product Management and Portfolio Management/ Investment teams. This Portfolio Advisor must possess ... time to time include fixed income, balanced funds, and alternative investments , and candidate will ideally have...the investment philosophy and performance of sophisticated investments . The Portfolio Advisor should also be… more
- University of Miami (Coral Gables, FL)
- …it relates to the respective portfolios. Responsible for the management of consultant relationships and negotiations with external investment managers including ... as University contact to banks and the external financial community. Serves as key advisor to Vice President and University Chief Financial Officer and the Board of… more
- M&T Bank (Mamaroneck, NY)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment,… more
- JPMorgan Chase (Dallas, TX)
- … investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging + Exceptional presentation and ... upskill and coach advisors on these practice management behaviors. As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for… more
- JPMorgan Chase (New York, NY)
- …Collaborating closely with JP Morgan's Client Advisor and Consultant Advisor teams, portfolio managers, and investment teams, you will identify and ... asset manager with a robust platform and a commitment to delivering exceptional investment solutions. Our Global Alternative Investment Solutions team is… more
- M&T Bank (Williamsport, PA)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions across the Wealth continuum… 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, ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client… more