• Advisor Consultant…

    Nuveen Investments (MI)
    …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
    Nuveen Investments (07/24/25)
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  • Advisor Consultant , Northern

    Neuberger Berman (FL)
    The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, ... Raymond James, LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and...revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory… more
    Neuberger Berman (07/22/25)
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  • Sr. Consultant Investment Sales…

    Lincoln Financial (Radnor, PA)
    …**What we're looking for** _Must-Haves_ + 5 - 7+ Years experience in alternative investments , alternative sales enablement, or product management related ... #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to...to expand and deepen Lincoln's significant presence in the advisor sold market by ensuring excellent client service across… more
    Lincoln Financial (08/19/25)
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  • Portfolio Advisor

    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
    Wellington (09/08/25)
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  • Technical Accountant, Consolidation…

    Google (Sunnyvale, CA)
    …policies, accounting advisory, or similar roles. + Experience with investments and financial instruments accounting, consolidation and derivatives accounting. ... team, you will be focused on navigating the accounting guidance for investments , financial assets, derivatives and consolidation. You will partner and collaborate… more
    Google (09/07/25)
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  • Managing Director, Private Market…

    JPMorgan Chase (New York, NY)
    …the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio ... investment reviews including market outlook, fund/portfolio and underlying investments . + Excellent written and oral communication skills and intellectual… more
    JPMorgan Chase (07/19/25)
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  • Senior Financial Advisor

    M&T Bank (Bear, DE)
    …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
    M&T Bank (08/08/25)
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  • Senior Deal Consultant , T2K Win Room

    Amazon (Seattle, WA)
    Description AWS is seeking a highly motivated Deal Consultant professional to join the team focused on strategic initiatives. This is an individual contributor role ... business outcomes of our large enterprise customers holistically, allocate resources and investments , and reduce resolution time. * Support decision making with high… more
    Amazon (08/23/25)
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  • Private Equity Operations Associate

    BlackRock (Dallas, TX)
    …Management + 2+ years of experience in client management/ service as a financial consultant , auditor, investment advisor , or other financial service field + ... fees and expenses relating to private equity and other alternative investments and providing insight to our...analysis. You will gain a rich knowledge of the alternative investment market as you create and… more
    BlackRock (08/17/25)
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  • Tax Senior - Real Estate

    Deloitte (Costa Mesa, CA)
    … investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
    Deloitte (08/23/25)
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