• Product Specialist

    Citigroup (New York, NY)
    …is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $70 ... degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management **Time Type:** Full… more
    Citigroup (08/14/25)
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  • Alternatives Specialist

    Neuberger Berman (New York, NY)
    Neuberger Berman is seeking an Alternatives Specialist to join the North American Intermediary Sales team in the New York office. **Responsibilities** + Support ... of Alternatives Specialist Team and Client Advisors in...developing their understanding of private equity investing eg markets, product structure, investment outcomes, etc. + Provide investment and… more
    Neuberger Berman (08/08/25)
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  • Wealth Management, Senior Alternative

    JPMorgan Chase (Los Angeles, CA)
    … investment due diligence, alternative product investor relations, alternatives product specialist functions, etc. Experience in both private ... and Bankers in the US, as well as with clients, on new product launches and ongoing alternative investment opportunities. + Representing and articulating… more
    JPMorgan Chase (08/02/25)
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  • AVP, Retail Investment Specialist

    Lincoln Financial (Radnor, PA)
    …ideally in either an investment management or investment specialist / product strategist/client portfolio manager role for alternative investments. + ... to internal and external clients. Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support… more
    Lincoln Financial (08/01/25)
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  • Asset Management - Private Wealth…

    JPMorgan Chase (Chicago, IL)
    Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. The PWA ICA will ... the sales cycle, resulting in closed alternatives business + Functioning as an alternatives specialist for the generalist CA/ICA teams by adding value in … more
    JPMorgan Chase (09/04/25)
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  • Asset Management - Private Wealth…

    JPMorgan Chase (Fort Worth, TX)
    …in sales/ specialist role. + Extensive experience in the private alternative space, including experience in various structures of private alternatives , ... The Private Wealth Alternatives market, with an estimated $2 Trillion in...global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets… more
    JPMorgan Chase (08/30/25)
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  • Credit Product Portfolio Specialist

    Wells Fargo (Atlanta, GA)
    …with outstanding talent. It all begins with you. Wells Fargo is seeking a Credit Product Portfolio Specialist in our Capital Finance group as part of Wells Fargo ... assignments or challenges that require research, evaluation, and selection of alternatives , and exercise independent judgment to guide medium risk deliverables +… more
    Wells Fargo (09/10/25)
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  • Credit Product Portfolio Specialist

    Wells Fargo (Weston, FL)
    **About this role:** Wells Fargo is seeking a Credit Product Portfolio Specialist for our Supply Chain - Channel Finance Group. As a crucial member of our team, ... assignments or challenges that require research, evaluation, and selection of alternatives , and exercise independent judgment to guide medium risk deliverables +… more
    Wells Fargo (09/05/25)
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  • Campbell - Investment Specialist

    JPMorgan Chase (Portland, OR)
    …**Required Qualifications, Capabilities and Skills** + 9+ years of experience in Investment Specialist or Product Specialist role + Detail-oriented, highly ... Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising,...asset raising, business retention, and client service across our Alternative Investments line of business. This position is key… more
    JPMorgan Chase (06/26/25)
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  • Asset Management - Product and Strategy…

    JPMorgan Chase (New York, NY)
    …and insight that few other firms can match. **Job Summary:** As a Product Specialist supporting Customized Managed Account Solutions, you will help drive ... a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer… more
    JPMorgan Chase (09/07/25)
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