- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the ... accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth...and investment banking capabilities of the firm. **About** **Global Alternative Investment Solutions ** Global Alternative … more
- Citigroup (New York, NY)
- …ideas. This role requires an experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication and ... This role reports to the Global Head of Investment Solutions and responsible for the global sales strategy for...and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate and… more
- Charles Schwab (Westlake, TX)
- …consolidated our organization, leadership, expertise, and execution efforts with one roadmap for wealth management at Schwab. Within WAS, The Director, Retail ... status quo" and transform the finance industry together.** Schwab's Wealth & Advice Solutions (WAS) organization is...Alternative Investments Offer Management , will be a part of the Investment &… more
- JPMorgan Chase (San Francisco, CA)
- …each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions , and delivers a high level of ... prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions . The team that works with our… more
- JPMorgan Chase (New York, NY)
- …products, and portfolio analysis tools. **Job Responsibilities:** + Collaborate with JP Morgan Wealth Management Solutions and Practice Management Leads ... The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our… more
- Charles Schwab (Westlake, TX)
- …solving, helping us "challenge the status quo" and transform the finance industry together. The Wealth and Advice Solutions Risk & Governance (WAS R&G) is a team ... of risk professionals supporting the Wealth and advice Solutions business in understanding...related to financial planning, tax, trust, and estate, and alternative investment specialty teams within WAS. The Director will… more
- JPMorgan Chase (Fort Worth, TX)
- …under management . **Job Responsibilities:** + Attain placement of JP Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, ... growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager, we oversee... to extend decades of trusted relationships with leading wealth managers by delivering private market solutions .… more
- Wells Fargo (Dallas, TX)
- … Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include ... initiatives involving educating and consulting with financial advisors, investment strategists, wealth advisors, and clients on alternative investments and the… more
- JPMorgan Chase (Tampa, FL)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. JP ... families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for...JP Morgan is a global leader in asset and wealth management with assets under supervision of… more
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