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Growth Ventures, building on this foundation and in partnership with other businesses including Investment Management, Asset Servicing, and Pershing, is bringing to market a new software-led, API-first solution for the alternative investment and wealth management ecosystems.
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Through an investor-first approach, the firm delivers specialist expertise from seven world-class investment firms that cover all major asset classes and provides differentiated capabilities in wealth advice across investments, banking, custody, and wealth and estate planning.
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Job Summary:The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. The Wealth Strategist / Client Development Sales Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
$185,000 - $220,000 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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Brookfield Reinsurance’s assets are managed by Brookfield Asset Management (NYSE/TSX: BAM), Brookfield’s leading global alternative asset manager with over $900 billion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit.
$200,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Senior Wealth Strategist serves as the lead planner for high net worth and ultra high net worth clients of the firm. The Senior Wealth Strategist collaborates with members of the firm and the client’s advisor team to provide support in the acquisition of new clients, while supporting retention and expansion of existing client relationships.
$160,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The "GIA and VA Asset Modeling & Development" team of Quant R&D has primary responsibilities for modeling all of the GIA's assets, ensuring and maintaining critical Portfolio Management dependent operations for the GIA and Variable Annuity programs, and generating ALM pricing and risk analytics for all of Quantitative Portfolio Management's hedging programs.
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A law firm is looking for an IT Asset Manager (ServiceNow) to join their team in Washington, D.C.The IT Asset Manager is a subject matter expert responsible for the lifecycle management and governance of the Firm's technology assets.
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Our client is seeking a talented and experienced Digital Asset Manager to join their dynamic team. Develop and implement a comprehensive digital asset management system to organize and catalog various digital media files, including images, videos, documents and other multimedia content.
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Lead the creation and evolution of digital asset management capabilities by developing the in-house roadmap focused on optimized user flows, permissions, and best practice asset management.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$113,325 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This is done in various way, including our educational classes and client events, as well as, Your Money, Your Wealth® television, radio, and podcast shows. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
$100,000 - $135,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
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