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15+ years of experience in financial services, preferably with experience in online brokerage, strategy, wealth management, online investing, digital banking, equity capital markets, asset management, or a closely related business or a track record of delivering results.
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Partner closely with Compliance, Legal, Risk and Control partners, as well as regulatory affairs, proactively identifying and mitigating risks and addressing issues with urgency; interact with regulators; potentially serve as President of SoFi broker/dealer and Wealth RIA.
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Alternative investments typically include assets such as private equity, hedge funds, real estate, infrastructure, and other non-traditional investment vehicles. The Director of Alternative Investments plays a crucial role in managing and overseeing the due diligence and manager selection processes within the alternative investment space.
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Act as Subject Matter expert for the product lines supported by the team consisting of, but limited to, annuities, mutual funds, 529s, alternative investments, structured products, and donor advised funds.
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Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
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Key Responsibilities and Duties Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office.
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Q Investments is interested in immediately hiring a top private equity or consulting professional (Bain, McKinsey or BCG) to join its private equity ownership team as a VP/Associate to assist with strategic and financial evaluations and management of its portfolio companies.
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Wealth Financial Planning & Trust Officer The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer.
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We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.
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This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.
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Build a consistent pipeline of private investments in real assets and private equity so wealth advisors consistently have options available and clients can maintain target weights as funds mature and distribute.
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Act as a player/coach when it comes to the implementation of brand and marketing programs, demonstrating leadership and exemplifying best practices of a brand management program including the appropriate resourcing of investments and return on investments.
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10+ years of litigation/litigation management, investigations, and employment law experience; law firm and in-house experience required. Support litigation-related aspects of mergers, acquisitions, and strategic investments, including due diligence and related integration efforts.
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Active supporting role to Managing Director of Special Assets on distressed investments and Director of Portfolio Management on Watchlist rated credits. Our client is currently seeking a Vice President to be a key member of our Portfolio Management / Special Assets team to support portfolio management and investment recovery efforts on distressed investments.
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Case management nurse, case management RN, case manager nurse, case manager RN, CM RN, healthcare, health care, registered nurse, RN, R.N., nurse, nursing. AMN Healthcare Nursing is seeking a travel nurse RN Case Management for a travel nursing job in CLACKAMAS, Oregon.
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wealth management alternative investments jobs Company: Bank Of America in Beech-grove, Indiana
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