VP, Investment Product Specialist — Wealth Solutions Leader
Aumni
TwinThread in New York is seeking a Vice President, Investment Product Specialist. This role involves managing a high-performance portfolio team responsible for multi- and single-asset class discretionary portfolios. The ideal candidate will have over 7 years of relevant experience, strong portfolio management skills, and expertise in Excel and Python. The position includes a comprehensive benefits package, including health coverage, retirement plans, and more to support employee needs. #J-18808-Ljbffr Aumni
- The role of the Vice President, Investment Product Specialist is to manage a high‑performance model portfolio... ...across the Private Bank’s investment solutions. Responsibilities Own the design,... ..., or quantitative analytics within wealth or asset management; experience with...Suggested
$120k - $200k
JPMorgan Chase is seeking a Vice President, Investment Product Specialist in New York to manage and implement security-level model portfolios. This role requires strong leadership and a minimum of 7 years of relevant experience in portfolio management and data analytics...Suggested- The J.P. Morgan Wealth Management (USWM) business is focused on... ...Self-Directed - our digital investing platform. The combined business... ...Vice President, Investment Product Specialist in J.P. Morgan Wealth... ...markets as well as investment solutions and work collaboratively with...SuggestedWork at officeRemote workFlexible hoursNight shift
- A global financial services firm is seeking a Vice President, Investment Product Specialist, to lead the design and management of model portfolios across a diverse client base. Responsibilities include portfolio construction, trade monitoring, and compliance. The ideal...Suggested
- J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to present on capital markets and investment solutions, supporting advisor development and client satisfaction across the Northeast. The role works with field leadership to implement strategy...Suggested
- Position Overview The candidate will join the Wealth Management Products & Solutions team, concentrating on supporting the trading and investment implementation of the firm’s Donor Advised Fund (DAF) program and its donors. The role involves contributing to the strategy...Shift work
- A leading financial institution in New York is seeking a Wealth Management Solutions, Trust & Estates Estate Officer - VP. Responsible for overseeing estates administration and investment decisions while collaborating with various stakeholders to ensure fiduciary duties...
- ...is seeking a seasoned professional for the My JPM Wealth Plan team to enhance wealth management solutions. Responsibilities include deepening understanding of... ...impactful wealth planning for clients, ensuring data-driven product decisions. #J-18808-Ljbffr JPMorganChase
$125k - $290k
Job Description Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs... ...some of the world’s leading corporations, sovereign wealth funds, pension plans, governments, financial...Full timeTemporary workPart time- Wilshire is seeking an experienced Client Solutions professional to manage relationships with wealth and retirement clients. The role encompasses coordinating with internal stakeholders, delivering exceptional service, and driving client outcomes across asset classes and...
- Wilshire Advisors LLC is seeking a Vice President, Client Solutions (Alternatives & Wealth) to lead client delivery across wealth and retirement channels. You will coordinate with internal teams, oversee client activity, and contribute insights from market trends and data...
- ...JOB DESCRIPTION Join the Wealth Management Solutions team as an Associate Product Manager supporting the firm's Donor... .... You will contribute to investment processes, trading execution, and... ...over 200 years and today we are a leader in investment banking, consumer...
$155k - $200k
...the companies we invest in, and the communities... ...Private Wealth was established to... ...demand for Blackstone products from high-net worth... ...Opportunities and Hedge Fund Solutions to structure... ...offices.Product Specialists in Private Wealth... ...channels. The VP will also oversee...Local areaFlexible hours$155k - $175k
...iCapital is looking to hire a Product Manager Assistant Vice President... ...strong knowledge of alternative investments and experience with model portfolios used by wealth advisors. Responsibilities As... .... Partner with Private Wealth Solutions (PWS) to support sales and...Full timeWork at officeRemote workHome office- ...managing real‑estate investments on behalf of our... ...ourselves as a market leader. The team comprises... ...As an Investment Specialist on the Real Estate... ...for our real‑estate products through the Private Wealth channel. In this role... ...our real‑estate solutions through RIA’s and our...
- ...Market Leader (Vice President) Blue Owl is... ...under management, we invest across three multi-... ...private capital solutions to drive long-term... ...member of the Private Wealth sales organization,... ...and channel. As a VP, this individual will... ..., addressing product, technical, and competitive...Permanent employment
- hackajob is looking for a Senior Vice President, POM Product Manager for the Wealth Services Platform team, based in New York, NY or Jersey City, NJ. This role involves full ownership of the product backlog, agile ceremony leadership, and collaboration with cross-functional...
$142.32k - $213.48k
...with a broad range of financial products and services, including... ...banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a... ...tech company. Our technology solutions are the foundations of...Full time- ...focusing on scalability and operational excellence within their wealth advisory platform. The ideal candidate will have extensive... ...include driving critical initiatives, collaborating with senior leaders, and overseeing change management strategies. Qualifications include...
- Chase in New York seeks a Vice President in the Wealth Management Business Transformation Office to lead strategic programs that... ...coordinating with senior management, Front Office Advisors, Product Specialists, Legal, Technology, and Marketing to drive transformational...Work at office
- JPMorgan Chase & Co. is seeking an Investment Specialist for the Asset Management Multi-Asset Solutions team. This role will engage in client-facing, analytical tasks, providing market insights and supporting US Advisory Models business. A successful candidate will have...
$75k - $125k
Asset & Wealth Management, Alternative Capital Markets, Liquidity Solutions Analyst - New York New York, NY, United States Job Description About Alternative Capital... ...Markets is a global team with 60+ alternative investment professionals across eight offices, responsible...Full timeTemporary workPart time- ...sub-advisor onboarding, new product development, and the implementation... ...are in place prior to investment activity. Drive process improvement... ..., and delivering scalable solutions using tools such as Excel,... ...administration, and/or asset or wealth management platforms. Strong...Work experience placement
$114k - $210k
...listed and OTC derivatives, structured solutions, and overlays Collaborate with... ..., presentations, business materials, leader updates, and communications for diverse... ...client‑focused environment Knowledge of wealth management products brokerage and advisory Proficiency...- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity... ...can expect to participate in exciting investment opportunities while collaborating with... ...The role is part of the Client Solutions Group management and finance team. The team...
- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,... ...reports. Partner with internal specialists to deliver holistic investment solutions. Qualifications Series7, 63/6...Work from homeShift workDay shift
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies... ...partnering with internal specialists, delivering investment solutions via targeted investment strategies...Work at officeWork from homeShift workDay shift
- ...York. The role involves understanding client needs, collaborating with various financial teams, and developing tailored wealth management solutions. Candidates should be pursuing a Bachelor’s or Master’s degree with expected graduation between December 2027 and June 20...TraineeshipSummer workBank staff
- Global Alternative Investment Solutions Global Alternative Investment Solutions... ...Private Bank, and U.S. Wealth Management, and advising clients... ..., internal investment specialists, and clients considering the... ...as with clients, on new product launches and ongoing alternative...
$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts &... ...recommendations, oversee investment decisions, work with... ...trusts Cross-sell JPM products/services; maintain and... ...and today we are a leader in investment banking,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Investment Product Specialist — Wealth Solutions Leader. Be the first to apply!
- vice president operations manager New York, NY
- vice president transformation New York, NY
- vice president of operations New York, NY
- vp cloud New York, NY
- vp of strategy New York, NY
- vice president strategic initiatives New York, NY
- vice president of recruiting New York, NY
- vice president of customer success New York, NY
- vice president research New York, NY
- vice president innovation New York, NY


