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
- 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
- Multi-Asset Specialists work collaboratively with regional leadership and investment product teams to provide key support for our Ultra High... ...appropriate investment solutions based on needs shared by advisors... ...The mission of J.P. Morgan Wealth Management’s (JPMWM)...SuggestedTemporary work
$200k - $250k
...companies in which the firm invests. Blackstone’s over $1.3 trillion... .... Blackstone Private Wealth was built to capture the significant... ...demand for private markets solutions among high-net-worth... ...commercially minded Vice President, Product Specialist focused on Blackstone’s...SuggestedFull timeWork at officeLocal area$175k - $200k
...in which the firm invests. Blackstone’s over... ...Blackstone Private Wealth was established to... ...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...SuggestedFull timeLocal area$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$155k - $175k
...RoleiCapital is looking to hire a Product Manager Assistant Vice... ...strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors.ResponsibilitiesAs a member... ...alternativesPartner with Private Wealth Solutions (PWS) to support sales and...Full timeWork at officeRemote workHome office$160k - $200k
icapitalnetwork is looking for a Vice President to join the iCapital Wealth Solutions team in New York City, focused on managing relationships with existing enterprise registered investment advisor (RIA) clients. In this senior-level role, you will ensure the delivery...- ...Management in New York seeks a Vice President to support our A2W, Wealth Solutions and Investment Solutions businesses. You will help drive risk management... ...partner with senior stakeholders on transactions and new product development. You will oversee operational risk activities...
- ...the first-line Risk team supporting the Alternatives-to-Wealth, Wealth Solutions and Investment Solutions businesses. You will drive and enhance risk... ...with senior stakeholders on strategic initiatives and new product development. You will contribute to a collaborative...
- 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...
$164k - $200k
...team as a Vice President supporting our Alternatives-to-Wealth (A2W), Wealth Solutions, and Investment Solutions businesses. In this role, you'll help drive... ...on strategic initiatives, transactions, and new product development. You'll be part of a collaborative team that...Temporary workWork from homeFlexible hours- ...Senior Vice President, Credit Investment Specialist (Wealth Channel)Applylocations:... ...provides insights and solutions designed to meet the evolving... ...Attributes of a Brookfield Leader: Entrepreneurial,... ...Specialist team in New York as a product specialist focused on fundraising...Temporary workLocal areaImmediate start
- A global financial services firm is seeking an experienced Investment Specialist - Vice President to join their Multi-Asset Solutions team. This role involves supporting the US Advisory Models business through analytical, client-facing, and reporting work, focusing on...
- ...business. We support both leaders and advisors in the... ..., preferably within wealth management, with a strong... ...range of financial products. Our mission is to create... ...grow, delivering solutions to solve all their financial... ..., auto financing, investment advice, small business...Home office
- ...engine for Private Banking's discretionary investment business, providing leverage for... ...Maintain knowledge of the investment solutions utilized throughout Private Banking, including... ...financial services industry with Private Wealth Management experience preferred ~ Demonstrated...Work experience placementShift work
- ...DirectorPrivate Bank, Portfolio Solutions Group - Head of Equity Investment SpecialistsJ.P. Morgan Asset & Wealth Management, with... ..., is a global leader in investment and... ...provides retirement products and services, brokerage... ...Equity Investment Specialists, reporting into the...Work at officeLocal area
$179.09k - $338k
Job Duties: Vice President, External Product Specialist with Goldman Sachs & Co. LLC in New York... ...source and originate new alternative investment offerings to meet client demand and address... ...strategies for new offerings and solutions, and develop segment specific fundraising...$148k - $270k
Job Duties: Vice President, External Product Specialists with Goldman Sachs & Co. LLC in New York... ...analyses and assess complex portfolio solutions to a diverse set of institutional... ...quantitative analyses of information involving investment programs or financial data of public...- As part of Wealth Management Solutions, the U.S. Funds Product Development team is responsible for the design, development... ...portfolios managed by the Chief Investment Office (CIO) and sub-advised by... ...200 years and today we are a leader in investment banking, consumer and...
- ...Annuity and Insurance Product Delivery &... ...organization across JPM Wealth Management.... ...experience operating at VP level, experience... ...decisions with senior leaders.End-to-end... ...innovative financial solutions to millions of consumers... ...are a leader in investment banking, consumer...
- Dentsu X in New York is seeking a Senior Vice President, Client Solutions & Planning- Pharma to lead one of our largest US pharma client... ...You will act as strategic architect, trusted advisor to C-suite leaders, and orchestrate transformative media solutions across...
- J.P. Morgan seeks a Vice President in Wealth Management Planning & Analysis in New York, responsible for financial reporting, analysis, and advising business leaders. Candidates must have a Bachelor’s in Accounting or Finance, with 8+ years in financial services, and advanced...Full timeLocal areaRelocation package
- ...client relationships and deal execution. The role emphasizes strategic advisory, risk-aware decision making, and collaboration across lines of business to deliver integrated financial solutions. Hybrid work in major markets is expected. #J-18808-Ljbffr BMO Capital Markets
- ...is seeking a Vice President, Solutions Architecture - Americas to lead... ...across NAMER, LATAM, and specialist teams. This executive will own... ...strategy and partner with Sales, Product, Marketing, Professional... ...Solutions Architecture. This leader will drive a transformation moving...
$120k - $150k
...assets under management and investment and operational teams around... ...credit, real estate, and market solutions, and our unique strategy is... ...inclusion. Our teams combine deep product and sector experience with... ...s fundraising efforts in the Wealth channel, TPG seeks to recruit...Ongoing contractLocal area- ...Product Specialist Serve as a resource to further the engagement... ..., structured solutions, and overlays. Collaborate... ...business materials, leader updates, and... ...environment. Knowledge of wealth management products brokerage... ..., auto financing, investment advice, small...
- ...segments including Investment Banking,... ...Services, Asset & Wealth Management, Retail... ...comprehensive financial solutions that integrate sophisticated... ...Analyst / VP, you will join a growing... ...to operate productively in a collaborative... ...and today we are a leader in investment banking...Bank staff
- The Multi-Asset Solutions (MAS) team at J.P. Morgan... ...tailored to the investment management needs... ...:As an Investment Specialist in the Asset... ...requirements using product expertise.Represent... ...and today we are a leader in investment banking... ...P. Morgan Asset & Wealth Management...
- ...leading financial institution is seeking a Vice President, Investment Product Specialist to enhance client relationships and advisor development.... ...involves becoming a Subject Matter Expert in investment solutions and effectively communicating market insights. Candidates...
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