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
$124k - $210k
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...SuggestedShift work
- ...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
$160k - $270k
The Goldman Sachs Group in New York is seeking a Product Manager to build and enhance AI tools for Wealth Management. This role demands innovative thinking and... ...with product managers to launch effective AI solutions. Candidates should possess over 7 years of experience...$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- 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...
$225k - $275k
...senior position within Ares Wealth Management Solutions (AWMS) that will work... ...Partnerships, Sales, Marketing, Product Development, 1031 Exchange... ...and Secondaries Group (Investment Team, including PMs, and Product... ..., Global Head of Product Specialist Team Compensation The...Temporary workFlexible hours- 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...
- 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...
- ...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
$201k - $265k
Everest is seeking an AVP or VP of Hybrid Solutions for its Property Facultative Department in New Jersey. This role involves building and maintaining business relationships while underwriting and managing the US Property Hybrid Solutions portfolio. Candidates should have...- ...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...
- 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
- 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
$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- 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 location_on New York, NY, United States About Alternative Capital... ...Markets is a global team with 60+ alternative investment professionals across eight offices, responsible...Full timeTemporary workPart timeWork at office- ...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
- 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...
- ...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...
- Job summary As an Investment Specialist - Vice President in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend... ...teams to address client requirements using product expertise. Represent the Investment Solutions...
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