UHNW Equity Product & Advisory Specialist
HSBC Holdings plc
HSBC Holdings plc in New York is seeking a US Equity Product Specialist to grow our equity advisory and idea generation for UHNW clients. You will link Portfolio Management, distribution, Product, Client Proposition and Marketing to deliver high-quality content and timely advice.
You’ll lead bespoke equity portfolio design with RMs/ICs, ensuring disciplined investment rationale and scalable risk monitoring within an ESG-focused framework.
#J-18808-Ljbffr- ...in immigration sponsorship for this position.We’re looking for a US Equity Product Specialist to help grow and strengthen our equity advisory and idea generation capability for Ultra High Net Worth (UHNW) clients. You’ll act as a key link between Portfolio Management,...Employment EquityWork at office
$175k - $225k
...Aksia is an alternative assets specialist, providing investment... ...business provides clients with advisory, investment management, and research... ..., private credit, private equity, real assets, and real estate... ...Overview The Private Credit Product Specialist will work closely...Employment EquityFor contractorsWork at officeLocal areaRemote work$180k - $200k
...capital structure, from senior debt to common equity. The Firm was built upon the fundamental... ....We are seeking a detail-oriented CLO specialist to support the ongoing administration... ...access to a world-class medical advisory team, a mental health app that includes...Employment EquityFull timeTemporary workWork experience placementFlexible hours- ...other top global investors. The Role The Product Specialist is our subject-matter expert for... ...specialists to extend Model ML from M&A and advisory teams into credit desks. Turn pilots into... .... What we offer Competitive salary and equity Performance-based incentives The chance...Employment EquityWorldwideShift work
- ...DESCRIPTION Insight Global is seeking a Private Capital Advisory Business Analyst/Product Owner to join one of their Investment Banking clients in... ...ideal candidate will have experience within PCA or private equity with an understanding of investment banking workflows,...Employment EquityFull time3 days per week
$95k - $140k
...future where access to better financial products materially improves people's lives, free... ...City. We are seeking a Product Delivery Specialist to join Lithic’s team in our NYC office.... ...for this role is $95,000 - $140,000 plus equity. This salary range may be inclusive of...Employment EquityFull timeWork at officeFlexible hours3 days per week$82k - $95k
...come in: We're looking for a Senior Product Operations Specialist who brings together technical expertise... ..., or a comparable operational advisory or systems architecture role. Strong... ...relevant skills, market data, and internal equity. Bonus Eligibility: This position is...Employment EquityFull timeTemporary workCurrently hiringLocal areaRemote workFlexible hours- ...You will bridge customers and the PM, owning a defined surface and driving improvements based on real-world usage. This hands-on, product-minded role grows into product management, product marketing, or deployment, with enablement, webinars, and market research as core...Employment Equity
$90k - $135k
...connection, and providing world-class products and services to all types of... ...asset classes, such as equities, options, fixed income... ...Division. In this role, the AML Advisory Team Lead will be responsible... ...particularly with respect to HNW and UHNW customers, in connection with...Employment Equity- ...their focus is engineering, design, support, or sales. As a Product Specialist , you are the bridge between our vision and the engineers who... ...opinions, loosely held. What We Offer Competitive salary and equity. Employee-friendly equity terms. Private health insurance. Regular...Employment Equity
$90k - $120k
...defining those AI Agents that all of us will speak to.The AI Agent Product Specialist role starts with two weeks of intensive training where you... ...this job description. All offers include a competitive equity package and some offers may additionally include a variable compensation...Employment EquityFull timeWork experience placementInternshipWork at officeImmediate start$175k - $200k
...global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries... ...Wealth is seeking a commercially minded Vice President, Product Specialist focused on Blackstone’s Private Credit platform. This role sits...Employment EquityFull timeWork at officeLocal area$70k - $120k
...real say in what gets built, and work on products used by millions, you will likely do... ...work here. What’s the role? As a Product Specialist here at Bilt, you will be the dedicated... ...with a meaningful stake in the company via equity and our performance bonus program Health...Employment EquityLocal area$95k - $105k
...description, please still get in touch. Role Overview The MMM Product Specialist is a critical bridge role responsible for the successful... ...Telemedicine and Teletherapy available at no cost, Thankful giving, Equity. Parental Leave: Birthing parents receive 16 weeks of leave...Employment EquityRemote work- ...expertise in finance and AI. ABOUT THE ROLE Tabs is hiring a Product Specialist, Netsuite, to be the resident NetSuite expert inside our Product... ...BENEFITS (FULL-TIME EMPLOYEES) Competitive compensation and equity Unlimited PTO Up to 100% employer covered monthly healthcare...Employment EquityFull timeContract workWork at office
$75k - $80k
...Product Specialist, Technology Solutions 100% Remote within California, Must reside in California We are seeking a Product Specialist to join... ...) is a plus We’re recruiting for mission‑driven, passionate, equity‑minded individuals with a strong desire to impact and change...Employment EquityWork experience placementWork at officeRemote workFlexible hours$200k - $250k
...investments. The platform supports 350+ advisory firms and 1,500+ GP... ...expert on venture capital, private equity, co-investments, and other... ...with a specific focus on HNW/UHNW wealth advisory firms. ~ Deep... ...ensuring that everything we do, from product strategy to offline...Employment EquityFull timeWork at officeVisa sponsorship3 days per week$200k
Position SummaryThe Carlyle Group seeks to hire a Vice President, Product Specialist within the Client Solutions Group for fundraising, sales enablement, and investor engagement for the private equity evergreen strategies, with a focus on the wealth channel.This is an...Employment EquityWork at office$18 - $20 per hour
...role in delivering exceptional customer support and promoting product knowledge for our diverse portfolio of clients. Your focus will... ...are committed to fostering a workplace that values diversity, equity, and inclusion (DEI). We approach DEI with the same level of collaboration...Employment EquityHourly pay- ...Product Marketing SpecialistRemote / San Francisco / New York / Salt Lake CityThe financial industry is growing at a record pace, but... ...provides real-time and historical data across futures, options, and equities through a unified API. By owning the entire market data stack...Employment EquityFull timeLocal areaRemote work
- The Carlyle Group is seeking an Associate, Product Specialist for Global Private Equity within the Client Solutions Group in New York, NY. You will support fundraising, manage investor requests, and create marketing materials while coordinating client meetings and events...Employment Equity
- ...over $330 billion globally. The US ETF Product team is a dedicated team of experienced... ...strategy that spans asset classes; across equities, fixed income, liquidity and multi-asset... ...Management. Job summary: As an ETF Product Specialist - Vice President on the ETF Product team...Employment Equity
$70k - $150k
...management and investment products and services for... ...relationship with their advisory team committed to their... ...Advisors, Product Specialists and other subject matter... ...complex strategies to UHNW clients ~ Proven relationship... ...Expertise in trading equities, fixed income,...Employment EquityWork at officeLocal areaWork from homeShift workDay shift$130k - $230k
...B2B Product Specialist, Personal Work Solutions (PWS) Logitech is the sweet spot for people who want their actions to have a positive global... ...with Logitech B2B Channel Marketing and Global Brand Equity teams Strong SFDC and proficiency with reporting through tools...Employment EquityFlexible hours$130k - $175k
...hosted by: Mark C. Johnson REMOTE | HNW/UHNW or Partnership Tax | Real Work-Life Balance... ..., full-service public accounting and advisory firm serving sophisticated clients across... ...-worth individuals and families, private equity and venture capital firms, real estate organizations...Employment EquityWork at officeLocal areaRemote workFlexible hours$70k - $120k
...Bilt is looking for a Product Specialist to advocate for customers while ensuring product quality and performance. In this role, you will collaborate... ...New York, NY, offering a salary between $70,000 and $120,000, along with equity and performance-based bonuses. #J-18808-Ljbffr...Employment Equity$81.25k - $104.25k
...JobFrom partner feed# Product Support SpecialistUnited States10 hours agoID 4259767Price... ...share that we’re hiring Product Support Specialists in North America. Over the past few years... ...York City: $81,250 to $104,250. Offers Equity • United States: $70,000 to $90,000. Offers...Employment EquityFlexible hours- As a Legal Product Specialist you will be the internal voice-of-the-customer at DraftWise. You will work closely with our Product, Design and... ...remote work style, work anywhere. Ideally within UTC+4 to UTC-7 Equity plan Competitive salary Private medical care New laptop and a...Employment EquityRemote workWork from home
$80k - $95k
...HSS Technology and Product Specialist, Great Lakes Region At Macmillan Learning, we're committed to driving innovation that transforms education... ...by federal, state, or local law. You can read more about our Diversity, Equity, & Inclusion initiatives here. Jobs for HumanityEmployment EquityFull timePart timeLocal areaRemote work$60k - $75k
Product Support Specialist Black Kite New York, New York, United States About this position ABOUT BLACK KITE Black Kite is the global leader in... ...rewards program that includes performance-based bonuses, equity, flexible healthcare options, paid time off, and retirement...Employment EquityRemote workWorldwideFlexible hours
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