VP, Multi-Asset Strategy for UHNW Advisors
JPMorganChase
JPMorganChase in Boston is seeking a Multi-Asset Specialist to support Ultra High Net Worth advisors, collaborating with regional leadership and investment product teams to connect our platforms’ value proposition with clients’ short- and long-term goals. The role involves advising on asset allocation, presenting to regional calls, driving growth, and traveling as needed; licensing (SIE, Series 7, 66) must be obtained within 90 days and strong communication is essential. #J-18808-Ljbffr JPMorganChase
- ...private mobility operators across strategy, advisory, planning, and... ...for Transport/Energy/Social assets. Conduct site visits and assess... ..., and risks. Manage multi‑disciplinary teams across geographies... ...clients, legal and financial advisors, and institutional investors,...AssetWork experience placementLocal area
- ...Voyage - Profile Summary The VP, Funds & Partner Strategy, Wealth Management is... ..., Compliance, and external asset management firms, this leader... ...platform that delivers value for advisors, clients, and shareholders.... .... Experience developing multi-year strategic plans that...AssetPart timeWork experience placementLocal areaFlexible hours
$240k - $260k
...role of the Director, Investment Strategy (Integration) is to... ...strategist team to educate legacy firm advisors on the investment platform... ...the successful completion of a multi-phase projects ~ Ability to... ...is an organization of wealth, asset, and business management resources...AssetWork experience placementWork at office$175k - $200k
...enabling HarbourVest to become the leading multi-manager provider of private markets... ...an integral part of our Credit Evergreen strategy which will initially consist of two funds... ...investment committee meetings to understand asset profiles for open-ended evergreen fundsLiquidity...AssetPermanent employmentFull timeLocal area$159.96k - $266.56k
...financial goals.Job OverviewAs the VP, End Client Experience Strategy, you will be a member of LPL’s Strategy... ...strategyConduct research with advisors and end clients (surveys, interviews... ...trillion in brokerage and advisory assets on behalf of approximately 8 million...AssetFull timeWork from homeShift work$128k - $225k
...Vice President, Private Credit Strategy & Process DesignTeam: Loan... ...loan operations platform.This VP will serve as the operational... ...back-office function within an asset manager, alternative investment... ..., and how data flows across a multi-system loan operations infrastructureTechnical...AssetLocal areaFlexible hours- ...Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you... ...client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will...AssetFull time
$110k - $207.5k
...ideal candidate will serve as a trusted advisor to clients while advancing State Street Investment... ...to drive Net New Revenue and Net New Assets with the highest areas of concentrated... ...investment ideas.Represent SSIM’s strategy, priorities, and investment capabilities...AssetFull timeTemporary workFlexible hours$225k - $337.5k
...product implementations for Alpha, leading multi-regional teams across core vertical... ...Collateral Management, and Performance for asset managers and asset owners.Design and execute... ...accountability for Alpha implementation strategy, expanding beyond delivery into the definition...AssetFull timeTemporary workWork at officeFlexible hours$123.12k - $205.2k
...across the value chain, from capital deployment to asset management, enabling resilience, growth and... ...looking for?GHD Advisory is seeking an Executive Advisor - Water Economics & Infrastructure Investment Strategy to lead and grow our water sector financial advisory...AssetWork at officeLocal areaWorldwide3 days per week$185k - $225k
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered... ...oversees our benchmark-relative active quantitative equity strategies from Boston, London, and Singapore. This person will be expected...AssetCasual workWork at officeWorldwideFlexible hours3 days per week- ...of front-office technology supporting a ~$6T global asset manager across equities, fixed income, multi-asset, and alternatives. The leader will drive scalable... ...This leader will execute a multi-year modernization strategy defined by the Global Head of Investments and...AssetFull timeTemporary workWork at officeFlexible hours
- ...Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you... ...client relationship by applying a focused client communication strategy, and exceeding client expectations.?? Strong candidates will...Asset
- ...advisory consulting efforts. The role focuses on boosting advisor engagement, driving adoption of the Wealth Management Platform (WMP), increasing advisory assets, and aligning field with home office strategy. Reports to the SVP, Advisory Consulting. The role requires...AssetHome office
$90k - $157.5k
...of the industry's largest institutional asset managers, is the investment management arm... ...Solutions Group (ISG) is a premier provider of multi-asset solutions, combining deep expertise... ...portfolios, including custom balanced strategies, model portfolios, and registered funds,...AssetFull timeTemporary workFlexible hours$200k - $250k
## Portfolio Manager, Multi AssetApplylocations: MA Boston - PanAgoratime type: Full timeposted... ...PanAgora (Greek for across marketplace) Asset Management is a premier provider of... ...information. While PanAgora’s investment strategies are highly systematic in nature, the processes...AssetContract workTemporary work$317.5k - $365k
...more open, global economy through digital assets, payment applications, and programmable... ...based payments, and cloud-native APIs. As VP, Global Head of Product Security & Risk,... ...requirements into practical, product-aligned strategies that accelerate innovation while...AssetWorldwideFlexible hours- Voya Financial is seeking a VP, Funds & Partner Strategy for Wealth Management to define and execute the strategic vision for investment funds and... .... Responsibilities include managing partnerships with asset managers, funds distribution, and strategic initiatives across...Asset
$260k - $390k
...research and analysis to support case/transaction preparation and strategy.Legal Writing: Draft well-written, error free, and reasoned... ...Experience3-6 years of structured finance, securitization and/or asset-based lending experience.Direct and applicable AmLaw 100 law...AssetFull timeWork at officeRelocationRelocation package$170k - $235k
...is seeking a Director/Associate Director, Investment Operations Strategy and Projects in Boston, MA for a hybrid role (4 days in office)... ...accounting, advisory, consulting, investment operations, asset management, or financial services* Big 4 or Top 10 accounting firm...AssetWork at office- ...Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of...Asset
- ...management firm seeking an enthusiastic Portfolio Associate to support Senior Investment Advisors in asset allocation, portfolio construction, and executing the investment strategy. You will draft IPS, monitor cash flow and positions, collaborate with custodians and investment...Asset
$200k
Premier Research is looking for a Regulatory Strategy, Vice President (Bay Area, Boston) to join our Regulatory Affairs team.You will help... ...lives, and we recognize our team members are the most valuable asset in delivering success.We are here to help you grow, to give you...AssetFull time$110k - $188.75k
...these custody functions. The VP will also act as project lead... ...Global Services (SSGS). SSGS gives asset owners and managers access to... ...understanding of client’s strategies and seeks business solutions to... ...improvementsAbility to solve complex/multi-discipline business and...AssetFull timeTemporary workFlexible hours$120k - $210k
...is responsible for driving the growth and adoption of BestX's multi-asset execution analytics and decision intelligence solutions across... ...execution.Client Success & Relationship ManagementServe as a trusted advisor to clients, helping them maximize value from BestX solutions....AssetFull timeContract workTemporary workFlexible hours$171.7k - $236.1k
...with more than $1.5 trillion in assets under management,... ...platform architecture vision and multi-year roadmap, aligned to business and technology strategy.Define target-state architecture... ...for our stakeholders — clients, advisors, employees and shareholders. Our...AssetFull timeTemporary workWork experience placementH1bWork at officeWork from homeVisa sponsorship1 day per week$110k - $207.5k
.... With $57 trillion in assets under custody and administration... ...global revenue growth strategies across our Wealth... ...ultra-high-net-worth (UHNW) clients and large... ...registered investment advisors, delivering customized... ...deliver across complex multi-functional projects.A customer...AssetFull timeTemporary workFlexible hours- ...see the direct impact of your work on MIT’s mission. About the Firm MITIMCo manages over $25 billion in assets for MIT. Focuses on long-term investment strategies across various sectors. Values building long-term relationships in the investment community. Encourages a...Asset
- ...Vice President, Business Development, Multi-Family Construction & Redevelopment About the Company Established, highly profitable... ...consulting and redevelopment contracting for real estate assets. Industry Construction Type Privately Held...AssetRemote work
$123.36k - $185.04k
...Professional, ServicesCompany: CitiThe Complex Assets Product Manager is a senior position... ...complex financial instruments, setting strategy, and providing direction within the Complex... ....Deep and technical understanding of multi-asset class OTC derivatives, including their...AssetFull timeWork at office
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