Blackstone Private Wealth Investor Services, Associate
$125k - $150kDormont Manufacturing Co
Blackstone Private Wealth Financial Advisor Role Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives. Manage Financial Advisor and investor queries for Blackstone Drawdown funds across all asset classes Lead coordination of Due Diligence Questionnaires, tax questionnaires, and additional ad hoc requests between investing businesses and Private Wealth clients Lead Investor Relation coordination for Blackstone's Multi-Asset Drawdown products, including but not limited to investor reporting and commentary, audit and tax questionnaires, and more Assist in the oversight of third-party feeder fund providers including feeder General Partners, capital activity, quarterly reporting, audit, tax, etc. Coordinate with global Investor Services colleagues to provide support for funds managed outside of the US Implement efficient and consistent processes across various funds in different regions Hone a strong understanding of distribution partner and platform operations Assist in ad hoc projects, research, and proposals to strategize and support Blackstone Private Wealth expansion including new geographic markets and new business channels Qualifications: Bachelor's Degree 3+ years of financial industry experience Series 7 License (preferred) Strong technical and analytical skills Strong Excel skills Strong verbal and written communication skills Attention to detail and accuracy Strong problem analysis and resolution skills Experience identifying and summarizing issues and recommendations Works efficiently in a deadline driven environment Highly driven and proactive, and comfortable taking initiative Manage multiple projects simultaneously Comfortable working independently while in a team‑oriented environment Understanding of HNW and Financial Advisor operating model is preferred Knowledge of alternative investment funds and operational terms is helpful Develop strong working relationships with colleagues, teams, and clients San Francisco Applicants: Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance. The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion. Expected annual base salary range: $125,000 – $150,000 Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone's sole discretion. Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy. If you need a reasonable accommodation to complete your application, please contact Human Resources. Attending client meetings where you are discussing Blackstone products and/or client questions Marketing Blackstone funds to new or existing clients Supervising or training securities licensed employees Structuring or creating Blackstone funds/products Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case‑by‑case basis. Please speak with your Blackstone Recruiting contact with any questions. #J-18808-Ljbffr Dormont Manufacturing Co
$175k - $200k
Blackstone is the world’s largest alternative asset manager... ...‑term value for our investors, the companies we... ...investment vehicles focused on private equity, real estate,... .... Blackstone Private Wealth was established to... ...Product Strategy, Investor Services, Compliance, and...PrivateLocal areaFlexible hours$34.32k - $90k
Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area$34.32k - $90k
Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...PrivateTemporary workWork at officeLocal area- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...PrivateFlexible hours
$125k - $160k
Blackstone is the world’s largest alternative asset manager... ...-term value for our investors, the companies we... ...investment vehicles focused on private equity, real estate,... ..., Blackstone Private Wealth has delivered industry... ...with our Investor Services team.· Leverage CRM tools...PrivateWork at officeLocal areaFlexible hours- JPMorgan Chase & Co. is seeking a Private Client Advisor in San Francisco, California. In this role, you will provide comprehensive financial... ...ranging from those starting to save to those with considerable wealth. Your responsibilities will include building relationships,...Private
- CIBC is seeking a Client Service Manager in San Francisco to enhance client relationships in Private Wealth Management. The ideal candidate will have over five years' financial industry experience and excel in delivering exceptional client service. This role involves overseeing...Private
- Citizens Bank is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. This role involves supporting wealth managers by... ...client inquiries and maintaining high standards of client service. Ideal candidates possess strong communication skills...PrivateWork at office
$200k - $300k
...approaches and strategies for the area. Citi Private Bank’s objective is to further enhance... ...ability to build relationships with, and service the investment needs of ultra-high net... ...traditional and alternative investments with wealth planning and private banking services to...PrivateFull timeLocal area$75k - $160k
Goldman Sachs, Inc. is hiring for a role in Wealth Management in San Francisco, CA. As a... ...Professional, you will collaborate with Private Wealth Advisors to manage client relationships... ...'s degree, at least 3 years of financial services experience, and strong interpersonal...Private$75k - $160k
The Goldman Sachs Group, Inc. is seeking a Business Development Professional in San Francisco to join its Private Wealth Management team. In this role, you will closely collaborate with Private Wealth Advisors to manage existing client relationships and aid in new business...Private- A leading financial institution is seeking a Private Banker to manage client relationships and provide tailored financial advice. The... ...involves collaborating with a diverse team to deliver comprehensive wealth management solutions and drive new client acquisition,...Private
$87.03k - $138.97k
City National Bank in San Francisco is seeking a Private Wealth Analyst to support Private Banking client teams by delivering investment analysis and financial planning materials for high-net-worth clients. The ideal candidate should have at least 3 years of experience...Private- A global financial institution is seeking a Private Banker to provide holistic advice to offshore clients, focusing on wealth management and investment strategies. The role requires a minimum of six years of experience in Private Banking, a Bachelor's degree, and licenses...Private
$200k - $300k
Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing... ...and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities...PrivateFull time$65k - $70k
...are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital... ...to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client...PrivateWork at office$157.04k - $235.56k
Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management... ...aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments. Lending Advisors provide advice across...Private- ...Member J.P. Morgan Asset & Wealth Management, is a global... ...worth individuals and retail investors in every major market throughout... ...provides retirement products and services, brokerage and banking... ...and deposits. J.P. Morgan Private Bank advises the world's wealthiest...PrivateWork at office
$70k - $120k
Join to apply for the Senior Wealth Advisor role at Citi 6 days ago... ...family offices through Citi Private Bank, operates in the... ...proactive, successful sales and service role in the financial services... ...Engagement Team, US Client Events, Associate - San Francisco San Francisco...PrivateFull timeWork at office- ...Private Wealth Advisor San Francisco, California, United States Or refer someone Job Openings Private Wealth Advisor Top producing... ...solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor) Ensure that the...Private
- ...Type: By Invitation or Application Eligibility: Accredited Investors & Qualified Purchasers Target Allocations: $1M – $100M+ per deal Apply for Deal Access: About CREo CREo is a private commercial real estate deal access platform built for...PrivateWork at officeRemote workFlexible hours
- A leading financial services firm in San Francisco is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. The ideal candidate will have at least 2 years of experience in financial services, strong client acquisition...Private
$87.03k - $138.97k
...PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial... ...PB teams in business development, on boarding and ongoing servicing. Participate in profiling across the full spectrum of the...PrivateBank staffRemote workShift work- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong...Private
- A wealth management firm in San Francisco seeks an experienced Wealth Advisor to build client relationships and provide comprehensive... ...role offers competitive compensation and significant opportunities for professional growth. #J-18808-Ljbffr Corient Private Wealth LLC.Private
- A reputable banking institution is seeking a Wealth Management Advisor II in San Francisco, California. The role involves guiding clients... ...wealth goals, requires eight years of experience in financial services, and mandates certifications like CFP or CFA within two years....Private
$75k - $160k
Goldman Sachs is seeking a Private Wealth Advisor in San Francisco to guide high net worth clients in wealth management. You'll establish client relationships, provide tailored financial advice, and collaborate with experts to deliver customized solutions. The ideal candidate...Private- CIBC US is looking for a Client Service Manager in San Francisco to enhance client relationships within Private Wealth Management. You will deliver exceptional service, oversee account onboarding, and resolve client inquiries while collaborating with a dynamic team. The...Private
$180.27k - $220.33k
U.S. Bank in San Francisco seeks a seasoned professional for wealth management with high net worth clients. This role involves managing complex client relationships, assembling a skilled team to meet client needs, and providing expert advice across Wealth Management domains...Private$32 - $44.71 per hour
Description As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers.... ...facilitate business growth while ensuring exceptional client service, attending to client inquiries, processing...PrivateHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours
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