Blackstone Private Wealth - Client Services, Analyst
$100k - $130kThe Blackstone Group L.P.
Responsibilities Field operational inquiries from Financial Advisors & internal sales teams on Blackstone investment offerings. Liaise with Blackstone business units, transfer agents, and other third‑party service providers relating to client inquiries, problem resolutions, and reconciliations. Project management across various groups within Blackstone Private Wealth to enhance collaboration and efficiencies. Identify and document operational procedures for ongoing fund maintenance on various platforms. Develop strong understanding of distribution partners’ operational platforms and processes and become resident Blackstone expert for advisors. Assist Financial Advisors with problem resolution of account opening, maintenance items and other inquiries related to client onboarding, servicing and client retention (deadlines, platform questions, redemptions, capital calls, distributions). Assist in ad hoc projects / research to support Blackstone Private Wealth business initiatives. 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. Qualifications Bachelor’s Degree 2+ years of financial industry experience Series 7 and Series 63, preferred Strong Excel skills Strong verbal and written communication skills Attention to detail and accuracy Strong problem analysis and resolution skills Identify and summarize issues and recommendations Work efficiently in a deadline driven environment Manage multiple projects simultaneously Work independently in a team‑oriented environment Adaptable and collaborative Strong understanding of the high net worth and Financial Advisor operating model Knowledge of alternative investment funds and operational terms is helpful Develop strong working relationships with colleagues, teams, and clients Compensation and Benefits Expected annual base salary range: $100,000 - $130,000. 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. EEO Statement 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 at View phone number on click.appcast.io (US), View phone number on click.appcast.io (EMEA) or View phone number on click.appcast.io (APAC). #J-18808-Ljbffr The Blackstone Group L.P.
$100k - $130k
The Blackstone Group L.P. is seeking a professional based in Miami, Florida, to handle operational... ...various projects within Blackstone Private Wealth. The ideal candidate will possess a... ...processes, and ensuring efficient client onboarding. Attractive compensation includes...Suggested$220k - $230k
Business Group: Blackstone Private Wealth Business Group Overview Blackstone Private Wealth was established... ...capability to these firms and their clients and provides ongoing product and... ...and mentoring junior-level analysts and associates who are running client...SuggestedLocal area- ...Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified... ..., you will partner with advisors and clients to deliver holistic, goals-based planning... ...with an integrated client service team to provide clients with a detailed...SuggestedWork at office
- ...experienced professional to manage client processes and drive new business development... ...candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional... ...relationships and deliver comprehensive wealth management strategies, working...Suggested
$120k
## Senior Wealth Advisor SAFE ActApplylocations: Miami Florida United Statestime... ...of financial and investment services to an Ultra high Net Worth client base in the United States.* Manage... ...develop financial strategies with the Private Bankers.* Conduct sophisticated economic...SuggestedFull time- Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...Bernstein Private Wealth Associates are client service professionals who exhibit drive,...
- Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...high-net-worth and ultra‑high-net-worth clients. As an industry leader we put people... ...Bernstein Private Wealth Associates are client‑service professionals who exhibit drive,...Flexible hours
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Overview The Senior Wealth Advisor SAFE Act is a senior strategic professional... ...of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts... ...financial strategies with the Private Bankers. Conduct sophisticated economic...Full timeWork at office- BBVA Global Wealth Advisors in Miami, FL is seeking an experienced Financial Advisor to provide... ...financial advice to ultra-high and high net worth clients. The role requires six or more years in Private Banking or Financial Services, along with a strong understanding of...
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- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
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Bank of America in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing the client management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients...- Santander Consumer USA Inc. is seeking a US Wealth Regional Director to lead revenue growth for High... ...Wealth segments. In this role, you'll drive client acquisition and optimize product penetration across various services while ensuring compliance with financial regulations...
$250k
...advisor supervision to expand client relationships, capture new... ...Director role and is part of the Wealth at Work leadership team. The... ...Wealth at Work products and services, effectively communicating the... ...in wealth management, private banking, or financial advisory...Full time- ...delivering a comprehensive, tailored wealth management experience.... ...and innovators from the private wealth industry who possess a... ...passionate about helping their clients and our teammates achieve more... ...deliver exceptional, high-touch service to our ultra-high-net-worth (...Work at office
- Cardata is looking for an experienced Wealth Advisor in Miami, FL. The ideal candidate will have over 7 years of wealth management experience, particularly serving ultra-high-net-worth clients. Responsibilities include creating tailored financial strategies, advising on...
- Bpbcpa is seeking a Manager of Tax Services in Wealth Tax - Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing...
- ...Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing client...
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$72.88k - $109.32k
Citi is seeking a Sr. Analyst in Wealth Relationship Management to enhance client relationships in Miami, Florida. The ideal candidate will leverage their 5-8 years of experience to provide comprehensive financial solutions to affluent clients. This role requires strong...- ..., Florida is seeking an Associate, Non-Self‑Sustaining Advisor. You will support existing client relationships, develop new business in the Latin America market, and create wealth management strategies for ultra-high net worth clients. This role involves crafting investment...
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- ...Sustaining Advisor Support existing client relationships, as well as source... ..., hedge funds, real estate, private equity and bank lending. Create comprehensive wealth management plans for ultra-high... ...inclusive of the full product and service offerings of the firm's US-based...
- Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a critical... ...delivering fiduciary tax compliance and planning services to high‑net‑worth individuals, families,... ...managing engagements and developing client relationships. Responsibilities Manage...Work at officeLocal area
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