Private Wealth Sales Ops Associate
$80k - $95kBlue Owl Capital Holdings LLC
Blue Owl Capital Holdings LLC seeks a Sales Service Associate in New York City, responsible for supporting the Private Wealth team by ensuring operational efficiency and delivering high-quality service to clients. The ideal candidate will have a bachelor’s degree and 1-3 years of experience, along with strong interpersonal skills and proficiency in Microsoft Office. The position offers a competitive salary range of $80,000 to $95,000, plus potential for a discretionary bonus. #J-18808-Ljbffr Blue Owl Capital Holdings LLC
- Blue Owl Capital Inc. in New York City is seeking a Private Wealth Sales Service Associate to partner with the Market Team and serve investors with high‑quality administrative support. The role emphasizes CRM reporting, account updates, and coordination between operations...Private
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales... ...Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals...PrivateFull timeWork at office$80k - $95k
...Sales Service Associate Blue Owl is a leading asset manager that is redefining alternatives. With... ...capital base, we provide businesses with private capital solutions to drive long-term... ...is an essential part of our Private Wealth team and tasked with preserving the operational...PrivatePermanent employment- ...Global Wealth Solutions Internal Sales Analyst/ Associate New York Company Overview KKR is a leading global investment firm that offers alternative... .... KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners...PrivateWork at office
- JPMorgan Chase & Co. in New York City is seeking a Private Client Investment Associate to provide client service and operational support. You will assist... ...operational requests, performance reporting, and assisting with wealth planning. #J-18808-Ljbffr JPMorgan Chase & Co.Suggested
$110k - $130k
...capital base, we provide businesses with private capital solutions to drive long‑term growth... ...Monday to Friday. Blue Owl is seeking an Associate to join the Private Wealth Distribution Strategy and Analytics team to focus on sales analytics, reporting, and data operations...PrivatePermanent employmentWork at officeMonday to Friday- VOLTO Consulting is looking for a Wealth Management Business Analyst in New York. The role focuses on bridging business needs and technology solutions within private banking and asset management. Key responsibilities include collaborating with stakeholders, analyzing data...PrivateWork at office3 days per week
- JPMorgan Chase in New York, NY is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build and manage a book of business, provide exceptional investor...Private
$220k - $415k
Deutsche Bank is seeking a Private Banker to cultivate client relationships within Wealth Management. Responsibilities include generating substantial annual revenue... ...candidate will have relevant experience, strong sales skills, and a comprehensive understanding of financial...Private- Baker Tilly Advisory Group, LP in New York is seeking a Tax Manager to deliver tax and advisory services to private wealth clients, including ultra high net worth families and closely held businesses. You will work alongside firm leadership to guide engagement teams and...Private
$126.5k - $166.3k
Dormont Manufacturing Co is seeking an experienced advisor to deliver tax and accounting services to private wealth clients. The ideal candidate will provide fiduciary responsibilities such as overseeing accounting, financial statement preparation, and ensuring compliance...Private- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions... ...supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant...Private
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client... .... Ideal candidates will possess strong skills in finance and sales. This full-time position offers the opportunity to significantly...PrivateFull time
- City National Bank is seeking a Private Wealth Analyst to support Private Banking client teams with investment analysis and financial planning... ...high-net-worth clients. Key responsibilities include creating sales materials and collaborating with tax and financial planning...Private
$145k - $160k
CFP Wealth Advisor - Suffolk County, NY | $145K-$160K Base + Incentive + Benefits A boutique, planning-focused wealth management firm... ...7+ years of experience as a Wealth Advisor, Financial Advisor, Private Wealth Advisor, Financial Consultant, or similar client‑facing...PrivateLocal area$200k - $300k
...Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing... ...knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service...PrivateFull timeLocal area$135k - $145k
...management include investment vehicles focused on private equity, real estate, public debt and... ..., and Instagram . Private Wealth Solutions was established to answer the growing... ...around alternatives. The Internal Sales Specialist will partner with External Sales...PrivateWork experience placementWork at officeLocal areaFlexible hours- ...clients using leading technology and exceptional service. The Private Wealth Director leads and cultivates client relationships across the... ...needs. Engage subject-matter experts, when appropriate, and close sales opportunities. Ensure smooth delivery of new services and...PrivateTemporary workWork at office
$80k - $150k
...independent thought and healthy debate. As a private partnership, we believe our ownership structure... ...About The Role The Position: We are seeking a Sales Specialist to serve as the operational engine behind our retail wealth distribution effort. This role partners directly...PrivateRemote workHome officeFlexible hours1 day per week$125k - $140k
...assets is seeking to add a Channel Marketing Associate to its robust marketing team in New York... ...to expand its presence across the wealth channel. This role offers the opportunity... ...technical skills Understanding of the private wealth client segments Compensation Target...Private- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team...PrivateWork at office
- ...Program Team Member J.P. Morgan Asset & Wealth Management, is a global leader in... ..., mortgages and deposits. J.P. Morgan Private Bank advises the world's wealthiest families... ...Bachelor's Degree ~ Demonstrated ability for sales and client relationship management ~...PrivateWork at office
- Are you ready to shape the future of private banking for advisors at the world’s premier global financial institution? We’re seeking an... ...Private Bank, with a core focus on alternative investment and wealth management products. Job Responsibilities Execute UX/UI design...Private
- ...credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently... ...in developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible...PrivateBank staff
$236.56k - $414.12k
...clients using leading technology and exceptional service. Private Wealth Director The Private Wealth Director leads and cultivates... ...needs. Bring in experts, when appropriate, and close the sales. Ensure smooth delivery of new services and communicate emerging...PrivateTemporary workFlexible hours- ...partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as... ...-------------------------------------------- Job Family Group: Private Client Coverage -----------------------------------------------...PrivateFull time
$35.36k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area- ...enhancing automation, reducing revenue leakage, and ensuring timely and error‑free invoicing for institutional, intermediary, and private wealth clients. Responsibilities Lead the monthly, quarterly, and annual billing cycles across mutual funds, SMAs, hedge funds, and...PrivateContract work
$90k - $160k
As a Managed Solutions Associate within the Managed Solutions Specialist Team, you will collaborate... ...timely investment opportunities for private bank clients. This role will allow you... ...and channel (in Private Bank and U.S. Wealth Management) to understand respective...PrivateWorldwide$190k - $220k
...versatility. In New York, we are recruiting a Wealth Planner to support the Senior Wealth... ...philanthropic, and tax guidance to our Private Banking clients. This role may be... ...communities by actively participating in legal associations, community organizations, charity boards...PrivatePart timeLocal areaRemote workFlexible hours
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