Private Wealth Product Specialist
$130k - $175kBlackstone
A leading asset management firm in New York is seeking a Product Specialist in Private Wealth. The role involves providing detailed investment information to stakeholders, analyzing the competitive landscape, and collaborating with various teams. Candidates should have over 3 years of experience in investment banking or asset management, excellent communication skills, and should be able to obtain a Series 7 and 63 license. Comprehensive benefits and a competitive salary range of $130,000 – $175,000 are offered. #J-18808-Ljbffr Blackstone
- ...Product Specialist - Wealth Management SME About the job Product Specialist - Wealth Management SME Product Specialist - Wealth Management SME... ...Good to Have: - Work experience with a Wealth Management / Private Banking solution provider will be an added advantage. Expertise...PrivateWork experience placement
$200k - $250k
...investment vehicles focused on private equity, real estate, public... ...Instagram. Blackstone Private Wealth was established to meet the... ...platform provides ongoing product support, advisor engagement,... ...Role Overview Product Specialists within Blackstone Private Wealth...PrivateLocal areaFlexible hours- A leading investment firm based in New York is seeking a Private Credit Product Specialist to enhance their private wealth distribution platform. The ideal candidate will possess a deep understanding of private credit markets and a proven track record in capital formation...Private
$175k - $200k
...investment vehicles focused on private equity, real estate, public... ...Instagram. Blackstone Private Wealth was established to answer the... ...demand for Blackstone products from high-net worth investors... ...and family offices. Product Specialists in Private Wealth play an integral...PrivateLocal areaFlexible hours$130k - $175k
...investment vehicles focused on private equity, real estate, public... ...global basis. Blackstone Private Wealth was established to answer the... ...demand for Blackstone products from high‑net‑worth investors... ...clients. Job Description Product Specialists in Private Wealth play an...PrivateWork at officeLocal area$130k - $175k
Product Specialist - Private Wealth This role provides investment detail to client stakeholders throughout the product lifecycle, focuses on Blackstone’s Private Equity strategies, and supports Private Wealth sales initiatives across global channels. Responsibilities Assist...PrivateWork at officeLocal area- ...New York or Dallas** **About the position** We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private...PrivateLocal area
$185k - $200k
...Fortress serves about 2,000 institutional clients and private investors worldwide across a range of investment... ...and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. The role serves as a subject...PrivateLocal areaWorldwide$118.25k - $162k
Job Duties Associate, Internal Product Specialists with Goldman Sachs & Co. LLC in New York, New York. Development and maintenance of proprietary... ...updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales)...Private$141k - $338k
Job Duties:Vice President, External Product Specialists with Goldman Sachs & Co. LLC in New York, New York. Responsible for the Wealth Management Investment Strategy Group (ISG) client... ...presentation materials and liaise with private wealth advisors, senior leaders, and...PrivateWork at office$225k - $275k
...Description About Ares Wealth Management Solutions (AWMS)... ...Solutions (AWMS) oversees the product development, distribution, marketing... ...of industry leading credit, private equity, real estate and... ...Director, Global Head of Product Specialist Team Compensation The...PrivateTemporary workWork experience placementFlexible hours$85k - $160k
...Private Bank Product Management Team The Private Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored lending and banking products, such as bank loans, mortgages, deposits and margin financing, to high-net-worth clients of...PrivateFull timeTemporary workPart time- ...role of the Vice President, Investment Product Specialist is to manage a high‑performance model portfolio... ...discretionary portfolios across the Private Bank’s investment solutions.... ...risk, or quantitative analytics within wealth or asset management; experience with model...Private
$100k - $160k
...and advisory services across public and private markets for the world's foremost institutions... ...advisors and individuals. Global Product Strategy is a growing and dynamic team located... ...team serves all client segments across wealth, institutional, consultants, insurance, liquidity...PrivateFull timeTemporary workPart timeWork experience placement$85k - $160k
YOUR IMPACT As a Product Manager, you will be responsible for helping modernize and reinvent the Wealth Management digital platform. You will join a team of creative and driven... ...leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs...PrivateFull timeTemporary workPart timeWork experience placement- ...prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance with...Private
$163.6k - $245.4k
...The Senior Product Specialist will be responsible for and manage multiple high-profile products and projects for the Citi Wealth Investment Advisory business, within Investment Solutions, reporting... ...program that spans Citigold, Citi Private Client, Citi Private Bank and Wealth...PrivateFull timeFlexible hours- 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 leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...Private
$105k - $140k
...AVP/VP Product Specialist Morgan Stanley is a leading global financial services firm providing... ...securities, investment management and wealth management services. The Firm's employees... ...drive adoption of our impact-focused private markets strategies across advisors, foundations...PrivateTemporary workWork at officeWorldwide- ...ETF Product Specialist - Vice President The JPMAM Exchange Traded Fund ("ETF") business was formed in... ...Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management...Private
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...PrivateFull time
$80k - $100k
...Berman in New York is seeking a dedicated Client Associate/Senior Client Associate to support a Wealth Advisor team. This role involves managing subscription documentation for private equity, coordinating client communications, and assisting with travel arrangements. The...Private$300k
...Summary Carlyle seeks to hire a Senior Product Specialist in our Carlyle AlpInvest Investor Relations... ...product strategy experience preferred, Private Credit a plus Excellent communication... ...individuals and families to sovereign wealth funds, unions and corporations. Carlyle...Private- ...than $2 trillion in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance... ...a senior lead for client engagement, marketing strategy, and product development for fixed income across both retail and institutional...PrivateShift work
- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. The...Private
- ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far... ...as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments. Lending... ...market trends, competitive dynamics, product gaps, escalating insights and...Private
- Apollo Global Management is looking for a Wealth Strategy Associate to join their Strategy team. This role involves supporting the direction... ...actionable outcomes. Experience with financial advisors or private wealth clients is a plus. Strong organization skills and work...PrivateWork at office
- ...Job Description Shaping the future of Wealth Management data, the KYC Data Product team builds and operates the foundational data capabilities that power... ...delivers industry-leading investment management and private banking solutions. Asset Management provides...Private
$109.12k - $213.48k
...campaigns around our unique and tailored product offerings Work closely with Investments... ...deliver Citi's full suite of banking and wealth management solutions to our clients... ...experience Job Family Group: Private Client Coverage Job Family: Private...PrivateFull time
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