VP, Private Wealth Channel - New York - Vista Equity Partners

Join Macquarie Asset Management's Marketing team responsible for executing wealth channel marketing in the United States and amplifying our private infrastructure capabilities and brand presence. · ...

We are seeking a strategic and execution-focused Channel Marketing Manager to lead marketing initiatives across key distribution channels for our Private Wealth Solutions business. · Egalitarian working environment. · ...

We are seeking a strategic and execution-focused Channel Marketing Manager to lead marketing initiatives across key distribution channels for our Private Wealth Solutions business. · Bachelor's degree in Marketing, Finance, Business, or related field; MBA or CFA a plus10+ years o ...

This is an exciting time to join the Private Wealth Solutions (PWS) Marketing team at Vista Equity Partners as we build a brand new digital engagement strategy and scale lead generation for the Private Wealth business. · ...

Job summary · As an Executive Director on the Private Credit Solutions Group Investment Specialist Team in New York, you will be focused on raising assets and gaining share for our products through the Private Wealth channel. · Private Wealth Alternatives in the U.S. is a rapidly ...

Raising assets and gaining share for private credit solutions through partnership with JPMorgan wealth channels. · ...

Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads. · ...

This role is responsible for planning, executing and optimizing event experiences that support business growth in the U.S. Wealth channel. · Plan and execute events such as conferences, roundtables, hosted programs and virtual events. · ...

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. · The U.S. Communications team supports the commercial outcomes of HSBC's businesses and strengthens the firm's reputation with key stakeholders. · Positioning HSBC ...

The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, · as well as an ability to enter trade orders on accounts.The role is not expected to provide securities recommendations to clients. · ...

This is a Vice President role focused on product development and management. The Product Development team is responsible for launching and managing fee based advisory products for distribution across four distinct US distribution channels. Partner with leaders across the company ...

As our Wealth Relationship Officer you will: · Provide high quality sales support to an individual or team of Wealth Relationship Managers · Reduce the time spent on process and administrative tasks by Wealth Relationship Managers to increase the team´s capacity to meet clients a ...

As the Executive Director, · Investment Specialist on the Real Estate Americas client strategy team, · you will focus on raising assets and increasing market share for our real estate products through · the Private Wealth channel. · ...

Raising assets and gaining share for our real estate products through the Private Wealth channel. · ...

Join a pivotal marketing leadership team shaping the momentum and global narrative for J.P. Morgan Asset & Wealth Management's $600B+ alternatives business. · ...

We are hiring a Head of Advisor Partnerships to build the advisor channel from the ground up and make Basic Capital the platform that modern advisors choose when their clients want something better. · We have built a radically modern 401(k) experience that gives people more acces ...

This role provides a unique opportunity to lead marketing initiatives for private banking, lending, and wealth technology solutions, · Lead marketing initiatives for private banking, lending, and wealth technology solutions for UHNW clients. · Develop measurable campaigns that dr ...

iCapital is looking to hire several professionals to join the iCapital Solutions team focused on our existing Enterprise Wealth relationships. This position will play a central role in quarterbacking maintaining and deepening relationships within existing Enterprise Wealth client ...

+Job summary · Wealth Management Product Development Vice President. Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers. · +Partner with leaders a ...

+ Job summary: This is a Vice President role focused on product development and management. · + Qualifications: +8 years of experience in financial services + Experience with investment products and asset classes including fixed income alternatives and multi-asset class solutions ...

As an Investment Specialist on the Real Estate Americas client strategy team you will be focused on raising assets and gaining share for our real estate products through the Private Wealth channel. · ...