div>The base salary will be commensurate with an individual's work experience and educational background. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P.
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Private credit and directlending preferred, or other alternative credit strategies) • Ability to work collaboratively and can balance a variety of diverse stakeholders • Consistent in delivering high quality work in a demanding environment • Ability to clearly articulate viewpoints verbally and in writing, fostering confidence when sharing and presenting information • Proven ability to develop and execute sales strategies across multiple distribution channels (wirehouses, RIAs preferred) • Strong track record of meeting or exceeding sales targets in complex financial environments. • The Vice President, Alternative Investment Regional Director is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds.
As a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing clients/prospects through the sales cycle, resulting in closed alternatives business.
Core metrics will include digital engagement with Alternatives educational and product content, advisor adoption of digital tools and marketing assets, and funnel performance across key steps such as discovery, consideration, and conversion where applicable. The role will operationalize strong governance for Alternatives content and digital experiences, partnering with Legal, Compliance, Risk, and Controls to ensure appropriate review workflows, recordkeeping, disclosures, and auditability.
Responsibilities include: Supporting pitches and RFP pursuits for leasing advisory and transaction management services; Seamlessly present JLL's technologies, communicate latest product roadmaps and demonstrate value propositions during the sales process to win business; Demonstrate and teach best practices for preparing and delivering demonstrations of JLLT's products with a focus on data, storytelling and research relevant to leasing transactions and portfolio management; Assist in the development of RFP responses and/or pitch content including technical responses, discovery questions, solution design, example deliverables, system graphics, presentations and/or pricing across JLLT product teams; Maintain knowledge of the competitive Proptech landscape through research and industry events; Initiate relationships and build trust with clients to raise JLLT's profile as a long-term trusted advisor and partner; Regularly meet with key stakeholders to collect voice of the client feedback on JLL's solutions & document findings; Measure and benchmark success metrics. This individual must be comfortable presenting to high-level decision makers, demonstrating key functions of our technology applications, and collaborating with our pursuit teams, function partners, sales enablement teams, delivery teams, and product management teams.
This individual must be comfortable presenting to high-level decision makers, demonstrating key functions of our technology applications, and collaborating with our pursuit teams, function partners, sales enablement teams, delivery teams, and product management teams. We are currently seeking a Technology Advisor - to lead and/or support our Enterprise accounts business development and pursuit teams in our Americas Markets businesses in bringing our technologies to help differentiate at the point of sale and to support our transition teams in client implementation of our technology.
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
Downers Grove, Illinois24 days ago
p style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies.
Chicago, Illinois8 days ago
In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
Glenview, Illinois30+ days ago
The Fiduciary Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of each clients’ unique goals and objectives.Duties & Responsibilities.
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
p>Specific to Posting: - Provide 2nd Line of Defense coverage to Wilmington Trust Institutional Services - Corporate Trust & Agency Services and related Operations departments for Structured Finance and Loan Market Solutions: Capital Markets Structured Finance Asset-Backed Securities, Mortgage-Backed Securities (ABS, MBS), Collateralized Loan Obligations (CLO), Loan Agency, Equipment Finance, Corporate Debt.
- Expertise in one or more of the following: Risk and Control Self-Assessments (RCSA), Trust Indenture Act (TIA), FDIC Account Administration - Corporate Trust Accounts, Securities Exchange Act of 1934 - Transfer Agent Rules, Regulation AB, Regulation 9 (12 CFR 9, Reg 9), Regulation R.