Current jobs related to Alternative Investments Regional Specialist - Denver, Colorado - Bank of America
-
Senior Investment Counselor
3 weeks ago
Denver, Colorado, United States Citigroup Inc Full timeThe Investment Counselor serves as a pivotal professional who diligently monitors the latest developments in the investment landscape and adapts these insights for practical application within their role and the organization. A recognized authority in their field, they possess strong commercial acumen and are acknowledged experts both internally and...
-
Senior Investment Counselor
3 weeks ago
Denver, Colorado, United States Citigroup Inc Full timePosition Overview:The Investment Counselor serves as a key strategic professional, staying attuned to the latest developments in the investment landscape and applying this knowledge to enhance business operations. This role is recognized as a subject matter expert in a specialized area, necessitating strong commercial acumen and the ability to influence...
-
Senior Investment Counselor
3 weeks ago
Denver, Colorado, United States Citigroup Inc Full timePosition Overview:The Investment Counselor serves as a key strategic professional who remains attuned to the latest developments in the investment landscape, applying this knowledge effectively within their role and the organization. As a recognized authority in their field, they possess a strong commercial acumen and are often regarded as experts both...
-
Senior Investment Counselor
4 weeks ago
Denver, Colorado, United States Citigroup Inc Full timePosition Overview: The Investment Counselor serves as a pivotal professional within Citi Private Bank, closely monitoring the latest developments in the investment landscape and adapting them for practical application in their role and the organization. As a recognized authority in their field, they possess a strong commercial acumen and are esteemed both...
-
Senior Vice President, Regional Director
2 weeks ago
Denver, Colorado, United States Aristotle Capital Management Full timeAbout the RoleAristotle Capital Management is seeking a highly skilled and experienced Senior Vice President, Regional Director - Investment Management to join our team. As a key member of our organization, you will be responsible for implementing a territory sales and service strategy to increase sales of our investment strategies.Key...
-
Investment Principal
4 weeks ago
Denver, Colorado, United States augmentjobs Full timeJob OverviewPosition: We are in search of a seasoned Investment Principal to enhance our investment firm, playing a pivotal role in identifying, assessing, and overseeing investments in emerging to growth-stage enterprises.Core Responsibilities:Discover and source investment prospects in high-potential startups across diverse sectors.Oversee the due...
-
Investment Operations Coordinator
4 weeks ago
Denver, Colorado, United States Mercer Advisors Full timeJoin Mercer Advisors, a premier wealth management firm committed to delivering exceptional financial services to our clients. As a leader in the industry, we prioritize our clients' best interests, managing over $45 billion in assets for families nationwide.Position: Portfolio Operations SpecialistOverview:The Portfolio Operations Specialist is responsible...
-
Regional Vice President
4 weeks ago
Denver, Colorado, United States Transamerica Full timeJob FamilyRegional / Field SalesAbout UsAt Transamerica, we value hard work, innovative thinking, and personal accountability. We recognize the potential that arises from a diverse workforce and foster an environment where employees can balance their careers with their personal lives and interests.We celebrate the uniqueness of our company, where talented...
-
Investment Partner
4 weeks ago
Denver, Colorado, United States augmentjobs Full timePosition OverviewWe are seeking an accomplished Investment Partner to become an integral part of our venture capital organization. In this role, you will collaborate closely with our investment professionals to identify, assess, and oversee investments in startups with significant growth potential. This position is perfect for individuals with extensive...
-
Regional Brand Marketing Specialist
5 days ago
Denver, Colorado, United States Eaze Full timeJob Title: Regional Brand Marketing SpecialistWe are seeking a highly skilled Regional Brand Marketing Specialist to join our team at Eaze. As a key member of our marketing team, you will be responsible for developing and executing strategic marketing initiatives to enhance brand visibility, drive customer engagement, and increase sales for our cannabis...
-
Regional Marketing Specialist
1 week ago
Denver, Colorado, United States Fisher & Phillips Full timeJob Title: Regional Marketing & Business Development SpecialistFisher Phillips is seeking a dynamic Regional Marketing & Business Development Specialist to join our team. This role will be a key player in shaping and executing initiatives that elevate our brand, engage our clients, and expand our market presence.Key Responsibilities:Lead and coordinate...
-
Regional Education Facilitator
4 weeks ago
Denver, Colorado, United States Denver Public Schools Full timeEMILY GRIFFITH CAMPUS0.01 FTE As a Regional Education Facilitator, you will receive a stipend of $1,650.00, distributed in two payments. To qualify for these stipend payments, you must be actively engaged in your role on the designated payment dates. Stipend payments will not be adjusted based on your tenure. About this position:This role is designed for a...
-
Regional Talent Acquisition Specialist
4 weeks ago
Denver, Colorado, United States Parallon Full timeJob Title: Regional Talent Acquisition SpecialistGeneral Overview: The Regional Talent Acquisition Specialist is tasked with sourcing, recruiting, and placing clinical permanent staff for healthcare facilities across the designated division.Key Responsibilities:Develop a network of both passive and active candidates for healthcare facilities through...
-
Private Equity Fund Supervisor
4 weeks ago
Denver, Colorado, United States SEI Investments Company Full timeThe Investment Manager Services Division (IMS) at SEI is expanding and is in search of talented individuals to join our Alternative Investment Funds team. Our primary mission is to deliver outstanding client service and administration for our clients' hedge and private equity funds. As a Fund Accounting Supervisor, you will serve as a liaison between the...
-
Investment Consultant
3 weeks ago
Denver, Colorado, United States New York Life - Denver Metro Full timeJob OverviewThis accelerated program enables a Wealth Management Advisor to join our organization, obtain necessary licenses, and familiarize themselves with the frameworks and methodologies of financial advisory services. Within a span of 1-2 years, you could ascend to a Partner role in our Denver office.Are you a seasoned insurance professional or...
-
Investment Consultant
4 weeks ago
Denver, Colorado, United States New York Life - Denver Metro Full timeJob OverviewThis Accelerated program enables a Wealth Management Advisor to join our organization, obtain necessary licenses, and master the systems and methodologies of financial advising. Within a short span, you could ascend to a Partner role in our Denver office.Are you a seasoned insurance professional or financial consultant eager to attract top-tier...
-
Investment Counselor
1 week ago
Denver, Colorado, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a highly skilled Investment Counselor to join our Private Client Product Services team. As a key member of our team, you will be responsible for establishing, growing, and managing investment relationships with ultra-high net worth clients in the US.Key ResponsibilitiesProvide expert investment advice and solutions to...
-
Investment Tech Support Specialist
3 days ago
Denver, Colorado, United States Janus Henderson Full timeAbout the RoleWe are seeking a highly skilled Investment Tech Support Analyst to join our team at Janus Henderson. As a key member of our support team, you will be responsible for ensuring the smooth operation of our investment management systems and providing exceptional technical support to our clients and internal stakeholders.Key ResponsibilitiesProvide...
-
Private Equity Fund Supervisor
4 weeks ago
Denver, Colorado, United States SEI Investments Company Full timeThe Investment Manager Services Division (IMS) at SEI is experiencing significant growth and is looking for talented individuals to join our Alternative Investment Funds team. Our primary objective is to deliver outstanding customer service and administration for our clients' hedge and private equity funds. As a Fund Accounting Supervisor, you will serve as...
-
Private Equity Fund Supervisor
4 weeks ago
Denver, Colorado, United States SEI Investments Company Full timeThe Investment Manager Services Division (IMS) at SEI is experiencing significant growth and is looking for talented individuals to join our Alternative Investment Funds team. Our primary mission is to deliver outstanding client service and administration for our clients' hedge and private equity funds. As a Fund Accounting Supervisor, you will serve as a...
Alternative Investments Regional Specialist
4 months ago
Job Description:
Alternative Investments Regional Specialist
Bank of America Merrill Lynch Alternative Investments is seeking an experienced sales professional to join the Alternative Investments Distribution organization. The position will primarily be focused on the sales, marketing and education of hedge funds, private equity offerings and real asset solutions available on the Alternative Investments platform to Financial Advisors in the Midwest region. The position will also be responsible for servicing existing client assets and assisting with the prospecting of high-net-worth and institutional investors.
Responsibilities include:
Developing a comprehensive and in-depth understanding of the Bank of America / Merrill Lynch portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Wealth Management market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future AI business prospects.Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor experience.Staying current on trends impacting both the broader financial markets and alternative investment strategies to educate our clients and Advisors on underlying manager performance and the importance of diversification.Qualifications/Desired Skills:Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus)Candidate must have 10+ years of financial services product and/or sales experience.Travel throughout coverage area (3-4 days a week)Strong oral and written communication skillsKnowledge of alternative investment productsSelf-motivated individual with a passion for alternative investmentsSeries 7, 63, 65 (or 7 and 66) strongly preferred, or ability to receive all required licenses within 120 days from date of hire.This job will be open and accepting applications for a minimum of seven days from the date it was posted.Shift:1st shift (United States of America)
Hours Per Week: 40