Wealth IR Wirehouses
2 weeks ago
Wealth IR Wirehouses - Senior Analyst/Associate KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. KKR's Client Operations team owns and operates most dimensions of the client lifecycle. We are 60+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the word working across all asset classes, products, and geographies to ensure that our clients have seamless and positive experiences with KKR's products, services, and people. As such, we work closely with KKR's Global Client Solutions ("KCS") and Global Wealth Solutions ("GWS"), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.), We are passionate about understanding our clients' needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem-solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where every team member is encouraged to share ideas and contribute to our clients' success. KKR seeks to recruit a Senior Analyst or Associate to focus on support for KKR's Global Wealth Investor Relations team, for registered and private products across all alternative asset classes. The ideal candidate will bring deep knowledge of registered and private fund administration and onboarding and platform (private banks, wirehouses, RIAs and independent broker dealers) operational processes. They will also deliver strong relationships across third party service providers (such as transfer agents and administrators) and their counterparts at our platform partners. This individual will work seamlessly within the Global Wealth Solutions business, supporting financial advisors and their relationship managers in set territories, as well as liaise frequently with the finance, investment, product, and legal/compliance teams of each of the relevant businesses at KKR. Field inquiries from financial advisors, investors & internal stakeholders regarding KKR investment offerings Support operational onboarding and implementation of KKR offerings on platforms (private banks, wirehouses, RIAs, custodians, and third party providers and independent broker/dealers) Help oversee and manage our relationship with third party service providers (transfer agents, administrators, outside counsel, and financial printers) Develop strong understanding of distribution partners' operational platforms and processes and become resident KKR expert for advisor and KKR inquiries Liaise with KKR product teams, finance and third party transfer agents relating to client inquiries, problem resolution and reconciliation Assist with ad hoc projects / research to support Client Operations and GWS business initiatives Comprehensive knowledge of alternatives, with an emphasis on private markets products Mastery of Microsoft Office (Outlook, Excel, Word and PowerPoint) Familiarity with CRM and/or sales enablement and inquiry management tools (preferred) Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
-
Wealth IR Wirehouses
3 weeks ago
Boston, United States Kohlberg Kravis Roberts & Co. Full timeWealth IR Wirehouses -Senior Analyst/Associate Company Overview KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth...
-
Private Wealth
3 weeks ago
Boston, United States Coda Search│Staffing Full timeOur client, a leading global investment manager that provides solutions across alternative asset classes, capital markets, and insurance, is seeking to add a Client Operations Manager. The firm sponsors investment vehicles spanning private equity, credit, and real assets, and partners with affiliates that manage hedge funds. Our insurance subsidiaries offer...
-
Asset Management
1 week ago
Boston, United States JPMorgan Chase & Co. Full timeAsset Management - Private Wealth Alternatives, Client Advisor, Northeast RegionJob Identification 210661549Job Category Client SalesBusiness Unit Asset & Wealth ManagementPosting Date 11/07/2025, 11:02 PMJob Schedule Full timeJob DescriptionThe Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and...
-
Asset Management
7 hours ago
Boston, United States JPMorgan Chase & Co. Full timeAsset Management - Private Wealth Alternatives, Client Advisor, Northeast RegionJob Identification 210661549Job Category Client SalesBusiness Unit Asset & Wealth ManagementPosting Date 11/07/2025, 11:02 PMJob Schedule Full timeJob DescriptionThe Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and...
-
Associate/Vice President
2 weeks ago
Boston, MA, United States Boston Staffing Full timeBlackRock USWA Alts Sales Role BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies, and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment...
-
Vice President of Sales
3 weeks ago
Boston, MA, United States Fisher Investments Full timeCalling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put...
-
Private Wealth Services
2 weeks ago
Boston, MA, United States Boston Staffing Full timePrivate Wealth Services Tax Senior Associate As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients all with the resources, environment, and support to help you excel....
-
Private Wealth Services Tax Manager
8 hours ago
Boston, United States Grant Thornton International Ltd Full timeAs the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Private...
-
Vice President/Associate, Wealth Solutions Specialist
40 minutes ago
Boston, Massachusetts, United States BlackRock Full time $100,000 - $110,000About this roleAbout this roleWe are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this sole practitioner...
-
US Wealth Advisory SMA Specialist, Associate/VP
2 hours ago
Boston, Massachusetts, United States BlackRock Full time $100,000 - $110,000About this roleRole Description:BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a subject matter expert across the full range of BlackRock SMA...