Private Wealth Solutions Expert

4 weeks ago

New York, New York, United States Blackstone Restaurant Full time
Job Description

Blackstone is a leading global investment firm that seeks to create positive economic impact and long-term value for its investors, the companies it invests in, and the communities in which it operates.

We achieve this by leveraging our expertise in private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets, and secondary funds to help companies solve problems.

Our $1 trillion in assets under management include investment vehicles focused on various asset classes, all on a global basis.

Further information is available at our website.

Job Responsibilities
  • Field inquiries from financial advisors and internal sales teams on Blackstone investment offerings.
  • Liaise with other Blackstone business units, transfer agents, and other third-party service providers relating to client inquiries, problem resolution, and reconciliations.
  • Project management across various groups within PWS to enhance collaboration and efficiencies.
  • Identify and document operational procedures for ongoing fund maintenance on various platforms.
  • Develop a strong understanding of distribution partners' operational platforms and processes and become a resident Blackstone expert for advisors.
  • Assist financial advisors with problem resolution of account opening, maintenance, and other inquiries related to client onboarding, servicing, and client retention.
  • Assist in ad-hoc projects/research to support PWS business initiatives.
Qualifications
  • Bachelor's Degree
  • 5+ years of financial industry experience
  • Series 7 and Series 63, preferred
  • Strong Excel skills
  • Strong verbal and written communication skills
  • Attention to detail and accuracy
  • Strong problem analysis and resolution skills
  • Ability to identify and summarize issues and recommendations
  • Ability to work efficiently in a deadline-driven environment
  • Highly driven and proactive with the ability to take initiative
  • Able to manage multiple projects simultaneously
  • Ability to work independently in a team-oriented environment
Additional Information

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense, or stalking, or any other class or status in accordance with applicable federal, state, and local laws.

This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.

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