обновлено 10 дней назад
Asset & Wealth Management, Private Wealth Management, Apex, Vice President - New York
115 000 - 270 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Asset & Wealth Management, Private Wealth Management, Apex, Vice President - New York (Private Markets): Cultivating relationships with major family offices and sourcing differentiated investment opportunities across private equity, venture capital, structured credit, real estate, and other asset classes with an accent on client coverage and cross-divisional coordination. Focus on communicating bespoke investment solutions, developing business opportunities, and building scalable sourcing and product channels.
Location: New York, NY, United States
Salary: USD 115,000–270,000 base salary annually, plus potential discretionary bonus.
Company
is a global investment banking, securities, and investment management firm founded in 1869 and headquartered in New York.
What you will do
- Cultivate relationships with major family offices and provide ongoing coverage for clients and Private Wealth Advisors.
- Source differentiated private equity, fixed income, alternative, and bespoke investment opportunities.
- Coordinate across Investment Banking, Asset Management, Alternatives, and Private Wealth Management.
- Communicate investment opportunities to sales teams and Apex clients.
- Manage client-related events, support product development, improve sourcing channels, and create scalable business solutions.
Requirements
- Bachelor’s degree.
- At least 5 years of relevant financial industry experience, preferably in investment banking, private or growth equity, structured credit, or illiquid public markets.
- Commercial acumen and a demonstrated record of success.
- Excellent interpersonal, analytical, organizational, and communication skills.
- Ability to work in an entrepreneurial, fast-paced, unstructured business-building environment and perform under pressure.
Nice to have
- SIE, Series 7, and Series 63 licenses, preferably obtained within three months.
Culture & Benefits
- Training and development opportunities and firmwide professional networks.
- Benefits, wellness, personal finance, and mindfulness programs.
- Competitive US employee benefits generally available to eligible active full-time and part-time employees working at least 20 hours per week.
- Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.
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