- KeyBank (Tarrytown, NY)
- Location: 660 White Plains Road - Tarrytown, New York 10591 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client… more
- Citigroup, Inc. (New York, NY)
- …technical developments and the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- JPMorgan Chase & Co. (Voorhees, NJ)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... support your teammates' success and the goals of the bank , while fostering a culture of diversity Build a...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- KeyBank (Toledo, OH)
- Location: 300 Madison Avenue - Toledo, Ohio 43604 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client… more
- JPMorgan Chase & Co. (Woodridge, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... support your teammates' success and the goals of the bank , while fostering a culture of diversity Build a...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- Peapack-Gladstone Bank (Bedminster, NJ)
- Company Overview: Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions. At Peapack Private , our clients are cared for by a ... beyond to provide exceptional service and offer a boutique private banking experience. What makes Peapack Private ...collateral for the Federal Reserve and Federal Home Loan Bank Performs client service by supporting the… more
- Citizens Bank (Birmingham, MI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive … more
- J Harlan Group, LLC (New York, NY)
- …to excellence and an unparalleled drive to deliver world-class services. About the Client : The firm is leading private equity investment manager specializing in ... Senior Accountant NYC Private Equity - Investment Management Firm J Harlan...deadlines and have first class communication and interpersonal skills. Key Responsibilities : The Senior Accountant is a critical… more
- J Harlan Group, LLC (New York, NY)
- SENIOR FUND ACCOUNTANT NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated SENIOR ... FUND ACCOUNTANT at a prominent NYC Private Equity - Investment Manager. An exciting opportunity at...deadlines and have first class communication and interpersonal skills. Key Responsibilities: Maintain the books and records of various… more
- Bank of America (New York, NY)
- …offered to suitable private clients across both the Merrill and BofA Private Bank distribution channels through both Financial Advisors (FAs) and Portfolio ... Job Description: At Bank of America, we are guided by a...enhance the positioning of a line of business. Oversees Client and Business Management functions, Strategic Planning and Product… more
- Houlihan Lokey, Inc. (New York, NY)
- …Industry Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, ... intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is...advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past… more
- Deutsche Bank (New York, NY)
- …terms and conditions with borrowers working to achieve optimal terms for both the client and the Bank ; provide independent and objective in-depth analysis of ... Loan Originator Corporate Title Director Location New York, NY Overview Deutsche Bank 's Commercial Real Estate (DBCRE) Group provides secured debt financing to… more
- Old National Bank (Fort Wayne, IN)
- …skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Develop and grow client and prospective client ... Overview Old National Bank has been serving clients and communities since...of decisions and actions from the perspective of the client before acting. Key Measures of Success/… more
- Scotiabank (New York, NY)
- …and supporting the design of strategies to optimize performance in close collaboration with key stakeholders and functional areas of the Bank to align sales ... Analytics, Enterprise Strategy and Operations, Enterprise Analytics and Innovation, Client Insights and Analytics (CIDA), Global Banking & Markets,...key aspects of our Sales Model, across the bank 's footprint, in a way that we ensure global… more
- Gen II Fund Services LLC (New York, NY)
- …working at an outsourced accounting provider, private equity management company, private equity fund administrator, or similar client facing accounting role ... in a timely manner. The role will be assigned to multiple private equity sponsors supporting the financial accounting and reporting requirements of their… more
- Gen II Fund Services LLC (New York, NY)
- …and work papers. Primary Responsibilities Will Include: Cash processing and bank reconciliations Record journal entries Maintain general ledger Prepare and set ... information Investor capital call/ distribution processing Liaise with the client 's independent auditors Job Requirements, Skills, Education, and Experience:… more
- KeyBank (Buffalo, NY)
- …The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant Services Core Business Banking sales teams in assigned districts. With a ... focus on growing client relationships with payment and card processing needs, the...various functional groups and lines of business throughout the bank for growth opportunities. Responsibilities Acquires new merchant services… more
- Scotiabank (New York, NY)
- …drives a customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience Works ... migration plan delivering on assigned (or ad hoc) mandates, key strategic initiatives and priorities and contributing to the...with confidence to drive team priorities Knowledge of the Bank 's application systems and their relationships within the … more
- PJT Partners, Inc. (New York, NY)
- PJT Partners is a global advisory-focused investment bank . Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, ... restructuring and special situations and private fund advisory and placement services to corporations, financial...has firmly believed that having the best people is key to building an enduring franchise. Our perspective was,… more
- Insight Global (Austin, TX)
- …Global is seeking a dedicated Liquidation and Research Clerk to join our client 's team in Austin, TX. This position provides operational support to Asset Management ... role requires ability to clear a public trust background investigation. Key responsibilities include: Utilizing advanced computer systems and various software… more
