- Citigroup, Inc. (Hewlett, NY)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth ...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Capital Group (Los Angeles, CA)
- Capital Group Private Client Services is a privately-owned wealth management firm committed to delivering premium, personalized service and superior ... CPWA, or similar designations. You are a credible and collaborative thought-partner for Private Wealth Advisors, Client Relationship Teams, and Portfolio… more
- State Street Corporation (Boston, MA)
- Who we are looking for A leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of ... revolutionize how State Street services our customers. As a Senior Associate you will be responsible for the preparation,...reporting of investment and fund performance data for global Private Credit funds and affiliated entities Why this role… more
- Goldman Sachs, Inc. (Dallas, TX)
- …responsible for front-to-back operational support to the Goldman Sachs Asset Management, Private Wealth Management and Ayco businesses in service, delivery, and ... senior business leaders in an impactful way? The Private Lending Services team is looking for a professional...a professional who can collaborate with regional lending managers, private lending underwriters, global client financing, credit,… more
- Guidepoint (New York, NY)
- …proprietary global network and is developed by former investment professionals (ie private equity/hedge fund) and sell-side equity research analysts. WHAT YOU'LL DO: ... relies on the diversity of our employees, advisors, and client base, which allows us to create connections that...which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies… more
- Citigroup, Inc. (San Francisco, CA)
- …Education : Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst...profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …and business challenges, whether domestic or international. We support every client relationship with intellectual agility, commercial acumen and a human touch. ... Cleary Gottlieb's private clients practice helps clients protect and administer family wealth , and plan for the transmission of wealth to family members and… more
- Citigroup, Inc. (New York, NY)
- …and capabilities. Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private Banker ... into clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client 's life and business… more
- Citigroup, Inc. (Jacksonville, FL)
- …planning, excellent discovery and profiling skills; segments include of Citi Private Client , Citigold, Priority, and Everyday Banking tiers. Responsibly ... for new clients Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available Provide exceptional support and… more
- BDO USA (Chicago, IL)
- Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience ... as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate,… more
- Blackstone (Miami, FL)
- …edge. Job Description: We are currently seeking a dynamic Product Manager for our Private Wealth Technology team who has a strong passion for building new ... data for non-technical users. As a member of the Private Wealth Technology team, you'll be expected...of technology and data asks related to sales tracking, client engagement, and business analytics. Proactively identify opportunities for… more
- BNY Mellon (New York, NY)
- …In this role, you'll make an impact in the following ways: The Senior Specialist ( Private Banker) will independently develop and implement the strategic ... is what #LifeAtBNY is all about. As a leading wealth manager, BNY Wealth Management is focused...We're seeking future team member for our Vice President, Private Banking II role located in New York, NY.… more
- BDO USA (Tampa, FL)
- …identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the ... overall implementation process between the client , BDO internal services teams, BDO member firms globally...issues, as appropriate, and with assistance and guidance from senior international tax professionals ASC 740-10: Applies standards, firm… more
- Citigroup, Inc. (Miami, FL)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... S7) Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Product Services Job Family: Investment Counselor Time… more
- JPMorgan Chase & Co. (New Hyde Park, NY)
- …primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- BOK Financial (Tulsa, OK)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives. Team Culture Our… more
- BNY Mellon (New York, NY)
- …opportunities. Deliver Solutions-Oriented Value: Act as a trusted advisor to senior client stakeholders, aligning the firm's investment capabilities with ... seeking a future team member for the role of Senior Vice President - Strategic Accounts. This role is...private banks), with deep knowledge of the US wealth and asset management landscape, investment strategies, and capital… more
- iCapital (New York, NY)
- …investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend ... bespoke public and private market strategies for their high-net-worth clients. iCapital services,...high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January… more
- Deutsche Bank (New York, NY)
- …clients. This includes financials, asset managers, pension funds, insurers, hedge funds, private equity, central banks, and sovereign wealth funds. In this ... Job Description: Job Title: Institutional Client Group, Foreign Exchange, Americas Corporate Title: Vice...Do Responsible for covering important institutional clients at a senior level within our Foreign Exchange Sales Group Have… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of… more
