- 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 ...and supporting schedules Record monthly journal entries and prepare bank reconciliations Facilitate and complete monthly close procedures Analyze… more
- PNC Financial Services Group, Inc. (Milwaukee, WI)
- …to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Milwaukee, WI. The position is ... primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. Job Description Manages accounts in accordance with investment… more
- Citigroup, Inc. (New York, NY)
- The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, ... supports an entire department Manages day to day calendar(s) of senior management Coordinates all aspects of executive level manager appointments, meetings,… more
- PNC Financial Services Group, Inc. (Palm Beach Gardens, FL)
- …to contribute to the company's success. As Senior Relationship Strategist within PNC Private Bank organization, you will be based in our Palm Beach Gardens, ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more
- Academy Bank (Englewood, CO)
- Summary : Dickinson Financial Corporation and its affiliated banks-Academy Bank , NA and Armed Forces Bank , NA-rely on experienced commercial banking ... development in our communities, and to reach our growth objectives. The Commercial Banker 's primary role will be to develop and grow commercial lending relationships… more
- Regions Financial Corporation (Clearwater, FL)
- …into the careers section of the system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Citigroup, Inc. (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients… more
- Citigroup, Inc. (Houston, TX)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... net worth clients in the US. Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Peapack-Gladstone Bank (Bedminster, NJ)
- Company Overview: Peapack Private Bank & Trust is a...be recognized for the seventh consecutive year by American Banker as one of the "Best Banks to Work ... leader in wealth, lending and deposit solutions. At Peapack Private , our clients are cared for by a single...beyond to provide exceptional service and offer a boutique private banking experience. What makes Peapack Private … more
- Firstrust Bank (Bryn Mawr, PA)
- FIRSTRUST BANK Recognizes the leader in you As one of the region's foremost community banking institutions, we take pride in fostering leadership. As a Firstrust ... to suggest appropriate business and consumer services. Actively sells and promotes bank products to potential and existing business and consumer customers. Possesses… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Job Description Role Summary As the VP, AML Officer for the Raymond James Bank and Trust businesses, you will oversee and execute an anti-money laundering framework ... this role oversees AML governance and operations functions for Bank & Trust. This role demands strategic leadership, regulatory...operations. You will serve as a trusted advisor to senior leadership, acting as both guardian and guide in… more
- MUFG Bank, Ltd. (Irving, TX)
- …subject matter expert supporting GSCD's Regulatory Advisory functions across MUFG Bank , globally. The GSCD Program is responsible for advising on regulatory/ ... bank policy matters, managing global sanctions policy/procedure related matters,...and/or equivalent of relevant OFAC/sanctions-related experience within public or private sector. Bachelor's, Master's, or JD degree. Strong verbal… more
- Huntington National Bank (Indianapolis, IN)
- …manages licensed sales support associates. Coordinates sales efforts with branch and private bank regional leadership. Performs other duties as assigned. Basic ... Specialists). Communicates the group's program, strategic direction to executive and senior management and other personnel from various departments/functions of the… more
- M&T Bank (Wilmington, DE)
- …locations* Overview: This individual contributor position is responsible for providing senior level expertise in the provisioning of assurance services specific to ... Wealth Management and Institutional Client Services (ICS) businesses of M&T Bank Corporation. Wealth management services are delivered to Wilmington Trust clients… more
- State Street Corporation (Sacramento, CA)
- …are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They ... fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to...all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships with… more
- MUFG Bank, Ltd. (New York, NY)
- …role covers both investment grade and non-investment grade public and private corporate borrowers, with a particular emphasis on structured finance transactions, ... downgrades or general credit deterioration with the goal of maximizing the bank 's net income while minimizing credit costs. Additionally, you will have direct… more
- Apple Bank (New York, NY)
- …Subscription Finance Portfolio Manager supports all activities for Apple Bank 's Subscription Finance Team, encompassing underwriting and managing existing credits ... for both new loans and modifications., using independent judgment. Evaluate private equity fund limited partners, analyzing publicly available information towards… more
- First Horizon (Birmingham, AL)
- …On site in Birmingham, AL, Metairie, LA or Brentwood, TN At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We ... responsible for evaluating business loan applications based on established Bank policies and procedures as well as SBA Standard...total exposure, and either recommend a decision to a senior officer or use their own authority to decision… more
- First Horizon (Miami, FL)
- …client relationships and partnerships with referral sources inside and outside of the bank . You will enjoy the support of the firm in offering valuable advice ... service offering to all stakeholders. *Develop client relationships through internal banker referral partners and external COIs. *Surround your clients with our… more
- Avior Executive Search (New York, NY)
- …International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the ... US Our client is seeking a Senior Wealth Advisor for their New York office. The...have a minimum of 7+ years from either a private bank or RIA environment. Ability to… more
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