- Citizens (New York, NY)
- Description The Private Bank , Sr . Private Equity Lending Associate (Fund Finance) supports the Relationship Manager with their loan portfolio with ... from initial client contact through the closing process. The Private Equity Lending Associate is expected to lead loan...verifying accuracy of financial and loan documents. + The Senior Lending Associate will have more access and authority… more
- Citigroup (Greenwich, CT)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold ... high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many… more
- Citizens (New York, NY)
- …plans that will drive awareness, engagement, and retention for the Citizens Private Bank businesses. Reporting to the Vice President, Enterprise Content ... Description Overview of role: The Sr . Content Marketing Strategist is part of the...present strategic content plans to key stakeholders within the Private Bank , aligning messaging with business objectives… more
- 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 ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- Citigroup (New York, NY)
- …Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is ... **About Citi** Citi, the leading global bank , has approximately 200 million customer accounts and...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- Bank of America (Melville, NY)
- …Manager to join our Melville, NY Team. The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million ... Sr . Relationship Manager, Global Commercial Banking - Middle...Team. The Middle Market segment of the Global Commercial Bank serves public and private companies with… more
- PNC (Ridgewood, NJ)
- …to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Ridgewood, NJ. The position is ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Bank of America (New York, NY)
- …**Job Description:** Manages the end to end credit process for a portfolio of Private Bank clients and works with the Central Administration Unit to effectively ... Credit Manager/ Sr Credit Manager Global Wealth & Investment Management...New York, New York; Miami, Florida **Job Description:** At Bank of America, we are guided by a common… more
- Citigroup (New York, NY)
- Please note that this is a NYC-based role, supporting Citi Private Bank in Canada. This role requires registration for securities both in the US and in Canada. ... Investment Counselors joining Citi Private Bank will be distinguished and highly...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Bank of America (New York, NY)
- …+ Strong presentation skills are a plus. + Must be comfortable dealing with senior executives at private market firms. + Team player comfortable working across ... Private Markets Due Diligence Analyst New York, New York;Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help… more
- City of New York (New York, NY)
- …is seeking to fill one (1) Staff Analyst II vacancy to function as a Sr . Bank Account & Disbursement Reconciler in the Bureau of Reconciliation and Control ... the Comptroller, and other state and local agencies. The Sr . Bank Account & Disbursement Reconciler will:...working with the budget of a large public or private concern in budget administration, accounting, economic or financial… more
- Citigroup (Greenwich, CT)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- City National Bank (New York, NY)
- * SR . ESTATE SETTLEMENT OFFICER* WHAT IS THE OPPORTUNITY? This position is responsible for the administration and distribution of estate/trust assets held within an ... administrative trust or probate. The Sr . Estate Settlement Officer facilitates family meetings, identifies, collects and values assets, pays claims and expenses,… more
- Citigroup (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
- JPMorgan Chase (New York, NY)
- 2026 AWM Global Private Bank Solutions summer Analyst program **Short Description** Solutions Analyst Training Program in Private Bank working with ... wealth management solutions. As a Solutions Analyst in Global Private Bank , you will work with product...need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.… more
- City National Bank (Jersey City, NJ)
- *CREDIT RISK REVIEW OFFICER SENIOR * WHAT IS THE OPPORTUNITY? The Credit Risk Review Department (CRR), is part of the 3rd line of defense, and as such is independent ... and effectiveness of credit risk management processes of the Bank . CRR also serves as an internal advisor to...desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough… more
- Citizens (Iselin, NJ)
- Description (Applicants must have experience in payments, private banking, and wealth systems, with expertise in products, solutions architecture and aligning ... architect is capable of leading a team of architects and works alongside senior management, software engineers and technologists to ensure the strategic alignment of… more
- Citizens (New York, NY)
- …expertise, and research, while intimately focusing on each client's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship ... Description Citizens Private Bank has accelerated its strategy...client's loan portfolio with extraordinary care and service. The Senior Lending Specialist works in primarily operational, processing, and… more