- Bank of America (New York, NY)
- Private Client Manager II New York, New York;Frisco, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Year over Year revenue + Partners with and mentors Private Client Managers on more complex products...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Melville, NY)
- Private Client Manager I Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... team members and receives coaching and development from Private Client Managers **Required Qualifications:** * Series...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- CIBC (New York, NY)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Client Service Manager ** , you will support Private Wealth relationship management ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Markets Client Reporting Analyst is a member of Neuberger Berman's Private Markets Group and is responsible for assisting ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Bank of America (New York, NY)
- Private Client Advisor II New York,...offered a role with Bank of America, your hiring manager will provide you with information on the in-office ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client -focused...entire Private Bank platform * High touch, client -focused individual with exceptional interpersonal skills * Leader who… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York,...offered a role with Bank of America, your hiring manager will provide you with information on the in-office ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (New York, NY)
- Registered Private Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Deloitte (Rochester, NY)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Bloomberg (New York, NY)
- …analytics through innovative technology - quickly and accurately. **Our Team :** The Private Funds team supports Bloomberg's suite of private markets data from ... all the data in between. Whether a fund investor, manager or advisor, our team has the data, solutions...to the next level. **What's the role :** The Private Funds Technical Account Management Professionals is a group… more
- Akin Gump Strauss Hauer & Feld LLP (New York, NY)
- …States, Europe, Asia and the Middle East. We are currently seeking a Business Development Manager to help drive the strategic growth of the firm's Private Equity ... position will reside in New York, and report to the Senior Business Development Manager . The ideal Business Development Manager is expected to have substantial… more
- KeyBank (NY)
- …The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice ... Street - Albany, New York 12207-1501 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...If needed engages the Market Leader or other Relationship Manager based upon complexity of the client … more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… more
- KeyBank (Syracuse, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as ... Street - Syracuse, New York 13202-1600 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… more
- Deloitte (Rochester, NY)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on June 1, 2025 What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
- BlackRock (New York, NY)
- …acquisitions across private market franchises and technology. With a broader client base than many pure-play alternatives competitors and a reputation as a ... for Private Markets, preferably Wealth, FOFE, and Defined Benefit client segments. US experience valued. + Strategic acumen linked to implementation/execution,… more
- Neuberger Berman (New York, NY)
- Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager . The firm manages a range of strategies-including equity, fixed ... $463 billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business.… more
- Bank of America (New York, NY)
- Private Equity and Real Assets Sourcing and Origination Senior Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a ... Description:** Acts as the senior product representative on a client team and is solely responsible for all product...and strategies affecting an entire region or section. The Private Equity/Real Assets Product Sourcing & Origination team strives… more
- City National Bank (New York, NY)
- … BANKING OFFICER II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers ... appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager...or equivalent * Minimum 7 years of experience in client service, banking operations or Private Banking… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... The Associate General Counsel - Private Wealth will play an integral role within...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- Neuberger Berman (New York, NY)
- …the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $125 billion of client commitments since inception, and ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more