- PwC (New York, NY)
- A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and ... to experience the entire business life cycle of a private company from inception to growth, maturity and transition....at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this… more
- Citizens (Rochester, NY)
- …development and ongoing practice management support. As a Private Client Market Leader (PCML), you will lead , coach, and develop a team of licensed ... with its clients. Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial...Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a… more
- TD Bank (Melville, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of ... of clients in the high net worth segment. The Private Client Relationship Manager II will serve...Wealth Partners, as needed, to ensure capacity for target market clients + Responsible for fostering and contributing to… more
- JPMorgan Chase (New York, NY)
- …and Review); Support senior risk leadership with periodic evaluations of risk appetite; Lead market risk oversight, limit monitoring, and limit construction for ... lending programs, capital markets activities, derivative programs, and principal market risk for the Global Private Bank...profiles of collateral; Review credit profiles of clients; Understand client strategies + Lead 'review & challenge'… more
- S&P Global (New York, NY)
- …has deep subject matter expertise and a strong desire to foster our client 's success. **Responsibilities and Impact:** Private Credit Commercial Strategy team ... + Partner across teams to solutions that support the Private Credit market providing market ...Understand the prioritization of key feature enhancements based on market conditions, revenue impact and client mandates/industry… more
- BlackRock (New York, NY)
- …Credit business development team's role is to foster (i) greater depth of client relationships, (ii) specific and extensive private credit strategy experience, ... long-tenured client relationships and proven history of executing successful private credit fundraises. The business unit, which focuses primarily on outward … more
- Bloomberg (New York, NY)
- …measure business impact and success + Keep tabs on the competitive environment and client trends + Lead an agile development process through JIRA including ... Product Manager - Alternative & Private Funds **New York, NY** Posted May 23,...developing data and analytics that help clients refine their market outlook in support of asset allocation decisions, tie… more
- Bloomberg (New York, NY)
- …team is made up of Market Specialists and Technologists with a passion for private markets, from fund launch to liquidation, seed round to IPO, and all the data ... market trends, and gaps in our dataset + Lead and expand relationships with a wide range of...work experience in the Financial Services industry, including exchanges, market data providers, consultancies, institutional investors, private … more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on ... JP Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include... client relations for registered and private products across alternative asset classes within North America.… more
- CIBC (New York, NY)
- …business (commercial, capital markets) to orchestrate a cohesive value proposition to a client or prospect. The Private Banking Advisor's specific focus is ... Advisor will be responsible for, but not limited to, the following activities: + Lead new high net worth client relationships and become trusted advisor through… more
- AON (New York, NY)
- …effective solutions. In this role, you will serve as the project and strategic lead for our Private Equity clients' portfolio companies. Working with junior team ... leveraging the client delivery team + Drive client strategy and lead carrier negotiations +...role, you will serve as the project and strategic lead for our Private Equity clients' portfolio… more
- International Rescue Committee (New York, NY)
- Requisition ID: req51969 Job Title: Program Officer, Private Sponsorship Processing Stakeholder Coordination Sector: Governance Employment Category: Fixed Term ... Work Arrangement:Fully Remote Job Description Overview: The Program Officer, Private Sponsorship for Stakeholder Coordination supports the overall implementation of… more
- City National Bank (New York, NY)
- …clients and leverage all resources and other colleagues to successfully become the client 's lead or sole provider. + Relationship Management + Manage ... ** PRIVATE BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families… more
- US Bank (New York, NY)
- …the operational activities and business development engagement for clients in the Private Capital and Global Asset Management Group. This role is instrumental in ... for US Bank to provide best-in-class services to the private capital and asset management industries. In addition, the...Manager will collaborate with the Relationship Manager for each client to identify opportunities to expand credit support for… more
- Neuberger Berman (New York, NY)
- …an experienced tax professional with a focus on Real Estate investing (REITs), Private Equity Funds, Residential Mortgages, and Real Estate Secondaries to lead ... the tax department through a series of RE Private Equity Funds focused on making entity level investments...investors to provide tax reporting, respond to queries, and market new products. + Oversee quarterly REIT compliance engagement… more
- JPMorgan Chase (New York, NY)
- …sales and origination partners across the markets organization, including helping to define client strategy and market the products above + Structuring of term ... ongoing risk management of the Credit Financing book. **Job Summary:** As a Private Credit Financing - Vice President within the Global Credit Financing team, you… more
- Charles Schwab (New York, NY)
- …their own destiny. **We are driven** by our purpose to champion every client 's goals with passion and integrity. **We respect** and appreciate the diversity of ... they can help themselves, and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra-high net worth… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... with the power to make a difference. Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager supports the Financial Advisor team… more
- JPMorgan Chase (New York, NY)
- The opportunity is to join the North America Corporate and Private Side commodities team covering corporate clients. As an Executive Director in North America ... Corporate and Private Side commodities sales, you will support the daily...of the team in servicing the Metals and Agriculture client base across the commodities complex for all risk… more
- JPMorgan Chase (New York, NY)
- …presentation materials for discussions with clients on interest rate risk management. Lead client discussions with corporate Treasury teams ranging in seniority ... The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and...Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas… more
