- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… 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
- Citizens (New York, NY)
- Description The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth ... you will help to increase customer loyalty and drive business development opportunities. The Private Wealth Service and Support Specialist will also serve as the… more
- Bloomberg (New York, NY)
- …through their ongoing relationship with Bloomberg. **Our Team** The Market Specialist team within Financial Solutions serves as the financial market and ... team has deep asset class knowledge, deep understanding of client workflows and Bloomberg's product offerings. This is a...the role?** On any given day as a Market Specialist , you will be consulting with senior decision makers… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with ... external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently… more
- Insight Global (Ridgefield Park, NJ)
- Job Description Insight Global is seeking a Client Relations Specialist for one of our litigation law firm clients. This role will eventually be hybrid remote, ... will be located in Ridgefield Park, NJ. As a Client Relations Specialist you will be the...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… 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 ... including insurance companies, banks and pension funds. Our Japan private markets business has been growing rapidly primarily driven...of other Specialty Strategies in serving as a product specialist for the Japanese sales team + Manage investment… more
- Neuberger Berman (New York, NY)
- …Sales team in the New York office. **Responsibilities** + Support of Alternatives Specialist Team and Client Advisors in all aspects of registered PE ... among NB internal constituencies of the Fund, including the Private Markets Investment Team, Sales Management, Client ...the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing. + Present Neuberger's private… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/Universitydegree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Managed ... a wide range of CPB personnel by applying expertise in product specialty. Help Private Bankers and Investment Counselors to evaluate client profiles in terms of… more
- JPMorgan Chase (New York, NY)
- …through their first 30 days with the company. As an Associate Recruiter in Private Banking, you will ensure your clients are best positioned to attract, source and ... and manage candidate talent pools and operate as a specialist within your market + Source and pipeline qualified...are in place + Present to and update senior client groups on recruiting activity and manage escalations effectively… more
- HSBC (New York, NY)
- …to hedge funds, private equity, private credit and real estate private market + Work with the Product Specialist and Product Development to structure ... all share. You will be responsible for supporting the Alternatives Product Specialist in maintaining Alternatives platform, supporting sales initiatives as well as… more
- JPMorgan Chase (New York, NY)
- Come and join our Alternatives Global Transportation team as an Investment Specialist . Our alternative strategies are designed to achieve specific client ... asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum,… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking an Overland Advantage Product Specialist (Principal Strategic Investment Specialist ) who will cultivate strong ... internal and external relationships to deliver access to private credit and other long-term capital solutions, for middle-market...environment **Job Expectations:** + Ability to travel to different client markets on a regular basis + This position… more
- The New Jewish Home (Manhattan, NY)
- …health and financial information for The New Jewish Home clients is kept private and secure. Maintaining client confidence and protects operations by keeping ... located in the Uppfor a full time IT Support Specialist , to join our team. Job Summary: The...timely. . Applies principles of customer service to each client interaction; informs IT management when customer verbalizes dissatisfaction… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is looking for a Valuation Specialist for the NB Alternatives platform. This role represents an opportunity to be a joining member in the build out ... finance background with knowledge of financial products, specifically in private equity, real estate and lending spaces + CFA...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- Insight Global (Ridgefield Park, NJ)
- Job Description Insight Global is seeking a Time and Billing Specialist for on of our litigation law firm clients in upstate, New Jersey. This role will be joining ... remotely two days per week. The Time and Billing Specialist will be responsible for managing the firm's timekeeping...This role involves ensuring accurate and timely billing, maintaining client records, and providing support to attorneys and staff… more
- CDM Smith (Paterson, NJ)
- …openings for Automation and Instrumentation & Controls Specialists to support our public, private and federal clients locally and around the world with all phases of ... SCADA automation projects. An Automation Specialist at CDM Smith: * Creates and/or oversees basic...PLC and HMI experience required. * Excellent communication and client relation skills. * Strong knowledge of Microsoft office… more
- Santander US (New York, NY)
- GTB Product Specialist - Export and Agency Finance - Associate New York, United States of America The GTB Product Specialist serves as an SME responsible for ... for the benefit of US and overseas borrowers. + Client communications and managing pitchbooks for client ...Legal, MO, E&S, and Risk teams. + Work with Private Debt Mobilization team in Madrid to syndicate transactions.… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...more details. We are seeking a Senior Loan Workout Specialist , Vice President in our New York or Dallas… more
- Scotiabank (New York, NY)
- Data Specialist , Functional Lead (Regulatory Reporting) **Requisition ID:** 214671 **Salary Range:** 90,000.00 - 167,200.00 _Please note that the Salary Range shown ... drive ambition for every future! **Purpose** As a Data Specialist , Functional Lead you will work with the lead...Do** + Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and… more