- AON (New York, NY)
- Managing Director , Insurance / Private Equity Consulting - Strategy and Technology Group Aon's Strategy and Technology Group (STG) is seeking an ... of the applicable incentive plan. #LI-RW1 #LI-HYBRID 2552912 Managing Director , Insurance / Private Equity Consulting - Strategy and Technology Group… more
- PrincePerelson & Associates (Salt Lake City, UT)
- ** Managing Director , Private Wealth Advisor** Salt Lake City, UT - flexible, hybrid work schedule Our client, a leading investment firm, is searching for a ... talented and experienced Managing Director , Private Wealth Advisor...strategies, risk management, income and liquidity management, estate planning, insurance , wealth transfers, philanthropy, and lending solutions. + Provide… more
- Citigroup (New York, NY)
- …a focused and high quality team. + In addition to the role of Private Banker, the Team Leader will also have the following Responsibilities: + Accountable for ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot… more
- Citigroup (New York, NY)
- …families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot ... are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility… more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting across a ... tax professionals to deliver tax services to clients associated with the Private Wealth Services practice. Our services include complex tax returns preparation,… more
- JPMorgan Chase (Baltimore, MD)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... take your career to the next level. As a Private Banker in the US Private Bank,...are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of… more
- JPMorgan Chase (Denver, CO)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... As a Market Team Lead at the JP Morgan Private Bank, you are responsible for advising families on...are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of… more
- JPMorgan Chase (Tampa, FL)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... the Head of Investments and Advice in the US Private Bank, you will lead the Investor team within...individuals. + FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered… more
- Zurich NA (New York, NY)
- …be based out of our New York City office. He / she will report to the Managing Director and Head of Private Equity and work collaboratively alongside his / ... Associate Director , Private Equity 122596 Zurich Alternative...experience in institutional asset management, investment accounting, financial planning, insurance companies, actuarial field Preferred Qualifications: + Possess ambition… more
- MetLife (Whippany, NJ)
- …on behalf of MIM's affiliated and unaffiliated clients. The Opportunity As the Private Asset Based Finance- Senior Director , you will be an investment ... We are one of the world's leading financial services companies, providing insurance , annuities, employee benefits, and asset management to our individual and… more
- Citigroup (New York, NY)
- …families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot ... are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility… more
- Comerica (Costa Mesa, CA)
- Job Description Regional Director - Private Banking Responsible for the strategic development, growth, quality and profitability for assigned market. May have ... responsibility for other offices as needed. Directs activities and manages private bankers in analyzing and structuring credit facilities for new and existing… more
- Citigroup (Miami, FL)
- The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot… more
- Citigroup (Washington, DC)
- …decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing… more
- Citigroup (Atlanta, GA)
- ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. Private Bankers are able to add value to clients...regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Skills and… more
- JPMorgan Chase (Greenwich, CT)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the Banker...+ Bachelor's degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but… more
- Citigroup (New York, NY)
- …judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively ... maintain these standards. **Qualifications:** + 15+ years relevant experience including managing teams and Financial Reporting. + Advanced level of accounting… more
- Travelers Insurance Company (Richardson, TX)
- …statements and evaluate market forces to provide consultative services to contractors. The Managing Director (MD) will lead a team of underwriters who partner ... - $253,700.00 **Target Openings** 1 **What Is the Opportunity?** Bond & Specialty Insurance provides management and professional liability insurance , as well as… more
- BMO Financial Group (Boca Raton, FL)
- The Managing Director is responsible for facilitating growth initiatives for the Asset Based Lending group through significant business development and excellent ... referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus on Asset...willingness to develop new relationships in unknown markets. The Managing Director will have an outstanding and… more
- University of Pennsylvania (Philadelphia, PA)
- …wealth of health and wellness programs and resources, and much more. Posted Job Title Managing Director , Penn AI Job Profile Title Director C, Academic ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader...The University of Pennsylvania is seeking a highly skilled Managing Director to lead the execution of… more