- Fidelity TalentSource LLC (Boston, MA)
- … Private Assets component of the program. Reporting to the Vice President Private Equity / Illiquid Alternatives Advisor Oversight the individual will be ... and process improvement opportunities.Develop Board and Committee reporting for cross-functional Private Equity and Illiquid Alts Oversight Committee for key… more
- Fidelity TalentSource LLC (Boston, MA)
- …productive partnerships. The ideal candidate will have relationships with the equity compensation ecosystem serving public and late-stage private ... in any US locations nationwide. Role The VP, Partnership Manager will play a meaningful role as an ambassador...as an ambassador for Fidelity s brand in the equity compensation marketplace. This role has a goal of… more
- CohnReznick LLP (Los Angeles, CA)
- …Sponsors & Financial Services team, you'll work with some of the nation's leading private equity , venture capital, hedge, real estate, cannabis, private ... currently have an exciting career opportunity for an Assurance Manager to join the team in our Los Angeles...a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAs a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of ... consultants and/or experience working with alternatives in product development, relationship management and salesOutstanding partnership skills and ability to… more
- Segal (Chicago, IL)
- We are currently recruiting for a Client Relationship Manager (CRM). The candidate may be based out of our Chicago office.The CRM will support a book of business ... management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client… more
- Segal (Atlanta, GA)
- …Consultant will collaborate directly with team members including the client relationship manager , actuaries, clinicians, attorneys, and analysts to provide ... and verbal); andProficiency in Microsoft Office products, with emphasis on Excel.Diversity, Equity & Inclusion at Segal:We recognize that individuals bring a broad… more
- JPMorgan Chase (Boston, MA)
- …advise clients on achieving their desired goals. **Job Responsibilities** + Relationship manager for Private Equity & Venture Funds day-to-day activity ... to the next level. As a Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... segment with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point… 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 clients in the high net worth segment. The Private Client Relationship Manager II...and variable compensation/incentive awards (eg, eligibility for cash and/or equity incentive awards, generally through participation in an incentive… more
- Citizens (Merrimack, NH)
- …coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly ... next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along...guidance. Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and… more
- T. Rowe Price (San Francisco, CA)
- …and grow your career with us. Role Summary: A major objective of the Centralized Private Equity Team is to strengthen T. Rowe Price's position in the ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and...is an organized, focused and consistent calling effort and relationship management program in the private company… more
- M&T Bank (New York, NY)
- …Borrowing Base Facilities + Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved + Exposure across ... career pathing for our staff including leadership, project related, client relationship , operations and analytics roles. **Education and Experience Required:** +… more
- First Horizon Bank (Fort Lauderdale, FL)
- …target industries of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and ... On site in Fort Lauderdale, FL **Summary** As a Private Bankers (PB), you are responsible for business development...the communities we serve. We do this by elevating equity , providing capital and counsel, and committing to excellence… more
- First Horizon Bank (Plano, TX)
- **Description** **Location: On site, Plano, TX** **Summary** Private Bankers are responsible for business development of professional high net worth individuals and ... at time of new/renew requests. + Coordinate deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter. + Works with… more
- Deloitte (Columbus, OH)
- …administrators from every sector of the industry, including hedge funds, private equity , investment partnerships, alternative products, family offices, mutual ... have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role...of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client.… more
- Comerica (Dallas, TX)
- Relationship Manager , Equity Fund Services The ...the needs of the group. This role will focus on private equity firms from $30MM to over $35BN in ... assets over management in the US and Canada. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental, Vision, Life Insurance *… more
- Neuberger Berman (New York, NY)
- …of strategies-including equity , fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and ... **Summary** The Marketing Manager operates within the NB Private ...take initiative + Strong written, verbal communication, interpersonal and relationship building skills + Exceptional attention to detail with… more
- CIBC (Austin, TX)
- …demonstrate experience with:** + Minimum of 5 years' experience as a Commercial Relationship Manager , must have experience in Commercial Banking lending to ... We're building a relationship -oriented bank for the modern world. We need...investing in Canadian and US-based venture capital and growth equity funds. **What You'll Be Doing** The Director will… more
- Santander US (New York, NY)
- Community Development Finance Relationship Manager New York, United States of America **Summary** The Community Development Finance Relationship Manager ... profitability while minimizing risk. Candidate also acts as a primary business relationship owner for new, complex community development transactions with a focus on… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …services. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk. ESSENTIAL FUNCTIONS: 1. Formulates ... strong understanding of company, industry, business and needs. Sets objectives for each relationship in terms of profit contribution, ROA and ROE. 2. Maintains close… more
