- State Street Corporation (Boston, MA)
- …as requested What we value Ensuring compliance with legal documents Maintaining working relationship with all client contacts, auditors, tax, lawyers and banking ... Who we are looking for A leader within the Private Credit Fund Services business unit of the State...revolutionize how State Street services our customers. As a Senior Associate you will be responsible for the preparation,… more
- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …legal and business challenges, whether domestic or international. We support every client relationship with intellectual agility, commercial acumen and a human ... touch. Cleary Gottlieb's private clients practice helps clients protect and administer family...business objectives. Staff Attorneys provide support to the US private clients lawyers in all aspects of estate administration,… more
- Citigroup, Inc. (New York, NY)
- …and capabilities. Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and… more
- BDO USA (Chicago, IL)
- Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience ... other people with complicated tax and financial structures. The Private Client Services Practice is experienced in...is complete to ensure quality service and maintain a relationship for future work Resolves client service… more
- JPMorgan Chase & Co. (New Hyde Park, NY)
- …as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing ... utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- BNY Mellon (New York, NY)
- …In this role, you'll make an impact in the following ways: The Senior Specialist ( Private Banker) will independently develop and implement the strategic ... We're seeking future team member for our Vice President, Private Banking II role located in New York, NY....Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship… more
- Capital Group (Los Angeles, CA)
- …CPWA, or similar designations. You are a credible and collaborative thought-partner for Private Wealth Advisors, Client Relationship Teams, and Portfolio ... Capital Group Private Client Services is a privately-owned...investment manager research and philanthropy, as well as the Client Relationship Team, providing direct support of… more
- Avior Executive Search (New York, NY)
- Our client is a Global Multi Family Office/ RIA with...currently cater to this level of clientele from a private bank or RIA 2) Seeking equity surrounded by top ... tare backing him as well. The firm is completely client driven. The candidate profile is quite simple: 1)...level talent and client 3) Have a burning desire to serve clients… more
- Citigroup, Inc. (Hewlett, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
- Citigroup, Inc. (New York, NY)
- …Citi Private Bank clients. Assist the Banker in deepening the existing client relationship through deep-dive analysis Assist the Banker in the creation of ... The Associate Banker Senior is a seasoned professional role. Applies in-depth...Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Private… more
- Metropolitan Commercial Bank (New York, NY)
- …institutions, municipalities and local government entities. The Bank operates banking centers and private client offices in Manhattan and Boro Park, Brooklyn in ... home one day a week. About the role: The Senior Credit Underwriter (VP) role is a key position...and presenting robust credit risk analysis in support of relationship -led loan requests from Commercial Real Estate (CRE) team.… more
- Webster Bank (Providence, RI)
- …benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Manager is responsible for cultivating and growing a portfolio of ... existing business relationships, with an extensive focus on new business development/ client acquisition (new to bank deposit production), expansion of existing… more
- Alvarez & Marsal (Dallas, TX)
- …results on-time and on-quality under time pressure Flexible and creative thinking Client relationship building Qualifications: US Citizenship required due to ... Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate:...seeking individuals that can assist in delivering large, complex client engagements by working closely with ADAS leadership to… more
- Selby Jennings (New York, NY)
- Associate Director, Relationship Manager We are looking for an experienced and dynamic professional to join our Private Wealth Solutions team. This role will be ... consultants, including adoption, lead generation, and platform updates Oversee client onboarding and transaction processing across platforms and custodians Marketing… more
- Li & Fung Limited (New York, NY)
- …what you need to know about the job: We are seeking an experienced Senior Account Manager to lead and manage our Walmart business across multiple apparel categories. ... internal teams. The ideal candidate will bring deep experience managing large private label programs, particularly with high-SKU businesses, and will be confident in… more
- BNY Mellon (New York, NY)
- …opportunities. Deliver Solutions-Oriented Value: Act as a trusted advisor to senior client stakeholders, aligning the firm's investment capabilities with ... seeking a future team member for the role of Senior Vice President - Strategic Accounts. This role is...10+ years of experience in investment services, ideally in client -facing roles such as Sales, Relationship Management,… more
- BOK Financial (Addison, TX)
- …Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, ... at the heart of our organization, and as a Relationship Manager, what you do matters. About the Role...local community. Uncovering and structuring an opportunity, serving the client , and meeting bank requirements will be integral to… more
- BOK Financial (Addison, TX)
- …Dallas -DAL Areas of Interest: Business Development; Commercial Banking; Relationship Management; Sales Pay Transparency Salary Range: Not Available Application ... Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management,… more
- AtkinsRalis (Beltsville, MD)
- …been a better time to be a part of AtkinsRalis! We are seeking a Senior Aviation Project Manager to join our team in Baltimore, MD, Alexandria, VA, or Philadelphia, ... consulting, urban planning, architecture, and program management services to public and private clients across the United States for more than 50 years. AtkinsRalis… more
