- JPMorgan Chase & Co. (Voorhees, NJ)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
- Insight Global (Wichita, KS)
- …with clients to define scope and expectations; maintain clear communication throughout. Lead team safety initiatives and enforce compliance with safety ... more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:...REQUIRED if less than 10 years Experience managing a team and working with an end client … more
- JPMorgan Chase & Co. (Woodridge, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …asset classes. Job Summary: As a Private Equity Fund Admin VP within our client administration team , you will manage all facets of daily client ... fund governing documents. Job Responsibilities Manage all aspects of client deliverables for Private Equity fund administration...adherence to control framework including prescribed policies and procedures Lead and work on ad hoc client … more
- Deloitte (Atlanta, GA)
- …CoE, you'll work closely with PEI CoE Managing Directors and Senior Managers, Lead Client Service Partners, Deloitte Independence Directors, PEI clients, and ... thrive on developing and motivating others and leading a team ? Would you like to take part in a...looking for your next step, we are expanding Deloitte's Private Equity Independence Center of Excellence (PEI CoE) within… more
- State Street Corporation (Boston, MA)
- …funds including the review and approval of monthly or quarterly net asset value reporting. Lead the onboarding of existing client funds and the launch of new ... leader in providing administrative fund services to both Hedge Fund and Private Equity managers within our Alternative Investment Solutions business group. Our PE… more
- JPMorgan Chase & Co. (Irvine, CA)
- Job Description Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- J Harlan Group, LLC (New York, NY)
- …computing content (eg, Computer Science, Statistics, Mathematics, Engineering or Physics) About the Client : The firm is a New York-based, private debt investment ... Vice President Data Science Private Credit Investment Manager J Harlan Group is...the professional will be a "hands-on" player/coach building a team of Data Scientists focused on the implementation of… more
- ACCUR Recruiting Services (New York, NY)
- Company Description Our client is a leading European manufacturer specializing in Nespresso-compatible coffee capsules and premium aluminum K-Cup formats. With a ... company offers both an in-house coffee capsule brand and private label solutions for key retailers. They are committed...be the first and only US-based representative for our client . The primary goal of this role is to… more
- Emerald Resource Group (Pittsburgh, PA)
- … Funds Position Overview: We are actively seeking a talented Assurance Senior specializing in Private Funds to join our team . This opening is driven by the dual ... with the engagement partner, manager, and staff to understand and meet client expectations and deliverables. Lead audit engagements for financial industry… more
- The Citco Group Limited (Miami, FL)
- …Maintain a proactive approach to staying up-to-date on industry changes and technology advancements. Lead and mentor junior team members to foster a culture of ... with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset...their space, we say: Welcome to Citco. About the Team & Business Line: Transformation Office strives to create… more
- CrossCountry Consulting (Chicago, IL)
- …with a focus on recurring revenue models, subscription billing, and ARR/MRR metrics. Lead client engagements and facilitate workshops with client groups ... joining our rapidly growing Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our… more
- Morgan Stanley (Conshohocken, PA)
- We're seeking someone to join our team as an Alternative Investment Services Private Equity Portfolio Accounting Operations Director in IM operations to be ... Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director… more
- Alvarez & Marsal (Boston, MA)
- …and ensure all relevant sources of information are pursued Guide and lead client interviews, ask inquisitive questions and understand different stakeholders' ... of projects with multiple service lines and ability to lead smaller projects independently Proactively manage client 's...team to think innovatively Take accountability for both client and team identified issues Build complimentary… more
- First Horizon (Greensboro, NC)
- …of First Horizon's solutions. Team and peer group role model for other Private Client Relationship Managers Continuously act as a culture champion that is ... Bankers who are exploring a new path within the Private Client space. Summary As a ...specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's… more
- NFP (New York, NY)
- …or removal of policy riders, and face amount reductions. Partners with Private Wealth Management Team to process individual asset management applications, ... and conversations in MOSAIC Partners with the New Business Team to manage all new business cases using MOSAIC...and vendors to ensure proper and timely execution of client service requests. Takes a proactive lead … more
- Apex Group Ltd (Denver, CO)
- …For our business, for clients, and for you The Role & Key Responsibilities: Lead the client relationship management for Fund Administration PE clients Direct ... to supercharge your unique skills and experience. Take the lead and we'll give you the support you need...team A high degree of commercial awareness and client service focus Prior experience working at a PE… more
- Waldron Private Wealth (Wayne, PA)
- …complex client related issues and concerns, work with the guidance of a Team Lead . Implement financial planning strategies including, but not limited to, IRA ... Description Waldron Private Wealth (Waldron) is seeking a motivated, organized...individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide… more
- Prime Buchholz (Boston, MA)
- …and market trends in a clear and actionable format Support client private equity implementation processes, including portfolio construction analysis, ... the chance to become a key contributor to our private equity research team , focusing on the...gain valuable experience in institutional-level due diligence processes and private equity implementation across a client base… more
- AEG (Frisco, TX)
- …setup, and execution, ensuring adherence to client specifications and club standards. Lead , train, and manage a team of event staff, providing guidance, ... and management for the Cowboys Club. THE ROLE The Private Events Manager is based out of The Star/Cowboys...event planning, execution, and post-event evaluations while leading a team to deliver exceptional experiences that align with the… more
