- HSBC (New York, NY)
- …to a portfolio of Alternative Funds (primarily hedge funds but also private equity funds) and to support the Institutional Client Group (ICG) relationship ... a range of fund vehicles could be analyzed including private equity funds and other fund types....to build effective relationships across various departments - Prime, Client Management, Relationship Management and WMR -… more
- Banc of California (New York, NY)
- …client management, retention, and expansion for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a ... Finance, Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally in a lending/credit environment. +… more
- Neuberger Berman (New York, NY)
- …able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation Details This position is paid based ... of strategies-including equity , fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and… more
- Neuberger Berman (New York, NY)
- …industry experience + Excellent investment and capital markets acumen + Familiarity with Private Equity , Hedge Funds, and other sophisticated asset classes + ... of strategies-including equity , fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and… more
- Neuberger Berman (New York, NY)
- …models and integration points that maximize reusability and maintainability. + Client Relationship Management: Constantly seek opportunities to enhance customer ... satisfaction and strengthen client relationships. + Application Service Delivery Collaboration: Partner seamlessly... equity , fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team in New York, NY. About the Role : Private ... clients and prospects in our target markets. This includes Private Equity firms with $500M-20B in assets...on the investment team and operating partners. As a relationship -oriented sales executive, this position is responsible for opening… more
- JPMorgan Chase (New York, NY)
- …needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Bank of America (New York, NY)
- Senior Product Specialist - Private Equity and Real Assets Sourcing and Origination New York, New York **To proceed with your application, you must be at least ... of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects… more
- AON (New York, NY)
- …sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance company advisory revenue base + Responsible for ... you will be responsible for managing the on-going consulting relationship with a large insurance company. You will be...C-Suite client executives + Successfully grow our private equity and insurance company advisory revenue… more
- Citigroup (New York, NY)
- …a kay part of all client portfolios + Manage team of expert private equity , real estate, and hedge fund portfolio professionals responsible for development ... be responsible for managing the full life-cycle of discretionary private equity , real estate, and hedge fund...travel + Series 7, 66, 31 **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
- Truecare Homecare Agency (Brooklyn, NY)
- …redefining community-focused care and setting new standards for what's possible. Position Title: Private Client Outreach Specialist - Private Pay Division ... commitment to expanding access to care and promoting health equity fuels everything we do. We empower underserved populations...Position Title: Senior Private Client Outreach Specialist & Marketing Lead - … more
- NTT DATA North America (New York, NY)
- … Growth team to drive strategic relationships and new business development within the private equity (PE) space. This role will focus on partnering with PE ... its execution. During early stages, they will review the client -facing point of view, and compelling value propositions and...ideal candidate will have a strong understanding of the private equity investment lifecycle, a successful track… more
- JPMorgan Chase (New York, NY)
- …and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers ... advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you...that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client… more
- JPMorgan Chase (New York, NY)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand ... and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. + Actively manage assigned clients and… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- JPMorgan Chase (New York, NY)
- …best the firm has to offer. As a Field Incentive Support Associate within the Private Client Relationship Management team, you will oversee and execute our ... At JPMorgan Chase, we are committed to extraordinary client service, taking care of our employees, and...our business strategy and encouraging the desired behaviors in Relationship Managers through our incentive program. Your work in… more
- JPMorgan Chase (New York, NY)
- …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… more
- JPMorgan Chase (New York, NY)
- … Bank business. It also includes skills development sessions in markets, sales, and client relationship management. You'll gain exposure to every facet of wealth ... **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate Program** Embark...industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a… more
- JPMorgan Chase (New York, NY)
- …markets and our specialized teams provide unique portfolio solutions across real estate, private equity , alternative credit, and more, to global institutions and ... client experience through an engaging and proactive client relationship approach. We are seeking a...near-term economic and relevant external events that may impact client portfolios. Identify opportunities where our global private… 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 ... and data pipeline development experience to align with our Private Markets investment teams. You will work with team...ensuring efficient data access and retrieval + Own the relationship and integration with related third-party platforms to align… more
