- JPMorgan Chase & Co. (New York, NY)
- A global financial services firm is looking for a Private Client Advisor in New York. The role involves offering comprehensive financial planning to a ... diverse client base. Key responsibilities include building client relationships, providing personalized investment solutions, and educating clients on available… more
- Citigroup Inc. (New York, NY)
- …procedures. Education Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and… more
- Citibank (Switzerland) AG (New York, NY)
- …and capabilities.**Education: Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private ... families that cross generations to establish long-term connections to the Citi Private Bank.* Effectively manage client expectations regarding what can and… more
- Steer (New York, NY)
- …driving strategic growth, delivering complex projects, and fostering long‑term client relationships within the infrastructure sector. Key Responsibilities Driving ... and internal colleagues to deliver high‑quality, timely, and cost‑effective outcomes. Client Advisory : Translate technical findings into actionable insights for… more
- Citigroup Inc. (New York, NY)
- …and/or licenses. Education Bachelor's/University degree, Master's degree preferred Job Family Group Private Client Coverage Job Family Private Banker Time ... families that cross generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and… more
- Citigroup Inc. (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 ... of clients' businesses and sources of wealth generation. Anticipate events in a client 's life and business which have significant financial implications. Serve as a… more
- PowerToFly (New York, NY)
- …through investor distribution. Given the flexible and strategic nature of private capital, the team is client -oriented and product-agnostic, tailoring ... Position Summary: Private Capital Markets ("PCM") is a group at...Based in New York, you will serve a global client base working closely with our coverage and product… more
- Ernst & Young Oman (New York, NY)
- …it to go. Join EY and help to build a better working world. The opportunity Private Tax is a growing practice within EY, and you'll see that growth reflected in your ... families. These clients span from family owned businesses to private equity owned companies. One thing they all have...as high-profile individuals. That will make you a trusted advisor and role model for your clients and for… more
- PowerToFly (New York, NY)
- A leading financial services firm is seeking a Private Capital Markets Vice President based in New York. This role involves driving business growth, managing complex ... transactions, and acting as a key advisor to major clients. Candidates should have over five...Candidates should have over five years of experience in private credit or investment banking, excellent quantitative and communication… more
- PowerToFly (New York, NY)
- …tax obligations while minimising risks of non‑compliance. Growing as a strategic advisor , you leverage your influence, expertise, and network to deliver quality ... Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through… more
- PowerToFly (New York, NY)
- …Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... key member of the service team, in supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...tools, financial planning, reporting and analysis DUTIES and RESPONSIBILITIES Client Support As a key member of the service… more
- Morgan Stanley (New York, NY)
- …The Director of Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...FA/PWA/team. At the request of FA/PWA/team, participates in existing client and/or prospective client meetings, representing the… more
- PowerToFly (New York, NY)
- …collaboration with portfolio management, platforms, sales, trading, advisor education, private markets, and both institutional and retail client services. ... holistic modern wealth advice and augments the depth and breadth of a Financial Advisor 's relationship with clients. It is also a valuable advisory tool. The Donor… more
- Trellis Group (New York, NY)
- …Principal Consultant/Outsourced Chief Compliance Officer is responsible for Investment Advisor compliance clients, particularly RIAs managing private funds ... regulations Conduct (scheduled and ad hoc) conference calls and online meetings with client executives to deliver guidance and advice with respect to regulatory best… more
- Kroll (New York, NY)
- …business, M&A Advisory service line is a leading middle-market M&A advisor . We advise public corporations, financial sponsors, family-owned businesses and other ... private companies in middle-market buy‑side and sell‑side M&A transactions...a variety of transactions in all stages, from initial client pitches to transaction closings Communicates regulatory, financial information… more
- Wedbush Securities (New York, NY)
- …will own the semiconductor and hardware vertical with complete autonomy over client strategy, team composition, and business development approach. You define the ... What You Will Do Originate and execute high‑value M&A transactions, private placements, and strategic advisory mandates across semiconductors, chip design, computing… more
- FranklinCovey (New York, NY)
- …our programs, books, and content with thousands of public and private primary, secondary, and post‑secondary schools and institutions. Title: Education Success ... Education K12 Sales Status: Full‑Time Exempt Reports To: Manager, Client Success Location: Remote - Anywhere in the Greater...Success Partner (ESP), you will be the trusted strategic advisor to a portfolio of K‑12 schools implementing the… more
- Liberty Mutual Insurance (New York, NY)
- …leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our ... portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our...is a newly created role and a key legal advisor to Liberty Mutual Investments' Capital Solutions platform. The… more
- Limelight Health (New York, NY)
- …we've experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip. Job ... management skills to translate complex quantitative capabilities into scalable, client ‑ready solutions. You will work with cross‑functional teams responsible for… more
- Piper Sandler & Co (New York, NY)
- …financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and accessing alternatives to ... selling memorandums and presentations* Analytical and financial modeling skills* Client management skills* Ability to build relationships and establish trust… more
