- Truist (New York, NY)
- …of America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients ( private equity and ... and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. **Essential… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... working on many different sophisticated matters, wants substantial business team and client contact and is a team player. **Responsibilities:** + Providing ongoing… more
- Citizens (Tarrytown, NY)
- …record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over ... Description Citizens Private Bank has accelerated its strategy to build...services, expertise, and research, while intimately focusing on each client 's unique circumstances. The Investment Operations Sr. Manager… more
- BMO Financial Group (New York, NY)
- …platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Participates in deal ... and participate in their presentation to clients. + Monitors client , client industry, and regulatory agencies for... sales. + Directly manages a diverse portfolio of private and middle market companies with progression toward increasing… more
- JPMorgan Chase (New York, NY)
- …an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset ... classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real… more
- Fifth Third Bank, NA (New York, NY)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: Leadership, client -facing role, directing deal teams working on asset securitization transactions focusing ... of securitization opportunities, both loan and ABS, including public and private (144a or 4a2) securitizations, portfolio purchases, and advisory services.… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... to contribute to a team environment in the management of client relationships. **Responsibilities:** + Direct administrative and management oversight responsibility… more
- Atlas (Albany, NY)
- …promotional literature, and/or unique client relationships. + May serve as a Client Account Manager (CAM) for key clients in his/her respective area. ... + Responsible for Customer Satisfaction Surveys and Reporting. + Foster client recognition through participation in awards competitions, in conferences and technical… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... required) + 10+ years of working experience (combination of private and public tax experience is preferrable) + Experience...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... accounting and impacts to financial reporting (40 Act Funds, Private Equity) + Strong knowledge of US GAAP with...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more