- Bank of America (New York, NY)
- …strategic advice to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including ... staff. **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services + Provides legal support in… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... + Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... and music clients. Primary Responsibilities + Prepare mechanical, artist, producer or net profit royalty accountings for independent label clients + Summarize artist… more
- GMHC (New York, NY)
- …Giving + Oversee the cultivation, solicitation, and stewardship of major donors and high - net - worth individuals. + Personally manage a portfolio of top-level ... resources to advance GMHC's mission. They will provide strategic direction, cultivate high -impact relationships, and lead a high -performing team to grow and… more
- Bard College (Annandale On Hudson, NY)
- …campus-wide partners + Working closely with Advancement Services and Director of IA, identify high net worth individuals and develop engagement strategies as ... Academy. Launched in 2015, Bard Academy is a two-year high school program with courses designed and taught by...media. While direct experience in higher education and/or independent high schools is beneficial, we are also interested in… more
- Wells Fargo (New York, NY)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …Advisors. + Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. + ... effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective...effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective… more
- Citizens (New York, NY)
- …and owner occupied lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... in primarily operational, processing, and analytical capacities, ensuring a high level of quality control from the loan application...is efficient and meeting closing deadlines. + Maintains a high level of quality control for verifying accuracy of… more
- Citigroup (Garden City, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- CIBC (New York, NY)
- …Diligence, Customer Experience (CX), Debt, Due Diligence, Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment ... You Are** + **You are success-oriented.** Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming high levels of… more