• Director, CRE Loan Origination

    SitusAMC (New York, NY)
    …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to...various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with… more
    SitusAMC (06/06/25)
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  • Associate Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab (New York, NY)
    …experience in the financial services industry **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree **In ... leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our… more
    Charles Schwab (08/10/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …client experience by assisting with the service, maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional ... offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and other benefits to eligible… more
    Neuberger Berman (07/18/25)
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  • Bookkeeper

    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 ... tax packages for accountants + Provide some assistance on insurance questions + Identify, trace, and correct errors +...firm or 2+ years of general accounting experience + High School Diploma or GED equivalent is required; Associate's… more
    Gelfand Rennert & Feldman (07/23/25)
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  • Software Architect

    CGI Technologies and Solutions, Inc. (New York, NY)
    …regions to design resilient, secure, and high -performance platforms that serve high - net - worth individuals, advisors, and operational users. You will be ... their first day of employment to include: * Competitive compensation * Comprehensive insurance options * Matching contributions through the 401(k) plan and the share… more
    CGI Technologies and Solutions, Inc. (07/10/25)
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  • Senior Group Manager, Internal Audit

    Citigroup (New York, NY)
    …globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal ... outlining IA's contributions, and oversee audit's coverage and reporting on common high risk areas + Provide independent assurance on the design and operating… more
    Citigroup (06/19/25)
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  • Managing Director, Loan Origination

    SitusAMC (New York, NY)
    …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... + Proven track record of originating and closing a high volume of CRE loans + At least 15+...various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with… more
    SitusAMC (05/31/25)
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  • Credit Advisor

    HSBC (New York, NY)
    …Recommendation + Candidate should have client facing experience and dealing with Private Bank High Net Worth ClientsIn compliance with applicable laws, HSBC ... co-investment and management fee lines), unlisted shares (privately held stock), Life Insurance Premium Finance (LIPF), Music rights lending, CAT B FX and… more
    HSBC (08/08/25)
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  • Senior Associate, Operations

    Robert Half Finance & Accounting (New York, NY)
    …looking for a Senior Associate, Operations to help deliver exceptional service to high - net - worth clients by managing and reconciling complex investment ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
    Robert Half Finance & Accounting (08/08/25)
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  • Tax Director & Counsel, NAM

    Diageo (NY)
    …and unlock a brighter, more exciting future. Join us to build a career worth celebrating. **Which company will you join?** From Arthur Guinness to Johnnie Walker, ... proud of what they do. Diageo teams constantly set high goals and then try hard to exceed them....Financial NAM market constitutes approximately 39% of the overall net sales and one half of operating profit for… more
    Diageo (08/08/25)
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