- GMHC (New York, NY)
- …cultivation, solicitation, and stewardship of major donors, ensuring a robust pipeline of high - net - worth individuals. + Develop and implement strategies for ... Senior Vice President, Development WFH Flexible * New...to development and fundraising. + Lead and mentor a high -performing development team, fostering a culture of collaboration, innovation,… more
- Citigroup (New York, NY)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced… more
- City National Bank (New York, NY)
- …mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship ... *RESIDENTIAL LENDING LOAN OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This position is...moderate to complex transactions. This individual may accompany a senior lender on business development calls and participate as… more
- Nuveen Investments (New York, NY)
- …that partner with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients that invest in the company's ... The Senior Client Service Manager supervises a team of professional...products. This job serves as a high level contact for clients, and guides direct reports on… more
- Bank of America (Rochester, NY)
- …**Qualifications:** + Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales + BS/BA degree in ... Private Bank Senior Associate Buffalo, New York;Rochester, New York **Job...* Customer Experience Improvement * Collaboration **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Lexington Middle Market Property Join us as an Underwriting Senior Specialist to step up to a key team...build effective relationships with brokers and to deliver a high standard of customer service as an example for… more
- Citigroup (New York, NY)
- …models in the financial industry. Two (2) years of experience must include: Advising high net worth clients regarding risk and wealth management solutions ... Citibank, NA seeks a Business Senior Analyst for its New York, NY location. Duties: Communicate the investment process and market conditions at Citi Investment… more
- JPMorgan Chase (New York, NY)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Citigroup (New York, NY)
- …and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced ... possess the credibility to cultivate trusting relationships with existing ultra- high net worth clients of...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- KeyBank (New York, NY)
- …(PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net - worth of ... and industry groups + Demonstrated new business accomplishments in ultra high net worth market **EQUIPMENT USED/PHYSICAL REQUIREMENTS** + Microsoft Office… more