- Citigroup (Smithtown, NY)
- …has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting ... The Wealth Regional Director is a senior leader within the US Wealth Management Business...alignment with business growth strategies. + Build and nurture high powered sales teams through coaching and strategic leadership… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... to include: + The expectation of acting autonomously when senior Specialists are unavailable + Partner with advisors to...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Neuberger Berman (New York, NY)
- …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... investment decisions. In addition, this role will provide a high level of direct interaction with senior ...a high level of direct interaction with senior personnel on both the investment and non-investment teams… more
- Robert Half Accountemps (Westbury, NY)
- …corporations, partnerships, and trusts + Lead tax planning and consulting projects for high - net - worth individuals and business entities + Interpret and apply ... Description We are actively seeking a Senior Tax Professional with extensive experience in tax...manage complex tax engagements, oversee junior staff, and provide high -level guidance to clients or leadership teams. The ideal… more
- Wells Fargo (New York, NY)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- 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 ... and responsibilities:** As part of a global financial services firm, you will work closely with senior business leaders, product owners, and engineering teams across… 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 ... and exposures for new and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing… more
- JPMorgan Chase (New York, NY)
- …classes including equity, fixed income, macro, etc.) for investment by both institutions and high net worth clientele. **Job Summary** As an Asset ... skills to frame and present an investment thesis to senior management + Understand broad range of financial and...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- 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+...determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays,… more
- Gelfand Rennert & Feldman (Manhattan, NY)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... clients. Primary Responsibilities + Supervision of assigned Royalty Analysts and Senior Royalty Analysts + Oversee complex examinations and valuations of record… more
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