- Citigroup (New York, NY)
- …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- S&P Global (New York, NY)
- …leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions. The Head of Private Markets ... and Impact:** + Lead strategic initiatives in building and nurturing relationships with key clients and prospects across Private Markets, including private … more
- JPMorgan Chase (New York, NY)
- …driving business growth, optimizing operational processes, and supporting the delivery of key initiatives across our private credit business. You will ... JP Morgan Asset & Wealth Management is seeking an experienced Vice President,...Management Team, with a dedicated focus on our expanding Private Credit platform. This is a leadership role, reporting… more
- Citigroup (New York, NY)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- S&P Global (New York, NY)
- …to add a high-performing **Sales Associate Director** to drive growth across our Private Markets SaaS solutions. Based in New York, you'll drive growth through ... If you thrive on hunting for new business, consultative selling, building long-term client partnerships, and closing complex SaaS deals, this is an opportunity to… more
- Coinbase (New York, NY)
- …foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase ... developing them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute… more
- S&P Global (New York, NY)
- …. 5+ years experience in account management, client success, or other client -facing roles . Private markets/fintech industry knowledge and interest. . Highly ... The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive… more
- Citigroup (New York, NY)
- …including revenue, expenses, cost of credit, and client capital + Key stakeholders include coverage leads (Corporate, Commercial, Private Bank, Financial ... The Client Data & Returns Attributions Lead Analyst is...Institutions), product heads (Markets, Banking, Services, Wealth , US Personal Banking), and geographical leads (country and… more
- JPMorgan Chase (New York, NY)
- …their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative ... early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team and… more
- Neuberger Berman (New York, NY)
- …team, you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience ... of the Private Wealth Front Office Technology...39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of… more