- Neuberger Berman (New York, NY)
- …structural alignment with the long-term interests of our clients, who range from high - net worth individuals to pension funds to institutional investors. ... discern unique datasets to corroborate our fundamental work. As an active manager , Neuberger Berman believes that engaging with issuers on financially material… more
- Owens Realty Services (Hornell, NY)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... and condominium complexes, government buildings, educational facilities, corporate campuses, high -profile venues and family entertainment parks in both the public… 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...IA, provide strategic guidance, messaging, and oversight to the Manager for Annual Giving & Alumni Relations + Maintain… 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 ... Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $515 billion… 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. + ... periodic investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment analyses and peer… 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 ... unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr… more
- Citizens (New York, NY)
- …+ Adaptability and willingness to engage in continuous learning and innovation. + Experience with high - net worth and/or luxury goods marketing is a plus. + 5 ... Private Bank businesses. Reporting to the Vice President, Enterprise Content Manager the Strategist will participate in quarterly marketing planning and deliver… more
- CIBC (New York, NY)
- …Diligence, Customer Experience (CX), Debt, Due Diligence, Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment ... transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team **Relationship Building** - Grow your internal… more
- JPMorgan Chase (New York, NY)
- …department's activities and goals. The ability to communicate confidently and accurately with high - net - worth clients in a fast-paced, deadline driven team ... you will need to work well in a team environment, represent the manager /group with professional courtesy and acumen, and deliver flawless work output. Your daily… more
- 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 ... focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail Bank, Commercial… more