- HSBC (New York, NY)
- …clients and their families. You'll collaborate with wealth relationship managers, private bankers, wealth planners, tax advisors, and legal professionals to deliver ... planning. You'll be responsible for identifying new business opportunities, managing client relationships, and ensuring seamless delivery of insurance and banking… more
- BMO Financial Group (New York, NY)
- …Markets platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Operates as key ... potential changes that may affect clients' business needs. + Builds positive client relations through deep/comprehensive understanding of client needs and… more
- UMB Bank (Albany, NY)
- …referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from ... Executive Management for new client transactions. This key position reports to the EVP/National...limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National… more
- Neuberger Berman (New York, NY)
- …will collaborate closely with investment partners-including Portfolio Managers and Client Portfolio Managers (CPMs)-and work cross-functionally with colleagues in ... teams to translate complex strategies and market views into clear, client -focused messaging and engaging content (articles, PM videos, positioning visuals) using… more
- Deloitte (New York, NY)
- …Solution Analysis Lead oversees a team that performs accounting and reporting services for private funds such as private equity, hedge funds, fund of funds, real ... variance analysis, asset and debt appraisals + Responsible for overseeing day-to-day client and team communications to manage and timely complete activities with a… more
- JPMorgan Chase (New York, NY)
- …throughout their investment cycle. This front-office role involves product strategy, client engagement, market analysis, and operational oversight across a diverse ... range of asset classes, including fixed income, equity, and private markets. **Job responsibilities** + Maintain a deep understanding of equity and fixed income… more
- Neuberger Berman (New York, NY)
- …that resonate with diverse audiences, including institutional, intermediary, and private wealth audiences. **Key Responsibilities** **Brand Strategy Execution** + ... continuous design, measurement and reporting of brand insights including brand trackers, client journeys, and other dashboards. + Use data, analytics, and consumer… more
- Deloitte (New York, NY)
- …they employ M&A - in alignment with their corporate strategy + Partner with private equity clients as they evaluate their portfolio and engage in buy-side and ... service agreement schedules, high-level integration, divestiture and/or standup roadmaps, client deliverables and other related artifacts + Identify and collaborate… more
- Deloitte (New York, NY)
- …across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting ... claims, IT, finance and accounting + Coordinating with the client 's tax and finance departments to gather data for...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- TD Bank (New York, NY)
- …market positioning and issuance, and investor communication strategies. Our client -first, solutions-oriented, and product agnostic approach drives high quality ... exchange, andratessolutions. + ECM products include IPOs, follow-on offerings, private placements, convertible debt, and equity derivatives. + LevFin products… more