- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- HUB International (New York, NY)
- …and cross-sell activity. + Build strong alignment with Commercial Lines, Employee Benefits, Private Client , Retirement & Private Wealth, and Specialty ... culture that celebrates entrepreneurial spirit, collaboration, and a relentless focus on client success. As one of the world's largest insurance brokers, HUB… more
- Deloitte (New York, NY)
- …cross-functional teams, drive operational improvement, and play a key role in client transformation projects involving private credit, direct lending, and ... assets. Leadership & Stakeholder Engagement: + Educate and mentor client and Deloitte team members on private ...mentor client and Deloitte team members on private credit workflows and operations. + Proactively manage stakeholder… more
- Citigroup (New York, NY)
- …solve problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time ... **Citi Wealth Planner** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and… more
- Citigroup (New York, NY)
- …lending, and capital solutions. Our comprehensive reach spans the US Retail Bank, Citigold/Citi Private Client , Wealth at Work, and the Private Bank, ... Wealth business platforms through effective Business Execution in support of our client -facing and product businesses, budget and expense management, Risk & Controls… more
- JPMorgan Chase (New York, NY)
- …segments - including the Private Bank, Asset & Wealth Management, and Private Client bases. This executive role is instrumental in driving product strategy, ... recommend process improvements in partnership with banking segments to enhance client experience and mitigate reputational risk. + Partner with marketing,… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio ... Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary...and implementation of portfolio and risk guidelines + On-site prospect/ client interactions, client maintenance, and support of… more
- CIBC (New York, NY)
- …learn about alternative investments and the impact on processing and the client experience. + Experience completing private placement subscription documents and ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Director of Private Funds works closely with the investment team, private … more
- Catholic Health (Buffalo, NY)
- …will also provide timely education and feedback for Coding to CH and HCS private client 's Physicians and practices in regards to quarterly coding updates, as ... The Manager will oversee chart audits and provide coding education to HCS private clients per the contracted services. The Manager will monitor and perform audits… more
- Citigroup (New York, NY)
- …goals. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private ... processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify data strategy and analytics across… more