- Raymond James Financial, Inc. (New York, NY)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... of testing in branch exam system and related work papers + Ensure prescribed sample methodologies are used and resulting sample sizes provide an adequate reflection of the activity being tested + Use professional judgement to know when to "ask the next… more
- AIG (New York, NY)
- …Cyber and Treaty Reinsurance. Syndicate 2019 reinsures premium written by AIG's Private Client Group, covering Homeowners, Auto, General Specie and other ... products. Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we… more
- Bank of America (New York, NY)
- …a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client /prospect engagement and introduction is ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (New York, NY)
- **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate Program** Embark on a transformative journey with JP Morgan's Global Private Bank ... industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a...and excellence. As a Summer Associate in the Global Private Bank LatAm, you will learn about our business… more
- Bank of America (New York, NY)
- Senior Product Specialist - Private Equity and Real Assets Sourcing and Origination New York, New York **To proceed with your application, you must be at least 18 ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Senior-Product-Specialist Private -Equity-and-Real-Assets-Sourcing-and-Origination\_25029787) **Job Description:** At Bank of America, we are… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in ... efficiency and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to… 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 ... Global Ratings is a pivotal leadership position responsible for elevating the Private Markets Commercial team to achieve strategic objectives within the sector. We… more
- Neuberger Berman (New York, NY)
- …the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $140 billion of client commitments since inception, and ... Japanese clients including insurance companies, banks and pension funds. Our Japan private markets business has been growing rapidly primarily driven by customized… more
- Neuberger Berman (New York, NY)
- …lifecycle management. This leader acts as the connective tissue across Private Wealth, Technology, Operations, Compliance, Finance, and client -facing teams ... **Position Overview:** The Private Wealth Business Enablement Officer will play a...Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are… more
- Bloomberg (New York, NY)
- …role in client -facing workflows. + Stay current on trends in private markets, data integration, and emerging non-traditional datasets. **You'll Need to Have:** ... Senior Data Management Professional: Data Product Owner - Private Companies Location New York Business Area Data... company reference data-building richer insights and enabling advanced client workflows. This role is not limited to those… more
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