- JPMorgan Chase (New York, NY)
- …and other private capital transaction scenarios from the firm's wholesale client base. **Job responsibilities** + Lead client engagement responsibilities for ... play a pivotal role in driving our focus on private capital markets. This is your opportunity to lead...role will be crucial in bridging relationships between various client segments of the Commercial & Investment Bank, by… more
- World Insurance Associates, LLC. (Kingston, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and.../ presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- HSBC (New York, NY)
- …tax, asset protection, and generational planning needs. You will serve as a key client -facing member of the US Private Banking team, partnering closely with HSBC ... Innovation Banking teams to provide outstanding client service. As our Senior Wealth Planneryou will: +...facing team and a core component of the US Private Banking value proposition, and will meet daily with… more
- KeyBank (New York, NY)
- …transaction experience with public and private companies as well as private equity-owned businesses. They have proven client relationship skills and are ... execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private ...in the appropriate team and resources to drive new client growth + Provide technical and developmental support to… more
- Neuberger Berman (New York, NY)
- …the firm and its client offerings. He/she will also serve as an advisor to the firm's CEO and senior leadership, providing advice and counsel on all matters ... + **Media Relations** + Serve as a strategic communications advisor to senior leadership and act as the firm's...of the firm's senior leadership team, portfolio managers and client coverage leadership. + Position company executives as industry… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment ... been voted number 1 in the US for overall private banking services by Euromoney , and we have...corporate trustee of a trust, whether created by a client during his lifetime or upon his death through… more
- Citigroup (Bronxville, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services… more
- WSP USA (New York, NY)
- …Line and be a part of a growing organization that meets our client 's objectives and solves their challenges. Our **A&P Cities Initiative Lead** is responsible ... comprehensive multi-sectoral services in high-priority cities, to capture the "whole- client " across cities. The A&P Cities Initiative Lead's activities will… more
- Neuberger Berman (New York, NY)
- …This role requires multi-product knowledge, deep understanding of Intermediary, Financial Advisor , and end Retail- client behaviors and demands. The successful ... for building high-quality and scalable processes that deliver exceptional client experiences while encompassing the elements of Neuberger's daily operational… more
- Deloitte (Jericho, NY)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
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