- Citigroup (New York, NY)
- …Bachelor's/University degree, Master's degree, CFP or JD/LL.M. degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Financial ... Financial Planning and will work under the Field Sales Group organization. This position will work closely with the...+ Focus will be on meeting individual family and client wealth planning needs by delivering advanced planning concepts… more
- Citigroup (New York, NY)
- …procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance … more
- BlackRock (New York, NY)
- …acquisitions across private market franchises and technology. With a broader client base than many pure-play alternatives competitors and a reputation as a ... sits within the broader Multi-Asset Strategies & Solutions (MASS) Group . The MASS team is the investment group...Private Markets, preferably Wealth, FOFE, and Defined Benefit client segments. US experience valued. + Strategic acumen linked… more
- Neuberger Berman (New York, NY)
- …$463 billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. ... Managing $70b+ in client assets across 40+ seasoned wealth and investment teams,...assets for individuals, families and charitable institutions. The NB Private Wealth Investment Group leads the investment… more
- Neuberger Berman (New York, NY)
- …employee-owned global investment management firm with $509 billion in assets under management. The private equity group of the firm, NB Private Markets, is ... a leading and growing investor in private markets, managing over $125 billion of ...other customizations as requested by clients. The PIPCO Marketing/Fundraising Group within NB Private Markets is focused… more
- Citigroup (New York, NY)
- …- Word, PowerPoint, Excel and Outlook (intermediate/advanced skills); Qvidian **Job Family Group :** Private Client Product Services **Job Family:** ... needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers,...Write high quality RFPs that are compelling to read, client -focused and accurately reflect our wide range of product… more
- Citigroup (New York, NY)
- …organizations to solve problems and deliver superior client service. **Job Family Group :** Private Client Product Services **Job Family:** Trust Wealth ... **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
- JPMorgan Chase (Brooklyn, NY)
- …services to more than 150 clients across all alternative asset classes. As a Private Equity Fund Admin VP within our client administration team, you will ... Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is...manage all facets of daily client deliverables for Private Equity fund administration… more
- Neuberger Berman (New York, NY)
- …years of experience in-house at an asset management firm, or in the asset management group at a law firm with significant private wealth clients + Strong writing ... The Associate General Counsel - Private Wealth will play an integral role within...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- Neuberger Berman (New York, NY)
- …employee-owned global investment management firm with $508 billion in assets under management. The private investment group of the firm, NB Private Markets, ... is a leading and growing investor in private markets, managing over $125 billion of client commitments since inception, and over $20 billion of commitments are… more
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