- Citigroup (New York, NY)
- …problem-solving skills. **Education:** + Bachelor's/Universitydegree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job ... adapts them for application within own job and the business . Typically a small number of people within the...CPB personnel by applying expertise in product specialty. Help Private Bankers and Investment Counselors to evaluate client… more
- Bank of America (New York, NY)
- …platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). The Hedge Fund Origination ... development, growth, and operational excellence across multiple lines of business in alignment with one Investment Solutions Group...Financial Management + Presentation Skills + Risk Management + Business Development + Client Management + … more
- Citigroup (New York, NY)
- …skills across various mediums and audiences + Ability to travel **Job Family Group :** Private Client Product Services **Job Family:** Investment Leadership ... of Wealth Planning Specialists is responsible for leading a group of ~ 30 Wealth Planning professionals around the...around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client… more
- Citigroup (New York, NY)
- …to multi-task **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... coordinate and contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial potential impact,… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- JPMorgan Chase (New York, NY)
- …welcoming you to our team. The Infrastructure Investments Group ("IIG" or the " Group ") is a dedicated team and business unit within JPMAM Global Alternatives ... work closely with senior IIG team members to effect long-term strategies for the Group , which includes: + Developing and executing business plans for portfolio… more
- Neuberger Berman (New York, NY)
- …39 cities worldwide to support our global platform with equity, fixed income, private equity and hedge fund strategies. ** Business Overview:** Headquartered in ... clients using the lens of their long-term financial well-being. As a private , independent, and 100% employee-owned investment manager, our firm enjoys unique,… more
- Neuberger Berman (New York, NY)
- …the Salesforce.com platforms supporting our Global Institutional, Intermediary (Retail), and Private Wealth business lines. This role involves driving strategic ... We are looking for an experienced, business -oriented, Head of Sales Enablement to lead and...of the CRM Platform, which is used across sales, client services, marketing, management, and analytics teams. The ideal… more
- Citigroup (New York, NY)
- …120 days) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... firm employees. Source leads and referrals to generate new individual and institutional business + Leverage relationships to understand client needs and deepen… more
- AON (New York, NY)
- …and effective solutions as part of our M&A and Transaction Advisory Services business group within Commercial Risk Solutions. As aP&C Consultant, you will ... Communicate internally with brokers, coverage / exposure experts, originators, client service team and M&A team members, externally with...as part of our M&A and Transaction Advisory Services business group within Commercial Risk Solutions. As… more
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