- 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)
- …the role. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call… 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
- Neuberger Berman (New York, NY)
- The Neuberger Berman Private US Residential Real Estate Debt Strategies group ("RESI") is seeking a candidate to join the Finance Team that is responsible for a ... based in NB's New York headquarters, and supports the Business Team which is located in Chicago, with Finance...members located in both Chicago and New York. This group operates in a collaborative team environment, sharing responsibilities… 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
- Citigroup (New York, NY)
- …for its New York, NY location. Duties: Support the private equity client coverage (Global Asset Managers) group within Citi's Investment Banking business ... statements, equity research, economic data, credit rating reports, and accounting and business diligence, in support of client transactions and advisory… more
- Citigroup (New York, NY)
- …preferred **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next...Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of… more
- Citigroup (New York, NY)
- …team-oriented environment + Ability to travel + Series 7, 66, 31 **Job Family Group :** Private Client Product Services **Job Family:** Investment Portfolio ... This will include driving the strategic vision for the business , developing new products and structures, and overseeing existing...entire Alternatives platform as a kay part of all client portfolios + Manage team of expert private… more
- MUFG (New York, NY)
- …and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...a vision to be the world's most trusted financial group , it's part of our culture to put people… more
- S&P Global (New York, NY)
- …continually to brainstorm solutions that help our clients overcome their complex business challenges. The team is focused on sales and relationship management, and ... leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions The America's Head of Financial Services… more