- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job...and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of… more
- AON (NY)
- Aon is looking for a Private Client Producer! As part of an industry-leading team, you will help empower results for our clients by delivering innovative and ... effective solutions as part of our Private Risk Management business group within Aon... and referral opportunities in our High Net Work- Private Client Practice. Aon is in the… more
- Citigroup (New York, NY)
- …(or equivalent experience) + Licenses: Series 7, 66 (or 63/65) preferred **Job Family Group :** Private Client Product Services **Job Family:** IF Regional ... Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Markets Client Reporting Analyst is a member of Neuberger Berman's Private Markets Group and is responsible for ... the execution and accuracy of Investment Reports and performance returns for private markets clients and internal consumption. This position provides direct support… more
- Citizens (Brooklyn, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...a variety of services, including financial planning, investment management, insurance , and estate planning. Qualifications, Education, Certifications and/or Other… more
- AON (New York, NY)
- …sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance company advisory revenue base + Responsible for ... #LI-RW1 #LI-HYBRID 2552912 Managing Director, Insurance / Private Equity Consulting - Strategy and Technology Group...C-Suite client executives + Successfully grow our private equity and insurance company advisory revenue… 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)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Neuberger Berman (New York, NY)
- …employee-owned global investment management firm with $509 billion in assets under management. The private markets group of the firm, NB Private Markets, is ... years of relevant professional experience (ie, private equity investing, private credit investing, investment banking, structured finance, insurance , or… more