- 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
- 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 (New York, 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
- JPMorgan Chase (New York, NY)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... take your career to the next level. As a Private Banker, you are responsible for advising families on...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… 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
- Wellington (New York, NY)
- …members of the Focused Initiatives capital formation team, and other colleagues within our Client Group , Private Equity Investment and Deal Teams, and other ... Management globally; in particular, Private Investment Deal Teams, the Client Group , Fund Services, Legal Services, and Tax Services. **RESPONSIBILITIES**… 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)
- …63 & 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more