- Citigroup (New York, NY)
- …and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Series 7, 66 (or 63 and 65) licenses + Group 1 Insurance License + This position… 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 ... performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client inquiries + Provide day to… more
- Neuberger Berman (New York, NY)
- …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, ... investors. To deliver on our commitment to excellence for our clients, our group of over 750 investment professionals and approximately 2,861 employees in total… more
- Neuberger Berman (New York, NY)
- About Neuberger Berman Group LLC: **_Neuberger Berman_** is an independent, employee-owned, global asset management firm, serving the financial needs of ... broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth… more
- S&P Global (New York, NY)
- …nurturing relationships with key clients and prospects across Public and Private Markets, including insurance companies, financial institutions, non-bank ... strategic solutions. in Debt Capital Marketsworking inFinancial Services, including Insurance , Banking, Non-bank Financial Institutions, Private Markets, … 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. ... solutions for clients across all industries as well as for Citi's private equity clients. Collaborate closely with cross-functional teams in Investment Banking,… more
- Citigroup (New York, NY)
- …preferred **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... 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)
- **About Neuberger Berman:** Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager with $508 billion in assets under ... range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds-on behalf of institutions,… more
- Citigroup (New York, NY)
- …120 days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… 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...within 150 days of starting in the role. + Insurance Group 1 required. + Must meet… more
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