- 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
- Neuberger Berman (New York, NY)
- …broker-dealer manager research relationships by providing efficient and thorough client service to sophisticated, investment-oriented clients. + Arrange and manage ... a demanding schedule of in-person and external client meetings while preparing senior internal constituents for...RFP process from start to finish (work with RFP Group , portfolio management teams, BD National Accounts team) +… more
- Citigroup (New York, NY)
- …skills **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... is responsible with working with institutional clients ranging from non-profits to corporate client to select family offices. There is a focus on increasing our… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth's client segments (Citigold/ Citigold Private Client , Wealth at ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives… more
- Neuberger Berman (New York, NY)
- The AUM Reporting Associate will play an integral role within the Finance group , contributing to the firm's financial data reporting and analytics functions. The AUM ... including Corporate Finance, Operations, Fund Admin, Investment Teams, Legal/Compliance, Client Coverage, Marketing, RFP & Technology. This position offers a… more
- Citigroup (New York, NY)
- …organizations to solve problems and deliver superior client service. **Job Family Group :** Private Client Product Services **Job Family:** Trust Wealth ... **Citi Wealth Planner** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and… more
- Steer (New York, NY)
- …a competitive package of benefits including private medical, dental, and vision insurance , commuter benefits, a group Share Incentive Plan, a 3% 401k ... offer a competitive package of benefits including private medical, dental, and vision insurance , a group Share Incentive Plan, a 3% RRSP contribution and a… more
- TYLin (Rochester, NY)
- …of public and private projects. + Leads multi-discipline design teams and client interaction in a Prime role, and occasionally leads the TYLin architectural team ... a senior level architect to lead the Architectural Design Group for TYLin's Buildings Sector. The ideal candidate will...cultivating prospects and obtaining work. + Builds and maintains client relationships. + Engages with Sector Leader and Sector… more
- Citigroup (New York, NY)
- …- Word, PowerPoint, Excel and Outlook (intermediate/advanced skills); Qvidian **Job Family Group :** Private Client Product Services **Job Family:** ... needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers,...Write high quality RFPs that are compelling to read, client -focused and accurately reflect our wide range of product… more
- Deloitte (New York, NY)
- Are you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" ... any of these questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager, you… more