- HUB International (New York, NY)
- …a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and ... protect what matters most. HUB continues to grow our Private Equity and M&A Advisory Practice and is looking...project management and due diligence support on proposed HUB client acquisitions. This is an ideal role for a… more
- NBT Bank (Williamsville, NY)
- …primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by positioning and selling a ... Commercial Banking leaders, and other partners to grow the client base and effectively refer business. Education and Experience:...financial services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Client Relationship Executive (CRE) to join the team in New York, NY. The Client Relationship Executive (CRE) initiates, qualifies ... for generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated industry verticals. The CRE,… more
- Citigroup (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Our Lending ... Private Equity and Hedge Funds, Commercial Real Estate, Private Share Lending to more bespoke personal ...Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF… more
- AIG (New York, NY)
- …We are seeking a dynamic actuary to assist with pricing the US Programs and Private Client Select business. The Actuarial Analyst will be responsible for working ... with underwriting on pricing of program business by line , profitability analyses, portfolio deep dives, large account pricing,...have the opportunity to work on both commercial and personal lines pricing. You will work directly… more
- AON (New York, NY)
- As a Private Equity Account Executive with Small and Medium Enterprise you will engage with existing clients and prospects to ensure appropriate coverage for their ... to the strategic direction of the company. If a client -focused, technology-driven, and fast-paced environment are something you're looking...+ 2-3 years experience in broking and placing all lines of P&C coverage for commercial clients + Ability… more
- CIBC (New York, NY)
- …or Directors, you will complete assignments that impact the firm's bottom line through transaction and financing execution, client relationship support, industry ... Industrials Group provides investment banking services to leading corporate and private equity clients focused on the capital goods, engineered products,… more
- AON (New York, NY)
- …complexity. + Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to develop ... and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute and deliver… more
- DXC Technology (New York, NY)
- …Services sector (global consulting, advisory or outsourcing companies) + Functional acumen - personal lines , commercial lines , annuities - change, run, ... IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector… more
- Santander US (New York, NY)
- …that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning ... **Position Summary** The Relationship Analyst is responsible for performing client service tasks in a well-organized and timely manner,...in Globus for expired and future maturity for loans, lines of credits, and interest payments due. * Review… more