- Bloomberg (New York, NY)
- …Companies (BDCs), tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our ... as private BDCs, tender offer funds, interval funds, non-traded REITs, and private wealth evergreen funds + Proven experience managing technical client … more
- Deloitte (New York, NY)
- …including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience ... and/or case investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience… more
- Deloitte (Williamsville, NY)
- …including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in ... and/or case investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience… more
- Deloitte (New York, NY)
- …including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience ... AML case investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years experience with… more
- Deloitte (Rochester, NY)
- …including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience ... AML case investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience in… more
- JPMorgan Chase (New York, NY)
- …to formulate broad strategic views and provide integrated solutions and advice through a private client lens. Primary Function: The Area Product Owner within the ... Within JP Morgan Wealth Management, Wealth Management Solutions ("Solutions")...clients in Chase branches to deca-billionaires in our ~50 Private Bank offices globally. Our extensive product platform spans… more
- World Insurance Associates, LLC. (New York, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and… more
- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Grant Thornton (New York, NY)
- …over 1600 PE-backed portfolio company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax ... across our private equity teams, with a focus on strategic client engagement, portfolio company interaction, and deal execution excellence. Your Day-to-Day May… more
- Wellington (New York, NY)
- … Advisory Legal team as Counsel. This role will support legal coverage for client -facing activities across institutional and wealth channels, with a focus on ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more