- HUB International (New York, NY)
- …of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 ... 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
- S&P Global (NY)
- …leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of ... distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate, Private Market Valuation will deliver a range of valuation services… more
- JPMorgan Chase (New York, NY)
- …the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct ... of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act...of start date + Ten plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding… more
- Coinbase (New York, NY)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset ... developing them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client ... clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve...client . The job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The… more
- Neuberger Berman (New York, NY)
- **Position Overview** The Head of Private Wealth Strategic Initiatives & Change Management will lead a high-impact team responsible for designing, governing, and ... executing the Private Wealth business's most critical and transformational...and operating model transformation, focusing on efficiency, scalability, and client experience improvements. + Oversee the implementation of new… more
- Citigroup (Uniondale, NY)
- …Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Client Services Associate is a developing professional role....Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors +… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth...constructive manner + Embrace and promote a culture of client focus, excellence, integrity, and teamwork, effectively encouraging innovation… more
- Citigroup (New York, NY)
- The Client Data & Returns Attributions Lead Analyst is a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is ... focused on enhancing the client management dimension across all of Citi, delivering timely and accurate client financials and providing insight into client … more