- Raymond James Financial, Inc. (New York, NY)
- …Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset ... . Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure… more
- Raymond James Financial, Inc. (New York, NY)
- …client presentations. + Draft preliminary term sheets. + Monitor market trends in private credit and public debt. + Maintain investor CRM, databases and support ... dialogue with investors and contribute to relationship management. **Qualifications:** ** Education :** + Bachelor's degree in Finance, Economics, Accounting, or… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets,… more
- University of Rochester (Rochester, NY)
- …fundraising is also preferred. + A personal belief in mission, goals and objectives of private higher education and a desire to change the world. + Some travel ... by considering factors including, but not limited to, market data, education , experience, qualifications, expertise of the individual, and internal equity… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. ... and organizational client service and financial goals within the Financial Advisory - Private Client function + Review basic or tactical client goals and risk… more
- Travelers Insurance Company (New York, NY)
- …including the scope, complexity and location of the role; the skills, education , training, credentials and experience of the candidate; and other conditions of ... agents, and brokers. This role is part of the Private & Non-Profit Liability team which provides financial protection... & Non-Profit Liability team which provides financial protection private and non-profit companies. Team members work in a… more
- Citigroup (Queens, NY)
- …Pension Plans. **Responsibilities:** + Provide critical analytical support to the Private Assets Investment Officers and Operations in all aspects of portfolio ... and escalating, managing and reporting control issues with transparency. + Utilize Private Equity models and Custodian systems to perform required analysis as… more
- Citizens (New York, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... financial planning, investment management, insurance, and estate planning. Qualifications, Education , Certifications and/or Other Professional Credentials + Series 7,… more
- Bank of America (New York, NY)
- Private Wealth Client Associate (FP) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private -Wealth-Client-Associate--FP-\_25033391) **Job Description:** Merrill Wealth Management is a leading… more
- Allied Universal (Lawrence, NY)
- …discounts, perks, and more. **Allied Universal is hiring Security Officers to oversee a Private School located in Lawrence, Long Island** + Position is: Full Time + ... in a range of industries such as Commercial Real Estate, Healthcare, Education , Government and more. **Responsibilities:** + Provide customer service to our clients… more