- Santander US (New York, NY)
- …field. - Required. 12+ Years Experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - ... externally. * Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non-bank loan alternatives. * Persuasion,… more
- Truist (New York, NY)
- …and payment solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are ... and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity… more
- CIBC (New York, NY)
- …Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business ... Industrials Group provides investment banking services to leading corporate and private equity clients focused on the capital goods, engineered products,… more
- BlackRock (New York, NY)
- …as well as set and meet tight deadlines + Solid understanding of the Wealth Management / Private Banking industry, capital markets instruments, and market risk. ... solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech team partners with wealth management...The Aladdin Wealth Tech team partners with wealth management clients to help them oversee their enterprise… more
- JPMorgan Chase (New Hyde Park, NY)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify...and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial… more
- CIBC (New York, NY)
- …Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business ... to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a… more
- City National Bank (New York, NY)
- …with Commercial and Consumer lending highly preferred * Experience supporting the Private Banking & Wealth Management line of business Strongly Preferred ... * Management Consulting background highly preferred * Understands full project lifecycle, can assess impacts, including people, process and technology, manage scope/schedule/risks and deliver project results * Can drive organizational change and understands… more
- KeyBank (Amherst, NY)
- …of wealth management related (eg - trust/fiduciary, asset management, private banking, securities, etc.) compliance, risk management, and/or internal or external ... wealth management products and services (eg - trust, private banking, securities/investment management) as well as trust/fiduciary related compliance,… more
- CUNY (New York, NY)
- Research Associate (Postdoctoral Scholar) in Wealth Inequality - Stone Center on Socio-Economic Inequality **GENERAL DUTIES** Conducts academic research in ... and sciences and prepares students for careers in universities and the private , nonprofit, and government sectors. The Graduate Center's commitment to research and… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... Wealth Planning Specialists is responsible for leading a group...around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client's holistic… more
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