• Senior Account Executive - Commercial Lines…

    HUB International (New York, NY)
    …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... and risk management needs and developing innovative approaches to unique client needs. + Create detailed renewal insurance exhibits in Excel format to include… more
    HUB International (08/14/25)
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  • Sr Private Bank, Lending Specialist…

    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 ... a white glove experience to clients that results in long-term client loyalty. The Sr Private Bank Lending Specialist supports the Relationship Manager with their… more
    Citizens (10/10/25)
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  • Private Bank, Commercial Real Estate…

    JPMorgan Chase (New York, NY)
    …approach, closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management , trusts and financial ... The Private Bank Commercial Real Estate (\"CRE\") Group team...structuring the transaction, supporting underwriters with analysis, advising the client , negotiating with clients and running the end-to-end process… more
    JPMorgan Chase (09/29/25)
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  • Associate Director, Private Credit

    S&P Global (New York, NY)
    …business stakeholders and the Enterprise Data Organization, bridging the gap between client needs and data execution. We focus on delivering high-quality, purpose ... + Lead expert within the Enterprise Data Organization for Private Credit and broadly syndicated loans + Manage continued...Required Qualifications:** + 5+ years of experience in data management , data harmonization, or a related field in financial… more
    S&P Global (10/09/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …Team with over $4 billion in assets under management within Neuberger Private Wealth Management business. The candidate will support the production ... etc + Initiate new account opening process through centralized Private Client Services Team + Act as...Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and internal and… more
    Neuberger Berman (09/09/25)
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  • Senior Client Strategist, Coinbase Asset…

    Coinbase (New York, NY)
    …foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset ... Management (CBAM). At CBAM a CS's job is to...developing them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and… more
    Coinbase (07/26/25)
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  • PB Digital, Alternative Investments - Advisor…

    JPMorgan Chase (New York, NY)
    …+ 3-5 years of experience in financial services, alternatives investments, digital product management , wealth management , consulting or related fields. + ... private market trends that impact the advisor and client experience + Collect and analyze advisor/ client ...AI products and solutions. + Industry experience working within wealth management , asset management , financial… more
    JPMorgan Chase (10/05/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (New York, NY)
    …excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management space. You'll be working directly ... Description Join a well-established, independent wealth management firm with a long-standing... Client Service Associate to support a dynamic Private Wealth Advisory team. This is an… more
    Robert Half Finance & Accounting (10/10/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (New York, NY)
    JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
    JPMorgan Chase (09/13/25)
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  • Client Services Associate Bilingual Korean…

    Citigroup (New York, 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
    Citigroup (09/05/25)
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