- JPMorgan Chase (New York, NY)
- …exceptional client service to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support ... focus and realize their goals. As a Head of Private Wealth Alternatives Vice President within the client...client service team you will act as a senior leader responsible for overseeing and enhancing the … more
- Citigroup (New York, NY)
- …acquisition and selling strategies, as well as collection management services. The Art Advisor Sr . Lead is a strategic professional who closely follows the ... required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required...CA or New York, NY (Hybrid) **Job Family Group:** Private Client Product Services **Job Family:** IF… more
- Raymond James Financial, Inc. (NY)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... Improve) to deliver on the firm's core values of client -first, integrity, independence and a conservative, long-term view. We...* Make prompt, pragmatic choices and act with the client in mind * Take ownership and hold themselves… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- Citigroup (New York, NY)
- The Equity Capital Markets (ECM) Investment Banking Sr Analyst is an intermediate level position responsible for assisting clients in raising funds in the equity ... capital markets, through IPO, Follow-on, Convertible, and Private placement offerings, in coordination with the Investment Banking...of this role is to act as a strategic advisor to our clients by facilitating capital formation in… more
- Citigroup (New York, NY)
- … will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- NTT DATA North America (New York, NY)
- …and forward-thinking organization, apply now. We are currently seeking a Transformation Executive Senior Director for Private Equity to join our team in New ... York, New York (US-NY), United States (US). The Transformation Executive for the Private Equity vertical is a visionary and strategic leader who specializes in… more
- Deloitte (Rochester, NY)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Bloomberg (New York, NY)
- …analytics through innovative technology - quickly and accurately. **Our Team :** The Private Funds team supports Bloomberg's suite of private markets data from ... data in between. Whether a fund investor, manager or advisor , our team has the data, solutions and industry...to the next level. **What's the role :** The Private Funds Technical Account Management Professionals is a group… more
- Deloitte (Rochester, NY)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on June 1, 2025 What You'll ... Do As a Tax Senior , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more