- Bloomberg (New York, NY)
- Senior Technical Account Manager - Private ...data in between. Whether a fund investor, manager or advisor , our team has the data, solutions and industry ... technology - quickly and accurately. **Our Team :** The Private Funds team supports Bloomberg's suite of private...skills, with the ability to handle and prioritize multiple client queries and projects simultaneously + Good interpersonal skills… more
- Deloitte (New York, NY)
- …Recruiting for this role ends on May 31, 2026. 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) Preferred +… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... our perspectives with those of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set of skills and… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... will be expected to: + Function as the primary client contact and trusted investment advisor for...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- JPMorgan Chase (New York, NY)
- …interpretations of near-term economic and relevant external events that may impact client portfolios. Identify opportunities where our global private markets ... vs. the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio… more
- Nuveen Investments (New York, NY)
- …product positioning and client materials utilizing market research and client /investment team input + Drive internal and advisor communications, supporting ... Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings (BDCs, tender offer funds and other semi-liquid… 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 ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
- M&T Bank (New York, NY)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in… more
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