- JPMorgan Chase (New York, NY)
- …and operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. ... Management channels (CWM and JPMA), Consumer Bank, and JPMorgan Private Client . Your ability to adapt and...deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic… more
- Citigroup (Smithtown, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time ... The Wealth Regional Director is a senior leader within the US Wealth Management Business...$500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting… more
- JPMorgan Chase (New York, NY)
- …such as investment flows, to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, ... market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing...how JP Morgan manages investments + Serve as the senior leader for client events and meetings… more
- Cardinal Health (Albany, NY)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for all… more
- Truist (New York, NY)
- …market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7. Advanced analytical ... of America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients ( private equity and… more
- JPMorgan Chase (New York, NY)
- …JP Morgan Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a ... operational risk. This role offers a unique opportunity to collaborate with senior leadership, tackle complex issues, and devise strategic solutions. Be part of… more
- JPMorgan Chase (New York, NY)
- …of ~70 Sponsor coverage bankers who provide comprehensive financial solutions to over 1,400 Private Equity firms and Family Offices. You will be part of a team that ... plays a pivotal role in fostering relationships between various client segments of the Commercial & Investment Bank, utilizing...and resources to establish the firm as a strategic advisor . Your role will involve interfacing across the Global… more
- Citigroup (New York, NY)
- …business. **Job Description** The Citi's Wealth Strategy team serves as a trusted advisor to senior leadership to address high-impact strategic issues across ... high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many… more
- Bank of America (New York, NY)
- …+ Provide M&A advice and execution for large corporate clients and private equity firms. + Provide rigorous quantitative financial analysis and qualitative analysis, ... approvals process. + Act as the primary contact and advisor for clients, which includes receiving daily call from...respect to projects managed and coordinating internally to ensure client needs are met. + Attending and overseeing … more
- Citigroup (New York, NY)
- The Equity Capital Markets (ECM) Investment Banking Vice President (VP) is a senior 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