- JPMorgan Chase (New York, NY)
- … Wealth Management clients, endowments and foundations. With over $100 billion of client capital invested across hedge funds, private equity and real estate ... **Job Description** Within the JP Morgan Wealth Management, the Alternative Investments Group ("Alts") is...and tax considerations. The Analyst has regular interaction with senior executives within the JP Morgan Private … 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 ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Specialist will combine strong investment knowledge, product marketing… more
- Deloitte (Williamsville, NY)
- …including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in ... and/or case investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... You'll Do** + Champion a customer focused culture to deepen relationships with Sr . leadership, peers, and functional groups by leveraging IT and risk expertise. +… more
- KeyBank (New York, NY)
- …transaction experience with public and private companies as well as private equity-owned businesses. They have proven client relationship skills and are ... the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry; specifically… 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 ... Events Specialist will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and 3rd party sponsorships)… more
- UMB Bank (Albany, NY)
- …you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing ... + You will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank...escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas,… more
- S&P Global (New York, NY)
- …our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions. The America's Head of Financial Services ... high-performing sales teams, driving revenue growth, and building strong client relationships. You will build long-term partnerships, providing tailored solutions… more
- The New Jewish Home (Bronx, NY)
- …in Waters Place, Bronx NY. The Account Executive will be responsible for driving client and revenue growth for our Private Pay Geriatric Care Management, Home ... Home Care Programs with a dotted line to the Senior Vice President of Business Development General Duties and.... Drive admissions to the enhanced Solutions at Home ( Private Pay) service line for The New Jewish Home,… more
- Citigroup (New York, NY)
- …financial plans** **Work closely with the client advisory team ( Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated ... **Education:** **Bachelor's/University degree or equivalent experience** **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more