- Emory Healthcare/Emory University (Atlanta, GA)
- …of Private Markets or the Managing Director of Public Markets, the Director , Investment of Investments , Real Estate and Real Assets is responsible ... Director of Private Markets or Managing Director of Public Markets, meets with investment ...investment strategies and underlying managers. + Analyzes present investments and managers for possible modifications as investment… more
- JPMorgan Chase (New York, NY)
- …Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments , financial ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- Infinitive Inc (Mclean, VA)
- …bringing the right mix of talent and skills to enable high return on investment . Infinitive has been named "Best Small Firms to Work For" by Consulting Magazine ... regulated industries. + Proven success in practice development and managing multi-million-dollar accounts. + Experience leading compliance-driven programs or… more
- Citigroup (New York, NY)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more
- Citigroup (New York, NY)
- …client relationships with the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth. + Develop ... tailored solutions that address clients' unique investment , risk management, and financing/ liquidity needs. + Regularly monitor progress against goals and make… more
- BMO Financial Group (New York, NY)
- …limited to, fixed income, equities, electronic trading, prime brokerage, and investment banking. The broker-dealer CCO: + Improves team performance, recognizes and ... regulatory compliance programs. + Advises and influences senior leaders on managing regulatory risk associated related to business decisions and strategic… more
- JPMorgan Chase (Washington, DC)
- …of large-scale, regulated technology offerings. + Demonstrated track record managing P&L-driven businesses, ideally serving federal government or other highly ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Ankura (New York, NY)
- …. Initiates and converts business opportunities and collaborates with other Senior Managing Directors to sell and deliver engagements that generate $3 - $5 ... Industry and have deep market-making relationships across the relevant law firms, investment banks, corporates etc. resulting in a robust flow of inbound calls… more
- Tompkins Community Bank (Rochester, NY)
- …client experience with complete wealth management services including planning, investments and trust services; lead wealth management business development efforts ... Deliver Comprehensive Wealth Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning, and financial planning.… more
- US Bank (Cincinnati, OH)
- …high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a ... Skills/Experience** + Extensive knowledge of US Bancorp Banking, Trust and Investment products and services + Excellent relationship management, networking and… more