- MetLife (Whippany, NJ)
- … portfolio management ("CPM") team's primary responsibility is to understand the client 's private asset objectives, create a mandate and working relationship ... with the MIM private deal teams to build and monitor the client 's private portfolio. * Middle Markets-The Middle Market Private Capital strategy seeks to… more
- Neuberger Berman (New York, NY)
- …inquiries, fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth ... Equity Capital Call and Distribution notices and confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and… more
- Robert Half Finance & Accounting (Greenwich, CT)
- Description Controller - Boutique Private Equity. Our client is looking for an experienced accounting / reporting professional to join their team in Greenwich, ... is ideal for an accomplished individual with a strong background in private equity and financial management. The successful candidate will oversee critical financial… more
- JPMorgan Chase (Chicago, IL)
- …interactions across diverse client segments like Self-Directed Investing and Chase Private Client . The JP Morgan Wealth Management Service Center Team: Our ... unique types of accounts and client segments including Self-Directed Investing, Chase Private Client , and the JPM Private Bank As the Client Service… more
- Robert Half Finance & Accounting (Litchfield County, CT)
- Description Accounting Director - Private School Our client a private school based in Litchfield County, CT is adding a managerial role to their accounting ... team. This role reports to the CFO, works closely with the schools leadership, and manages a team of four. This role offers the opportunity to manage financial reporting, oversee endowment and investment reporting, and contribute to board presentations in an… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Private Client Marketing Strategy team defines the vision for how we support our rapidly growing affluent segment amidst the launch of a new ... offering that bridges the gap between Chase Private Client and JP Morgan Private Bank. We are a highly-collaborative team with an entrepreneurial spirit,… more
- WTW (New York, NY)
- …business area. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice provides personal risk management and insurance solutions ... to manage their risk as we see fit. A role with Personal Lines Private Client team is suited for individuals who have excellent verbal and written communication… more
- WTW (New York, NY)
- …review process. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice provides personal risk management and insurance solutions ... to manage their risk as we see fit. A role with Personal Lines Private Client team is suited for individuals who have excellent verbal and written communication… more
- Citigroup (New York, NY)
- …Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Client Services Associate is a developing professional role.... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Citigroup (Jacksonville, FL)
- …the service model strategy for clients in the Citigold (CG) and Citigold Private Client (CPC) relationship segments. Manages multiple teams through team managers ... 10 **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more