- Bank of America (New York, NY)
- …all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund ... team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison...in business. **Skills:** * Analytical Thinking * Customer and Client Focus * Financial Forecasting and Modeling… more
- World Wide Technology (New York, NY)
- …partnership to accelerate digital transformational outcomes for large public and private organizations around the world. Through its Advanced Technology Center, a ... bringing forward cross-industry perspectives and innovation insights to shape client strategy. **Key Responsibilities:** **Maximize Account Engagement** + Engage as… more
- Citigroup (Miami, FL)
- …**Education** : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Queens, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Paramus, NJ)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Scotiabank (New York, NY)
- … client relationships, identifying new business opportunities, and delivering tailored financial solutions that align with client needs. You will help ... streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions.… more
- JPMorgan Chase (New York, NY)
- …engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation ... an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views… more
- Deloitte (Pittsburgh, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more