- Citigroup (New York, NY)
- …skills **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... is responsible with working with institutional clients ranging from non-profits to corporate client to select family offices. There is a focus on increasing our… more
- Citigroup (San Francisco, CA)
- …skills. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... firms for over five decades via the Law Firm Group and the Professional Services Group , the...and in line with the sophistication level of the client + Responsible for evaluating client profiles… more
- Citigroup (New York, NY)
- …Bachelor's/University degree, Master's degree, CFP or JD/LL.M. degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Financial ... Financial Planning and will work under the Field Sales Group organization. This position will work closely with the...+ Focus will be on meeting individual family and client wealth planning needs by delivering advanced planning concepts… more
- Citigroup (New York, NY)
- …procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance … more
- BlackRock (New York, NY)
- …acquisitions across private market franchises and technology. With a broader client base than many pure-play alternatives competitors and a reputation as a ... sits within the broader Multi-Asset Strategies & Solutions (MASS) Group . The MASS team is the investment group...Private Markets, preferably Wealth, FOFE, and Defined Benefit client segments. US experience valued. + Strategic acumen linked… more
- Neuberger Berman (New York, NY)
- …$463 billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. ... Managing $70b+ in client assets across 40+ seasoned wealth and investment teams,...assets for individuals, families and charitable institutions. The NB Private Wealth Investment Group leads the investment… more
- Neuberger Berman (New York, NY)
- …employee-owned global investment management firm with $509 billion in assets under management. The private equity group of the firm, NB Private Markets, is ... a leading and growing investor in private markets, managing over $125 billion of ...other customizations as requested by clients. The PIPCO Marketing/Fundraising Group within NB Private Markets is focused… more
- City National Bank (Los Angeles, CA)
- …the front-end on-boarding of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals, risk tolerance and constraints ... strategic and tactical asset allocation shifts or rebalancing to the client . Assists Private Bankers in reviewing asset management and CNS Brokerage statements… more
- City National Bank (Irvine, CA)
- …the front-end on-boarding of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals, risk tolerance and constraints ... strategic and tactical asset allocation shifts or rebalancing to the client . Assists Private Bankers in reviewing asset management and CNS Brokerage statements… more
- Citigroup (Orland Park, IL)
- …background **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Financial ... a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking… more