- NTT DATA North America (New York, NY)
- …has experience in solutioning as an architect and thrives on influencing high-level business decisions within the Private Equity and Venture Capital domains. ... the IT services and consulting sectors * At least 8 years of proven business origination experience in the Private Equity/Venture Capital space, ideally with… more
- Citigroup (New York, NY)
- …preferred + CFA, MBA degree or other advanced degree a plus **Job Family Group :** Private Client Product Services **Job Family:** Investment Counselor **Time ... full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited...investment solutions with asset allocation targets, risk management and client goals. + As the CPB and Citi product… more
- KeyBank (Cleveland, OH)
- …Key as the client 's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated ... on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with… more
- First Horizon Bank (Huntsville, AL)
- …**Location** : On site at location listed in job posting. **Summary** : Private Bankers are responsible for business development of professional high net ... ability to work with multiple channels to solve the client need: consumer, business banking and commercial....southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business , wealth and… more
- Bloomberg (New York, NY)
- …role :** The Private Funds Technical Account Management Professionals is a group of individuals who play a vital role in delivering exceptional service and ... team + Become a true subject matter expert in Private Funds by using business intelligence to...skills, with the ability to handle and prioritize multiple client queries and projects simultaneously + Good interpersonal skills… more
- Neuberger Berman (New York, NY)
- …are passionate about investing and the financial service industry to join our Institutional Client Group ("ICG") for an 8-week internship focused on developing ... summer designed to prepare participants for career opportunities within our Institutional Client Group . **Responsibilities:** Institutional Client Group :… more
- S&P Global (Dallas, TX)
- …leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of ... distressed spectra across the globe. **Responsibilities & Impact:** The Principal, Private Market Valuation will deliver a range of valuation services specifically… more
- KeyBank (Boston, MA)
- …contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. + ... Franklin Street - Boston, Massachusetts 02110 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...The Relationship Manager is at the center of this client promise acting as the primary client … more
- HUB International (Mclean, VA)
- …as FinPath. + Track meeting activity and wealth management lead pipeline for annual client reviews. + Track/Input group meetings into CRM ( Client ... Large Employers in 2024. HUB also won the Insurance Business America's 5-Star Diversity, Equity, and Inclusion Award for...a **Retirement Education Specialist** to join our **Retirement and Private Wealth** team in our **McLean, VA** office. The… more
- Comerica (Raleigh, NC)
- …and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients. ... to handle the most challenging, sensitive and complex relationships. Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth… more