- Raymond James Financial, Inc. (New York, NY)
- Raymond James Private Capital Markets (PCM) is a dedicated group within the Firm's Investment Banking division that advises leading private companies, ... equity financings, structured and direct secondary transactions, and other bespoke private placements. Operating at the intersection of traditional M&A advisory and… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Private Funds Location New York Business Area Data Ref # 10043286 **Description & Requirements** At Bloomberg, our products ... Private Funds Technical Account Management Professionals is a group of individuals who play a vital role in...team + Become a true subject matter expert in Private Funds by using business intelligence to… 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
- S&P Global (Boulder, CO)
- …Representative will be responsible for driving new revenue and retaining existing business . **Responsibilities and Impact:** S&P Global' s Private Market ... Sales Representative will be a member of the iLEVEL Private Market sales team within S&P Global's Market Intelligence...+ Collaborate with our partners in Product, Commercial Strategy, Client Engagement & Inside Sales to ensure iLEVEL remains… more
- KeyBank (Tarrytown, NY)
- …contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. + ... Road - Tarrytown, New York 10591 **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
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- HUB International (Mclean, VA)
- …to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed ... a **Retirement Education Specialist** to join our **Retirement and Private Wealth** team in our **McLean, VA** office. The...meeting activity and wealth management lead pipeline for annual client reviews. + Track/Input group meetings into… 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:** Senior Associate, Private Market Valuation will deliver a range of valuation services… more
- Comerica (Dallas, TX)
- …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
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
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