- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Nuveen Investments (New York, NY)
- …**Work Experience** + Minimum 5 years' experience working in a law firm or asset manager working with private funds and direct lending or private equity ... development + Provide advice and counsel regarding regulatory issues in the private funds space, including those impacting private capital strategies… more
- Columbia Bank (Denver, CO)
- **About the Role:** The Customer Care Team Lead is responsible for supporting the client service team in the delivery of gold standard customer service. The Customer ... Customer Care Team Lead will be a resource to client service personnel that discuss investment transactions related to... service personnel that discuss investment transactions related to private equity, real estate and private debt… more
- New York State Civil Service (Bayside, NY)
- …Representative exercises independent judgment and makes high-level decisions while assisting the Project Manager or Senior Project Manager in all aspects of a ... and recommend approaches to resolving issues to the Project Manager .* Ensure quality is maintained in accordance with the...commissioning and monitor results.* Represent DASNY as liaison to client agency.* Interact with client agency and… more
- JPMorgan Chase (Boston, MA)
- …notices and quarterly reporting on investor reporting portal + Work closely with manager , team and support functions to manage client expectations and ensure ... will maintain the books and records of Hedge/Hybrid and Private Equity funds, review fund governing documents, prepare and...adherence to SLA timelines on client deliverables and ad hoc requests + Liaise with… more
- Bloomberg (Montgomery, NJ)
- …Product Owner to lead the strategy, development, and evolution of Bloomberg's Private Company Classifications. You will be responsible for maximizing the value of ... this dataset-ensuring it meets client needs, supports internal product goals, and upholds Bloomberg's standards for quality, transparency, and usability. You will… more
- Columbia Bank (Denver, CO)
- …Asset Valuation Team, is responsible for managing all aspects of the firm's Private Security and Real Estate asset valuation activities. In partnership with the team ... manager , responsible for maintaining efficient operations, quality of service,...of service, and compliance standards across multiple asset and client types. Oversee the daily operations of valuation-related activity… more
- Bank of America (Wilmington, DE)
- …to facilitate Delaware Trust Book growth. The Delaware TO II works with the Private Client Advisors/ Client Team or ML Financial Advisors and/or national ... accounts. The Delaware TO II works closely with national Private Bank and ML Financial Advisors teams to achieve...Management + Analytical Thinking + Attention to Detail + Client Management + Customer and Client Focus… more
- Primary Health Care (Des Moines, IA)
- …Benefits Liaison thoroughly and critically assesses various factors related to client 's/patient's current financial situation, primarily related to private ... with Benefit Liaison II for all BDAP, marketplace and private insurance needs that clients may present. + Engage...making referrals to entitlement programs. + Work with Case Manager to assess clients insurance needs and execute a… more
- Hatch (Houston, TX)
- …team located in our Houston, TX office (preferred). The role would be client -facing and require coordination and management of both business development and project ... with a major focus on business development, networking, building partnerships and client engagement; + Direct and assist in the preparation of proposals,… more