- Citigroup (New York, NY)
- …part of a team **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :** ... Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net… more
- Citigroup (New York, NY)
- …30% of time **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :** ... Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net… more
- Citigroup (Chicago, IL)
- …10 or equivalent Education: + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :** Franchise ... businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients receive the One Citi experience by… more
- Citigroup (New York, NY)
- …as required. + Commitment to ethical conduct and sound business practices. **Job Family Group:** Private Client Product Services **Job Family :** Custody ... + **Client Collaboration:** Partner with Escrow Business Development and Private Bankers to onboard clients, gather necessary documentation, and coordinate… more
- Ultimate LLC (Baltimore, MD)
- …is an exciting opportunity to work on diverse commercial projects including multi- family apartment complexes, hotels, private schools, and other commercial ... Estimator with a strong background in commercial projects. + Experience with multi- family , hotels, private schools, and other large-scale commercial projects. +… more
- Citigroup (Chicago, IL)
- …to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :** ... knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Client Services Accounting Associate A private , multi-generational family office headquartered in San Francisco is seeking an Associate ... to join its Client Services Accounting team. The firm provides a full suite of services-including investment management, financial reporting, tax planning, and philanthropic support-to high-net-worth individuals and families. With a strong focus on long-term… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A private , multi-generational family office headquartered in San Francisco is seeking an Associate to join its Client Services Accounting team. This ... organization provides a comprehensive suite of services-including investment management, financial reporting, tax planning, and philanthropic support-to high-net-worth individuals and families. With a strong emphasis on long-term value, discretion, and… more
- Stony Brook University (Southampton, NY)
- …biking and kayaking to fishing and hiking-as well as excellent public and private schools and family -friendly neighborhoods. The area offers pristine natural ... beauty with convenient access to New York City via the LIRR or ferry service from Montauk to Block Island, New London, or Martha's Vineyard. **Qualifications** **REQUIRED QUALIFICATIONS:** MD, DO or MD/PhD (or foreign equivalent). Board Certified in Internal… more
- Grant Thornton (Tulsa, OK)
- …+ Experience in working with high-net-worth individuals, owners of closely held businesses, private companies and family offices and a proven track record of ... implementation of tax strategies + Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships + Strong leadership, business development, recruiting, training, coaching, and mentoring… more