- University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more
- University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more
- Nuveen Investments (MI)
- …Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office . + Presents the enterprise's Alternative capabilities to Financial ... assigned region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client portfolio.… more
- Coinbase (New York, NY)
- …Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office . * Research, propose, and execute ... Wealth platforms in the US and EU, especially Wealth (Multi- family and Single Family ...and ability to describe, investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies. * Strong working knowledge… more
- Citigroup (New York, NY)
- …(Series 9/10 accepted) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :** ... Requires basic commercial awareness, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills… more
- Citizens (Tarrytown, NY)
- …responsibility will include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully Disclosed) business. Primary ... to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on...for leading a team of professionals that run our back- office operations which includes daily processing of our business,… more
- Citigroup (Miami, FL)
- Job Description A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is ... exceed our client's needs and expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary,… more
- JPMorgan Chase (Dallas, TX)
- …actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to ... play a pivotal role in driving our focus on private capital markets. This is your opportunity to lead...ability to manage competing priorities. + Proficiency in Microsoft Office and digital/AI tools for efficient work. + Strong… more
- JPMorgan Chase (Los Angeles, CA)
- …actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to ... play a key role in driving our focus on private capital markets. This is your opportunity to execute...ability to manage competing priorities. + Proficiency in Microsoft Office and digital/AI tools for efficient work. + Strong… more
- Robert Half Finance & Accounting (Oklahoma City, OK)
- …to detail, organizational skills, and discretion Prior experience in a family office , wealth management, or private accounting environment is a plus ... sensitive financial information. * Previous experience in family office , wealth management, or private accounting environments is highly desirable.… more