- Bank of America (New York, NY)
- Private Client Manager II...relationships with high net worth clients or equivalent financial services /business experience * Series 7, 63 and 65 (or ... Grows book balances and Year over Year revenue + Partners with and mentors Private Client Managers on more complex products and client relationships + Acts… more
- Citizens (New York, NY)
- …coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly ... long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private … more
- Bank of America (New York, NY)
- Private Wealth Market Client Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... driven, resilient, results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager...+ Managing the branch's Private Wealth Management Client Associates and Service Support Staff +… more
- Bank of America (New York, NY)
- …Manager . In addition to their primary functions, the Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager . ... are managed in alignment with client goals. **Position Overview:** The Private Wealth Supervision Manager (PWSM)positionreports to the Merrill Private … more
- JPMorgan Chase (Jersey City, NJ)
- As a Vice President - Quant Analytics Manager within the JPMC Private Client team, you will manage and support analytical data exploration and reporting ... outcomes. You will partner with Private Client Operations and Controls teams to...effective communication skills. Join us as a Quant Analytics Manager and dive into the world of data exploration… more
- WTW (New York, NY)
- …provides a full spectrum of commercial insurance, employee benefits and transactional services for private equity firms and their portfolio companies. The ... Support our PE&TS team in overseeing and managing key private equity client and prospect relationships. +... equity clients. + Provide recommendations on products and services relevant to our private equity clients… more
- Bloomberg (New York, NY)
- …privatemarkets. + Deep knowledge of client cohorts including GPs,LPs and service providers. + Demonstrated expertise in private markets and acomprehensive ... across public markets and increasingly as we satisfy increased client demand, private markets. As asset managers... segments that we want to evolve alongside and service these increased demands for solutions. As we look… more
- M&T Bank (New York, NY)
- …members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing daily cash ... CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset managers. Wilmington is responsible...minimum of 1 years' relevant work experience with direct client contact Strong focus on customer service … more
- Deloitte (New York, NY)
- …+ Mobilizing and managing multiple engagement teams / workstreams. + Experience either in client service or in a consultative role (eg, Corp Dev, Business ... US M&A and Restructuring (M&A/R) Offering Portfolio advises our client 's as they seek to change the nature of...and environments to accelerate value. Our M&A solutions and services help private equity firms and their… more
- Bank of America (New York, NY)
- …team Senior Business Manager to develop, implement, and monitor the teams client service model. This position is subject to SAFE Act registration ... Private Wealth Relationship Manager New York,...+ Relationship Building + Administrative Services + Client Investments Management + Customer Service Management… more
- Deloitte (Jersey City, NJ)
- …Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required +… more
- KPMG (New York, NY)
- **Business Title:** Manager or Senior Manager , Global Executive & Private Clients - Japanese **Requisition Number:** 112754 - 68 **Function:** Tax ... Services **Area of Interest:** **State:** NY **City:** New York...is currently seeking a Manager or Senior Manager , Global Executive & Private Clients -… more
- M&T Bank (New York, NY)
- …Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset managers. Wilmington is responsible for tracking and ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- RELX INC (New York, NY)
- Are you looking for an alternative legal career as an SME in private funds legal practice and investment management law? Do you want to work remotely in a supportive ... for professional and business customers.About the Role As Content Manager , you will apply your subject matter expertise in..., you will apply your subject matter expertise in private funds legal practice and investment management laws to… more
- Deloitte (Jersey City, NJ)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As...business-related field + 5+ years' experience providing tax planning services or preparing and reviewing client work… more
- JPMorgan Chase (New York, NY)
- …prospects through innovative content and digital communication strategies. As a Content Marketing Manager within the Private Bank, you will define and manage the ... Join JP Morgan Private Bank's Marketing team and shape the content...the business in Latin America. Your work will enhance client relationships, attract new prospects, and improve client… more
- Deloitte (Jersey City, NJ)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the ... an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll do As...your prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients… more
- City National Bank (New York, NY)
- **BUSINESS CONTROLS MANAGER - PRIVATE BANKING & WEALTH MANAGEMENT** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City National Bank ... ("CNB") Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth Management...+ Minimum 8-10 years within or related to financial services **Skills and Knowledge** + MBA, JD, or other… more
- MetLife (Whippany, NJ)
- …Excel, Bloomberg, and other tools to analyze portfolio issues. Operations (Whippany, NJ): The Client Services Group in Operations creates and delivers client ... on our promises. This role will support the broad activities of the Client Services team. Key responsibilities include assistance with facilitation of … more
- CIBC (New York, NY)
- …Floor **Employment Type** Regular **Weekly Hours** 40 **Skills** Business Development, Client Service , Customer Experience (CX), Ensure Compliance, Group Problem ... to grow direct revenue for the organization; to retain client relationships through high touch service ; and...individuals' expertise and knowledge of investment and wealth advisory services to provide "best in class" service … more