- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… more
- Neuberger Berman (New York, NY)
- …the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $115 billion of client commitments since inception. Within ... to the Access Fund to act as a fund specialist , managing and coordinating all prospect / client...individual's responsibilities may also expand to include other NB Private Markets' strategies to intermediary client channels… more
- Bank of America (New York, NY)
- Private Equity and Real Assets Sourcing and Origination Senior Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a ... Description:** Acts as the senior product representative on a client team and is solely responsible for all product...and strategies affecting an entire region or section. The Private Equity/Real Assets Product Sourcing & Origination team strives… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Aircraft ... is a Subject Matter Expert ("SME") in the private aviation industry who will closely with the Aircraft...experts both in aviation and finance. The AF Lending Specialist is an important client -facing position with… more
- Citizens (New York, NY)
- Description Citizens Private Bank is looking for a Lending Specialist to support the underwriting needs of the Private Bank's business loan and commercial ... real estate loan products. The Lending Specialist will focus on processing, evaluating, and completing financial...the Relationship Manager/Senior Business Banker as well as the Private Bank's credit approval team to monitor and maintain… more
- Citigroup (New York, NY)
- …**Education** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow ... with all legal and regulatory policies and requirements of the Citi Private Bank. + Resolve client inquiries and issues on a timely basis and as accurately as… more
- M&T Bank (New York, NY)
- …Accounting and a minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate ... Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers… more
- Insight Global (New York, NY)
- Job Description A large financial services is looking for a technical, Client Integration Specialist to join the Integration Team. This person will be ... . Skills and Requirements -5+ years of experience as a Client Integration Specialist (Technical Onboarding) within Financial Services/Capital Markets… more
- Citigroup (New York, NY)
- The Law Firm Group Senior Client Specialist is a strategic member of Citi Private Bank Law Firm Group who closely follows the latest trends in the law firm ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Law Firm Advisory Services… more
- Insight Global (New York, NY)
- Job Description A large banking client is looking for an Client Experience Officer to join the Operations group supporting their commercial clients. This team ... for onboarding, implementation and servicing of their banking accounts. As a Client Experience Officer, this person will be responsible for servicing banking clients… more
- Bloomberg (New York, NY)
- …threat. Bloomberg's clients and prospects are concerned about the potential for their private data to be exposed, and they're apprehensive of possible disruptions to ... their key operations. The Business and Client Risk Engagement team brings transparency to Bloomberg's operational...management and information security practices, to gain and keep client trust so they renew and expand their use… more
- Neuberger Berman (New York, NY)
- …the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $115 billion of client commitments since inception, and ... including insurance companies, banks and pension funds. Our Japan private markets business has been growing rapidly primarily driven...of other Specialty Strategies in serving as a product specialist for the Japanese sales team + Manage investment… more
- Neuberger Berman (New York, NY)
- …Sales team in the New York office. **Responsibilities** + Support of Alternatives Specialist Team and Client Advisors in all aspects of registered PE ... among NB internal constituencies of the Fund, including the Private Markets Investment Team, Sales Management, Client ...the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing + Present Neuberger's private… more
- City National Bank (New York, NY)
- ** PRIVATE BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across… more
- Neuberger Berman (New York, NY)
- Private Equity is a rapidly growing group within Neuberger Berman with over $100 billion of investor commitments across our private equity fund of funds, ... interface. The Alternatives Finance Group is looking to hire a Performance Specialist who will be responsible for performance calculation, tracking and monitoring as… more
- Bank of America (New York, NY)
- UHNW Capital Markets Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... the power to make a difference. Join us! The Senior Capital Markets Specialist within the Investment Solutions Group (ISG) Capital Markets Specialist … more
- JPMorgan Chase (New York, NY)
- …their first 30 days with the company. As a Full Lifecycle Recruiter at JPMorgan Private Bank, you will ensure your clients are best positioned to attract, source and ... and manage candidate talent pools and operate as a specialist within your market + Source and pipeline qualified...are in place + Present to and update senior client groups on recruiting activity and manage escalations effectively… more
- Community Health Action of Staten Island (Staten Island, NY)
- …looking to hire professionals in SUD industry. + Collaborate with government funded or private employment training systems to facilitate client access. + Aid in ... Workforce Development Specialist Staten Island, NY (http://maps.google.com/maps?q=56+Bay+Street+Staten+Island+NY+USA+10301) * Behavioral Health Job Type Full-time… more
- Morgan Stanley (New York, NY)
- Morgan Stanley's Private Wealth Management (PWM) Division focuses on the ultra-high net worth (UHNW) client segment. For over 40 years, PWM has served the needs ... of the team, the candidate will work closely with Private Wealth Advisors and analysts on the team as...clients directly to get a full understanding of a client 's goals and objectives and then delivers customized recommendations… more
- Neuberger Berman (New York, NY)
- …skills, the team crafts compelling narratives that support all stages of the client journey across multiple channels and media. We're advocates for a data-informed ... timely delivery of high-quality, relevant content that connects to client goals and enhances our brand globally. We work...our fixed income efforts. As the fixed income content specialist , you'll build and execute on a calendar of… more