- 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
- TD Bank (White Plains, NY)
- … Client Relationship Manager II is at the center of the Private Client Services model supporting an integrated Wealth Management offering by ... role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II...with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of… 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
- 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 (New York, NY)
- …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 (New York, NY)
- …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
- Deloitte (New York, NY)
- …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
- 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)
- …, you will be accountable to grow direct revenue for the organization; to retain client relationships through high touch service ; and to grow the business within ... a targeted high net worth client group in accordance with the investment objectives of...individuals' expertise and knowledge of investment and wealth advisory services to provide "best in class" service … more
- Neuberger Berman (New York, NY)
- Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager . The firm manages a range of strategies-including equity, fixed ... client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth...multi-year strategic plan to elevate all aspects of the client experience, from expanding advisory services , recruiting… more
- Morgan Stanley (Purchase, NY)
- …with an investment, commercial or private bank * 4 years of client service , business development and/or Sales Desk experience * Experience in understanding ... Morgan Stanley ("MS") is a global financial services firm that conducts its business through three...in the Private Banking Group. The Associate Private Banker will provide product and service … more