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Keywords: Client Manager, Private Wealth Management, Location: New York City, NY

Page: 6

Tax Senior Manager - Personal Financial Services

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level... Senior Manager Job Description & Summary A career in our Personal Financial Service practice, within PwC Private...

Company: PwC
Location: New York City, NY
Posted Date: 31 Jan 2025

GTM & Growth Manager

: equity research, sales & trading, investment banking, corporate finance, venture capital, private wealth management... with the help of the CFO team to highlight client case studies across industries (tech, healthcare, consumer goods & retail...

Company: Pilot
Location: New York City, NY
Posted Date: 03 Apr 2025
Salary: $129000 - 175000 per year

Compliance Testing Senior Manager, Swap Dealer and Derivatives Compliance

and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking... and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products...

Company: Scotiabank
Location: New York City, NY
Posted Date: 19 Mar 2025

Platform Application Support Manager, Vice President

how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market... processes and uphold high standards of client service and operational excellence. Responsibilities Document Management...

Company: iCapital
Location: New York City, NY
Posted Date: 16 Feb 2025
Salary: $140000 - 180000 per year

Principal, Investor Services

– Investor Services Summary Ares Management is looking to hire a Principal for the Global Client Solutions (“GCS”) team... providers on investor data, onboarding, inquiry management and data rooms across all business lines at Ares (credit, private...

Posted Date: 20 Feb 2025

Senior Vice President - Investor Relations/Business Development - New York

is a leading global asset manager specializing in public and private credit with ~$23 billion in assets under management. Marathon... to drive capital formation of Institutional Investor and to maintain our client relationships. Marathon Asset Management...

Posted Date: 05 Apr 2025

Managing Director - Investor Relations/Business Development - New York

capital formation of Institutional Investor and to maintain our client relationships. Marathon Asset Management is a leading... global asset manager specializing in public and private credit with ~$23 billion in AUM. Marathon is recognized...

Posted Date: 05 Apr 2025

Research Assistant

across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury...Our client is a top financial institution with significant North American holdings. They have operations...

Posted Date: 17 Apr 2025
Salary: $32.01 per hour

Vice President, Business Development, Compliance Consulting

Manager and Wealth Management space. Essential Traits: BS/BA or equivalent in Business or Marketing or relevant business... and Regulation (FSCR) team provides expert compliance support for a variety of firms including hedge funds, private equity firms...

Company: Kroll
Location: New York City, NY
Posted Date: 17 Apr 2025
Salary: $90000 - 200000 per year

PWM Business Development Associate

Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client... business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 10 Apr 2025
Salary: $50000 - 105000 per year

Customer Service Sr Analyst (AVP/Hybrid/Spanish)

Deliver wealth management services to CPB Latam clients with guidance from the Banker teams Manage and execute client..., procedures and operational platforms to consistently exceed our client’s needs and expectations. Actively supports a Private...

Company: Citigroup
Location: New York City, NY
Posted Date: 06 Apr 2025
Salary: $88400 - 132600 per year

Director of Investment Advisory

construction, manager diligence, and risk management advice Actively participate in client and prospect meetings, contributing..., portfolio construction, investment manager partnerships, risk management and other investment decisions. IRG also oversees...

Posted Date: 04 Apr 2025

FX Trading Operations Director (AVP)

such as Interest Rates, Equities, Private Wealth Management and Commodities. Review and resolve exceptions and discrepancies... operational risks, develop strong client relationships and partner across technology and the FX business to improve controls...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 29 Mar 2025
Salary: $85000 - 130000 per year

Senior High Net Worth Lending Specialist

US Wealth Management field and management to help grow the High Net Worth (HNW) credit and liquidity business through serving... Head of Wealth Management Lending with HNW product expansion, strategy and distribution. What will you do? Effectively...

Posted Date: 27 Mar 2025
Salary: $110000 - 190000 per year

Head of Global Real Assets Investment Solutions

/Veterans About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private...Job Description: J.P. Morgan Asset Management is a leading global asset manager with a robust platform...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 27 Mar 2025

Alternative Investment Specialist - Associate Director

, and private real assets in their asset allocation partner with CIO peers and other Wealth Management teams to tie the UBS House... wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset...

Company: UBS
Location: New York City, NY
Posted Date: 16 Mar 2025
Salary: $100000 - 130000 per year

Quant Developer

's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management...Business Divisions Global Wealth Management Your role In an effort to provide more seamless access...

Company: UBS
Location: New York City, NY
Posted Date: 16 Mar 2025
Salary: $80000 - 100000 per year

Year Associate, Primary Fund, AlpInvest

as of September 30, 2024. AlpInvest is a wholly owned subsidiary of The Carlyle Group and serves as the private equity multi-manager... existing portfolio Supporting client reporting and fundraising efforts Responsibilities 1. Deal Flow Research private...

Company: Carlyle
Location: New York City, NY
Posted Date: 14 Mar 2025
Salary: $150000 per year

Assurance Experienced Senior

client, when necessary, with the Manager, Senior Manager and engagement partner Identifies complex accounting issues.... This position is also responsible for acting as the client contact for basic questions and information and may be involved...

Company: BDO
Location: New York City, NY
Posted Date: 13 Mar 2025
Salary: $95000 - 130000 per year

Assurance Experienced Senior

client, when necessary, with the Manager, Senior Manager and engagement partner Identifies complex accounting issues.... This position is also responsible for acting as the client contact for basic questions and information and may be involved...

Company: BDO
Location: New York City, NY
Posted Date: 13 Mar 2025
Salary: $95000 - 130000 per year