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It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Retail Portfolio Director is responsible for overseeing leasing activity in the East Coast region as well as working closely with the local Investment Officer and the Property Management team regarding asset management, construction, and operational issues associated with the assigned retail por

A leading wealth management firm is seeking a Chief Investment Officer to lead investment strategies and mentor a high-performing team.

The Asset and Liability Management (“ALM”) Associate Director will be a key contributor to PNC’s Chief Investment Office, which is led by PNC’s Chief Investment Officer (“CIO”) and responsible for managing over $200 billion in fixed income assets and derivative products within PNC Bank��

A leading AI company in the United States is seeking a Chief Investment Officer to enhance the quality of AI Assistant responses related to finance.

A global investment advisory firm seeks a Chief Investment Officer (CIO) based in New York. The CIO will lead investment operations, portfolio framework, and risk oversight for a firm that specializes in financial planning for U. The ideal candidate will have at least 15 years of investment manageme

Position: Chief Investment Officer / SVP, Capital Markets. A leading, growth-oriented renewable energy platform is seeking a senior investment and capital markets leader to drive financing strategy, capital formation, and portfolio optimization across Community & Distributed energy assets. Build and

We are looking for a Chief Investment Officer to join our team to train AI models. Join to apply for the Chief Investment Officer role at DataAnnotation. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: * Build relationships with new clients with the goal of bringing in new bank and brokerage assets * Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills * Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments * Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research * Master referral opportunities to grow portfolio * Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) * Acquire new clients through converting referral leads * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure strict adherence to KYC/AML and other compliance norms * Partner with all roles on branch team to ensure all clients have a positive in-branch experience * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency * Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: * 5-8 years of experience serving in a financial advisory capacity * Experience in a proactive, successful sales and service role in the financial services industry * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses * Group 1 Insurance License * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: * Bachelor's/University degree or equivalent experience Private Client Coverage Financial Planning Services Full time New York New York United States $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. Nov 28, 2025 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi () . View Citi's EEO Policy Statement () and the Know Your Rights () poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Mid Cap Healthcare Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As an Analyst in our Mid Cap Investment Banking Healthcare group, you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Analyst class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities * Develop content for strategic meetings with clients regarding M&A or capital market transactions * Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives * Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses * Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations * Provide leadership, mentorship and supervision to Associates and Analysts * Participate in graduate recruiting Required qualifications, capabilities, and skills * Prior work experience in an investment banking front office role. * A well-rounded academic background from a top tier educational institution. * Strong financial modelling skills * Understands transaction cycle and the steps in the process and is execution oriented. * Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. * Self-directed, highly motivated, and able to work independently JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York,NY $110,000.00 - $135,000.00 / year

The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

Understanding the working capital flows of real estate private equity, real estate operating companies, real estate investment trusts, and real estate property managers is a key attribute. Treasury Sales Client Officer II - Commercial Real Estate. Lateral-US/job/New-York/Treasury-Sales-Client-Office

Prosperity is an EisnerAmper Company seeking a Chief Investment Officer who will be the firm’s strategic investment leader, responsible for shaping long‑term investment direction, driving platform innovation, and ensuring portfolios reflect the firm’s tax‑aware philosophy. Prior experience a

The Chief Investment Officer will own and oversee the firm’s entire investment lifecycle, from client onboarding through ongoing portfolio monitoring. Senior investment operations, CIO, Deputy CIO, or Head of Investments role. Chief Investment Officer Job Description and Responsibilities.

Chief Investment Officer page is loaded## Chief Investment Officerlocations: Iselin: Owings Mills: New York: Philadelphiatime type: Full timeposted on: Posted Todayjob requisition id: Req-8409## ## Job DescriptionProsperity is a leading wealth management company dedicated to providing objective

Are you a Chief Investment Banking Officer or Head of Trading or Portfolio with deep expertise in quantitative crypto trading, XRP, and DeFi markets, ready to help scale a next-generation digital asset and wealth management family office, already achieving $100B+ AUM, to grow to over $220B AUM withi

Our generous benefits package includes:• A state pension with vesting after five years’ service• Comprehensive medical, dental and vision insurance available to all employees and their dependents• Flexible spending accounts for dependent and health care• Productivity Enhancement Program (P

Elemental is seeking a Chief Financial Officer (CFO), the senior-most financial executive of Elemental Impact and the future Elemental investment platform. This position will report to the Chief Executive Officer of Elemental Impact, serve on the executive leadership team and manage the financial op

Maintains extensive contact with trust and banking relationship managers, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. Northern Trust, a Fortune 500 company, is a globally recognized,

As a Compliance Officer (Investment Products), you'll play a key role in ensuring our compliance with all applicable regulations, with a primary focus on MiFID II across all investment offerings. Compliance Framework - Support the Head of the Compliance department in implementing and maintaining a r

Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer will help oversee a staff of more than 100 employees to ensure efficient coordination and execution of BAM's goals. Deputy Chief Investment Officer.

The Investment Officer will assist in overseeing the investment activity for the infrastructure investment program for the five New York City pension systems. The Investment Officer will report to the DCIO and Head of Infrastructure Investments. Under the supervision of the DCIO and Head of Infrastr

Under the direction of the Director of Private Equity, the Senior Investment Officer will informally oversee the junior investment and operations staff (no formal direct reports) for the Private Equity Team at the New York State Common Retirement Fund ("CRF" or the "Fund"). The Office of the New Yor

A leading renewable energy platform is seeking a Chief Investment Officer/SVP, Capital Markets to spearhead financing strategies and portfolio optimization. Responsibilities include managing relationships with banks, developing financing strategies, and overseeing capital markets activities.

Reporting to the Managing Director, Chief of Staff, Office of the CIO & the Senior Managing Director, Client Experience, Data & Analytics, and Innovation Platforms Owner, the Senior Data Analyst will leverage their in‑depth asset management and/or capital markets knowledge to provide a hands‑on,

A global investment platform operating at the intersection of asset management and financial infrastructure is seeking a Chief Risk Officer to lead the buildout of its operational risk architecture as the business continues to scale across private markets strategies and global distribution channels.

A leading financial services firm is seeking a Chief of Staff to the Chief Investment Officer. Ideal candidates should have 5+ years of relevant experience and exceptional analytical skills, alongside a strong proficiency in Microsoft Excel and PowerPoint.

The Office-of-the-Comptroller in New York City is seeking a Deputy Chief Investment Officer to oversee a team and manage the investment portfolio of the NYC Public Pension Funds. This role requires a strong background in asset allocation and investment strategy, with at least ten years of executive

We are seeking a dynamic Chief of Staff to the Chief Investment Officer (CIO) serving as a strategic advisor and operational leader within the Office of the CIO. Chief of Staff to the Chief Investment Officer – General Account (HYBRID). This position offers a hybrid work schedule, with an on–sit

It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.The Global Wealth Management business offers individuals and families personalized, comprehensive financia

A leading investment management firm in New York is seeking a Senior Risk Manager to join its Risk Management Team.This role involves assisting the Chief Risk Officer in managing investment risks, analyzing portfolios, and ensuring compliance with investment guidelines.The ideal candidate will have

Knowledge of the principle and methodology of finance management; ability to use the functions, tools and processes needed to manage financial assets and liabilities throughout the organization. Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the co

A leading wealth management company in New York is seeking a Chief Investment Officer to shape the firm's investment direction and oversee its Investment Committee. The ideal candidate will have over 15 years of investment management experience, strong leadership skills, and a Bachelor's degree in F

Supporting the identification, review, and evaluation of prospective fund and co-investment opportunities; conducting due diligence of fund and co-investment opportunities; developing framework for analyzing the historical track record of prospective investment opportunities; developing financial mo

Chief Financial Officer (CFO) - Strategic Finance & Capital Markets.Solen Software Group is an investment and operating company that acquires and operates proven software businesses with significant growth potential across a variety of vertical markets, enabling each to become a market leader in its

This individual will partner closely with the Chief Investment Officer, Chief Risk Officer, and portfolio managers to enhance investment decision‑making and risk management through rigorous quantitative frameworks, superior research architecture, and scalable analytical tools. The role will report

We are now seeking a senior compliance officer within the team to execute and enhance the compliance program, and aid the business to comply with applicable laws, regulations, and Firm policies and procedures. Morgan Stanley Senior Compliance Officer. Among other internal stakeholders, this individu

Under the leadership of the Chief Compliance and Regulatory Officer, the Compliance Department is comprised of functionally and business-aligned teams that operate collaboratively based on the Firm's overall structure: Investment Adviser Compliance, which oversees implementation of global policies a

The Senior Associate will assist the Chief Compliance Officer and team with oversight of the Firm's compliance program and collaborate closely with investment, trading, operations, legal and finance teams to strengthen and evolve the Firm's trade surveillance and compliance infrastructure. Lead or c

We are seeking a knowledgeable Regulation W Compliance Officer to oversee affiliate-transaction compliance across the bank and its related entities, including our investment adviser, broker-dealer, trust company, and other affiliated businesses. Regulation W Compliance Officer. Perform and continuou

As a senior member of the Public Communications Compliance Group, the Compliance Officer must have an understanding of the regulations and laws that govern firm communications and must have experience in reviewing complex investment advisory communications. Alternatively, the Compliance Officer shou

Knowledge of compliance systems, experience with ComplySci and ComplianceAlpha is a plus. A New York-based asset manager (SEC registered investment adviser and CFTC registered CTA/CPO) is seeking a VP, Compliance Officer. Provide compliance support to ensure that the firm's compliance programs are i

As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. You will collaborat

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial tra

Lead Credit Officer in Asset Based Lending Credit Risk. As a Lead Credit Officer in Asset Based Lending Credit Risk, you will be part of the firm's risk governance framework and a critical member of the risk management team. Credit Officers on the Investment Bank Asset Based Lending team manage a po

Jefferies is looking to hire a Compliance Officer into its Global Control Group, IB and Research Compliance team. Advise Research Analysts and Investment Bankers regarding Compliance issues related to Research product and Investment Banking transactions. Participate in additional projects to enhance

Jefferies is looking to hire a Compliance Officer into its Global Control Group, IB and Research Compliance team. Advise Research Analysts and Investment Bankers regarding Compliance issues related to Research product and Investment Banking transactions. Participate in additional projects to enhance

A leading wealth management firm is seeking a Chief Investment Officer to lead investment strategies and mentor a high-performing team.