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Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the New York City/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the NY/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job DescriptionOur lending team is experiencing tremendous growth and we are looking for a results-oriented junior loan officer who can generate new business and referrals and assist our senior loan officers in creating and closing loan packages. Lending or mortgage industry experience is not required but is a tremendous asset. If you are tenacious, driven, and love a fast-paced career that allows your communication and interpersonal skills to truly shine, please start your application today!Compensation: $50,000 - $70,000 yearly Responsibilities: • Communicate with the senior mortgage loan officer/ MLO to make a recommendation of which mortgage loan products are best suited depending on applicant’s financial status, • Meet sales expectations, generate new business, get referrals, and monitor sales pipeline, • Gather financial information to assist with loan applications, prepare loan files, and assess applicants’ financial situation and eligibility, • Interface between loan processor, senior loan officer/ mortgage loan originator, underwriter, mortgage lender or mortgage banker, and realtors on behalf of the applicant as needed to ensure a successful loan transaction, • Create personal relationships with loan applicants - offer additional information and answer questions about home mortgage productsQualifications:, • High school diploma or equivalent required; Bachelor’s degree is desired, • Knowledge of guidelines for loan programs and various types of loans such as FHA, commercial loans, VA, etc is an asset, but not required, • Possess the intention to complete a training program to obtain NMLS/ MLO/ state license, • Experience in real estate, lending institutions, credit unions, financial services, or related fields is desired, but not required, • Superb relationship, sales, communication, and MS Office skills are neededAbout Company CrossCountry Mortgage (CCM) is the #1 retail mortgage lender. We have been recognized nine times on Inc. 5000’s Fastest-Growing Private Companies list and have received countless awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture, driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our enterprising spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, and vision, as well as a 401(k) with an employer match. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Job DescriptionInvestment Banking Analyst Overview MTS seeks candidates to fill the position of Investment Banking Analyst. The Investment Banking Analyst will play an important role on the firm’s advisory team, supporting an appropriately staffed team in a broad range of transactions including mergers, acquisitions, divestitures, restructurings, royalty monetizations and capital markets transactions. Candidates can expect to receive a higher level of responsibility and deal execution experience than at peer institutions. Day-to-Day Responsibilities Responsibilities include conducting company and industry research, performing financial and valuation analyses, creating business profiles, and preparing industry overviews on subsectors within the healthcare industry. Financial analyses include creating detailed financial models used for valuation and other financial analysis (DCF, LBO, M&A, accretion/dilution, comparable company and transaction analysis); preparing marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions and board presentations; conducting extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction. Qualifications Candidates should have a strong desire to work in investment banking and an interest in the healthcare industry. We are looking for candidates with demonstrated leadership in academics and extracurricular activities and a degree from a top rated institution. We seek young men and women with overall excellent judgment and character, strong quantitative and qualitative analytical skills, knowledge of corporate finance, keen attention to detail, desire to excel, and commitment to contributing to the MTS team culture. Why Choose MTS as a Career MTS Health Partners, L.P. is a fast-paced, collegial environment with a tight-knit culture focused on professional growth. Anchored by the foundation of a well-run partnership, team members have unparalleled access to Senior Bankers and are rewarded with responsibilities commensurate with demonstrated skill and professional maturity. MTS promotes an environment based on teamwork and camaraderie, with an emphasis on entrepreneurship, accountability and innovation. MTS is dedicated to promoting from within the firm and developing each team member’s career. Why Clients Choose MTS as Their Banker MTS Health Partners, L.P., is a preeminent New York City-based healthcare investment bank, providing strategic advisory services related to mergers & acquisitions, divestitures, restructuring, and equity and structured products capital markets transactions for companies in the global healthcare industry. MTS focuses on the following subsectors of the healthcare industry: healthcare services, pharmaceuticals, biotechnology, generics, medical devices and diagnostics. Founded in 2000, MTS is distinguished by its dedicated healthcare industry focus, senior level hands-on deal execution, and the unique perspective and network MTS brings given the deep experience of its senior professional team - all without the conflicts of interest that most banks face. The U.S. and global healthcare industry is currently in the midst of unprecedented growth and change in a volatile economic environment; MTS plays a crucial role in advising our clients as they face critical strategic and financial decisions during these times. Uniquely, MTS’ business model focuses on alignment with our clients, building long-term relationships and engineering and executing the “right” transaction for our client. We specialize in executing complex transactions (e.g. mergers, restructurings, privately negotiated equity, structured debt, hybrid financings) where our “skill” as bankers is more important than the “scale” of an organization, such as in widely syndicated transactions (e.g. follow-on equity offerings, senior debt offerings). However, when a situation calls for a hybrid approach of private negotiation and public syndication, we also have the ability, as a registered broker-deal, and the flexibility to call on our experience and relationships to orchestrate the appropriate deal. Whereas many banks are divided into industry coverage groups and product groups, the same deal team at MTS originates and executes the transaction, thus maintaining control of every aspect of advice, strategy, and execution and avoiding the conflicts of interest seen at other advisory firms. Note:The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.Expected Annual Salary $110,000-$110,000 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experienc

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Private Capital Advisory, Director or Managing Director We are seeking an experienced Secondaries Banker to join our Private Capital Advisory team as a director or managing director reporting to the Head of the Private Capital Advisory group. The successful candidate will be responsible for helping drive business growth, cultivating client relationships, and providing strategic guidance to our clients. The two business lines within CastleOak Private Capital Advisory (PCA) are Secondaries Advisory and Fundraising for Private Funds. CastleOak aims to become a leading secondaries advisor by focusing on providing strategic advisory services to sponsors across a variety of portfolio and fund management objectives, advising limited and general partners on liquidity solutions for their portfolios, and being an intermediary for innovative capital and liquidity solutions for private markets issuers and investors. The ideal candidate will have 4 plus years of experience as a Secondaries Banker, have executed numerous GP-Led and or LP-Led transactions, and possess a healthy rolodex of GP relationships. Candidates for the position must possess prior experience in secondaries advisory. Experience in other investment banking disciplines prior to secondaries advisory is a plus. The job requires the ability to manage multiple projects under time constraints, interact effectively with clients, and drive strategic outcomes. Responsibilities: • Provide comprehensive liquidity solution services on GP-Led and LP-Led transactions for sponsor and LP clients., • Advise and execute liquidity solutions for GPs and LPs in private capital funds., • Understand and manage the valuation process on private company portfolios., • Collaborate with CastleOak's M&A team., • Manage GP and Counsel engagement., • With counsel, manage fund documentation due diligence process., • Provide expert product and market content as a trusted advisor to clients., • Possess and further cultivating a deep understanding of fund strategies., • Embrace a culture of collaboration and teamwork., • Willingness to travel extensively, keep meticulous records and work very closely with project management team and senior partners., • Ability to effectively market the Private Capital business externally to clients, at conferences, and within spheres of influence., • Understanding of the differentiated investment processes across our client base, having excellent follow up skills and a proven ability to close commitments. Required Qualifications: • Bachelor's degree, • Minimum of 4 years of secondaries banking experience, • Proven track record of success, • Reasonably deep understanding of the private capital markets including private equity, private credit, venture capital and alternative asset investments., • Mastery of GP-Led liquidity solutions, • Demonstrable track record of building long-term client relationships., • Ability to thrive in a fast-paced environment with a high degree of adaptability and resilience., • Self-starter with the ability to work effectively as part of a team., • Confident and self-aware with excellent interpersonal and communication skills, both written and verbal, • Personal and professional integrity of the highest order, • Series 63, SIE, and 7 or 79 licenses, or willingness to obtain within 3 months Location: New York Salary Range: Director $180,000-225,000; Managing Director $200,000 -$300,00 % Travel: 30-50% Work type: Full‐time, hybrid All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not solicit employees of the firm directly regarding open positions.

Job Description M&A Principal — Healthcare (Home-Based Care) Company: Mid-size Private Equity firm Focus: Home-based care services (home health, personal care, hospice, HCBS, behavioral home services, ancillary/home-infusion, tech-enabled care) Location: New York City • Type: Full-time • Travel: ~25–40% Role Summary Lead end-to-end deal flow and execution in healthcare with an emphasis on home-based care. You'll originate opportunities, run disciplined processes from IOI/LOI through close, and partner with operating leaders post-close to create value. This is a Principal seat with clear visibility to Partner: you own the funnel, the model, the diligence workstreams, and the path to underwriting conviction. What You'll Do Deal Origination & Thesis * Build and execute sector theses across home-based care (home health, hospice, personal care/private duty, HCBS/waiver, behavioral at-home, infusion/DME-at-home, virtual-to-home hybrids). * Develop banker / broker / founder relationships; maintain coverage maps and quarterly touch plans. * Source proprietary opportunities (conference circuits, clinician/founder networks, buy-and-build adjacencies). * Screen targets, structure outreach, and drive top-of-funnel KPIs (screens/week, IOIs/month). Underwriting & Execution * Lead IOI/LOI drafting, valuation, and structures (earnouts, seller roll, R&W, debt terms). * Own financial workstreams: 3-statement + LBO models, returns cases, sensitivity/credit metrics, QoE coordination. * Run diligence: clinical quality, payer/reimbursement (Medicare/Medicaid, MA, MCOs), coding/billing, PDGM, hospice cap, licensure, compliance (AKS/Stark/HIPAA), state survey history, labor (caregiver pipeline), and revenue integrity. * Coordinate lenders, legal, regulatory, and consultants; manage VDR, issues logs, and workback plans to IC. * Prepare crisp IC materials; defend assumptions and risk mitigants. Portfolio & Value Creation * Partner with management on 100-day plans, KPI dashboards, and bolt-on pipelines. * Stand up roll-up playbooks: market mapping, tuck-in underwriting, integration guardrails (credentialing, EMR, referral sources). * Track operating cadence (weekly/monthly KPIs; payer mix, census, visit utilization, clinician attrition, DSO/AR). Firm-Building * Mentor Associates/Analysts; elevate modeling, research, and memo standards. * Contribute to fundraise materials and LP dialogues as needed. What You've Done (Qualifications) * 7–10+ years total experience with recent Principal-level ownership of deals in PE (or VP+ IB/Corp Dev with closed healthcare services deals). * Closed-deal track record in healthcare; ideally in home-based care or adjacent multi-site services. * Expert in LBO modeling, credit metrics, and debt processes (A/B, unitranche, SBIC/MM/UMM lenders). * Proven leadership of cross-functional diligence (financial, clinical, regulatory, legal, HR, IT/EMR). * Fluency in reimbursement mechanics: Medicare FFS/MA, Medicaid waivers/HCBS, PDGM, hospice cap, OASIS, payer contracting, referral dynamics. * Comfortable negotiating key documents (LOI, purchase agreement terms, debt term sheets) with counsel. * Executive presence with founders, clinicians, bankers, and lenders; crisp written IC communication. * Bachelor's degree required; MBA or advanced credential a plus. What You Are (Competencies) * Origination engine: builds repeatable sourcing; disciplined CRM hygiene and coverage. * Underwriting athlete: sharp on value drivers, downside cases, and clear “what would have to be true.” * Operator-aware: translates diligence into 100-day plans and measurable operating KPIs. * Decisive & accountable: bias to action, owns outcomes, raises risks early with solutions. * Team leader: develops juniors; sets a high bar for analytic and memo quality. Success Metrics (First 12–18 Months) * Top-of-funnel: 20–30 qualified management meetings/quarter; 8–12 IOIs/quarter. * Conversion: 3–5 LOIs/quarter; 2–3 platform or add-on closes/year (mix by fund mandate). * Underwriting quality: IC rework <10%; variance to base case within agreed bands at 6–12 months post-close. * Portfolio impact: 100-day plan milestones on time; ≥2 accretive add-ons sourced per platform. * Relationship capital: banker/founder NPS ≥9; lender/co-investor repeat engagement. 30/60/90 Plan (Guidepost) * 30 days: absorb fund mandate & theses; publish healthcare market map; stand up banker/founder coverage plan; adopt CRM & IC templates. * 60 days: originate ≥10 qualified screens; table one IOI; draft add-on pipeline for a current platform. * 90 days: lead a live diligence workstream; drive an LOI; present a full IC deck on a priority thesis. Compensation * Competitive base + bonus; carry and/or co-invest participation commensurate with experience. * Benefits package; expenses for travel and professional development.

Job Description Executive Assistant to Founder & CEO (Onsite) Location: Long Island, NY (Greater NYC area) • Type: Full-time • Onsite: 5 days/week Summary We're hiring a high-caliber Executive Assistant to a Founder/CEO of a private equity firm with multiple operating entities and a new venture launching. This is a true EA/PA hybrid: you'll streamline a complex professional calendar, own mission-critical operations, and handle select personal matters so nothing slips. The pace is fast, expectations are high, and the mandate is simple: create clarity, eliminate friction, and keep the CEO's world running on rails. What You'll Own * Calendar orchestration & priorities: Architect a “zero-collision” calendar, enforce timeboxing, prep briefs; anticipate conflicts three steps ahead. * Inbox command: Triage, draft, and route communications; convert emails into actions with clear owners, deadlines, and follow-ups. * Meeting readiness: Build agendas, briefing docs, research memos, and post-meeting action trackers; drive follow-through to completion. * Investor/board/admin logistics: IC/board meeting prep, data room coordination, signature cycles, NDAs, vendor onboarding. * Travel & events: Complex domestic/international itineraries, holds/options, contingency plans; coordinate investor dinners, offsites. * Finance admin: Expenses, reimbursements, receipts, AMEX/Brex/Concur; light vendor/AP coordination with controllers. * Project management: Maintain CEO's master project list across companies; stand up trackers, KPIs, and weekly reporting. * Launch support (new venture): Vendor sourcing, light vendor negotiations, milestone plans, marketing/admin coordination. * Personal assistant support (as needed): Household/vendor scheduling, personal appointments, family travel, gifting, errands. * Gatekeeping & judgment: Protect focus time; triage inbound asks; say “no” diplomatically; escalate only what truly matters. * Confidentiality & discretion: Handle sensitive information with impeccable judgment. You Are * Self-directed operator: You see the whole board, set your own priorities, and execute without hand-holding. * Systems-builder: You love creating repeatable workflows, checklists, dashboards, and templates that scale. * Anticipatory & decisive: You predict needs before they're voiced; you make the call, then communicate crisply. * Calm under pressure: Fast pace, shifting priorities, and last-minute changes don't rattle you. * High-integrity & discreet: You protect confidentiality instinctively; you build trust quickly. * People-savvy: Confident with investors, bankers, founders, vendors, and family members—equally at ease with all. Qualifications * 7–12+ years supporting a Founder/CEO, Managing Partner, or equivalent in PE/VC, investment banking, or high-growth companies. * Proven EA/PA hybrid experience managing both business and personal workflows. * Mastery of calendar/email triage and executive communications (clear writing, tone matching, impeccable grammar). * Hands-on with project management tools (Asana/ClickUp/Notion/Airtable), productivity suites (Google Workspace & MS 365), and expense/fintech (Brex/Expensify/Ramp). * Comfortable with light research & memo writing; able to produce concise briefing docs quickly. * After-hours responsiveness as needed for international travel, live deals, and urgent matters. * Valid passport; ability to travel occasionally. Driver's license preferred for local errands. * Bachelor's degree preferred. Success Metrics (First 90–180 Days) * Calendar collision rate: <1% conflicts; priority blocks protected weekly. * Inbox service level: Same-day triage; VIP threads answered or routed within 2 business hours. * Meeting readiness score: 100% of key meetings have briefs 24 hours in advance; action logs sent <12 hours post-meeting. * Project throughput: 90% on-time task completion across CEO's top initiatives. * Travel QA: Zero missed connections; <1% itinerary changes due to preventable errors. * CEO NPS: ≥9/10 by Day 90. Sample Week * Mon: Lock weekly priorities; publish CEO dashboard; confirm investor/IC prep. * Tue: Build diligence brief; coordinate banker dinner; submit expenses; send progress roll-ups. * Wed: Handle venture launch vendors; contract review routing; household appointment scheduling. * Thu: Finalize investor meeting deck logistics; hold options for travel; confirm weekend family plans. * Fri: Conduct “flush list” review (open loops); update next-week calendar & materials. Work Environment & Hours * Onsite in Long Island, NY (Greater NYC) Monday–Friday; occasional evenings/weekends during live deals or travel. * Professional, fast-paced environment with high autonomy and high expectations. Compensation & Benefits * Competitive salary + annual bonus; benefits package; PTO. (Final range aligned to experience and market.) * Commuter benefits; phone stipend; occasional overtime eligible per policy. How to Apply Send your resume, a brief note on a complex calendar or travel challenge you solved, and one work sample (e.g., redacted briefing memo or project tracker) to with subject line: EA — Long Island.

As a Program Banker Analyst in the U. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multipl

UHNW Private Banker - Managing Director. 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 Pol

Wealth Sales & Service Specialist.Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.Provides technical expertise for proactive credit analysis, structurin

Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. The anticipated start date for this role is January 12, 2026 As an Associate on our Client Services team, you'll take full ownership of projects that directly influence our clients' strategic outcomes. From sourcing experts to managing fast-moving communications and coordinating logistics, you'll operate as the key driver between client needs and insight delivery. This is a front-line, client-facing role for driven professionals who thrive on responsibility, urgency, and impact. No two days are the same. One hour you might be supporting a consulting firm evaluating grocery eCommerce by sourcing a former Fortune 10 executive; the next, helping a hedge fund understand aviation trends by recruiting a European airline specialist—under deadline. What You'll Do • Own expert engagement from end to end: sourcing, vetting, outreach, and scheduling, • Speak directly with experts and stakeholders across industries and time zones, • Deliver on tight timelines across multiple fast-moving client workstreams, • Understand business problems quickly and match them with relevant industry expertise, • Drive outcomes through sound judgment, clear communication, and relentless follow-throughWho You Are, • Bachelor's degree from an accredited institution (3.5+ GPA preferred), • 6–18 months of relevant professional or internship experience (client-facing roles a plus), • Excited to partner with leading financial institutions — private equity, venture capital, hedge funds, asset managers, and investment banks — and meet their high expectations for accuracy, responsiveness, and professionalism, • Deeply curious about how businesses and markets work, and comfortable speaking the language of finance — you read financial publications, follow deal activity, or have prior exposure to finance through internships - but you don't want to be an analyst or banker, • Brings a journalistic curiosity with commercial discipline — you ask smart questions, quickly grasp complex industries, and know how to find the right experts who can bring clarity to a client's challenge, • A strong communicator who can engage confidently with both senior clients and seasoned industry executives, • Thrives in a high-volume, time-sensitive environment, balancing speed with quality and attention to detail, • Proactive, accountable, and self-directed, taking ownership of your pipeline and outcomes, • Authorized to work in the U.S. (STEM OPT holders welcome), • Clear promotion path to People/Account Manager within 24 months, • Company Equity at manager level, • Comprehensive paid training across project execution, client service, and leadership, • Diverse project exposure—Associates are never siloed, • New Grad Compensation: $80,000 - $100,000 on average for high-performing associates. Consisting of $65,000 base salary + uncapped monthly bonus, • Experienced Candidate Compensation: $87,000 - $115,000 on average for high-performing associates. Consisting of $70,000-$76,000 base salary + uncapped monthly bonus, • Health, dental, vision insurance + 401K, • Free daily lunch, snacks, Monday breakfast, and regular team events

Emigrant Bank Fine Art Finance seeks an entrepreneurial Private Banker with ten + years of experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients, delivering bespoke banking and credit solutions. Banker Credit Underwriter And Portfolio Management. Minimum 10 years of r

Citi Private Bank - UHNW Banker - Director. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.Here at Chase, you will have the opportunity to help p

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Your continued employment in this position with JPMor

The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. As a Program Banker Analyst in the U. Private Bank, you will work on an integrate

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.Here at Chase, you will have the opportunity to help p

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Our client is seeking a Senior Advisor/ Banker who leads

As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as oth

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. PCBs identify products and services to meet client needs and

A leading global financial institution is seeking a Private Banker in New York City.The role involves building long-term relationships with clients, providing tailored investment strategies, and managing client expectations effectively.Candidates should have over 15 years of experience in private ba

Qualifications:*** 10+ years of experience* Extensive and proven experience in Private Banking having covered the UHNW market* Extensive experience in working with and/or leading client teams and transactions* Demonstrated track record in relationship selling* Demonstrates extensive knowledge of all

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

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.

As a Fund Banker, you’ll play a pivotal role in advising Emerging Private Equity & Venture Capital firms on innovative banking, cash management, and lending solutions. You’ll collaborate with solutions teams and Private Bankers across local markets, leveraging your expertise in investments, bank

Extensive and proven experience in Private Banking having covered the UHNW market.

As a Fund Banker, you’ll play a pivotal role in advising Emerging Private Equity & Venture Capital firms on innovative banking, cash management, and lending solutions. You’ll collaborate with solutions teams and Private Bankers across local markets, leveraging your expertise in investments, bank

Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues* 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

UHNW Private Banker - Senior Vice President. Extensive and proven experience in Private Banking having covered the UHNW market.

Job DescriptionWHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for private, family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsor-backed companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We are seeking an experienced Investment Banker to serve as Managing Director - Head of Technology who resides in Chicago, Denver, New York, or Omaha to join our innovative middle market investment banking team. This role offers a unique blend of strong compensation, an entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, fostering a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in: • People who think they’re the smartest in the room or bring a big ego – leave that at the door., • Lone wolves – we value teamwork, relationships, and collaboration., • Someone looking to simply park a license – we’re building something bigger than ourselves., • Anyone resistant to growth, learning, and continuous improvement.YOU POSSESS, • Proven experience in middle-market M&A and/or capital advisory within the technology sector, with strong client relationship skills and an extensive network., • A track record of executing and leading transactions in software, SaaS, IT services, cybersecurity, fintech, or other technology verticals., • 10+ years of investment banking experience, known for work ethic, integrity, and professionalism., • Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and dynamic culture., • A Bachelor's Degree is required; an advanced degree is preferred.WHAT YOU’LL DO, • Drive business development by showcasing our full range of investment banking services., • Leverage your existing relationships in the technology ecosystem—and keep building your network—to originate and close new deal flow., • Lead transactions across various technology subsectors, from initial pitch to closing, demonstrating exceptional execution, negotiation, and closing skills., • Maintain and manage client relationships, advising on corporate finance strategies while communicating complex financial information in a clear, actionable way., • Mentor junior staff, participate in industry events for exposure, and act as a strategic advisor to clients, helping them navigate high-stakes M&A and capital-raising decisions. Ready to make an impact? Apply today. *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Private Bank, you are responsible for advising families on building, preserving and managing their wealth.

The ideal candidate will have extensive experience in Private Banking, with a proven track record in relationship selling for UHNW clients.

This exciting role will have the opportunity to assume limited management responsibilities in the absence of the Retail Private Banker & Retail Client Experience Manager. Full & Part Time Universal Banker Qualifications:. We are proud to be recognized for the sixth consecutive year, by American Bank

This exciting role will have the opportunity to assume limited management responsibilities in the absence of the Retail Private Banker & Retail Client Experience Manager. Full & Part Time Universal Banker Qualifications:. We are proud to be recognized for the sixth consecutive year, by American Bank

As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent

The Banker generates loan fee income while maintaining and servicing an existing portfolio of personal and business deposit, wealth management and loan relationships. The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting,

As a Private Banker within Wealth Management you will develop, manage, and retain client relationships.

Partners with specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs. Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acq

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

The Sponsor M&A Group is a key team within M&A at Goldman Sachs, focused on covering financial sponsor clients and their portfolio companies.We cover clients across all industries and provide M&A, financing and other corporate finance solutions utilizing dedicated resources.The Sponsor M&A Group has

Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. You will help acquire new clients by actively

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.Here at Chase, you will have the opportunity to help p

Three plus years of previous work experience in Private Banking or Financial Services. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.

Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experienc

About the job Senior Private Banker - New York.Our client is a very successful independent wealth management boutique based in New York.They advise international ultra high net worth clients, mainly in Europe, the Middle East and Asia, offering a wide selection of services including investment manag

The Commercial Private Banker is a relationship-focused role responsible for building and managing a portfolio of commercial, corporate, and commercial real estate (CRE) clients. This role focuses on delivering a full range of banking solutions including commercial lending, deposit services, and tre