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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 contact employees of the firm directly regarding open positions.

Job Description A leading global financial services firm is seeking an A2A or Associate 2 level banker to join their Technology Investment Banking team. This premier investment bank serves thousands of institutional clients worldwide with a strong platform across fixed income and equity capital markets, M&A advisory, strategic advisory, and private placements. As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Technology verticals. Key Responsibilities • Lead coordination of equity and debt capital raises and M&A advisory transactions, • Prepare and review confidential information memoranda, management presentations, and marketing materials, • Develop comprehensive financial analyses and valuation models, • Conduct sector-specific and company due diligence, • Build relationships with senior bankers, corporate clients, private equity firms, and venture capital investors, • Undergraduate degree, • Investment banking background with Technology M&A experience (strong preference for closed deals), • Advanced financial modeling and valuation analysis expertise in Excel, • Relevant FINRA licenses (SIE, Series 63, Series 79), • Exceptional written and verbal communication skills with strong attention to detail, • Team-oriented work style with proven analytical capabilities, • Currently at A2A or Associate 2 level with proven transaction execution track record, • Experience across Technology sub-sectors (software, SaaS, fintech, payments, etc.), • Ability to manage multiple workstreams in fast-paced environments, • Strong business judgment and strategic thinking, • Self-motivated with ownership mentality, • Small deal teams enabling accelerated learning and responsibility, • Direct exposure to complex Technology transactions and senior leadership, • Clear advancement opportunities and mentorship from experienced bankers, • Collaborative, entrepreneurial culture with access to decision-making, • Extensive institutional client relationships and global distribution platform, • Highly competitive compensation including base salary, discretionary bonus, and long-term incentives, • Comprehensive benefits package (health, dental, vision, 401(k) with match) Timeline: This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.

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.

As an OffDeal Investment Banker you'll focus on what matters most: earning owners' trust and closing deals. A typical month as an OffDeal Investment Banker:. M&A Experience: 2-4+ years in investment banking or private equity from a top firm.

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

Citi Wealth / Private Bank - HNW Banker - C15/Dir. Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi.

Assists the Retail Private Banker in the day-to-day operation of the Branch and manages the insides sales process. In the Retail Private Banker's absence, runs the branch, manages sales and ensures staff is current with compliance of internal and external policy and regulations. Assists the Retail P

VP - Equity Capital Markets - Healthcare - New York. Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance, and securities products. The Banker is a senior level position responsible for assisting public/private healthcare clients acr

Bilingual Customer Service Sr Analyst. A Service Officer provides service support to the Citi Private Latin America businesses. Ensure repetitive or chronic overdrafts are handled accordingly by working with client/banker to establish overdraft lines & escalate to Service Team Manager.

Job Summary: The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as neede

Note that any felony conviction within the last seven years will disqualify you from consideration for this position. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. As such, an employment of

We are proud to be recognized for the seventh consecutive year by American Banker as one of the "Best Banks to Work For" across the nation. The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. The Preferred Banker adopts and liv

Citi Private Bank - UHNW Banker - Director / MD. The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself.

The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. In addition to the role of Private Banker, the Team Leader will also have the following responsibilities:. Banker Team Leader - Managing Director.

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

We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Partner with the Asso

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

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

For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. First Citizens op

Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Assist the Banker in deepening the existing client relationship through deep-dive analysis. Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the

Citi Private Bank - UHNW Private Banker. The Banker SAFE Act is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business.

You'll collaborate with solutions teams and Private Bankers across local markets, leveraging your expertise in investments, banking, and credit to guide clients on all aspects of their balance sheet and showcase the full capabilities of the Private Bank. As a Fund Banker, you'll play a pivotal role

Location: 28 Lecount Place - New Rochelle, New York 10801.Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-

Private Mortgage Banker (SAFE) in Consumer Lending. Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortg

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

Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Assist the Banker in deepening the existing client relationship through deep-dive analysis. The Associate Banker is a strategic professional who stays abreast of developments within own field and cont

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management.Wealth Management provides comprehensive financial advice and services to its clients including brokerage, i

Private Client Banker In Branch Banking. 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 Relation

UHNW Private Banker - Managing Director. The UHNW Private Banker is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Extensive and proven experience in Private Banking having covered the UHNW m

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.

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule, • Opportunity for advancement, • Careers Advancement Opportunities, • Flexible Scheduling Responsibilities • Conduct research and perform due diligence, • Issue public finance debt. Should have relationship with municipal bond issuers, • Issue debt and sell equity to raise capital, • Manage IPOs and private equity placements, • Build relationships with potential investors and clients, • Facilitate mergers and acquisitions, • Assist with corporate restructuring, • Perform risk analysis, • Provide sound financial advice, • Create and present reports and forecastsQualifications, • Bachelors degree in finance or related field required, Masters degree preferred, • Valid license (e.g. Series 7, 63 & 79); professional certification (e.g. CFA) is preferred, • Previous experience as an Investment Banker, Underwriter, or similar role, • Knowledgeable about valuation, modeling, and forecasting, • Understanding of all regulations covering securities and M&As, • Up-to-date on current market developments, • Excellent analytical and problem-solving skills, • Strong verbal and written communication skills Flexible work from home options available.

Job Description Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets. • The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients., • Developing clients with your strong COI’s within your market to deliver top service to clients., • Work in a business model which 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. Works collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develops 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 • Bachelor's degree with 7+ years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD, • Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products To apply for this position, please send your resume and cover letter to .

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

In this role, you will: * Participate in soliciting residential mortgages from various sources * Produce high quality jumbo loans which are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank sto

As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Morgan's International Private Bank. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a h

Knowledgeable and experienced finance expert, investment banker, or stock broker to determine the best in house private investment for the investor.The lead payments responsibilities include conducting conversations with investors, determining what renewable energy investment is going to be best for

We are proud to be recognized for the sixth consecutive year, by American Banker as one of the ‘Best Bank to Work For’ across the nation. This exciting role will have the opportunity to assume limited management responsibilities in the absence of the Retail Private Banker & Retail Client Experie

We are proud to be recognized for the sixth consecutive year, by American Banker as one of the ‘Best Bank to Work For’ across the nation. Previous Banking/Financial Service Experience a PLUS but NOT required. We offer an innovative approach to private banking to help clients establish, maintain

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 Private Banker, you are responsible for advising families on building, preserving and managing their wealth. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk an

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 offer an innovative approach to private banking to help clients establish,

Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Ski

This exciting role will have the opportunity to assume limited management responsibilities in the absence of the Retail Private Banker & Retail Client Experience Manager. We are looking for passionate employees who embrace different ways of thinking and have a strong need to provide clients with an

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk a

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them.You have an opportunity to personally thrive, make a di

A New York City health services organization is currently seeking an Administrative Assistant to join their growing MIS Department.Answers multi-line telephones, routes callers, takes messages and provides routine information to callers.Prepares purchase orders and check requests to purchase merchan

Gotham Technology Group is seeking an outgoing, project oriented candidate to support our Chief Technology Officer and legal functions.This role managers the Chief Technology Officers, calendar and travel itinerary as well as supporting the legal department's admin9strative functions,.The ideal cand

Northwell Health is New York States largest health care provider and private employer, with 21 hospitals, over 850 outpatient facilities and more than 16,600 affiliated physicians.