Relationship Manager - Private Banking Flagstar Bank NARelationship Manager - Private BankingNew York, NY$100,000–$125,000 / yearReviews various reports including check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports; investigate & approve when needed. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
Credit Analyst II - Private Banking Flagstar Bank NACredit Analyst II - Private BankingHicksville, NY$58,176–$95,799 / yearAnalysts are expected to independently conduct financial analysis, prepare risk ratings, and provide insights on credit decisions, while continuing to refine industry expertise and technical skills. This role plays a key part in supporting Credit Products Specialists in assessing credit risk, structuring commercial loans, and monitoring portfolio performance.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase & CoProduct Designer, Advisor Experience - Private Bank Digital, Senior AssociateJersey City, NJIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Analyst, Investment Banking - Private Capital Advisory (Lp-Led Secondaries) MoelisAnalyst, Investment Banking - Private Capital Advisory (Lp-Led Secondaries)New York, NY$110,000–$135,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; assist in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Analyst, Investment Banking - Private Capital Advisory (Gp-Led Secondaries) MoelisAnalyst, Investment Banking - Private Capital Advisory (Gp-Led Secondaries)New York, NY$110,000–$135,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; assist in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase Bank, N.A.Product Designer, Advisor Experience - Private Bank Digital, Senior AssociateNew York, NYFull timeIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Associate, Investment Banking - Private Capital Advisory (Lp-Led Secondaries) MoelisAssociate, Investment Banking - Private Capital Advisory (Lp-Led Secondaries)New York, NY$175,000–$225,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Perform portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; prepare marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Private Banking Lending & Portfolio Manager Wilmington TrustPrivate Banking Lending & Portfolio ManagerNew York, New YorkBachelor’s degree and a minimum of 5 years’ wealth management, tailored, and/or custom credit lending experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ wealth management, tailored, and/or custom credit lending experience. Manage three distinct functions supporting Private Banking activities, including client-facing support for the Custom Credit Advisors and Associates, SBL (Securities-Based Lending) Specialists and Portfolio management.
Global Banking and Markets - Private, Fund Finance Capital Markets, Analyst/Associate - New York The Goldman Sachs Group IncGlobal Banking and Markets - Private, Fund Finance Capital Markets, Analyst/Associate - New YorkNew York, NY$150,000–$225,000 / yearThe Fund Finance Capital Markets team specifically works on capital markets transactions, including CFOs, rated feeders, GP financings, GP Stakes financings and other fund finance transactions syndicated to the market. The Global Fund Finance business within the Capital Solutions Group in Global Banking & Markets provides financing and capital markets solutions across the private markets ecosystem.
HNW Lending Product Support Associate Morgan StanleyHNW Lending Product Support AssociatePurchase, NY$58,000–$115,000 / yearMorgan Stanley Wealth Management ("MSWM") is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits, and cash management through our network of 17,000 Financial Advisors, E*TRADE for self-directed investors, and to employers and their employees through Morgan Stanley at Work. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Deposit Product- Associate Morgan StanleyDeposit Product- AssociateNew York, NY$58,000–$115,000 / yearThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including brokerage account sweep deposits via the Bank Deposit Program, as well as Savings, CDs, and Global Currency deposit products for Wealth Management clients. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Citi Wealth Lending | Lending Advisor Citigroup IncCiti Wealth Lending | Lending AdvisorNew York, NY$170,000–$300,000 / yearLending Advisors provide advice across a variety of asset classes ranging from less liquid financial assets including Private Equity and Hedge Funds, Commercial Real Estate, Private Share Lending to more bespoke personal assets such as Aviation, Fine Art and Collectibles. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management.
Financial Planner IdbnyFinancial PlannerNew York City, New York$130,000–$150,000 / yearThis individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Citi Wealth At Work - Investment Counselor - D/Md Citigroup Inc.Citi Wealth At Work - Investment Counselor - D/MdNew York, NY$150,000–$500,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, 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. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, 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.
Wealth - Investment Sales Senior Lead - Senior Vice President Citigroup Inc.Wealth - Investment Sales Senior Lead - Senior Vice PresidentNew York, NY$176,720–$265,080 / yearAppropriately 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. Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member Influence a wide range of CPB personnel by applying expertise in product specialty.
Latam And US Offshore Sales Associate Morgan StanleyLatam And US Offshore Sales AssociateNew York, NY$100,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Latam and US Offshore Sales Associate Morgan StanleyLatam and US Offshore Sales AssociateNew York, New York$100,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
NewCommercial Real Estate Lending Transactor - Vice President Morgan StanleyCommercial Real Estate Lending Transactor - Vice PresidentNew York, New YorkAssist the SLT in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including credit risk, financial advisors, private bankers, loan operations, compliance, in-house and external legal counsel and any other party who is, or should be, involved in the specific transaction. We are seeking a high potential Commercial Real Estate Lending Transactor (VP) to help grow and manage the Ultra High Net Worth (“UHNW”) Commercial Real Estate (“CRE") lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM.
Transactional Deposits Product Manager - Assistant Vice President Morgan StanleyTransactional Deposits Product Manager - Assistant Vice PresidentNew York, NY$85,000–$140,000 / yearThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including Transactional Deposit products (i.e., Bank Checking Accounts on the E TRADE Platform and CashPlus Brokerage Account on the Morgan Stanley Platform) for Morgan Stanley clients across various channels. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Latam Markets Direct Access (Mda) Specialist | Senior Vice President Citigroup Inc.Latam Markets Direct Access (Mda) Specialist | Senior Vice PresidentNew York, NY$95,040–$316,920 / yearReporting to the Americas Head of MDA, you will partner closely with Private Bankers, Investment Counselors, the Global Family Office Group, and Markets to identify and onboard new clients, manage the overall Markets relationship, and deliver a best-in-class client experience. Citi Wealth Investment Solutions delivers holistic investment advice, harnessing Citi's leading Investment Management, Markets, and specialist teams to provide unique strategies for clients across the entire wealth spectrum.