NewPrivate Banking Mortgage Manager Senior Flagstar Bank NAPrivate Banking Mortgage Manager SeniorNew York, NY$149,553–$270,933 / yearThe Private Banking Mortgage Manager Senior role is responsible for the following: Oversees and monitors the credit process for Private Client Group (PCG) mortgage loans. Collaborates and directs team members during all phases of loan production including the fulfillment process to ensure clarity of request, proper documentation is requested/received, and customer experience expectations are met.
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.
Credit Associate - Private Banking Commercial Real Estate City National BankCredit Associate - Private Banking Commercial Real EstateNew York, NYRemote$34.55–$55.19 / hourIn partnership with Portfolio Managers and Credit Lead this role will support the Private Banking Commercial Real Estate portfolio while it is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types multifamily retail industrial office self-storage and unsecured. Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills actively seeking opportunities for professional growth and development eventually leading to ownership of a portfolio of credits.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateJersey City, NJThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. 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.
Senior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice President JPMorgan Chase & CoSenior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice PresidentJersey City, NJStrong experience designing secure, authenticated digital products, ideally investment products or advisor investing workflows in wealth management, private banking, asset management, brokerage, or an investing platform. We're seeking an innovative and strategic Senior Product Designer (VP) to drive the evolution of advisor-facing digital experiences within the Private Bank, with a core focus on alternative investment and wealth management products.
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.
Senior Product Designer - Private Bank Digital, Vice President JPMorgan Chase Bank, N.A.Senior Product Designer - Private Bank Digital, Vice PresidentNew York, NYFull timeIf 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. As a hands-on senior designer, you'll focus on executing UX/UI design work, collaborating closely with business and tech partners, designers, content strategists, and researchers to bring digital products and services to life.
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.
New2027 Investment Banking Analyst I Private Capital Advisory New York, NY Raymond James & Associates2027 Investment Banking Analyst I Private Capital Advisory New York, NYNew York, New YorkAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
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.
NewGlobal 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.
New2027 Investment Banking Analyst I Private Capital Advisory New York, NY Raymond James Financial Inc2027 Investment Banking Analyst I Private Capital Advisory New York, NYNew York, NY$70,000–$105,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
Commercial Credit Senior Associate, Private Banking M&T Bank CorpCommercial Credit Senior Associate, Private BankingNew York, NY$125,600–$209,400 / yearManage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. Written analyses to include an independent credit quality assessment with well-supported risk rating, identification of and description of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues of respective deals.
Private Bank Business Transformation Leader Flagstar Bank NAPrivate Bank Business Transformation LeaderNew York, NY$139,931.25–$248,711 / yearThe Private Bank Business Transformation Leader will play a key role in driving broad-scale business transformation across the Private Bank & Wealth Management organization, advancing a portfolio of change initiatives that deliver a market-competitive, simplified operating model for our consolidated business. Behavioral: Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross-functional insights.
Private Banking Lending & Portfolio Manager M&T Bank CorpPrivate Banking Lending & Portfolio ManagerNew York, NY$142,100–$236,800 / yearEducation and Experience Required: Bachelor'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. Primary Responsibilities: 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.
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 - arent 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.