NewBusiness Development Director bdo consultingBusiness Development DirectorNew York, NY$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
NewBusiness Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
NewAssistant Vice President, Venture Banking StifelAssistant Vice President, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Associate Private Banker Morgan StanleyAssociate Private BankerNew York, NY$85,000–$140,000 / yearSkills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. 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.
Private Banking - Banker / Sr Banker - Latin America Coverage - New York Santander USPrivate Banking - Banker / Sr Banker - Latin America Coverage - New YorkNew York, NY$165,000–$225,000 / yearFor our Private Bankers, this means access to a powerful global platform, strong local-market connectivity, an open architecture investment approach, and the ability to deliver sophisticated cross-border solutions across investments, credit, wealth planning, banking, and customized financing. Our Wealth Management & Insurance business has a broad presence across Europe and the Americas, including Latin America and the United States, and reported approximately €558 billion in total assets under management and 314,000 private banking customers in 2025.
U.S. Private Bank - Private Banker - Senior Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - Senior AssociateGreenwich, CTOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateGreenwich, CTOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentSummit, NJOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewU.S. Private Bank - Private Banker - Managing Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Managing DirectorNew York, NYFull timeOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice PresidentGreenwich, CTFull timeOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewU.S. Private Bank - Private Banker - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive DirectorNew York, NYFull timeOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Senior Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Senior AssociateGreenwich, CTFull timeOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Law Firm Group Private Banker - Safe Act - Vice President - New York City Citigroup Inc.Law Firm Group Private Banker - Safe Act - Vice President - New York CityNew York, NY$157,040–$235,560 / yearSuccessful bankers in this role are trusted advisors to the legal community, consistently growing relationships, delivering comprehensive wealth management solutions, and leveraging the full power of Citi to help clients achieve their personal, family, and business financial objectives. This banker will serve as the primary advisor, delivering the full breadth of Citi's wealth management capabilities-including banking, lending, investments, financial planning, and insurance solutions-to help clients build, preserve, and transfer wealth.
Private Banker Latam (Mexico) Citigroup Inc.Private Banker Latam (Mexico)New York, NY$192,000–$288,000 / 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. 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.
Licensed Private Client Banker Keybank National AssociationLicensed Private Client BankerWhite Plains, NY$25–$38.46 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup Inc.Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - DirectorNew York, NY$200,000–$300,000 / yearStrategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.
Uhnw Private Banker - Managing Director Citigroup Inc.Uhnw Private Banker - Managing DirectorNew York, NY$250,000–$500,000 / yearExtensive 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. 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.
Senior Private Banker/Advisor Avior Executive SearchSenior Private Banker/AdvisorJericho, New YorkBachelor'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. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Citi Private Bank: Banker Team Leader - Managing Director Citigroup Inc.Citi Private Bank: Banker Team Leader - Managing DirectorNew York, NY$250,000–$500,000 / yearExtensive 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 /. Have an in-depth knowledge of the Citi Private Bank internal policies to be compliant with serving the UHNW market / Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Citi Private Bank: Banker Team Leader - C16, Director Citigroup Inc.Citi Private Bank: Banker Team Leader - C16, DirectorNew York, NY$250,000–$500,000 / yearExtensive 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 /. Have an in-depth knowledge of the Citi Private Bank internal policies to be compliant with serving the UHNW market / Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.