Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real...
Location: 726 Exchange Street - Buffalo, New York 14210 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions.
For this 6 month contract, the consultant will be responsible for coordinating the full on-boarding from end to end for new clients. The consultant will perform OFAC and negative neews screening, along with complying with all bank policies and...
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...
Job Description: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including...
Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing...
Overview: VANTA Partners client is seeking a detail-oriented and client-focused CUSTOMER SUPPORT SPECIALIST to join our financial planning team. In this role, you will play a vital part in supporting our...
Proactive calendar management across Arranging travel; organizing and providing complex travel logistics support Liaising with internal and external stakeholders to organize client meetings and full trip agendas Processing expenses and invoices in...
JP Morgan Private Bank is seeking an experienced Executive Director to serve as the Treasurer/Principal Financial Officer for a fund complex within J.P. Morgan Wealth Management. The ideal candidate will have a strong background in fund...
Description Citizens is seeking a Head of Wealth and Private Banking Communications to lead a strategic, highly integrated communications program to advance Citizens' brand and reputation as the premier banking and wealth provider for...