Senior IR & Client Service VP, Private Markets
Patria Investments
Patria Investments seeks a VP of IR & Client Service to lead senior relationships with US-domiciled investors, leveraging deep GPMS product knowledge to deliver insightful updates across the fund lifecycle. The role requires 7–10 years in IR or related fields in private markets, strong communication, and collaboration across time zones; experience with Salesforce and VDRs is a plus; the team focuses on fundraising, client service, and reporting. #J-18808-Ljbffr Patria Investments
- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for... ...in business development, marketing, and recruitment efforts. Furthermore... ...for entities and individuals.CPA or IRS Enrolled Agent Certification requiredPreferred...SeniorPrivateFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a... ...tax planning, consulting and compliance services tailored exclusively to high-net-worth... ...on behalf of clients with the IRS, state and local authoritiesDevelop and...SeniorPrivateFull timeSummer workH1bWork at officeLocal areaFlexible hours- Daniel J. Edelman Holdings in New York is seeking a Senior Vice President to lead accounts and teams for capital markets clients, including private equity and asset managers. The role covers executive positioning, reputation management, media relations, and strategic communications...SeniorPrivate
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- ...is a leading professional services advisor to middle-market businesses nationwide. With... ...insights to help clients anticipate what is next and... ...based on business needsThe Private Client Services (PCS) Tax... ...and Primary DutiesThe Tax Senior Manager is responsible for...SeniorPrivateWork at office
$88k - $115k
...built and nurtured our client-first culture.Brown Advisory... ...level of client service. The firm’s clients—including... ...a detailed oriented Senior Fund Operations Analyst... ...hedge funds and private equity operations, to fill... ...% employer match up to IRS limit, 4 year vesting)Brown...SeniorPrivateFull timeTemporary workWork experience placementH1bWork at officeWorldwide$211.28k - $316.92k
...United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings... ...solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will...SeniorPrivateFull time- Citi in New York, NY is seeking an Investment Sales Senior Lead to guide product strategy within private client services. The role focuses on complex investment products, managing a sales pipeline, and educating bankers to drive revenue and AUM targets. Ideal candidates...SeniorPrivate
- ...Accounting Manager , you will lead a client-facing accounting function for a client in the Private Wealth space that we've... ...will serve as a key member of our senior leadership team, helping guide a... ...financial reporting and accounting services. The ideal candidate brings...SeniorPrivate
- ...volume contract work at pace while maintaining accuracy and client service standards. You’ll be expected to manage intake, draft first rounds, and support workflows that keep deals moving across private market clients. Strong communication and self‑starter mindset are essential...SeniorPrivateContract work
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- ...a Fund Banker within the U.S. Private Bank to advise Emerging Private Equity & Venture Capital clients on banking, cash management, and... ...internal teams across local markets to deliver holistic balance sheet... ...and exceptional client service. The role requires 3+ years in...SeniorPrivateLocal area
$176.72k - $265.08k
...$176,720.00 - $265,080.00Category: Private Client Product Services, Professional, WealthCompany: CitiThe... ...to negotiate internally, often at a senior level. Developed communication and diplomacy... ...internal product expert and develop marketing programs to drive sales. Help...SeniorPrivateFull time$95.04k - $316.92k
..., United StatesSalary: $95,040.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth Investment... ...advice, harnessing Citi’s leading Investment Management, Markets, and specialist teams to provide unique strategies for clients...SeniorPrivateFull timeWork at office$127.9k - $291.9k
...Function: Business Tax Services (BTS)Employer: EY Global... ...side with a range of clients from our most venerable... ...across Banking and Capital Markets, Wealth and Asset... ...marketplace.EY's FSO EDGE Private practice provides comprehensive... ...key responsibilitiesA Senior Services Manager in FSO...SeniorPrivatePrivate practiceSummer holidayLocal areaFlexible hours- Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors, handling complex servicing needs and contributing to client experience and investment workflows...SeniorPrivate
- ...Managers on advisor and end-client marketing and product fundraising commensurate... ...in Alternatives / Private Markets – provide perspectives... ...bank such as Banking, Markets, Services, to successfully deliver on... .... Work closely with other senior leaders to help ensure Citi...SeniorPrivateFull timeWork experience placement
$220k - $415k
...will develop, manage, and retain client relationships in the Mexican or Brazilian market. You will be responsible for the... ...'s capabilities (products and services). You will be actively involved... ...strategy aimed at growing current Private Banking relationships as well as...SeniorPrivateWork at officeWork from home$132.1k - $301.6k
...Function: Business Tax Services (BTS)Employer: EY Global... ...side with a range of clients from our most venerable... ...across Banking and Capital Markets, Wealth and Asset... ...join our dynamic FSO team!Private Tax is a growing practice... ...business acumen.As a Senior Manager in Private Tax,...SeniorPrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours$160k - $210k
...make your mark with the support to chase clients, expand service lines, and collaborate with a network... ...seeking a driven and client-facing Senior Transportation Engineer that is ready... ...the Rocky Mountain Region. Backed by private equity, this 2000+ person multi-disciplinary...SeniorPrivateLocal area$170k - $220k
Job Summary:The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure... ...are executed timely and that client expectations are met, if not exceeded... ...related to transactions that private equity and strategic corporate entities...SeniorPrivate- BNY in New York seeks a Senior Director, Client Service Executive Manager to lead, shape, and scale the client service model across Private Banking, Trust, and Wealth Management. You will drive strategy, governance, and cross-functional partnerships while coaching senior...SeniorPrivate
- JPMorgan Chase & Co. in New York seeks a senior professional to lead Institutional Investment Solutions for Family... ...on multi-asset, tax-aware strategies and bespoke client services. The role collaborates with U.S. Private Bank Advisors, delivers holistic investment advice,...SeniorPrivate
$84.2k - $100k
...Procurement Support: Assist clients in developing and managing RFPs... ...align insurance strategies. Market Analysis: Deliver insights on... ...Strategies is the 9th largest privately held US brokerage firm... ...employee benefits, private client services, as well as consulting services...SeniorPrivate- ...Senior Vice President of Global Marketing About the Company Industry leading technology solutions... ...Information Technology and Services Type Privately Held, Private Equity-backed... ...the company's growth priorities, client experience, and market position...SeniorPrivate
- ...professionals serving clients in major centers of business... ...asset management, private equity, M&A, finance, real... .... Overview The Senior Practice Technology... ...efficiency and client service. Responsibilities... ...location, education, external market data and consideration...SeniorPrivateContract work
$163.2k - $220.8k
...as well as the venture firms, private equity firms, and investment... ...are committed to providing our clients with both exceptional legal... ...highly professional, responsive service experience. The Client... ...how we work. We are seeking a Senior Manager to support the execution...SeniorPrivateFull timeImmediate startWorldwide- ...Senior Vice President, Integrated Marketing About the Company Innovative communications... ...Type Privately Held, Private Equity-backed... ...marketing financial services energy and creative... ...trusted advisor to priority clients, building and scaling integrated...SeniorPrivate
$146k - $200k
...Job Summary The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business... ...and actively participate in the marketing, networking and business... ...experience and/or public accounting, private industry accounting or...SeniorPrivateWork at officeLocal area$200k - $260k
...the best way to help our clients and advance our... ...The Internal Audit (IA) Senior Director will be a senior... ...for the Firm’s Investor Services line of business, which... ...such as Service Delivery, Markets, Relationship... ...custody, asset servicing, private banking, lending, investment...SeniorPrivateFull timeWork at officeLocal area
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