Americas Equity Advisory Leader - Private Wealth
Citi
Citi Wealth seeks a dynamic equity professional to lead the Americas Equity Advisory within its Global Capital Markets organization. You will own the equity narrative for Citi Wealth in North America and Latin America, generating ideas and actionable trade recommendations for advisors and clients. This role focuses on idea generation, investment insights, and advising on existing equity holdings, while building a direct book of active private banking clients and supporting internal advisor #J-18808-Ljbffr Citi
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Americas Equity Advisory Leader - Private Wealth in New York, NY vacancy
$170k - $300k
...Citi Wealth is seeking a dynamic and client-driven equity professional to lead the Americas Equity Advisory function within its Global Capital Markets organization. This is not... ...build and grow their own book of active private banking clients through direct coverage...Employment EquityPrivateFull timeWork at officeCitigroup Inc.
New York, NY2 days ago- Citi Wealth in New York seeks a dynamic equity professional to lead the Americas Equity Advisory function within Citi's Global Capital Markets. The role focuses on idea generation... .... You will build a direct book of active private banking clients, serve as the key equity...Employment Equity
- ...Bank of America Merrill Alternative Investments is seeking an experienced sales professional... ...Specialist organization supporting the Private Wealth channel. The role focuses on sales,... ..., and education of hedge funds, private equity, and real assets to Merrill Financial Advisors...Employment EquityPrivate
Bank of America
New York, NY3 days ago - ...Wealth Management, Head of US Wealth Management Portfolio Advisory Group New York, NY, United States Job... ...years and today we are a leader in investment banking,... ...and/or forfeitable equity, awarded in recognition... ...investment management and private banking solutions....Employment EquityPrivateFull time
Testing Site - JPMC
New York, NY3 days ago - ...Sales Enablement & Daily Pricing to own the roadmap for two Private Assets capabilities within MSCI's Private Wealth Solutions for general partners. You will lead direct engagement with GPs across private equity, private credit and secondaries, partnering with client...Employment EquityPrivateDaily paid
- ...Director, Counterparty Credit Risk, Latin America (LATAM) Lead, Global Risk Management... .... Our products include debt and equity financing, mergers & acquisitions, corporate... ...personal and commercial banking, wealth management and private banking, corporate and investment...Employment EquityPrivateWork at officeLocal areaFlexible hours
Scotiabank
New York, NY2 days ago $236.56k - $414.12k
...exceptional service. Private Wealth Director The... ...relationships for Wealth Advisory and Private Client Advisory... ...that may include an equity component Working... ...is encouraged, senior leaders are accessible, and you... ...(***) ***-**** (North America), (***) ***-**** (Asia...Employment EquityPrivateTemporary workLocal areaFlexible hours001 The Northern Trust Company
New York, NY1 day ago$120k - $225k
...is seeking a senior commercial leader to focus on two key areas. The... ...Quantitative Investment Group (QIG), Equity Solutions, and public/private capabilities within the Americas Institutional client segment.... ...teams across institutional and wealth businesses. The successful...Employment EquityPrivateFlexible hours$70k - $150k
...Description Merrill Wealth Management is a... ...relationship with their advisory team committed to their... ...convenience of Bank of America. Merrill is committed... ...brokerage services to Private Bank clients who dont... ...Expertise in trading equities, fixed income, derivatives...Employment EquityPrivateWork at officeLocal areaWork from homeShift workDay shiftBank of America
New York, NY2 days ago- ...Private Wealth PlannerThe Private Client experience at J.P... ...investing, financial advisory at a broker-dealer, RIA... ...work closely with market leaders & practice partners... ...helping nearly half of America's households and small... ...cash and/or forfeitable equity, awarded in...Employment EquityPrivateWork at office
Chase
New York, NY19 hours ago - ...strategy for J.P. Morgan Wealth Management, Banking &... ...partner with business leaders, sales specialists, and... ...in wealth management or private banking, with the ability... ...helping nearly half of America’s households and small... ...and/or forfeitable equity, awarded in recognition...Employment EquityPrivateTemporary work
JPMorgan Chase & Co.
New York, NY11 days ago $220k - $260k
...Title: Credit Risk Management - Executive Director, Americas Team Lead, Hedge Funds + Private Equity Corporate Title: Executive Director Department: Risk... ...and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (...Employment EquityPrivateRelocation package- ...Careers in New York City seeks a Vice President / Principal - Deal Execution Lead to oversee transaction execution for private equity and strategic advisory assignments. You will coordinate valuation, modeling, due diligence, and investment committee materials while...Employment EquityPrivate
$110k - $135k
...screening process. Moelis Private Capital Advisory ("PCA") is a global... ...strategies including buyout, growth equity, venture, distressed/... ...plans, endowments, sovereign wealth funds, insurance companies,... ...locations across North and South America, Europe, the Middle East,...Employment EquityPrivateMoelis & Co.
New York, NY23 hours ago$175k - $250k
...Engagement Lead - AI Platforms (Accounting/Advisory) - $175,000 - 250,000 + Equity - Private Unicorn AI company with multiple verticals and product offerings. - This company is gearing up to launch new AI product offerings. For this role in-particular they'...Employment EquityPrivateWork at officeLocal areaVaco by Highspring
New York, NY19 hours ago- ...Wealth Management, Regional Trust Team Lead, Executive Director... ...Description The J.P. Morgan Private Bank offers individuals and families... .... The Regional Trust Team Leader for the NYC markets will be... ...form of cash and/or forfeitable equity, awarded in recognition of...Employment EquityPrivateFull time
JPMorgan Chase & Co.
New York, NY4 days ago - ...at UHY is seeking a Head of Advisory - Tax and Accounting . The... ...clients, business partners, and leaders across related service lines... ...in tax, accounting, wealth management, or a related professional... .... \n ~ Experience in a private equity-backed, rapidly growing, or...Employment EquityPrivateRemote work
UHY-US
New York, NY2 days ago $130k - $140k
...Estate Strategic Advisory (“RESA”) group provides... ...solutions to private and public real estate... ..., the team is a leader in private M&A,... ...real estate private equity. Strong preference... ...addition to providing wealth and investment... ...centers in North America, Europe, the Middle...Employment EquityPrivateWork experience placementLocal areaEvercore
New York, NY3 days ago$250k
...Senior Wealth Advisor Ultra High Net Worth Internal Succession... ...Independently owned, non-private equity backed RIA focused on internal... ...flow analysis, and philanthropic advisory ~ Opportunity to serve as an innovative thought leader at a firm with a consistent organic...Employment EquityPrivateFull timeWork at officeLeah Yosef International
New York, NY4 days ago$135k - $185k
...Analyst / Associate to join the Advisory Future State team in New... ...banking, management consulting, private equity, or another financial... ...execution, in addition to providing wealth and investment management... ...financial centers in North America, Europe, the Middle East,...Employment EquityPrivateWork at officeLocal areaEvercore
New York, NY3 days ago$225k - $275k
...Client Solutions (GCS) and Wealth Management Solutions (... ...senior GCS and WMS leaders to build, develop, and... ...a world-class medical advisory team, a mental health... ...credit, real estate, private equity and infrastructure asset... ...across North America, South America, Europe...Employment EquityPrivateTemporary workWork experience placementWork at officeLocal areaFlexible hoursAres Management Corporation
New York, NY3 days ago$175k - $250k
...Job Description Engagement Lead - AI Platforms (Accounting/Advisory) \n - $175,000 - 250,000 + Equity \n - Private Unicorn AI company with multiple verticals and product offerings. \n - This company is gearing up to launch new AI product offerings. For this...Employment EquityPrivateWork at officeLocal areaVaco by Highspring
New York, NY21 days ago- ...Associate, Corporate Finance Advisory Requisition ID: 275527... ...competitive presence across the Americas, operating globally over 1... ...products include debt and equity financing, mergers &... ...personal and commercial banking, wealth management and private banking, corporate and...Employment EquityPrivateWork at officeLocal areaFlexible hours
$146k - $255k
...industry’s greatest thought leaders. This is your chance... ...Overview The Americas Wealth RIA Enterprise team lead... ...strategies with financial advisory clients across... ...serious about diversity, equity and creating an inclusive... ...Corporate Bank, our Private Bank, our Investment Bank...Employment EquityPrivateWork at officeLocal areaWork from homeFlexible hoursDeutsche Bank AG
New York, NY2 days ago- ...professionals at the world's top investment banks, private equity funds, and investment firms with AI... ...public company financial research, M&A advisory, company diligence workflows).Lead... ...experience in private and/or brokerage wealth management, ideally within a top-tier...Employment EquityPrivate
Rogo AI
New York, NY23 hours ago $250k - $275k
...Vice President - Private Capital Advisory - Secondaries New York, United States (On-site) Job Description... ...among secondary funds, sovereign wealth funds, and pension funds to optimize... .... Strong background in private equity transactions, fund advisory, or secondaries...Employment EquityPrivateLazard Ltd
New York, NY2 days ago$120k
2028 Strategic Advisory: Real Estate Summer Analyst... ...solutions to private and public real... ...addition, the team is a leader in private M&A,... ...capital, delivers equity research, equity... ...addition to providing wealth and investment... ...centers in North America, Europe, the Middle...Employment EquityPrivateSummer workInternshipLocal areaEvercore
New York, NY1 day ago- ...a comprehensive, tailored wealth management experience.Farther’s founders are leaders and innovators from the private wealth industry who possess... ...to provide concierge-level advisory for our most complex client... ...opportunities including private equity, venture capital, and...Employment EquityPrivateWork at office
Farther Advisors
New York, NY2 days ago $120k
2028 Capital Markets Advisory: Private Capital Markets Advisory Summer Analyst... ...solutions (both credit and equity) for a variety of mandates... ...execution, and provides wealth and investment management services... ...financial centers in the Americas, Europe, the Middle East and...Employment EquityPrivateSummer workInternshipLocal areaEvercore
New York, NY1 day ago- ...investment opportunities for private bank clients.Working... ...mentorship from senior leaders to projects that engage... ...solutions (Core, Advisory, SMAs, mutual funds) in... ...Private Bank and U.S. Wealth Management) to understand... ...build multi-asset and/or Equity-focused/Fixed Income-focused...Employment EquityPrivateWorldwide
Chase
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Americas Equity Advisory Leader - Private Wealth. Be the first to apply!
Related searches
- executive team lead asset protection New York, NY
- key team leader New York, NY
- quality control team lead New York, NY
- group operations director New York, NY
- IT team lead New York, NY
- team leader day shift New York, NY
- site leader New York, NY
- clinical team lead New York, NY
- leader New York, NY
- focus group leader New York, NY