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Keywords: Private Client Advisor II, Location: New York City, NY

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Private Client Advisor II

across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank.... Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network...

Company: Bank of America
Location: New York City, NY
Posted Date: 03 Oct 2025

Tax Associate II I Private Client Service

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide... procedures, etc. relative to individual client assignments Adhere to engagement budget constraints and complete assigned tasks...

Company: Cbiz
Location: New York City, NY
Posted Date: 09 Aug 2025
Salary: $75000 - 85000 per year

Public Health Advisor, Bureau of Public Health Clinics

Job Description Public Health Adviser II-51191 Open to candidates who are permanent in the civil service title... to hire eight Public Health Advisor, L2. The Public Health Advisor, LII will work in one of the Bureau's Quickie Lab...

Posted Date: 08 Aug 2025

Specialist II - Financial and Strategy Advisory

, in accordance with company policies.): Specialist II - Financial and Strategy Advisory We will count on you to: Advise global... private equity firms, including U.S. and U.K. based alternative asset investors, helping them to evaluate acquisition targets...

Company: Marsh McLennan
Location: New York City, NY
Posted Date: 20 Sep 2025

Senior Customer Success Manager II

, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160... Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end...

Company: Carta
Location: New York City, NY
Posted Date: 30 Aug 2025

Director, Insurance Solutions - Asset Management

client presentations. Provide expertise across asset allocation strategies, including fixed income, private assets... and private investments. Demonstrated success in a client-facing, consultative role within a global, matrixed organization...

Posted Date: 29 Sep 2025

Director, Insurance Solutions - Asset Management

high-impact client presentations. Provide expertise across asset allocation strategies, including fixed income, private..., spanning public and private investments. Demonstrated success in a client-facing, consultative role within a global...

Posted Date: 28 Sep 2025

2026 Summer Financial Analyst | General Partner (GP) Advisory, New York

(i) supporting the build-out of financial models, (ii) preparing client deliverables (including confidential information memorandums...Business Unit: Capital Solutions Industry: Private Funds Group Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global...

Company: Houlihan Lokey
Location: New York City, NY
Posted Date: 18 Sep 2025

Vice President, Risk & Performance Attribution Consultant

frameworks (e.g., UCITS, Solvency II, ESG mandates). ESG & Private Asset Analytics (Optional but Growing in Demand) Familiarity... with ESG scoring and integration. Understanding how private markets are modeled and evaluated in risk frameworks. Client...

Posted Date: 07 Aug 2025

Risk & Performance Attribution Consultant

Ressponsibilities: Client Engagement & Relationship Management Act as a trusted advisor and main point of contact for assigned.... Awareness of regulatory frameworks (e.g., UCITS, Solvency II, ESG mandates). ESG & Private Asset Analytics (Optional...

Company: MSCI
Location: New York City, NY
Posted Date: 25 Jul 2025