Private Client Product Specialist

5 days ago


New York, New York, United States Citigroup Full time

Highly skilled professionals who can drive strategic growth are in high demand at Citigroup. As a Private Client Product Specialist, you will work closely with clients to understand their financial goals and develop customized solutions to meet their needs. This position requires exceptional communication and interpersonal skills, as well as expertise in financial products and services.

Responsibilities
  • Meet with clients to discuss financial goals and objectives
  • Develop and implement customized financial plans to meet client needs
  • Stay up-to-date on industry trends and regulatory requirements
  • Collaborate with internal teams to ensure seamless delivery of financial services

The salary range for this position is $192,000 - $288,000 per year, based on location and experience.

Citigroup offers a range of benefits, including tuition reimbursement, retirement planning tools, and employee recognition programs.



  • New York, New York, United States Maestro for Private Equity Full time

    About Maestro for Private EquityMaestro is a value creation platform designed exclusively for the Private Equity industry. Backed by leading investment firms, it helps PE sponsors modernize operations and maximize value creation through active portfolio management and collaboration with portfolio company management teams.Job OverviewThis role involves...


  • New York, New York, United States Bank of America Full time

    Key Responsibilities">Drives inflows of new business across all product lines into existing book of businessLeverages structured credit deals to grow book balances and Year over Year revenuePartners with and mentors Private Client Managers on more complex products and client relationshipsServes as Chief Operating Officer for the client team, coordinating...


  • New York, New York, United States Blue Owl Full time

    About the OpportunityWe are proud to offer a challenging and rewarding opportunity for a skilled marketing professional to join our team at Blue Owl.Job OverviewThis exciting role will involve developing and executing a comprehensive marketing strategy to drive awareness and adoption of our alternative credit product offering in the private wealth...


  • New York, New York, United States Oppenheimer & Co. Inc. Full time

    About the RoleIn this dynamic position, you will play a vital supporting role within Oppenheimer & Co. Inc.'s Private Client Division, ensuring seamless operations and exceptional client experiences.Your primary responsibilities will include:Providing expert administrative support, encompassing tasks such as document preparation, data entry, and calendar...


  • New York, New York, United States Citigroup Inc Full time

    About the Role">This position plays a critical role in supporting Citigroup's private banking clients, providing exceptional service and support.Key responsibilities include managing client relationships, executing client transactions, and collaborating with cross-functional teams to resolve client issues.ResponsibilitiesDeliver wealth management services to...


  • New York, New York, United States Maestro for Private Equity Full time

    About the RoleMaestro for Private Equity is seeking a seasoned Data Product Strategist to spearhead our data-driven initiatives. This is a hybrid role based in New York City, with the flexibility to work remotely 2-3 days a week.Key ResponsibilitiesWe are looking for a highly skilled individual to craft and implement a holistic data product strategy that...


  • New York, New York, United States Disability Solutions Full time

    Job Description:As a Private Markets Sourcing Specialist at Bank of America, you will play a crucial role in developing and maintaining a comprehensive product offering calendar across Private Markets, including Private Equity, Credit, Real Estate, Infrastructure, Special Situations, and Energy Transition. Your extensive knowledge of product functions and...


  • New York, New York, United States Flagstar Bank Full time

    About the Job: This role is responsible for providing exceptional client service and support to Private Bank Clients. The ideal candidate will have a strong understanding of Commercial and Consumer products and be able to effectively service, educate, and assist clients. Key Responsibilities:Process customer service transactions efficiently and...


  • New York, New York, United States Private Equity Full time

    Job ResponsibilitiesThe Private Equity Operations Manager will be responsible for providing administrative support to our Managing Director and team members. This role requires strong organizational skills, attention to detail, and excellent communication skills.Operational Support: Provide operational support to the team, including managing calendars,...


  • New York, New York, United States Randstad Full time

    Join Our Team:We're Randstad, a leading provider of temporary, permanent, and temp-to-perm staffing services in the NYC & Long Island, NY areas. We're seeking an experienced Tax Manager with a background in Private Client Services to join our team.Why Choose Us:We offer a competitive salary of $50-75 per hour (flexible), flexible working hours, and...


  • New York, New York, United States Proskauer Full time

    About the Role:We are seeking a highly skilled Administrative Coordinator to join our Private Client Services team. The successful candidate will have excellent organizational and communication skills, with the ability to work effectively in a fast-paced environment.The ideal candidate will possess 5-10 years of administrative or legal experience, with...


  • New York, New York, United States Citigroup, Inc. Full time

    We are looking for a highly skilled Private Client Coverage Expert to join our team at Citigroup, Inc.Job Description:This role is responsible for developing and implementing comprehensive financial plans for private banking clients. The successful candidate will have a strong understanding of financial markets, instruments, and risk management...


  • New York, New York, United States Arch Full time

    Job OverviewThe Arch Company is seeking a skilled Private Equity Account Specialist to drive sales execution across enterprise and strategic accounts. With significant commercial traction, we continually reinvest in our product to meet the needs of our clients.**Key Responsibilities:**Build relationships with key decision-makers at banks, institutions,...


  • New York, New York, United States Oppenheimer & Co. Full time

    About Oppenheimer & Co.: With over 140 years of experience in the financial industry, Oppenheimer & Co. Inc. has established itself as a leading middle-market investment bank and full service broker-dealer. Our firm offers a comprehensive range of services, from retail securities brokerage to institutional sales and trading.Job Opportunity: We are currently...


  • New York, New York, United States Law Consultants Full time

    Job OverviewLaw Consultants, a well-established law firm in Essex, seeks an experienced Private Client Solicitor to join their team. This opportunity is ideal for a solicitor looking to contribute to the growth of our private client sector.ResponsibilitiesUndertake fee-earning work independently and collaboratively with the teamMaintain and develop...


  • New York, New York, United States Ambition Full time

    Job DescriptionIn this role, you will oversee the development and deepening of long-term relationships with key clients in the Private Equity industry. You will work closely with Lawyers and Partners to understand firm-wide capabilities and leverage specialist-led relationship building.A successful candidate will have previous experience in Client...


  • New York, New York, United States Citigroup Inc Full time

    ResponsibilitiesDeliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.Manage and execute client transactions with respect to business and individual banking, credit and investment products.Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with...


  • New York, New York, United States MAHLER PRIVATE STAFFING Full time

    About the RoleWe are looking for a Private Household Director to join our team at Mahler Private Staffing. The successful candidate will be responsible for overseeing the daily operations of a luxury home, including managing a small team and ensuring the efficient execution of tasks. This is an exciting opportunity for an experienced professional to take on...


  • New York, New York, United States Nasdaq Private Market Full time

    Job OverviewNasdaq Private Market is looking for a highly skilled Data Engineer to join our team in New York City. In this role, you will be responsible for designing, developing, and maintaining scalable data pipelines using Python and Ruby on Rails. You will also develop APIs to integrate data systems and support internal and external products.The...


  • New York, New York, United States NAVATAR GROUP INC Full time

    Job Title: Private Equity Account SpecialistJob Summary:We are looking for a skilled Private Equity Account Specialist to join our team and contribute to our growth in the Private Equity market across North America.About Navatar Group Inc:Navatar Group is a leading provider of Salesforce-based solutions for private markets, focusing on private equity,...