Private Client Select Jobs in Usa
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Marsh McLennan Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan. A day in the life. As our Client Manager on the Business Insurance Select team, you will manage relationships with clients to provide best in class service and drive growth. You'll serve as the client contact to answer questions, resolve billing issues, make policy changes while delivering prompt, courteous, knowledgeable assistance with your day-to-day communications, including renewals, certificates, endorsements, etc.
Our future colleague. We'd love to meet you if your professional track record includes these skills: A high school diploma is required. Minimum of three (3) years Business Insurance experience. Insurance designations (i.e. INS, AAI, CISR) and/or demonstrated knowledge of Business Insurance coverages. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future. These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred. Property & Casualty license (or ability to obtain within 90 days). Experience working with EPIC, Sagitta, and ImageRight. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. Flexible hybrid work. Charitable contribution match programs. Stock purchase opportunities.
OBJECTIVE: Classic Home is a reputable furniture company specializing in private-label brands. With a focus on quality craftsmanship and innovative design, we strive to provide exceptional furniture solutions to our customers. As a Private Label Account Specialist, you will play a key role in expanding our private label business and strengthening our client partnerships.
ESSENTIAL JOB RESPONSIBILITIES
· Manage a portfolio of furniture private label accounts, serving as the main point of contact and building strong relationships with clients.
· Collaborate with cross-functional teams, including product development, design, manufacturing, and logistics, to ensure successful execution of private label projects.
· Follow up customers supply chain process for direct container shipping from overseas direct to customers.
· Daily communication and follow up with overseas vendors/Suppliers. Able to direct design concepts and spec information, analyze required information/details before disseminating to the suppliers.
· Coordinate production timeline requirements with sense of urgency, diligence, and attention to detail.
· Assist with entering, auditing, and analyzing new and existing product data information including costing, pricing, dimensions, materials, parts, and supplier information in various internal systems.
· Conduct regular meetings with clients to understand their furniture needs, provide product recommendations, and present new design concepts.
· Work closely with clients to develop customized private label furniture collections, considering their brand identity, target market, and pricing requirements.
· Monitor industry trends, competitor activities, and market demand to identify opportunities for new product development and differentiation.
· Negotiate pricing, contracts, and terms with clients, ensuring profitability and customer satisfaction.
· Track and analyze sales data, generate reports, and provide insights and recommendations to clients and internal stakeholders.
· Navigate, monitor, and complete task requirements in account Portal and maintain customer vendor guidelines.
· Stay updated on industry regulations, certifications, and compliance requirements related to furniture manufacturing, labeling and maintain customer vendor guidelines to ensure the company is compliant.
· Works closely with inventory management.
· Works closely with QC team overseas to address quality issues with suppliers.
· Attending trade shows, industry events, and client visits to represent the company and promote private label offerings if necessary.
· Follows all CH Company policies, rules, and regulations, including Safety.
· Perform other job-related duties as assigned by company and /or Supervisor.
· Provide training for new employees as needed.
REQUIRED SKILLS AND COMPETENCIES
· Bachelor's degree in business, marketing, interior design, or a related field.
· Proven experience in account management or sales within the furniture industry.
· Strong knowledge of furniture design, materials, and manufacturing processes.
· Have a clear understanding of the supply chain process for direct container shipping from overseas direct to customers.
· Excellent interpersonal and communication skills, with the ability to effectively engage with clients and internal teams.
· Ability to manage multiple accounts and projects simultaneously while maintaining attention to detail.
· Ability to understand client needs and translate them into successful private label furniture collections.
· Strong negotiation and problem-solving abilities, with a focus on driving sales and revenue growth.
· Proficient in using e-commerce platforms, order management systems, and Microsoft Office Suite. (Excel pivots, v-look up, Word, PowerPoint, Outlook); strong data entry skills
· Basic knowledge of project management within the home décor industry a plus.
· Excellent attention to detail and organizational skills and critical thinking abilities
· Strong communication skills in both verbal and written.
· Ability to multi-task several priorities and possess solid time management skills.
· Prepare purchasing documents and other tasks if necessary.
WORKING CONDITIONS
- Normal office environment
- Ability to work sitting down with some walking up and down the stairs.
Compensation:
$50k-$65k/year open to negotiation.
Duration: 06 months
Work location:Dallas, TX
Summary
The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through client's BANK USA and GS International Bank to PWM clients and Private Equity Firms in the Americas, EMEA and Asia. Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding and ongoing maintenance through the life of the loan.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
- Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
- Showcase strong control and risk management strategies to ensure compliance with client's Bank USA (the most regulated entity at client) while still providing excellent client service to PWM and Institutional clients
- Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
- Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
- Ability to develop and nurture relationships with senior business leaders within cross divisional a team
- Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment
- Bachelor's Degree
Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.
Private Credit Paralegal
The Private Credit Paralegal is responsible for providing paralegal support and assistance to attorneys in the coordination, management and supervision of all aspects of private credit transactions including, but not limited to, setup, routine maintenance, reporting requirements, transaction management, UCC and intellectual property searches, UCC drafting and filing, and coordination of all aspects of commercial finance transaction closings. Maintains professionalism and strict confidentiality in all client and Firm matters.
Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).
Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client billable hour requirement: 1,550 hours annually (130 client billable hours average per month).
- Assist with the preparation of certain standard form loan documents and other related commercial finance transaction documents.
- Organize and proofread all documentation.
- Prepare, review and file UCC financing statements, releases, and amendments.
- Perform UCC and other lien searches.
- Perform duties/tasks associated with private credit transactional closings.
- Draft closing book indexes, prepare closing books and assemble documents under the supervision of the supervising attorney.
- Coordinate and assist with documentation for closing and post-closing requirements.
- Maintain relationships with third party vendors and assist with the management of accounts with such vendors.
- Coordinate and communicate with clients to ensure proper delivery of closing books and related closing deliveries.
- Maintain up-to-date time reports to ensure accurate client billing.
Supervisory Responsibilities
- This position has no direct supervisory responsibilities, however on a case-by-case basis, may have authority to delegate and supervise the work performed by Project Assistant. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Responsibilities may include interviewing, training, and providing input into the performance appraisal process.
Knowledge, Skills And Abilities
- Bachelor’s degree and two or more years related experience preferably in a law firm environment, or equivalent combination of education and experience. Paralegal certificate from an ABA accredited paralegal program a plus. Previous experience and applicable working knowledge and understanding of Article 9 of the Uniform Commercial Code is preferred.
- Computer proficient with experience and working knowledge of Westlaw and other commercial finance-related databases, internet research, due diligence, Excel, Outlook, and Word preferred.
- Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally.
- Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
- Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research private credit transactional data, process information, conduct legal research, and perform essential duties.
- Dependable team player with the ability to act independently and make decisions within scope of the position’s responsibilities. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
- Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
- Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.
- Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare commercial finance transactional documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
- Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
- Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
- Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
- Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. Candidates must be comfortable with a flexible schedule including occasional after-hours email monitoring and responsiveness during peak periods or urgent matters. Ability and availability to travel to other Firm locations when required.
For our Chicago Office, the annualized salary range for this position is $70,000 to $90,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.
Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job ID: 410401
Practice area:- Corporate - M&A,Corporate - Private Equity
Corporate M&A / Private Equity Associate Attorney (2–5 Years Experience) – Am Law Firm | New York, NY
Keywords:- Corporate M&A Associate Attorney, Private Equity Associate Attorney, Corporate Transaction Attorney, Mergers and Acquisitions Attorney, Corporate Attorney New York, New York legal jobs, Attorney jobs NYC, NY Bar required, Law firm corporate associate, Partner-track position, lawyer,corporate governance,entity formation,shareholder agreements,corporate resolutions,board counsel,SEC filings,corporate compliance,business formation
A prestigious Am Law firm is seeking a Corporate M&A / Private Equity Associate Attorney (2–5 years experience) to join its sophisticated transactional practice in New York, NY. This opportunity offers exposure to complex private equity transactions, investment fund restructurings, and strategic corporate deals while collaborating with highly experienced attorneys on sophisticated matters.
This Corporate M&A Associate Attorney role provides hands-on involvement in high-value transactions including private equity acquisitions, financing arrangements, and joint ventures. Attorneys seeking New York legal jobs with significant deal exposure and professional growth opportunities will find this role particularly compelling.
The Corporate M&A Associate Attorney will work closely with senior attorneys and the firm’s tax team on complex transactions involving investment funds, strategic alliances, and corporate restructuring initiatives. This partner-track position offers early responsibility and meaningful participation in sophisticated transactions.
This opportunity is actively interviewing candidates and represents a rare opening for transactional attorneys seeking New York legal jobs at a respected Am Law firm.
This AmLaw firm provides it's associates with excellent partners, high quality work, a transparent pay policy, and numerous pro bono opportunities. Attorneys get substantive experience early-on in their careers. There’s no billing requirement at this firm, and the work does not overwhelm the associates here. Vacations are very doable, and associates report they aren’t bothered during those precious days. The firm has a very collegial atmosphere. According to the associates, firm social life is available, but not expected.
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Key Responsibilities
• Work on sophisticated private equity M&A transactions and corporate acquisitions.
• Assist with structuring and negotiating corporate financing transactions.
• Participate in joint ventures and strategic alliance agreements involving institutional clients.
• Support investment fund restructuring projects and related transactional matters.
• Draft and review transactional documents including purchase agreements, joint venture agreements, and financing documents.
• Conduct due diligence for complex corporate transactions.
• Collaborate closely with the firm’s tax team on transaction structuring and regulatory considerations.
• Assist partners and senior attorneys in managing complex deal processes from inception through closing.
• Provide strategic legal analysis and transactional support to corporate clients.
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Qualifications
• Juris Doctor (JD) with strong academic credentials from a top U.S. or Canadian law school.
• New York Bar required.
• 2–5 years of experience practicing as a Corporate M&A Associate Attorney or private equity transactional attorney.
• Experience handling corporate transactional matters, including M&A and financing transactions.
• Background in private equity transactions, joint ventures, or investment fund matters preferred.
• Prior experience in a law firm environment.
• Strong analytical, drafting, and negotiation skills.
• Ability to manage complex transactions and work collaboratively within a legal team.
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Education
• Top US or Canadian academic credentials.
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Certifications
• Bar admission in New York.
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Skills
• Strong corporate transactional drafting abilities.
• Advanced analytical and problem-solving capabilities.
• Excellent communication and interpersonal skills.
• Ability to collaborate effectively within multidisciplinary legal teams.
• Strong attention to detail when managing complex transactions.
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Culture & Firm Appeal
This opportunity is with a globally recognized Am Law firm known for providing associates with early substantive experience on sophisticated corporate transactions. The firm’s culture emphasizes mentorship, collaboration, and meaningful professional development opportunities.
Associates benefit from working closely with experienced partners while developing deep transactional expertise. The firm has built a reputation for maintaining a collegial work environment that encourages collaboration rather than excessive competition among attorneys.
Professionals exploring New York legal jobs in corporate law will appreciate the firm’s transparent compensation structure, strong professional support systems, and commitment to work-life balance. Associates frequently report that the firm offers high-quality transactional work without overwhelming workloads.
This environment allows attorneys to build strong transactional experience while maintaining a sustainable professional lifestyle.
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Why This Role Is Unique
• Opportunity to work on complex private equity and M&A transactions.
• Direct exposure to investment fund restructurings and strategic alliances.
• Collaborative deal teams involving corporate and tax attorneys.
• Early responsibility and meaningful participation in sophisticated transactions.
• Partner-track position within a respected corporate transactional practice.
• Excellent opportunity for attorneys seeking elite New York legal jobs in corporate law.
This position rarely opens at this level and provides a unique chance to gain exposure to complex private equity transactions while building a long-term corporate law career.
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Call to Action
Apply now for a confidential discussion with a BCG Attorney Search recruiter.
Explore this elite-level opportunity today.
Submit your resume to learn more about this prestigious role.
________________________________________
BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.
Consultant – Employee Health & Benefits | Private Equity
Marsh McLennan Agency (MMA)
Private Equity is one of the fastest-growing segments in benefits consulting — and we’re expanding our team.
At Marsh McLennan Agency, we partner with leading Private Equity firms and their portfolio companies to build employee benefits strategies that support growth, attract talent, and create enterprise value.
We’re looking for a Consultant who enjoys working in a strategic, fast-paced environment and wants exposure to complex organizations and leadership teams.
What makes this role different
• Work directly with Private Equity firms and PE-backed portfolio companies
• Advise leadership teams on benefits strategy, plan design, and cost management
• Be part of a high-performing consulting team supporting organizations through growth, acquisitions, and transformation
• Move beyond renewals into true strategic consulting
What you'll be doing
You’ll serve as a trusted advisor to clients, helping them navigate benefits strategy, renewals, and long-term planning while partnering with internal specialists in analytics, compliance, and pharmacy to deliver innovative solutions.
You’ll also have the opportunity to support M&A due diligence and onboarding of new portfolio companies, a unique aspect of consulting in the Private Equity space.
Ideal background
• Experience in employee health & benefits consulting or brokerage
• Comfortable managing client relationships and presenting recommendations
• Strong analytical and problem-solving skills
• Interest in working with high-growth, PE-backed companies
Why MMA
We combine the global resources of Marsh McLennan with the culture and collaboration of a regional firm. Our colleagues have the opportunity to do meaningful work, build strong client partnerships, and grow their careers in a supportive environment.
Company Description
At Reno-Tahoe Therapy Group, our focus is speech therapy, and we take pride in delivering personalized care to every patient. We believe in treating each individual like family and creating tailored action plans that address their unique needs. Our goal is to help clients make meaningful progress in an effective, enjoyable, and rewarding way. To serve our community better, we provide services at our locations in Carson City and Reno, Nevada.
Role Description
This is a full-time, on-site role for a Private Practice Speech Language Pathologist located in Carson City, NV. In this position, you will assess, diagnose, and provide therapy for individuals with speech, language, and communication disorders. Key responsibilities include developing and implementing treatment plans, engaging clients in therapeutic exercises, and maintaining detailed progress reports. Collaboration with families, caregivers, and other professionals will play a vital role in ensuring clients meet their communication and swallowing goals.
Qualifications
- Proficient in Speech Therapy practices, including evaluation and treatment techniques
- Experience addressing Speech and Language Disorders
- Expertise in assessing and treating Dysphagia
- Knowledge of Communication and Language Disorders
- Strong interpersonal and communication skills with clients, families, and team members
- Current state licensure as a Speech-Language Pathologist in Nevada
- Master’s degree in Speech-Language Pathology or equivalent
- Experience in a private practice setting is a plus
Lateral Link is assisting a repeat client and top-ranked Am Law 25 firm in seeking a private investment funds associate with approximately 2–6 years of experience.
The ideal candidate will have experience advising sponsors on the formation, structuring, and operation of private investment funds, including buyout, growth equity, venture capital, real estate, and credit funds. Relevant experience includes drafting and negotiating fund formation documents such as LPAs, LLC agreements, PPMs, subscription agreements, and side letters, as well as advising on sponsor and investor matters, regulatory considerations, and ongoing fund operations.
This is a sophisticated private funds practice with meaningful cross-office collaboration and regular interaction with leading private equity sponsors, asset managers, and institutional investors. Associates receive substantive responsibility, direct client exposure, and hands-on experience across the full fund lifecycle, along with strong long-term partnership and in-house exit opportunities.
If you are interested and qualified, please submit your resume here or email
Location: Dallas
A highly regarded, strategically focused, mid-sized global law firm (700 lawyers) is actively seeking established Private M&A and Private Equity partners to support targeted growth in Dallas and New York.
The firm operates at the intersection of financial services, private capital, and investment management, and is executing a disciplined five-year growth plan centered on expanding its strongest practices in its existing offices.
This is not a merger-driven growth story. The firm is intentionally scaling from a position of strength and profitability.
The Opportunity
The platform is particularly well-suited to partners with a meaningful sponsor-side or private company M&A practice who are looking for:
- A more collaborative, entrepreneurial culture
- Meaningful cross-selling opportunities across funds, private credit, investment management, tax, regulatory, and private wealth
- Strong specialist support embedded directly within Corporate
Unlike many peer firms, the Corporate group includes embedded specialists (e.g., tax, employment, benefits) who work exclusively on transactional matters, ensuring responsiveness and market-informed negotiation support. This structure has proven to be a competitive advantage in deal execution and client service.
The firm also provides proprietary market data and financial services survey insights that partners actively use as business development tools to open doors with sponsors and portfolio companies.
Ideal Candidate Profile
- $3M+ portable book of business (day-one portability expected)
- Strong private equity or private company M&A focus
- Sponsor relationships highly valued
- Demonstrated business development track record
- Collaborative, team-oriented mindset
Group acquisitions are also considered.
Why This Firm
- 700-lawyer global firm with strong brand in financial services and funds
- Targeted growth strategy
- Deep private capital ecosystem
- Embedded deal-specialist model
- Entrepreneurial but highly collaborative culture
- Strong Dallas momentum
- Competitive economics at partner level
Interested? In which case, please apply and we will reach out to discuss this in more detail.
Company Overview:
Our New York / San Francisco-based client is a leading investment manager specializing in private equity real estate investing throughout the U.S. The team has systematically developed and refined their unique and disciplined approach to investing across multiple asset classes, and geographies. Through their current platform and its predecessor entities, the team has acquired over 130 investments totaling in excess of $14.5 billion of gross cost since inception. Our client is growing and constantly evolving to ensure they remain well positioned to deliver high-quality solutions and exceptional performance to their partners.
Key Responsibilities:
- Screening potential real estate investment opportunities across the capital stack
- Assisting acquisitions team in the evaluation of investment opportunities consistent with the fund’s investment criteria
- Underwriting / preparing detailed financial models on potential asset, portfolio, and corporate level transactions
- Drafting Screening and Investment Committee Memorandums detailing deal merits, financial metrics, risks and mitigants and market data
- Performing asset management / portfolio monitoring tasks, including putting together internal updates (memorandums, model updates, etc.), executing business plans, including working directly with Sponsors, and other third parties
- Conducting in-depth market research, preparing sale / lease comparables analyses
- Interfacing with brokers, legal counsel, market participants and third-party vendors
- Manage financial models utilizing both ARGUS and Excel to project cash flows, investment returns, asset valuations and analyze risk
- Review and evaluate investment offerings from investment sale brokers, developers, and owners
- Coordinate research in the assembly of market information, data gathering and relevant forecasts
Requirements:
- Bachelor’s degree with major in Finance, Economics, or Business Administration
- Candidates MUST have excellent analytical skills, be highly proficient in Excel modeling and Argus
- 2+ years of experience in finance roles in investment banking, and/or real estate private equity
- Must have excellent analytical, organizational, and writing skills
- Must be detail-oriented, self-motivated, critical thinker, enthusiastic and inquisitive
- Ability to work in a team environment
- Strong attention to detail
- Fluency in Microsoft suite, specifically Excel and PowerPoint