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Keywords: Client Service Manager Wealth Management, Location: New York City, NY

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Client Service Manager Wealth Management

Service Manager to manage a team of Wealth Management/Front Office Recruiters for one of our Financial Services Clients... management and annual budget within a complex client solution. You'll support the Senior Manager & Client Operations Director...

Posted Date: 17 Jan 2025

Tax Manager - Financial Services - Wealth and Asset Management Client Delivery Services - EDGE

from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.... The opportunity EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax...

Company: EY
Location: New York City, NY
Posted Date: 30 Dec 2024

US Seasonal Tax-Financial Services Organization-Wealth & Asset Management Senior Manager

. Your key responsibilities As a Seasonal Senior Tax Manager in our Wealth & Asset Management practice, you will be responsible... comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax...

Company: EY
Location: New York City, NY
Posted Date: 30 Dec 2024

Tax Manager - Financial Services - Wealth and Asset Management

. Your key responsibilities As a manager in our Wealth & Asset Management practice, you will be responsible for managing... from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance...

Company: EY
Location: New York City, NY
Posted Date: 30 Dec 2024

Wealth Client Service Associate

of our clients. The Client Service Associate (CSA) role is an essential part of Marathon’s Private Wealth & Intermediary Platform...Overview: Marathon Asset Management is a leading global asset manager specializing in public and private credit...

Posted Date: 19 Jan 2025
Salary: $130000 - 180000 per year

Manager – Account Administration (Wealth Management)

Summary: Fiduciary Trust International is hiring a Manager – Account Administration (Wealth Management) to join our NYC...Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing...

Posted Date: 19 Jan 2025

Internal Audit Manager - Wealth Management

Internal Audit Manager - Wealth Management Overview: Our client is seeking a skilled AML/CFT/Sanctions professional... with sustainable solutions. Collaborate with internal audit teams and build client relationships. Understanding of Wealth Management...

Company: Artius Solutions
Location: New York City, NY
Posted Date: 17 Jan 2025

Asset & Wealth Management Tax Manager

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager... to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams...

Company: PwC
Location: New York City, NY
Posted Date: 16 Nov 2024

Asset Management – Alternatives, Client Service Manager– Vice President

and realize their goals.​ As a Client Service Manager within JP Morgan Asset Management you will have the opportunity to lead... clients, and build relationships with stakeholders. As a Client Service Manager you will have the potential to contribute...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 22 Nov 2024

Senior Recruiter, Wealth Management

to increase the scope of the service and communicating these to the Client Services Manager and the team (including coordinators... Recruiter is to develop and deliver excellent recruitment services to the client in line with agreed service levels. The Senior...

Posted Date: 17 Jan 2025
Salary: $90000 - 130000 per year

Asset Management - Business Manager, Americas Client & Canada, Associate

of business. The Business Manager for the America Client F&BM and Canada is responsible for partnering with senior business... of the Asset Management Americas Client F&BM team, with additional accountability to the Head of the AM Canada business...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 04 Dec 2024

Private Wealth Solutions - Investor Services - Transfer Agent Oversight, Associate

products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms... and other service providers Enhance partnership and client level experience via process improvement and workflow analysis...

Company: Blackstone
Location: New York City, NY
Posted Date: 04 Jan 2025
Salary: $145000 - 155000 per year

Private Wealth Solutions - Investor Services Onboarding, Vice President

products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms...Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term...

Company: Blackstone
Location: New York City, NY
Posted Date: 04 Dec 2024
Salary: $175000 - 200000 per year

Senior Wealth Advisor/Manager

Advisor/Manager to join our client, a rapidly growing Fintech Wealth Management Registered Investment Advisory (RIA) firm... their financial goals. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals...

Posted Date: 14 Jan 2025

Tax Manager, Private Wealth

Manager with our Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax... client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies...

Company: Baker Tilly
Location: New York City, NY
Posted Date: 08 Jan 2025
Salary: $86220 - 182770 per year

US Seasonal Tax-Financial Services Organization- Private Client Services-Senior Manager

entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build... you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax...

Company: EY
Location: New York City, NY
Posted Date: 30 Dec 2024

Asset Management - U.S Client Onboarding Management - Associate

Job Description: J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions... and insight that few other firms can match. As a U.S Client Onboarding Management associate on the onboarding team...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 12 Jan 2025

Asset Management - U.S Client Onboarding Management - Associate

Job Description: J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions... and insight that few other firms can match. As a U.S Client Onboarding Management associate on the onboarding team...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 12 Jan 2025

Asset Management - Client Onboarding Management - Vice President

Job Description: J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions... and insight that few other firms can match. As a Client Onboarding Management Vice President you will act on behalf of the...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 11 Jan 2025

Asset Management - Client Onboarding Management - Vice President

Job Description: J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions... and insight that few other firms can match. As a Client Onboarding Management Vice President you will act on behalf of the...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 09 Jan 2025