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Keywords: Senior Wealth Advisor, Location: New York

Page: 3

Financial Services Risk Transformation - Financial Crimes Compliance - Senior Consultant

, Financial Services, Senior - Financial Crimes: This position could be located in NY, NC. We help leading financial... transformation, traded products and wealth management. The opportunity As a member of the Financial Crimes Technology Consulting...

Company: EY
Location: New York City, NY
Posted Date: 31 Oct 2024

Tax Senior Services Manager - FSO - Indirect Tax, EDGE

institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose.... 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 Oct 2024

Alternative Investments Group - Senior Fund Structurer

Within J.P. Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group consists of 100... interaction with senior management across AWM's alternative investments business, while working in close collaboration with fund...

Company: JPMorgan Chase
Location: New York
Posted Date: 30 Oct 2024

Alternative Investments Group - Senior Fund Structurer

Job Description: Within J.P. Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group.... You will have regular interaction with senior management across AWM's alternative investments business, while working in close collaboration...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 30 Oct 2024

Tax Senior Manager International

Description & Requirements The Tax Senior Manager serves as a trusted advisor and member of various client service..., estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients...

Posted Date: 26 Oct 2024

Senior Director, Gift Planning

, either as an experienced fundraising professional or wealth/planning advisor. The Senior Director will excel at building and stewarding...Job Description: Position Summary: The Senior Director, Gift Planning collaborates closely with members...

Posted Date: 23 Oct 2024
Salary: $160000 - 180000 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: 19 Oct 2024

Senior Client Service Associate - Registered

while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible...What You'll Be Doing: Under general supervision, the Senior Client Service Associate enhances the client experience...

Company: Stifel
Location: New York City, NY
Posted Date: 19 Oct 2024

FY25 - Tax Senior - Financial Services - International Tax and Transaction Services

from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance... together to solve complex challenges, then come join our dynamic FSO team! The opportunity As an ICTA senior, you'll...

Company: EY
Location: New York City, NY
Posted Date: 17 Oct 2024

Tax Senior Manager - Business Tax Services - Private Tax - Center Of Excellence

to us for the authoritative experience and insights into strategic tax opportunities. As a Senior Tax Manager, you'll play a key...-Corp, S-Corp and Partnerships) as well as high-profile individuals. That will make you a trusted advisor and role model...

Company: EY
Location: New York City, NY
Posted Date: 16 Oct 2024

Financial Services Risk Management, Non-Financial Risk Controls - Senior Manager

these qualities. Financial Services Risk Management, Non-Financial Risk Controls - Senior Manager: This position... across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...

Company: EY
Location: New York City, NY
Posted Date: 12 Oct 2024

Tax Senior Manager - Private Companies

Senior Manager Job Description & Summary A career within PwC Private will provide the opportunity to help private companies... individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...

Company: PwC
Location: New York City, NY
Posted Date: 05 Oct 2024

Private Partnership Solutions (PPS) - Tax Senior Manager

Industry/Sector Not Applicable Specialism Management Level Senior Manager Job Description & Summary A career... issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies...

Company: PwC
Location: New York City, NY
Posted Date: 05 Oct 2024

Tax Senior Manager - Personal Financial Services

Senior Manager Job Description & Summary A career in our Personal Financial Service practice, within PwC Private..., maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals...

Company: PwC
Location: New York City, NY
Posted Date: 05 Oct 2024

Financial Services Tax - Real Estate Senior Manager

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager... to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers...

Company: PwC
Location: New York City, NY
Posted Date: 03 Oct 2024

Senior Relationship Associate

recruiting a Senior Relationship Associate (Sr. RA) to join our Private Wealth Management team. In this role you will support the... and help transform the lives of others. Join us as a Senior Relationship Associate Brown Brothers Harriman is currently...

Posted Date: 29 Sep 2024
Salary: $90000 - 100000 per year

Senior Account Executive

Overview: Alera Group is looking for a Senior Account Executive who brings experience and enthusiasm to our Property... of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices...

Company: Alera Group
Location: Albany, NY
Posted Date: 28 Sep 2024
Salary: $150000 - 225000 per year

Senior Control Testing Consultant, Non-Financial Risk

these qualities. Financial Services Risk Management, Non-Financial Risk Controls - Senior: This position could be located... across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...

Company: EY
Location: New York City, NY
Posted Date: 25 Sep 2024

Financial Services Risk, Internal Audit Process and Controls- Banking and Capital Markets - Senior

these qualities. Financial Services Risk, Internal Audit Process & Controls - Banking and Capital Markets - Senior... to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...

Company: EY
Location: New York City, NY
Posted Date: 19 Sep 2024

Senior Practice Support Project Manager – eDiscovery

, innovation, and collaboration. About the Role: The Senior Practice Support Project Manager – eDiscovery is an integral part... advisor and primary liaison with case team members with the goal of owning the service delivery relationship, providing...

Company: Latham & Watkins
Location: New York City, NY
Posted Date: 07 Sep 2024