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Keywords: Wealth Management, Trust , Location: New York City, NY

Page: 2

Tax Senior - Financial Services - Wealth and Asset Management

from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance... asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied...

Company: EY
Location: New York City, NY
Posted Date: 29 Jan 2025

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

and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry... delivery experience that distinguishes EY in the marketplace. The opportunity EY's FSO EDGE Wealth and Asset Management...

Company: EY
Location: New York City, NY
Posted Date: 29 Jan 2025

Registered Wealth Management Client Associate

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...

Company: Bank of America
Location: New York City, NY
Posted Date: 26 Jan 2025
Salary: $26 - 40.5 per hour

Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Vice President

objectives such as tax advantaged investing, income, management of wealth concentration and values alignment. Our team...Job Description: Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $190BN...

Company: Goldman Sachs
Location: New York City, NY
Posted Date: 19 Jan 2025

Asset & Wealth Management - Tax Senior Manager

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager... conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team with the...

Company: PwC
Location: New York City, NY
Posted Date: 09 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

Tax Manager - Financial Services - Wealth and Asset Management

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

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

Asset & Wealth Management, GSAM Strategic Client Services, Associate

skills with an ability to gain trust and confidence from clients, internal functional areas and senior management...Job Description: Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global...

Company: Goldman Sachs
Location: New York City, NY
Posted Date: 28 Feb 2025
Salary: $100000 - 160000 per year

Trust and Estate Advisor

About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent... as of December 31, 2024. Position: The Trust & Estate Advisor is responsible for working with team members of the Rockefeller Trust...

Posted Date: 24 Feb 2025
Salary: $140000 - 150000 per year

Director, Sales (Agency & Trust Corporate Debt / Specialized Agency Sales)

Commercial Bank and Global Wealth Management) Ability to leverage existing contacts network and prospect Citi offerings... and Depositary Receipts markets. The Agency & Trust team, within Issuer Services, delivers specific transaction services...

Company: Citigroup
Location: New York City, NY
Posted Date: 07 Mar 2025

Partner level Attorney, Private Client / Trust - USA

), Tax planning, Wealth Management, and Family law and / or Private Clients. Requirements: Juris Doctor (JD) degree... with a portable book of business. Demonstrated expertise in Trust practice areas: (Trust Administration, Estate and Tax Planning...

Company: AP Executive
Location: New York City, NY
Posted Date: 27 Feb 2025

Partner - Private Client / Trust - New York

in Trusts & Estate Planning, Tax Planning, Wealth Management, or Family Law/Private Clients. A Juris Doctor (JD) degree... tax and trust legal services are looking for a partner attorney with a portable book of clients. With a strong presence...

Company: AP Executive
Location: New York City, NY
Posted Date: 27 Feb 2025

Associate: Trusts & Estates

of personal wealth. We advise executors and trustees in all aspects of estate and trust administration, including probate; forced... to join our Private Wealth & Family Office Practice Group. The ideal candidate has a minimum of two years of in-depth, broad-based...

Company: White & Case
Location: New York City, NY
Posted Date: 26 Feb 2025

Tax Senior - FSO - Fiduciary Trust & Estate Tax Administration Services

from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance... to demonstrate these qualities. Tax Services Senior - Financial Services Office - Fiduciary/Trust & Estate Tax Administration...

Company: EY
Location: New York City, NY
Posted Date: 22 Dec 2024

Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services

from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance... to demonstrate these qualities. Tax Manager - Financial Services Office - Fiduciary/Trust & Estate Tax Administration Services...

Company: EY
Location: New York City, NY
Posted Date: 22 Dec 2024

Data Scientist, Trust & Safety

day, there is a wealth of opportunity to make a real difference in this role and help people to find love all over the... along with a background in trust & safety. Trust & Safety We are part of the Trust & Safety Engineering group, a cross-functional team...

Company: Bumble
Location: New York City, NY
Posted Date: 22 Dec 2024
Salary: $135000 - 188000 per year

Director Institutional Trust Sales & Service

's Degree and 10 years of experience in Institutional Asset Management Sales or Relationship Management, Wealth Management... Sales or Relationship Management, Wealth Management, or Financial Services sales leadership Preferred Area of Experience...

Posted Date: 26 Feb 2025

SVP Citi Global Wealth Regulatory Engagement Senior Officer – Exam Lead and Ongoing Supervision – Hybrid

in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology... banking or wealth management industry. Previous experience of interacting and working with Executive Leaders. The role...

Company: Citigroup
Location: New York City, NY
Posted Date: 05 Mar 2025

Citi Wealth / Private Bank - HNW Banker - C15/Dir

relationships with the firm. Help clients achieve broad financial/investment goals related to the creation and management of wealth...’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial...

Company: Citigroup
Location: New York City, NY
Posted Date: 28 Feb 2025

Compliance - Private Wealth Solutions, AVP

people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment... and growing needs of Blackstone’s Private Wealth Solutions (PWS) compliance program. The role will focus on assisting...

Company: Blackstone
Location: New York City, NY
Posted Date: 28 Feb 2025
Salary: $135000 - 200000 per year