• Tax Manager - Mutual Funds

    Deloitte (Jericho, NY)
    …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
    Deloitte (10/25/25)
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  • Consulting Services - Consultant - AML

    Deloitte (New York, NY)
    …they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service ... Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html Preferred Qualifications + Subject matter expertise in AML/sanctions regulations… more
    Deloitte (10/23/25)
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  • Global Financial Institutions Group, Director

    SMBC (New York, NY)
    …financial solutions to clients within the following industry sectors: Banks and Broker Dealers, Regulated and Alternative Investment Managers and Funds, Insurance ... specialized experience in non-bank loan originator and servicer analytical experience preferred . SMBC's employees participate in a Hybrid workforce model that… more
    SMBC (10/08/25)
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  • Counsel

    Wellington (New York, NY)
    …management or financial services. Experience with legal support of Wealth initiatives preferred (eg, marketing and limited purpose broker -dealer requirements) + ... and commuter program, employee assistance program, life and disability insurance , adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time… more
    Wellington (10/01/25)
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  • Consulting Services - Senior Consultant - AML

    Deloitte (New York, NY)
    …they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service ... Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html Preferred Qualifications + Subject matter expertise in AML/sanctions regulations… more
    Deloitte (09/18/25)
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