- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering. This role is responsible for driving ... licenses are required, and additional certifications such as CFA, CFP , or CMT are advantageous. **Key Responsibilities:** + Lead...and Series 63/66 licenses required. + Additional certifications (CFA, CFP , CMT) are a plus. + Advanced skills in… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Wealth-Relationship- Manager \_25035783-2) **Job Description:** Merrill Wealth Management is a leading… more
- KeyBank (Albany, NY)
- …through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the ... business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in… more
- Deloitte (Williamsville, NY)
- …for this role ends on June 1, 2026 Work you'll do: As a Manager within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate… more
- Deloitte (New York, NY)
- Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases like "accounting for income taxes," "tax ... (Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance group, you...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in… more
- Deloitte (New York, NY)
- …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (Jericho, NY)
- …fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide tax compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (New York, NY)
- …a career in Deloitte's Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 5+ years total corporate tax experience + A bachelor's degree in… more
- Deloitte (New York, NY)
- …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more