- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... sales enablement function will operate as part of our Client & Product Strategy ("CPS") team which serves as...teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure… more
- Deloitte (Rochester, NY)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Deloitte (New York, NY)
- …to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team ... reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:… more
- City National Bank (New York, NY)
- *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk ... families, individuals, and businesses in the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan and invest so… more
- CBRE (Albany, NY)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more
- Citigroup (New York, NY)
- …Science, or related field; advanced degree preferred. **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time Type:** ... Product Owners and Product Lead to build solutions for advisor engagement and scale + Define and communicate a...solutions to seamlessly create and publish content across multiple client channels + Stay informed about industry trends, emerging… more
- Bank of America (New York, NY)
- …+ Provide M&A advice and execution for large corporate clients and private equity firms. + Provide rigorous quantitative financial analysis and qualitative analysis, ... approvals process. + Act as the primary contact and advisor for clients, which includes receiving daily call from...respect to projects managed and coordinating internally to ensure client needs are met. + Attending and overseeing … more
- US Bank (New York, NY)
- …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ ... worth into Private Wealth Management, help with client discovery and work with wealth management specialists to...have an independent ability to provide solutions for the client 's financial status using the most advanced tax, wealth… more
- Deloitte (Jericho, NY)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- AECOM (New York, NY)
- …Sr Director for PMCM Services and will perform the following: Serve as top advisor on projects of large scope and complexity and is recognized as industry leader ... a small number of direct reports. Some responsibilities are below: + Serve as advisor on projects of large scope and complexity and is recognized as industry leader… more