- Deloitte (New York, NY)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Citigroup (New York, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- US Bank (New York, NY)
- …to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth ... with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust… more
- Citigroup (Garden City, NY)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- Citigroup (New York, NY)
- …and procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money… more
- Citigroup (Hewlett, NY)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Analyst, MCM - Fixed Income Middle Office **Requisition ID:** 231353 **Salary Range:** 69,400.00 -...benefit programs are designed to help support your unique family , financial, physical, mental, and social health needs. Location(s):… more
- Coinbase (New York, NY)
- …Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office . * Research, propose, and execute ... Wealth platforms in the US and EU, especially Wealth (Multi- family and Single Family ...and ability to describe, investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies. * Strong working knowledge… more
- Citigroup (New York, NY)
- …(Series 9/10 accepted) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :** ... Requires basic commercial awareness, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills… more
- Citizens (Tarrytown, NY)
- …responsibility will include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully Disclosed) business. Primary ... to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on...for leading a team of professionals that run our back- office operations which includes daily processing of our business,… more