- Citigroup (Queens, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and ... This role will report to the Head of Wealth Controls and Risk Management . **Key Accountabilities** + Lead a team of Senior Control professionals supporting… more
- WTW (New York, NY)
- …clients. + Develop new relationships with individuals responsible for insurance and risk management decisions. + Obtain referral leads from existing clients. ... propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline … more
- Cherry Bekaert (Albany, NY)
- …(Consumer Compliance)** to join our team providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the ... expertise and approaches in Regulatory Compliance, Internal Audit, Enterprise Risk Management , Technology Risk ...Act (HMDA) + Community Reinvestment Act (CRA) + Real Estate Settlement Procedures Act (RESPA) + Fair Debt Collection… more
- KeyBank (New York, NY)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking,… more
- CoStar Realty Information, Inc. (NY)
- … estate lenders and financial institutions. + **Client Relationship Management :** Build and maintain strong, long-term relationships with CRE lending clients, ... (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index… more
- Citigroup (New York, NY)
- …and business succession for HNW and UHNW clients. + Strong analytical and portfolio management skills, including risk management and compliance expertise. + ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...Series 66 (or 65/63). + In-depth knowledge of wealth management services, with a focus on estate … more
- US Bank (New York, NY)
- …family governance, and trust and fiduciary advisory, with a special focus on Risk Management . The WPIS will have an independent ability to provide solutions ... working with the client's external and internal advisors. The Risk Management focus of the role involves...client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns… more
- Fox Rothschild LLP (New York, NY)
- …of the General Counsel Department, the Conflicts Analyst supports the Firm's critical risk management functions by performing certain duties associated with new ... bankruptcy, labor & employment, tax, real estate , estate planning, estate administration, trust ...Experience with conflicts-of-interest and new business intake or related risk management /loss prevention processes in a law… more
- City of New York (New York, NY)
- …Compliance Programs: Develop, implement, and oversee ethics and compliance programs. 6. Risk Management : Identify, evaluate, and mitigate legal and compliance ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...Counsel include, but are not limited to: 1. Real Estate Transaction Structuring: Assist project finance team in aligning… more
- BlackRock (New York, NY)
- …the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + ... clients with complex portfolio transition and construction problems involving risk , tax, and customization priorities **After-Tax Wealth Strategist Key… more