• Deputy Chief Compliance and Risk Officer,…

    HUB International (New York, NY)
    …growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in… more
    HUB International (08/21/25)
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  • Lead Finance Officer - Citi Private Bank

    Citigroup (New York, NY)
    …help achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for ... The Private Bank LFO is accountable for leading the...CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives, including a… more
    Citigroup (08/01/25)
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  • Tax Sr. Manager - Private Wealth

    Deloitte (New York, NY)
    …Recruiting for this role ends on June 1, 2026 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
    Deloitte (09/30/25)
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  • Global Private Bank Investment Solutions…

    JPMorgan Chase (New York, NY)
    …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business...own expertise. As an Solutions Analyst Trainee in Global Private Bank, you will work with investment professionals who… more
    JPMorgan Chase (09/30/25)
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  • JP Morgan Wealth Management - Private

    JPMorgan Chase (Fayetteville, NY)
    …offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep… more
    JPMorgan Chase (09/18/25)
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  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (New York, NY)
    …allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client more
    JPMorgan Chase (09/13/25)
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  • Senior Vice President, Management…

    WSP USA (New York, NY)
    …Opportunity WSP is currently initiating a search for an **Advisory & Planning (A&P) Strategic Advisor ** . Be involved in projects with our A&P Business Line and be a ... part of a growing organization that meets our client 's objectives and solves their challenges. Our **A&P Strategic Advisors** are responsible for driving top line… more
    WSP USA (09/13/25)
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  • Senior Managing Director, Transaction…

    Ankura (NY)
    Senior Managing Directors to cross-sell services and expand client relationships. . Oversee multiple engagements simultaneously, ensuring high-quality ... diligence, mergers and acquisitions, and strategic advisory. Our team supports private equity firms, corporations, and other stakeholders through the entire… more
    Ankura (09/09/25)
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  • M&A IT Diligence Senior Consultant

    Deloitte (New York, NY)
    …As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... Mergers and Acquisitions IT Diligence Senior Consultant Our Deloitte Strategy & Transactions team...for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's… more
    Deloitte (09/04/25)
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  • Tax Senior - Insurance Tax

    Deloitte (New York, NY)
    Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and ... Insurance practice. What you'll do As an Insurance Tax Senior Consultant within the Business Tax Services group, you...of tax services that are relevant for public and private companies, ranging from project management support, analytical support,… more
    Deloitte (08/18/25)
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