• Key Private Bank Senior Portfolio…

    KeyBank (Tarrytown, NY)
    …to actualize client aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the Relationship… more
    KeyBank (08/26/25)
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  • Trust Administrator II

    Comerica (New York, NY)
    …and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators ... routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various...all other organization required compliance training. Stays current on fiduciary/ tax /legal changes that effect a client's wealth plan or… more
    Comerica (10/29/25)
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  • Sr BOA

    Edward Jones (Penn Yan, NY)
    …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be… more
    Edward Jones (10/09/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (New York, NY)
    …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
    City National Bank (10/24/25)
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  • Diversified Industries Business Manager…

    JPMorgan Chase (New York, NY)
    The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize ... Business Management team, you will act as a trusted advisor and consultant to senior coverage executives...could impair our ability to do business: eg, legal, tax , regulatory, compliance + Partner with various teams on… more
    JPMorgan Chase (09/13/25)
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  • Client Accounting Manager

    Black Ink Business Services, LLC (Brooklyn, NY)
    …state, and local requirements; advise leadership on necessary actions + Lead annual financial, tax and insurance audits + Support clients through audit and tax ... + Prepare and deliver financial statements to clients and senior management + Track and report financial data, providing...accountants and managers + Serve as a resource and advisor for team members and leadership What You Bring… more
    Black Ink Business Services, LLC (09/16/25)
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  • Associate Broker

    WTW (New York, NY)
    …Risk & Broking** Working under the guidance and direction of Senior Broker, the Associate Broker oversees day-to-day placement and broking responsibilities ... for North American tax liability insurance policies. Duties include assembling submissions, evaluating...reports for distribution to the client and their legal advisor , negotiating with underwriters regarding coverage terms, conditions, and… more
    WTW (10/23/25)
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  • Latin America Investment Banking Coverage Business…

    JPMorgan Chase (New York, NY)
    …Management for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business strategy and ... - Executive Director within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify, escalate, and mitigate business… more
    JPMorgan Chase (10/05/25)
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  • General Counsel

    City of New York (New York, NY)
    …eligibility requirements. TRS members can also enhance their benefits with a Tax -Deferred Annuity (TDA) Program, which offers multiple investment options and tax ... and fiduciary governance. The ideal candidate will be a senior -level or executive with at least 10-15 years of...Key Responsibilities: - Serve as the agency's top legal advisor , shaping legal strategy and ensuring alignment with TRS's… more
    City of New York (10/23/25)
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  • VP - Global Markets Documentation, Capital Markets…

    TD Bank (New York, NY)
    …to join a fast-growing team with high internal visibility at the senior executive level. The VP, Global Markets Documentation is responsible for providing ... and coordinate with internal stakeholders, such as Business, Credit, Tax , Legal, Operations, Funding and Valuations, and Collateral Management,...+ Act as a trusted point of contact and advisor for internal stakeholders on all matters related to… more
    TD Bank (10/10/25)
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