- 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
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- Raymond James Financial, Inc. (New York, NY)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... of testing in branch exam system and related work papers + Ensure prescribed sample methodologies are used and resulting sample sizes provide an adequate reflection of the activity being tested + Use professional judgement to know when to "ask the next… more
- JPMorgan Chase (New York, NY)
- …learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...you will be joining a team committed to building client relationships and making meaningful contributions to our business… more
- Citigroup (New York, NY)
- Equity Capital Markets (ECM) Sr Analyst is an intermediate level position responsible for assisting clients in raising funds in the equity capital markets, through ... IPO, Follow-on, Convertible, and Private Placement offerings, in coordination with the Investment Banking...of this role is to act as a strategic advisor to our clients by facilitating capital formation in… more
- JPMorgan Chase (New York, NY)
- … client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every ... excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst… more
- KeyBank (Syracuse, NY)
- **Location:** 201 South Warren Street - Syracuse, New York 13202-1600 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of ... assists as part of the Core Business Banking client 's trusted advisor team for solutions in...including but not limited to Retail banking, Business Banking, Private Banking and Treasury + Consults with prospective businesses… more
- Citigroup (New York, NY)
- … will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (New York, NY)
- …+ CIMA, CFA or CFP(R) designation or candidate preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Strategy **Time Type:** ... high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the...As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
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