- EisnerAmper (Melville, NY)
- Join to apply for the Tax Senior Manager - Private Client Services (PCS) role at EisnerAmper 1 week ago Be among the first 25 applicants Join to apply for ... the Tax Senior Manager - Private Client ...the Tax Senior Manager - Private Client Services (PCS) role at EisnerAmper...Branch Queens, NY $88,400.00-$132,600.00 2 weeks ago JP Morgan Wealth Management - Private Client … more
- EisnerAmper (Melville, NY)
- Join to apply for the Tax Senior Manager, Trust & Estate - Private Client Services (PCS) role at EisnerAmper Continue with Google Continue with Google 2 ... Tax Senior Manager, Trust & Estate - Private Client Services (PCS) role at EisnerAmper...expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take… more
- EisnerAmper LLP (Melville, NY)
- Tax Senior Manager, Trust & Estate - Private Client Services (PCS) page is loaded **Tax Senior Manager, Trust & Estate - Private Client Services ... (PCS) Tax Senior Manager, Trust & Estate - Private Client Services (PCS)**locationsNew YorkIselinMelville time typeFull time posted onPosted Yesterday job… more
- Citigroup Inc. (New York, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned...* Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning… more
- anthropic (New York, NY)
- …of building and leading high-performing sales teams selling into asset managers, wealth managers, private banks, and family offices, with demonstrated success ... procurement frameworks, and key pain points across hedge funds, asset managers, wealth managers, and private banks Demonstrated ability to navigate complex,… more
- Citigroup (New York, NY)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth ...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Neuberger Berman (New York, NY)
- …control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger ... a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor… more
- TD Bank (New York, NY)
- …securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management ... colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct… more
- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth...the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on ... Additional responsibilities include providing support to private wealth teams, driving the evolution of client ...improvements to enhance efficiency and effectiveness + Engage with private wealth teams to assess client… more
- Raymond James Financial, Inc. (New York, NY)
- …Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, ... current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with...of risks and regulations in all aspects of the Private Client and Asset Management . Risk… more
