- BlackRock (New York, NY)
- …This position is a joint role with two sets of overlapping responsibilities. The After- Tax Wealth Strategist has the key directive of explaining the intersection ... with complex portfolio transition and construction problems involving risk, tax , and customization priorities **After- Tax Wealth... advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key...developing embedded recommendation logic based on investment policy statements, tax considerations, and market views. A core responsibility is… more
- JPMorgan Chase (New York, NY)
- …of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution ... Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to… more
- KeyBank (New York, NY)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... planning issues + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues by...internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members… more
- City of New York (New York, NY)
- …of Policy & Research to join OFE's Policy & Research team and provide day-to-day management of the team. The Assistant Director will lead the division's policy ... New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the...strategic initiatives for OFE, and should have strong project management , relationship management , and written and oral… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , US Corporate Banking Origination, (Consumer, Industrial, Retail)...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and financial communications, executive visibility, internal engagement, and issue management . Operating globally, the team also collaborates with marketing to… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , US Equity Derivatives **Requisition ID:** 233876 **Salary...Derivative book, including sales, structuring, pricing, execution, funding, risk management , legal, compliance, client management /onboarding and all… more
- Touro University (Central Islip, NY)
- Overview The Director of Alumni Relations is responsible for providing strategic leadership for alumni relations, development, and the annual fund that supports the ... that incorporates research, identification and cultivation of new prospects. The Director will coordinate alumni events and webinars to increase alumni engagement.… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , Structured Credit (CLO) Banking **Requisition ID:** 233861... management + Work closely with internal risk management functions, legal counsel, regulatory, credit, tax … more