- JPMorgan Chase (New York, NY)
- …product lifecycle, including market research, product design, development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership ... financial institution globally and offering outstanding career opportunities. **About US Private Bank (USPB):** With over 160 years of experience, JP Morgan… more
- Citigroup (New York, NY)
- …management team for all Finance disciplines including FP&A, Controllers, Treasury, and Tax + Partner effectively across internal and external stakeholders ... The Private Bank LFO is accountable for leading the...execution of CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives,… more
- Manulife (New York, NY)
- …is conducted on all prospective investors subject to acceptance by the general partner or manager, across all Private Markets products, including open-end and ... The Director, Private Markets AML/KYC is responsible for maintaining and...MFC's AML/KYC outsourcing arrangement with third party providers + Partner with internal stakeholders (Investor Relations & Client… more
- Manulife (New York, NY)
- …is conducted on all prospective investors subject to acceptance by the general partner or manager, across all Private Markets products, including open-end and ... The Director, Private Markets AML/KYC is responsible for maintaining and...MFC's AML/KYC outsourcing arrangement with third party providers + Partner with internal stakeholders (Investor Relations & Client… more
- Mizuho Corporate Bank (New York, NY)
- …and accurate manner Major Responsibilities: + Assist with implementation of a client centric approach that focuses on delivering optimal onboarding experience for ... The Client by ensuring all onboarding requirements are met in...to fulfill onboarding requests with all pertinent, available KYC, Tax , Regulatory, Legal, and Credit information + Evaluate onboarding… more
- Neuberger Berman (New York, NY)
- The Alternatives Finance Group serves as an intermediary between private equity portfolio managers and external partners, including fund administrators, auditors, ... and tax professionals. The Assistant Controller is responsible for overseeing...overseeing all aspects of fund reporting operations for multiple private equity funds across the Neuberger Berman platform, as… more
- JPMorgan Chase (New York, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service. * Ability to partner with client 's other advisors ... in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a...external professional advisor community. * Develop, retain and deepen client relationships. **New Business** * Partner with… more
- JPMorgan Chase (Rochester, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service. + Ability to partner with client 's other advisors ... corporate trustee of a trust, whether created by a client during their lifetime or upon their death through...Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families… more
- Robert Half Finance & Accounting (New York, NY)
- Description Our client , a well-established and highly successful Private Equity firm, is currently seeking a Senior Corporate Controller to lead the accounting ... processes, internal controls, and reporting structures. You'll be a key business partner to firm leadership and an anchor of accountability, precision, and insight… more
- HUB International (New York, NY)
- …long-term goals. - Maintain accurate CRM records and manage onboarding workflows. - Partner with tax , legal, and compliance teams to ensure regulatory adherence. ... (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored...with a focus on tailored financial services for unique client segments, including the music and entertainment industry. **Mission… more