- Deloitte (New York, NY)
- …May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- CIBC (New York, NY)
- …Associate /** ** Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to ... wires, journal transfers), execution of portfolio trade programs, quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately,… more
- JPMorgan Chase (New York, NY)
- …team structure with a platform of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead ... 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)
- … Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- CUNY (New York, NY)
- Research Associate (Postdoctoral Scholar) in Wealth Inequality - Stone Center on Socio-Economic Inequality **GENERAL DUTIES** Conducts academic research in ... and sciences and prepares students for careers in universities and the private , nonprofit, and government sectors. The Graduate Center's commitment to research and… more
- JPMorgan Chase (New York, NY)
- …AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and ... ** Wealth Management, Product Development, Vice President** Job Description:...investment management, business channels, trading, legal, compliance, risk, finance, tax , operations and technology teams + Provide subject matter… more
- HUB International (New York, NY)
- …HUB, Trusted Capital Group (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services ... across the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to build long-term… more
- Citigroup (New York, NY)
- …delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's overall ... The Private Bank LFO is accountable for leading the...CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives, including a… more
- Wells Fargo (New York, NY)
- …is seeking a Senior Lead Securities Sales Specialist to join our Private Client Hedging and Monetization group. The Private Client Hedging and Monetization ... to hedge their exposure or extract liquidity in a tax efficient manner. Though the group sits on the...expect regular interaction with Wells Fargo Advisors and the Private Bank. We help our clients achieve their unique… 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 ... Senior Manager, US Credit and Special Accounts Management...and risk assessment. + Awareness of differences in the tax , legal and accounting rules of the various jurisdictions.… more