- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee...of the trust, including distributions and coordination with investments, tax and operations. + Interpret and apply the terms… more
- JPMorgan Chase (New York, NY)
- …including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning . Our business model focuses on deep ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...$2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and… more
- JPMorgan Chase (New York, NY)
- …that knowledge to post-mortem planning exercises and account administration. * Work with Tax Officers and trust counsel to resolve tax issues. * Knowledge of ... in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a...It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer… more
- JPMorgan Chase (Rochester, NY)
- …knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve tax issues + Knowledge of ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- S&P Global (New York, NY)
- …Impact:** The Sales Associate Director will be a member of the high growth Tax Solutions team, which is responsible for delivering and maintaining tax ... to drive new business for a range of operational tax regulations, particularly around US Tax Information...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Bank of America (New York, NY)
- …the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/International-Client-Relationship-Manager\_25033861) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Comerica (New York, NY)
- … reporting activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which ... providing by insight as to specific trust documents and overall estate planning . This position's direct involvement in business development is expected to contribute… more
- Citigroup (New York, NY)
- …and Middle East. + Lead short and long term budgeting, forecasting and planning processes through partnership with functional partners such as FP&A. Key Business ... leader in the planning and execution of CCAR, Recovery and Resolution ...for all Finance disciplines including FP&A, Controllers, Treasury, and Tax + Partner effectively across internal and external stakeholders… more
- S&P Global (New York, NY)
- …business lines. You will be a key decision maker + Provides strategic planning , tactical direction and day to day management alongside governance of global payroll ... and regulatory procedures globally with respect to audit, privacy, tax reporting, and controls. + Leadership of an international...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Tradeweb (New York, NY)
- …- including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the ... enhance data analytics capabilities, enabling better insights and strategic planning for the organization. + Lead and manage a...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more