Tax Partner Private Client Group - New York

We are hiring a Financial Consultant for our Private Client Group (PCG). The PCG team is focused on supporting high net worth individuals and corporate executives interested in investment opportunities offered on Willow Wealth. · ...

The Group Director, Client Operations is responsible for the orchestration of the day-to-day operational aspects of the account, including network coordination, project plan development & tracking. · ...

The Cabrio Client Manager is the high touch client expert who is responsible for overseeing and managing non-profit clients. · The manager will build strong trusted relationships and effectively manage their portfolio of clients.Client Relationship Management and Strategy Develop ...

The Cabrio Client Manager is the high touch client expert who is responsible for overseeing, managing and providing white glove service to a roster of non-profit clients. From development and event strategy to marketing direction and feedback, they act as the representative of th ...

Anchin's Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. · The Tax Manager will include oversight, management, and detailed review of complex income tax filing ...

The Associate will be a part of the private equity fundraise management team within Brookfield's Global Client Group. · Post graduate degree in finance, business management or another relevant discipline · ...

We're bringing together the people, ideas and capital that nurture progress and growth helping to create a better world for our customers our people our investors our communities and the planet we all share. · ...

Institutional Client Group Analyst will be a key member of the team that manages our relationships with North American Institutional Investors and Financial Institutions. · You will be responsible for supporting business origination and retention, and for helping manage all credi ...

+Anchin's Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. · ...

Anchin seeks a Trust and Estates Partner specializing in tax planning and compliance for high-net-worth families. · ...

This role plays a pivotal part in executing strategies that enhance the adoption of S&P DJI's index-linked products. · The Director will report directly to the Head of Client Solutions Group, Americas. · ...

We are looking for a Client Onboarding – Investment Advisors/Funds Group. · We support the team manager in all client onboarding activities for Investment Advisors and Funds. · Prepare KYC documentation. · Perform client due diligence. · Conduct OFAC and negative news screenings. ...

The Director of Client Solutions Group Mid-Atlantic Region will play a pivotal role in executing strategies that enhance the adoption of S&P DJI's index-linked products. · Work autonomously and collaboratively to drive index-based solutions adoption across various financial servi ...

+Build HSBC's Insurance coverage franchise and reputation in North America. Deliver innovative solutions to clients' needs across all product lines. Develop Trusted Advisor relationships for event-driven transactions. ...

Institutional Client Group (ICG) facilitates primary origination, distribution, and secondary market-making of Fixed Income & Currencies (FIC) product suite and financing to institutional clients. · A diverse and inclusive environment that embraces change, innovation, and collabo ...

The Vice President, · Institutional Client Group will have relevant experience and skills to meaningfully contribute to the develop and expansion of long-term commercial relationships with clients in the North America Insurance sector and their global activities.,The candidate wi ...

We're a team of passionate individuals ready to tackle challenges, · learn from one another, · and drive results.We believe in empowering our team members, · providing them with the tools they need to succeed, · and trusting them to lead the way. · ...

Amsive busca a un Group Account Director para liderar y crecer nuestro vertical financiero. · The Group Account Director will lead and grow our Financial Services vertical as a senior agency leader who understands regulated categories, · thrives in a performance-driven environmen ...

The Director of Client Solutions Group Mid-Atlantic Region will play a pivotal role in executing strategies that enhance the adoption of S&P DJI's index-linked products. · ...

We currently have an exciting career opportunity for a Tax Manager - Private Client Services to join the team in our New York office. · CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. ...