Head of Americas Wealth IR Servicing - New York

This is a Private Wealth Services Tax Senior Manager position where you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth clients. ...

Lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth clients. · ...

Wealth Client Service Associate. Work with a nationally ranked CPA and advisory firm that is passionate for what's next. · Join Aprio's Wealth Operations team and you will help clients maximize their opportunities.Your role, as a Client Service Associate, is to enhance the client ...

+ Lead Americas wealth servicing organization+ Shape and evolve regional wealth servicing model+ Partner on structuring launch ongoing support evergreen semi-liquid alternative investment vehicles+ Serve senior point contact private wealth platform partners overseeing onboarding ...

We are searching for an · HEAD OF AMERICAS WEALTH INVESTOR SERVICING · for a FULL TIME assignment with one of our premier Financial clients in New York NY. · This role sits within Client Operations and owns the end-to-end servicing experience for private wealth clients platforms ...

We are an Equal Opportunity Employer committed to providing career opportunities to firm members of all races genders sexual orientations and beliefs. · ...

We seek to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, and have sound judgment and demonstrated excellence in prior endeavors. · Bachelor's Degree · 2+ years of financial industry experience · ...

We seek to hire individuals who work well in a team-driven working group, · Field operational inquiries from financial advisors & internal sales teams on Blackstone investment offerings. · Liaise with Blackstone business units, transfer agents, and other third-party service provi ...

The Sales Service Associate role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization.Partner with Market Team to maintain high level of service for clients and optimize Market Team's effectiveness. · ...

Description · As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. Ideal candidat ...

The Sales Service Associate role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. · ...

The Sales Service Associate (SSA) role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. · Partner with Market Team: Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support s ...

The Client Service Associate (CSA) role is an essential part of Marathon's Private Wealth & Intermediary Platform team and tasked with preserving the operational efficiency of our organization. · ...

+Job summary · As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. · Coordinatio ...

The Sales Service Associate role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. · Partner with Market Team: Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support sales i ...

KKR is seeking an experienced director to join its expanding Americas Global Wealth Solutions (GWS) business. · ...

We're seeking a future team member for the role of Vice President, Auditor to join our Markets and Wealth Services Audit team.This role is located in Jersey City, New Jersey, Lake Mary, Florida or New York. · ...

+ Job summary · We're seeking a future team member for the role of Senior Vice President – Wealth Services, Alternatives & Private Markets Solutions Product Manager to join our Alternatives and Private Markets Solutions Group within the Wealth Services Platform team. · + Qualifi ...

We're seeking a future team member for the role of Senior Vice President – Wealth Services, Alternatives & Private Markets Solutions Product Manager to join our Alternatives and Private Markets Solutions Group within the Wealth Services Platform team. · ...

We're seeking a future team member for the role of Senior Vice President – Wealth Services, Alternatives & Private Markets Solutions Product Manager to join our Alternatives and Private Markets Solutions Group within the Wealth Services Platform team. · ...