Tax Manager, Private Client Group - New York, NY

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, 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 ...

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 ...

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 ...

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 ...

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 · ...

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

Anchin is seeking a Trust and Estates Partner who specializes in providing comprehensive tax, accounting, and consulting advice and services to high-net-worth families with an emphasis on tax planning and compliance for individuals,family investment partnerships,trusts,gifts esta ...

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 ...

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. ...

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. · ...

+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. ...

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. · ...

PineBridge Investments is a private global asset manager focused on active high conviction investing We draw on the collective power of our experts in each discipline market and region of the world through an open culture of collaboration designed to identify the best ideas Our m ...

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 ...

We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P Dow Jones Indices. · You will focus on executing strategies that enhance the adoption of S&P DJI's index-linked products. · ...

Americas Client Group Intern intern will support the client development efforts of PineBridge Investments' Americas Client Group business development team on its Retirement Team. · Possess strong project and time management skills · Proficiency with Microsoft PowerPoint, Excel, a ...

Job summary · The Client Solutions Group is responsible for influencing asset flows and revenue across S&P Dow Jones Indices solutions. You will manage the Mid-Atlantic territory by partnering with distribution teams.Manage territory by partnering with distribution teams. · ...

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. · ...