Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...
Director Senior Counsel Job Responsibilities: - Draft, negotiate, and advise on a wide range of commercial and corporate transactions. - Lead legal aspects of strategic transactions and alliances. - Advise internal clients on contract interpretation, risk allocation, and dispute avoidance/resolution. - Manage legal due diligence,...
Title: Senior Claims Compliance Analyst Job Responsibilities: - Manage and maintain a comprehensive 50-state claims database. - Monitor legislation, Department of Insurance (DOI) bulletins, court reporters/decisions, and statutory changes, and manage any backlog while implementing targeted compliance training. - Develop and own controls related...
Summer Analyst Program at Asset Management Firm in New... York City Area Experience: Internship for students pursuing a bachelor's/graduate degree Salary: $110,000 per year Location: New York, New York, United States About the Program: - 9-10 week summer internship - Full immersion in day-to-day activities - Attend...
Title: Summer Analyst - Asset Management, Real Estate Experience:... York, United States Department: Asset & Wealth Management ... A leading global investment management firm - Manages assets... worth over $2 trillion for institutional and individual clients - Offers both traditional...
title: Summer Analyst - Asset Management, Quantitative Investing (Wealth... Investment Solutions) H1 and H2 friendly headings: H1: Summer Analyst Program at Goldman Sachs: Asset Management, Quantitative Investing (Wealth... Investment Solutions) H2: About the Program H2: Submitting Your Application H2: About...
SEO friendly job title: Asset Management Summer Analyst at... Experience at a Leading Asset Management Firm H2:... Program About the Asset Management Summer Analyst Program... at [Company Name], you will have the opportunity to gain valuable experience in...
Summer Analyst Program at Asset Management Firm in New... York City H2: Join Our Team as a Summer Analyst at a Leading Investment Firm Job Title: Summer Analyst at Asset Management Firm in New... York City Experience: Bachelor's/Graduate Degree...
Asset Management - Infrastructure Fund... President to join our Asset Management team in New... in the areas of investment vehicle management, capital raising, and regulatory... and governance matters. This role offers a competitive salary range of $140,, per year, bas...
Title: Financial Services-Wealth and Asset Management - Tax Manager-EDGE... and tax projects are timely and accurately completed. - Consult with clients and appropriately escalate complex tax and client relationship matters to senior management and subject-matter professionals. - Manage... communications with client...
Services - Wealth and Asset Management - Tax Manager Job... in the Wealth & Asset Management practice at the... company, the primary responsibilities include managing and coordinating tax compliance and advisory work for clients. The role involves working on key client...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Title: Federal Tax Manager, Asset Management (Remote option for... and partnerships for various Asset Management clients. - Work... as part of a multi-disciplinary team to provide industry knowledge and experience. - Manage teams of tax professionals and assistants working on...
Assistant General Counsel - Asset Management Job Responsibilities: The Executive Director,... Assistant General Counsel - Asset Management at the company... is tasked with providing comprehensive legal coverage and oversight for the company's affiliated . investment adviser. This leadership role requires sound judgment...
Manager, NYFS International Tax, Asset Management New York,... NY; Short Hills, NJ; Stamford, CT 121445 Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy...
Local Income Tax - Asset Management Job Responsibilities: - Assist... multi-state companies with state and local tax issues, including compliance, advising, planning, structuring, and controversies. - Work as part of a multi-disciplinary team providing subject matter and industry knowledge to internal...
Local Income Tax - Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. - Engage with multi-state...
& Local Tax - Asset Management Job Responsibilities: - Engage with... multi-state alternative investment firms, such as hedge funds, fund to funds, private equity, and real estate, to address state and local tax issues. This includes compliance, advising, planning, and managing tax...
Manager, Tax - SALT Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team helping to...
Friendly Job Title: Wealth Management Summer Analyst at Goldman... Heading: Join Our Wealth Management Summer Analyst Program at... Real-World Experience in Wealth Management with Goldman Sachs ... Summer Analysts in Wealth Management About the Program:... - Nine to...
the day-to-day activities of the firm and gain valuable experience in the field of wealth management and quantitative finance. Located... in the vibrant city of New York, this program offers a dynamic and fast-paced environment to learn and grow...
City Area Wealth Management, Private Banking, Lending, and... Deposits Summer Analyst The Summer Analyst Program at Goldman Sachs is a highly sought-after nine to ten week internship for students pursuing a bachelor's or graduate degree. This program...
Overview Our Wealth Management division offers a wide... financial planning and investment management to banking and comprehensive... friendly job title: Wealth Management Summer Analyst at Goldman... Sachs H1: Join our Wealth Management Summer Analyst Program at... Goldman Sac...
responsibilities alongside fellow interns and employees - Opportunity to apply to up to 4 separate business / location combinations - Wealth Management division includes Private Wealth... Management, Goldman Sachs Ayco, and... Private Banking, Lending & Deposits - Focus on e...
Analyst Program in Wealth Management, Alternative Capital Markets New... York, United States Join Our Summer Internship Program - Nine to ten week internship for students pursuing a bachelor's or graduate degree - Immersive experience in day-to-day activities at...
Analyst Program in Wealth Management H2: About the Program... banking, securities and investment management firm, is currently seeking... bachelor's or graduate degree to join their Summer Analyst Program in Wealth Management. This nine to ten... week summer internship provides han...
Title: Sr. Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director, Corporate Counsel is a key member of the Legal Risk Sustainability Compliance (LRSC) Team at the company, specifically supporting the company’s real estate investment funds. The role involves: - Advising...
Title: Senior Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior Director, Corporate Counsel will be part of the Legal Risk Sustainability Compliance (LRSC) Team at the company, serving as the in-house counsel for the company's real estate investment funds....
Data Center Development Contract Management Job Responsibilities: - Lead the end-to-end... contracting process for agreements with Developers, General Contractors (GCs), and Architects. This responsibility includes developing commercial strategies, drafting terms, and negotiating with third parties in collaboration with Engineering to align commercial...
**Members Only** Payroll & Team Management Suite Job Responsibilities: - Guide and... advise Product, Engineering, Customer Experience, Sales, and Marketing teams throughout the product development lifecycle, focusing primarily on payroll and employee-related products. - Provide practical, solution-oriented legal advice to business stakeholders on a...
**Job Title:** Asset & Wealth Management Tax... Manager **Job Responsibilities:** As an Asset & Wealth Management Tax... Manager at the company, you will be entrusted with various responsibilities that are crucial to the success of the department. Your role will...
Job Title: Asset & Wealth Management RICS... - Senior Manager Job Responsibilities: - Manage and lead large-scale projects to achieve successful outcomes. - Innovate and refine processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
Job Title: Asset & Wealth Management RICS... - Manager Job Responsibilities: - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems. - Utilize the company's technical knowledge and industry insights...
for the . Funds Management business. - Oversee the... creation and management of mutual funds and... exchange-traded funds. - Advise on regulatory developments and their implementation. - Provide legal support to the company Funds’ Boards of Trustees. - Collaborate with...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
Job Title Asset & Wealth Management -... Tax Senior Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in...
Job Title Wealth Management Tax Services Manager Job... Responsibilities As a Wealth Management Tax Services Manager, you... will be part of a team that leads the way as technology-enabled tax advisors, providing benefits through digitization, automation, and increased efficiencies. Your...
VP, Compliance Officer, Investment Management Job Responsibilities: The VP, Compliance... Officer for Investment Management is responsible for the... strategic design and oversight of the compliance program for an SEC-registered investment advisor. Key duties include providing independent and authoritative advice and guidance...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Job Title: Asset & Wealth Management Regulated... Investment Company (RIC) - Manager Job Responsibilities: The role of Asset & Wealth Management Regulated... Investment Company (RIC) - Manager involves a range of responsibilities aimed at providing tax services and leading teams to deliver...
Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to deliver top-quality outcomes. - Utilize the company's technical knowledge...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: - Define the strategic direction for the Default team within the Tax Services department. - Lead initiatives in business development and client relations to drive business growth and shape client engagements. - Oversee multiple...
Job Title Asset & Wealth Management Regulated... Investment Company (RIC) - Senior Manager Job Responsibilities - Manage and lead large-scale projects to achieve successful outcomes. - Innovate and refine processes to enhance efficiency and effectiveness. - Maintain exceptional standards of...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Job Title: Asset & Wealth Management -... Vice President Marketing Supervisory Manager Job Responsibilities: - Collaborate with Compliance and Legal teams to ensure adherence to SEC, FINRA, and company regulations and guidelines. - Attend alternative investments team meetings to foster relationships and track...
a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. - Advise on new product development and regulatory risk management decisions. - Keep informed... on legislation a...
contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. - Advise on new product development and regulatory risk management decisions. - Keep...
Title: Senior Legal Counsel Job Responsibilities: - Analyze new and existing products and services to identify risks and ensure compliance with applicable regulations, particularly focusing on the Investment Advisers Act. - Identify and mitigate risk implications while providing legal advice in connection with...
Responsibilities: - Advise senior management and other stakeholders on... the Bank’s full-service wealth management business, which includes RIA,... Broker Dealer, and Trust (including Delaware trust) offerings and services. - Develop and support the implementation of legal assessments, interpretations, recommendations, and...
Title: Senior Counsel and Director, Strategy & Partnerships Job Responsibilities: - Provide expert legal counsel for structuring and negotiating private investment platforms, including direct responsibility for GP stakes and the establishment of rated feeder fund structures. - Advise on and...