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...
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: - 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...
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...
& 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...
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...
- Restructuring & Special Situations Group Apply PJT Logo Associate - Restructuring & Special Situations Group Apply PJT Logo locations New York time type Full time posted on Posted 30+ Days Ago job...
or all of the following: asset managers, hedge funds, private... equity, real-estate clients, banks and broker-dealers. As an Associate Director of Compliance, you will: - Lead or Support an entire sales cycle; pitches, proposals, follow-ons... and general co...
also be offered based on individual performance and business results. Job Title: Private Banker Experience Information: - Six plus years of work experience in Private Banking or Financial Services - Proven sales success and strong bu......
Client Advisor II Apply locations New York time type Full time posted on Posted 30+ Days Ago job requisition id 23020528 Job Description: At Bank of America, we are guided...
Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
TITLE Legal, Structured Finance Attorney, Vice President JOB RESPONSIBILITIES - Provide legal counsel and advice supporting the firm's Structured Finance and Mortgage businesses. - Advise business teams on structured finance transactions, including commercial mortgage and mezzanine loan transactions, commercial mortgage...
Title: Corporate Tax Manager - Methods, Credits & Incentives R&D Job Responsibilities: As a Corporate Tax Manager in the Methods, Credits & Incentives (MCI) Research & Development Tax Credit practice, your primary responsibilities include navigating the complexities of R&D tax credits and...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Job Responsibilities: As a senior in the Wealth & Asset Management practice at the... company, the primary responsibilities include clients, particularly in the asset management industry. This role......
client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset...
Title: Parametric Derivatives Attorney, Vice President Job Responsibilities: The Parametric Derivatives Attorney, Vice President, is responsible for advising on derivatives-related trading agreements and regulatory obligations within the Investment Management Legal team. The role entails: - Collaborating with business partners to...
to support the company's Fixed Income and Equities (FIEQ) institutional sales and trading businesses. Key... responsibilities include: - Providing legal advice and assistance to business, Credit, Risk, and Compliance partners on legal, regulatory, and reputational issues arising from FIEQ b...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: Managing Director - Private Banker Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...
regulations in the fintech and consumer credit space. - Act as a strategic partner to the business team in drafting, reviewing, and negotiating commercial agreements related to the acquisition and servicing of various asset classes. - Build, analyze, and... structure complex partne...
needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, inv...
Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is tasked with acquiring new clients, deepening existing client relationships, and building a network to achieve business development goals. Key responsibilities include: - Leading the Client Management Process to identify new...
Title . Private Bank - Executive Director - Private Banker Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: US Private Bank - Private Banker - 2026 ReEntry Program Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
in the Wealth & Asset Management practice, the key... responsibilities include: - Handling tax compliance and advisory work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively with Managers through Partners on significant client issues...
trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards retaining client goodwill. - Actively participate in business development through sales calls, client presentations, marketing......
Title: Senior Managing Counsel, Financial Institutions Job Responsibilities: The Senior Managing Counsel, Financial Institutions at the company will be tasked with a broad range of responsibilities within the US region, which is the largest region at the company. The key...
largest region at the company. The responsibilities include: - Acting as a day-to-day advisor for sales clients by partnering with... business and legal specialists to deliver on strategy, including expanding acceptance and securing share with digital partners, fintechs, program manag...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, in...
providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and through new client acquisition. - Advise clients on their overall balance sheet, including asset allocat...
Title . Private Bank - Private Banker - Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: Corporate Tax Manager - Methods, Credits & Incentives R&D Job Responsibilities: As a Tax Manager in the Methods, Credits & Incentives (MCI), Research & Development Tax Credit practice, the primary responsibilities involve navigating the complexities of R&D tax credits and offering...
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 to provide relevant subject matter and industry knowledge and experience...
Local Income Tax - Asset Management Job Responsibilities: The Senior... tax issues within the asset management sector. Key duties... include: - Participating in multi-state alternative investment firms, such as hedge funds, funds of funds, private equity, and real estate, dealing with...