Title: Contract Development Consultant, Annuities Job Responsibilities: The primary responsibility of the Contract Development Consultant in the annuities sector is to ensure that annuity contracts accurately reflect the company's commitments to its customers, align with business and operational capabilities, and comply with...
Title: In-House Senior Counsel – Equity Investments / Private Equity Job Responsibilities: - Act as a trusted business advisor to business partners and senior management by advising on the acquisition and sale of shareholdings and the establishment of joint ventures. - Draft, review,...
Title . Private Bank - Private Banker - Vice President/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 business results and...
National Estate Settlement Services Job Title: Manager National Estate Settlement Services Job Responsibilities: The Manager National Estate Settlement Services is responsible for supervising estate settlement officers and support staff across the country. The role involves overseeing the administration and distribution of estate/trust assets...
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...
structure priorities using an asset liability-based risk management framework. -... Develop and execute stock repurchase plans in consultation with corporate treasury leaders and manage dealers' rotations. - Maintain, renew, and manage the company's revolving credit facility and commercial paper program. - Plan st...
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...
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...
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...
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...
- 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...
Title: Corporate Counsel Job Responsibilities: The Corporate Counsel will provide legal services to support the company's development, ownership, and management of a large and growing portfolio of multifamily affordable housing properties. This role involves assisting and supporting the Chief Legal Officer (CLO)...
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...
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: 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...
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: 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, you will be responsible for navigating the complexities of R&D tax credits and...
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, you will provide insightful, practical tax advice for clients by navigating the...
you will be responsible for implementing and executing R&D tax credit, accounting method, and fixed asset studies for clients. This... role involves collaborating with leadership in Tax Credits and Methods and utilizing specialized tax resources. Your responsibilities include leading, develop...
Accounting Methods practice, the primary responsibilities include implementing and executing R&D tax credit, accounting method, and fixed asset studies for clients. The... role involves: - Collaborating with Tax Credits and Methods leadership and utilizing specialized tax resources. - Leading, developing, and mentor...
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...
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...
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 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...
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, investment...
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 acquire...
client 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 al...
client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset...
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...
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 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...
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: 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......
in the Wealth & Asset Management practice within the... compliance and advisory work for clients in the asset management industry. Key responsibilities... include: - Collaborating with Managers through Partners on critical client issues related to domestic federal, international, and state and...
trust and estate accountings. - Perform complex calculations and reconstruction as needed. - Conduct research on state-specific principal and income acts when necessary. - Manage client relationships and work towards retaining client goodwill. - Participate actively in business development, including sales calls, client presentation...
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...
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...
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...
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...