Lifecycle Services within the Investment Bank. Your primary responsibilities... will include: - Gathering and analyzing Know Your Customer (KYC) information to ensure an efficient and transparent KYC review process for institutional clients. - Supporting Sales & Trading across multiple markets and asset...
Officer - Credit Job Responsibilities: - Act as a subject-matter expert... in the administration, maintenance, and improvement of compliance policies, procedures, and processes of CIG, aligning them with those of company Asset Management and the... wider company Americas organization. - Assess the... impac...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager in Private Client Services is responsible for providing comprehensive tax compliance and consulting services to high net worth clients. This role requires significant expertise in personal income taxation, estate...
Securities Counsel at the company is tasked with a... other agreements, including those involving the 1940 Act Distribution. Key responsibilities include: -... Drafting, reviewing, and negotiating contracts related to the company's ETF and mutual fund... distribution business. - Providing legal advice...
Title: BDC (Business Development Company) Compliance Officer Job Responsibilities: - Lead... or assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. Oversee and review the work of project...
Title: Consultant/Wealth Management Compliance Job Responsibilities: The Consultant/Wealth Management Compliance role involves a variety of responsibilities aimed at ensuring compliance with regulatory requirements and promoting effective governance within the financial services sector. Key responsibilities include: - Leading or assisting in mock regulatory examinations...
Title: Wealth Management Advisor II Job Responsibilities: The Wealth Management Advisor II serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals. The primary responsibilities include: - Developing streams of highly credentialed specialists...
and Energy at the company is responsible for providing... transactions involving data center power and energy with data center providers. This role requires close collaboration with company executives to complete agreements... between the company and its providers. The... Managing Co...
Corporate Tax services at Company provides an opportunity to... assist clients in meeting their tax obligations while managing the impact of tax on their business operations. The role involves advising clients on their local and international tax affairs, acting as...
tailored for multi-state alternative investment clients, which include hedge... funds, funds of funds, private equity, and real estate sectors. - Collaborate as part of a multi-disciplinary team, contributing subject matter expertise and industry knowledge relevant to alternative investments. - Review tax calculations...
Title: Tax Senior Job Responsibilities: As a Tax Senior within the Tax Services Business Tax group, your primary responsibilities will include managing client relationships, ensuring timely reporting of milestones and dependencies, monitoring risks and issues for escalation, and executing day-to-day...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in ensuring the success and growth of the business. Key...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those with the greatest complexity. - Collaborate with other planning resources on specific complex subject matters and partner in acquiring new...
Lifecycle Services for the Investment Bank. This role is... primarily front office and client-facing, which involves gathering and analyzing Know Your Customer (KYC) information to ensure an efficient and transparent review experience for institutional clients. The responsibilities include: - Supporting Sales...
- Benefits at the company is tasked with providing... strategic support concerning the company's . employee benefit plans... and programs. The role involves ensuring compliance with applicable laws and regulations, supporting the development and implementation of benefits policies, and partnering...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: - Advise Benefits and other internal teams on the design, administration, and compliance of the company’s . employee benefit plans, including 401(k) plan, health & welfare plans, fringe benefit programs, nonqualified deferred compensation plan,...