Title: Tax Senior Manager - Business Tax Advisory Job Responsibilities: - Identify and implement tax planning opportunities to optimize client outcomes. - Conduct business tax advisory reviews of tax compliance and planning memos to ensure accuracy and compliance with regulations. - Author topical articles...
for the company's . registered funds platform, including open-end... funds, closed-end funds, ETFs, and collective investment trusts. - Review, draft, and... negotiate various fund-related agreements such as intermediary and fund participation agreements, Act as a trusted advisor to internal stakeholders including......
Private 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...
Director, Product Management - Advisor Match Job Responsibilities: The role of... Director, Product Management - Advisor Match involves overall leadership... for high-net-worth investors. The program aims to match these investors with leading investment advisory solutions, including third-party... independent registered advisory (RIA) fir...
of artificial intelligence (AI) technologies across the company's broker-dealer and investment advisory operations. Key responsibilities... include: - Advising on legal and regulatory issues related to the use of AI in broker-dealer functions, such as trade surveillance, client onboarding, and compl...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The Chief Privacy Officer (CPO) and Senior Vice President, Associate General Counsel at the company is a pivotal leadership role within the legal department, tasked with managing a team of privacy attorneys...