- Deloitte (Stamford, CT)
- …June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform job… more
- Citigroup (New York, NY)
- **Position: PE RE Product Development Analyst** The Citi Wealth Private Equity & Real Estate Product Development Analyst is a member of the Citi Wealth ... of the Alternatives team sources, researches and launches 10-12 private equity and real estate funds per year. The...estate funds per year. The role of Product Development Manager involves working closely with and through multiple teams… more
- Citigroup (New York, NY)
- …Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...across the Citigold, Citi Private Client, International … more
- JPMorgan Chase (New York, NY)
- … wealth planning, philanthropy, credit and banking. As a Marketing Supervisory Manager within Asset & Wealth Management, you will provide informed, meaningful ... and assets under management of $1.4 trillion. JP Morgan Private Bank has been helping the world's wealthiest individuals,...Relations and other stakeholders as needed + Attend local Wealth Management Supervisor Manager and global Supervisory… more
- TD Bank (New York, NY)
- …Senior Wealth Lending Advisor is at the center of the TD Wealth Private Banking model in affiliate channels providing business development, wholesaling, ... Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains...including but not limited to: estate planning, life purchases, tax planning, business investment, real estate purchases, RIA practice… more
- Bank of America (New York, NY)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, ... client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/ tax minimization needs of these clients. **Desired Skills:**… more
- Wellington (New York, NY)
- …Deal Teams, Investor Relations). The Fund Controller will report to the team's Manager of the Private Funds' Fund Control & Operations team. **RESPONSIBILITIES** ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Citigroup (New York, NY)
- …strategies for, but not limited to, Asset Protection, Risk Management, Estate Tax Planning, Wealth Transference, Business Succession and Legacy Planning. + ... and the Region(s) on topics of client interest such as estate tax planning, wealth transference, charitable giving, multigenerational planning and tax… more
- City National Bank (New York, NY)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, real estate… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager with $508 billion in assets under ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more