- Citizens (Edison, NJ)
- …coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly ... term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client … more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of contact… more
- World Insurance Associates, LLC. (Iselin, NJ)
- *Candidates with experience with High Net Worth clients / Private Client encouraged to apply. Summary World Insurance Associates is a unique insurance ... + This position supports the Account Executive with responsibilities related to client management and retention + This position is located in our headquarters… more
- Neuberger Berman (New York, NY)
- …the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $110 billion of client commitments, and approximately $20 ... players in the private markets custom fund business in Japan and globally. The Private Markets Client Reporting Vice President is a member of NB Private … more
- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... service to achieve greater share of wallet. The Private Client Service Associate will support other...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- M&T Bank (New York, NY)
- …members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing daily cash ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- Morgan Stanley (New York, NY)
- …and Mumbai. _Description_ Morgan Stanley Fund Services is seeking a tax senior manager to service hedge fund, private equity and family office clients. ... its workforce (M/F/Disability/Vet). **Job:** **Fund Services* **Title:** *MSFS- Hedge Fund/ Private Equity- Senior Tax Manager -VP* **Location:** *New… more
- Neuberger Berman (New York, NY)
- **Summary** The Marketing Manager operates within the NB Private Wealth ("NBPW") Marketing team, which provides strategic and tactical marketing solutions to the ... (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
- Morgan Stanley (New York, NY)
- …and Mumbai. _Description_ Morgan Stanley Fund Services is seeking a tax senior manager to service hedge fund, private equity and family office clients. ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Fund Services* **Title:** *MSFS- Hedge Fund/ Private Equity Tax Manager * **Location:** *New York-New… more
- Deloitte (Morristown, NJ)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- M&T Bank (New York, NY)
- …attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who ... experience by: + Responsible for acting as single point of contact for key client relationships + Collaborate with operations and analytics teams to meet client … more
- KPMG (Short Hills, NJ)
- **Business Title:** Manager or Senior Manager , Global Executive & Private Clients - Korean **Requisition Number:** 111517 - 61 **Function:** Tax Services ... is currently seeking a Manager or Senior Manager , Global Executive & Private Clients -...for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by… more
- Deloitte (Morristown, NJ)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Citigroup (New York, NY)
- …and consistently manage credit risk activities performed across its Institutional Client Group organization. ICM's Counterparty Credit Risk's objective is to provide ... & Trade Services (TTS), Markets, and Securities Services (MSS). The Credit Risk Manager will be part of the global CCR underwriting function, spanning various… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... **Summary** : Neuberger Berman is looking for a Project Manager for the NB Alternatives platform. This role represents...39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) across a… more
- Citizens (New York, NY)
- Description As the First Line Risk Senior Manager , you will represent the First Line of Defense and identify and mitigate potential risks through the identification, ... management, and mitigation of the risk and controls environment supporting the Private Banking Business. You will serve as a liaison, interfacing with business… more
- Deloitte (Morristown, NJ)
- …process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll do As a Senior Tax Manager , ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... **Summary:** NB Alternatives - Private Equity is a rapidly growing group within...preparation of LP specific reporting and responses to prospective client RFP + Work with investor relations answer LP… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... investment management firm with $418 billion in assets under management. The NB Private Markets business, which manages approximately $100 billion of client … more
- JPMorgan Chase (New York, NY)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) ... is a primary benefit of being a JP Morgan Private Client , marking the initial engagement of...& practice partners without daily contact with one's direct manager + Ability to comfortably use numbers to provide… more