- EY (New York, NY)
- …our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a ... you to develop into a trusted advisor role to client . You will work with specialists in our other...tax returnsExtensive knowledge and experience handling hedge fund and Private equity K-1sResearching tax issues to develop effective tax… more
- EY (New York, NY)
- …our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a ... experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund...compliance. Your key responsibilities As a manager in our Wealth & Asset Management practice, you will be responsible… more
- EY (New York, NY)
- …consulting for some of our most prestigious clients across all backgrounds. The opportunity Private Client Services (PCS) is a growing practice within EY, and ... and their owners and their families. These clients span from family owned businesses to private equity owned companies. One thing they all have in common is they are… more
- EY (New York, NY)
- …our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a ... decision at the right price. As a Transaction Diligence Senior - Financial Services Office, you'll be involved in...many of the world's largest financial services organizations and private equity funds on some of the most complex… more
- EY (New York, NY)
- …our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a ... the front office and financial advisor experience in the Wealth business and advise Asset Managers as they explore... Management * Mutual Funds * Investment Advisors * Private Banking * Hedge Funds * Prime BrokerageSkills and… more
- EY (New York, NY)
- …knowledge base in one area, or diversifying to audit in other markets such as wealth and asset management, banking, private equity and capital markets. Your key ... our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a… more
- EY (New York, NY)
- …comprises four competencies: Strategy Realized; Transaction Strategy and Execution; Private Equity and Turnaround and Restructuring Strategy. EY-Parthenon - ... in operations who are serial transaction advisers, which enables us to bring a wealth of deep sector and functional knowledge to our clients. As a team, we… more
- EY (New York, NY)
- …The EY-Parthenon sub-service line comprises four competencies: Strategy Realized; Private Equity; Transaction Strategy and Execution; and Turnaround and ... serial transaction advisers, which enables us to bring a wealth of deep sector and functional knowledge to our...execute and manage projects across all sectors, supporting our client service team in developing and executing strategies for… more
- EY (Hoboken, NJ)
- …working world for all.Consultant, Business Consulting - Transformation Architecture - Wealth & Asset Management ( Senior )(Multiple Positions), Ernst & Young ... the client 's business. Developing subject matter expertise across the wealth management sector. Conduct primary and secondary research to support the development… more
- AcctPositions (Melville, NY)
- Fully on-site, Melville. Our client is seeking a Technical Senior Accountant / SEC Reporting Accountant. Great opportunity to join a strong Accounting and ... of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in government and private entities. To learn more… more
- Citigroup (New York, NY)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth ...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Deloitte (Stamford, CT)
- …Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more
- Deloitte (Stamford, CT)
- …Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... 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… more
- Charles Schwab (New York, NY)
- …of seasoned wealth and trust specialists, top-priority response times, and a dedicated Senior Banker. The Schwab Private Wealth Services team is seeking ... **We are driven** by our purpose to champion every client 's goals with passion and integrity. **We respect** and...themselves, and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary… more
- JPMorgan Chase (New York, NY)
- …clients while building your own expertise. As a Summer Analyst in the Asset and Wealth Management Global Private Bank Solutions team, you will be joining a team ... need to succeed - from training and mentorship from senior leaders to projects that engage all your skills....an investment solutions team or with a team of client advisors, bankers, global investment specialists, wealth … more
- JPMorgan Chase (New York, NY)
- …clients while building your own expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be joining a team ... need to succeed - from training and mentorship from senior leaders to projects that engage all your skills....committed to building client relationships and making meaningful contributions to our business… more
- M&T Bank (New York, NY)
- …business owners, and/or families. Serves as mentor for a small group of Private Client Advisors and exercises general guidance in the relationship planning ... all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)… more
- Citigroup (New York, NY)
- …preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Client Senior Management **Time Type:** Full time **Primary ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms… more
- Citigroup (New York, NY)
- …(CPB), operates in the affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace ... The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an...Lending businesses, looking across the Private Bank, Wealth at Work, and Citigold/CPC client segments.… more
