- CFA Institute (Greenwich, CT)
- A leading financial institution is seeking a Managing Director in Private Banking. This role involves advising clients on wealth management and investment strategies ... while driving client acquisition. The ideal candidate has over 15 years...acumen. Join a collaborative team dedicated to providing outstanding client experiences and leverage extensive resources to achieve … more
- Ernst & Young Oman (Stamford, CT)
- …it to go. Join EY and help to build a better working world. The opportunity Private Tax is a growing practice within EY, and you'll see that growth reflected in your ... families. These clients span from family owned businesses to private equity owned companies. One thing they all have...as high-profile individuals. That will make you a trusted advisor and role model for your clients and for… more
- Ernst & Young Oman (Stamford, CT)
- …firm is seeking an experienced Tax professional to join their growing Private Tax practice. The role involves managing diverse responsibilities, including advising ... capabilities. You will research tax strategies, supervise teams, and build lasting client relationships. This position offers a competitive salary package and hybrid… more
- BDO Capital Advisors, LLC (Stamford, CT)
- …tasks throughout the planning, field work and "wrap-up" stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, ... Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving… more
- Bank of America (Greenwich, CT)
- Private Client Advisor II Greenwich, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Greenwich/ Private - Client - Advisor -II\_25043562-1) **Job Description:** At Bank… more
- JPMorgan Chase (Stamford, CT)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Brewster, NY)
- **Location:** 1505 Rt 22, Brewster New York **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- KeyBank (Hamden, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- US Bank (Greenwich, CT)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Citigroup (Huntington, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- Citigroup (Greenwich, CT)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- JPMorgan Chase (Greenwich, CT)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- World Insurance Associates, LLC. (Hamden, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Deloitte (Stamford, CT)
- …As a product tech diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... enabler for a pending M&A transaction. They deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (Stamford, CT)
- …across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting ... claims, IT, finance and accounting + Coordinating with the client 's tax and finance departments to gather data for...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Deloitte (Stamford, CT)
- …and training. Develop and communicate workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and ... manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor ....strong client relationships, serving as a trusted advisor . + Lead, motivate, and manage teams comprising members… more
- Deloitte (Stamford, CT)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Deloitte (Stamford, CT)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (Stamford, CT)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Citigroup (Huntington, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
