- EY (New York, NY)
- …Asset Management - Regulatory and/or Compliance * Wealth and/or Asset Management - Data management * Wealth and/or Asset Management ... York, NY. Provide technology consulting services to asset and wealth management firms and services providers. Lead...River, Blackrock, Longview, LineData, Advent or similar o Reference Data Management : Bloomberg, Thomson Reuters or similar… 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 ... organizational structuring, tax minimization planning, on-call advice, and tax compliance . Your key responsibilities As a manager in our.... Your key responsibilities As a manager in our Wealth & Asset Management practice, you will… 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 ... of the Securities and Exchange Commission's Regulation AB 1122 compliance reportingDemonstrated project management , teaming, analytical and problem-solving… 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 ... for yourself, and a better working world for all.Financial Services Risk Management , Structured Finance - Transactions, Senior Manager: This position could be… 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 ... some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing...including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients. You… 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 ... of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended… more
- EY (New York, NY)
- …risk, liquidity risk, and climate risks), digital asset / crypto analytics, wealth and asset management , Financial Crime (FinCrime) / cybersecurity analytics, ... and redefined the financial services industry. The Financial Services Risk Management (FSRM) - Quantitative Advisory Services Trading Book (QTB) practice, offers… 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 ... addition to the day-to-day US federal and state tax compliance , you will be exposed to the tax technical...society and build trust in the capital markets.Enabled by data and technology, diverse EY teams in over 150… 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 ... withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect… more
- EY (Hoboken, NJ)
- …Accountant, Tax, Exceptional Delivery and Growth Engine (Financial Services Office - Wealth and Asset Management ) (Manager) (Multiple Positions), Ernst & Young ... laws and tax methods of accounting, as well as tax calculations for compliance . Responsible for identifying complex tax issues and providing recommended solutions by… more
- US Bank (New York, NY)
- …Manager - Wealth , Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/Senior Audit ... partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker...The Senior Audit Manager also has strong knowledge of Compliance Management Systems. Global Corporate Compliance… more
- Morgan Stanley (New York, NY)
- *POSITION SUMMARY* The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, ... quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member...Wealth Advisors * Prepares performance reports and other data for clients that may involve evaluating account performance,… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and ... provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to...staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized… more
- JPMorgan Chase (New York, NY)
- The Product Manager on the JP Morgan Wealth Management Servicing team will focus on development of platform experience, digital servicing communications, ... personalized data driven insights, and client engagement capabilities for JPMorgan Chase Wealth Management clients. You will develop and refine the… more
- HUB International (New York, NY)
- …Problem Solver **Preferred Qualifications** + Financial Service Knowledge, specifically 401(k) & Wealth Management + Understand compliance and regulatory ... property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means… more
- US Bank (New York, NY)
- …activities by integrating other internal audit subject matter teams (Anti-Money Laundering, Compliance , Risk Management , Data , Operations, etc.) to ensure ... to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This...for areas of higher risk. + Drive automation and data analytics opportunities within their portfolio both as part… more
- Tradeweb (New York, NY)
- …matter expert for the data governance platform. + Collaborate with risk management , cyber security, and compliance teams to establish and maintain data ... collaborating with risk management , cyber security, and compliance teams to establish and enforce data ...fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately… more
- S&P Global (New York, NY)
- …and validation of insider lists in relation to regulatory requests + Draft Compliance management information reports for various business and senior ... Lists when required. You will be involved in analyzing data generated by Control Room's monitoring activities and derive...team's and compliance department's effort. Exposure to compliance risk and controls management and regulatory… more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... reviews and regulatory exams in client related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. + Foster… more
- S&P Global (New York, NY)
- …the Board of Directors on the operation and progress of Global Financial Crimes Compliance risk management efforts. + Maintain a current awareness of the ... reports to global sanctions authorities and specific license applications. + Support management of Global Financial Crimes Compliance governance bodies and… more
