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Keywords: Senior Wealth Client Associate, Location: New York City, NY

Page: 3

Financial Services Tax - Real Estate Senior Associate

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate... to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers...

Company: PwC
Location: New York City, NY
Posted Date: 28 Aug 2024

Investment Associate/Senior Investment Associate

and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning... an effective and acceptable resolution. What do you need to succeed? Must-have 3+ years of Registered Client Associate...

Posted Date: 30 Aug 2024

Senior Associate, Risk Advisory Services

and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services... with senior Risk Advisory Services professionals and/or client as necessary Assists with the management of the engagement...

Company: BDO
Location: New York City, NY
Posted Date: 25 Oct 2024
Salary: $85000 - 100000 per year

Senior Associate, Risk Advisory Services

and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services... with senior Risk Advisory Services professionals and/or client as necessary Assists with the management of the engagement...

Company: BDO
Location: New York City, NY
Posted Date: 25 Oct 2024
Salary: $85000 - 100000 per year

Senior Associate, International Tax Services

Job Description: Job Summary: The Tax Senior, International Tax Services is responsible for utilizing research... Tax Senior, International Tax Services will be charged with researching and summarizing tax technical positions, assessing...

Company: BDO
Location: New York City, NY
Posted Date: 03 Oct 2024
Salary: $73500 - 131250 per year

Senior Associate, International Tax Services

Job Description: Job Summary: The Tax Senior, International Tax Services is responsible for utilizing research... Tax Senior, International Tax Services will be charged with researching and summarizing tax technical positions, assessing...

Company: BDO
Location: New York City, NY
Posted Date: 03 Oct 2024
Salary: $73500 - 131250 per year

Senior Analyst / Associate, Product Specialist, Real Assets Investor Relations

including presentations, investor updates and thought-leadership Prepare and manage existing and prospective client requests... professional relationships with Investor Relations professionals, Fund Heads, Fund Managers, Legal and senior management Support...

Company: Carlyle
Location: New York City, NY
Posted Date: 28 Sep 2024
Salary: $125000 - 150000 per year

Senior Tax Associate- PCS

Complete list of benefits CLA is looking to hire a Tax Senior to join our fast-growing Private Client Tax practice..., for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting...

Posted Date: 19 Sep 2024

Senior Associate, Equity Sales

financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions... an experienced Senior Equity Sales professional. All territories including Canada are being considered for this opportunity...

Posted Date: 24 Aug 2024

Director of Shared Services, Client Accounting

transitions. * Manages client audit inquiries and P-Card one-time payments, while ensuring accuracy. Manages bank reconciliations... management needs of each client. Supports the onboarding of new financial management associates. Provides ongoing support...

Posted Date: 09 Nov 2024
Salary: $150000 - 170000 per year

Product Marketing Associate - Alternative Investments and Funds

Associate will assist in the deployment of multi-channel marketing campaigns for our client's investment solutions... across institutional and global wealth audiences. This individual will work within the Product Marketing vertical and partner with Channel...

Company: RR Donnelley
Location: New York City, NY
Posted Date: 12 Nov 2024
Salary: $73500 - 120800 per year

Voya Financial: Equity Research Associate

us at to learn more about our history and mission, and how you can support our work. Voya Finacial: Equity Research Associate... Investment Management is seeking an Equity Research Associate to join its Fundamental Equity investment team. This Entry-Level...

Company: Creative Spirit
Location: New York City, NY
Posted Date: 12 Nov 2024

Associate Director: Americas Public Finance - Housing

across the country. As the Associate Director, you will participate in the management of a complex portfolio of credits and in... and Impact: As the Associate Director, you will analyze a portfolio of housing entities including their respective business...

Posted Date: 12 Nov 2024

Associate

/Senior Associate are to: Provide engagement execution support to the client and the team. Manage the various stages of the... Research Analysts, other Associates/Senior Associates, Principals and Partners, the primary responsibilities of the Associate...

Company: Korn Ferry
Location: New York City, NY
Posted Date: 08 Nov 2024
Salary: $110000 - 130000 per year

U.S. Private Bank – Program Associate GIO

as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the... including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 01 Nov 2024

Associate Product Specialist, Commercial Product Management & Development

Global Lead of Product Management, the Associate Product Specialist will be responsible for supporting Client Services... to clients, escalating issues to senior leadership and stakeholders as necessary. Document and track client interactions...

Company: S&P Global
Location: New York City, NY
Posted Date: 22 Oct 2024
Salary: $49400 - 98200 per year

Alternative Investments Middle Office Associate

of a diverse array of attractive alternative investment opportunities for Global Wealth Management clients. With over $115 billion... of client capital invested across hedge funds, private equity, private credit funds and real estate opportunities, the AIG team...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 19 Oct 2024

Associate, Biotechnology Equity Research

culture. Title: Associate, Biotechnology, Scotiabank US Research, NYC, Global Banking & Markets Global Banking and Markets... Do Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems...

Company: Scotiabank
Location: New York City, NY
Posted Date: 17 Oct 2024
Salary: $145000 - 175000 per year

Associate, Biotechnology Equity Research

culture. Title: Associate, Biotechnology, Scotiabank US Research, NYC, Global Banking & Markets Global Banking and Markets... Do Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems...

Company: Scotiabank
Location: New York City, NY
Posted Date: 17 Oct 2024
Salary: $145000 - 175000 per year

Compliance, Regulatory Reporting - Associate

how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market... strategies for their high-net-worth clients. iCapital services approximately $194 billion in global client assets invested in...

Company: iCapital
Location: New York City, NY
Posted Date: 11 Oct 2024
Salary: $90000 - 115000 per year