- M&T Bank (Wilmington, DE)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... vary by department and are assigned by the department manager . The position may be responsible for additional projects...as with project sponsors, internal and external contacts, and senior management. Teams make a presentation to senior… more
- Charles Schwab (Boston, MA)
- …, Sr . Wealth Advisor. Sr . Manager , Sr . Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered ... specialized products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager , Sr . Wealth Advisor, you will work with clients to… more
- Charles Schwab (Lone Tree, CO)
- …helping us "challenge the status quo" and transform the finance industry together. As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), ... direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Citigroup (Queens, NY)
- … MCA, ERM and Governance activities. **Responsibilities:** + Enhance our global Wealth fiduciary governance framework to drive compliance with regulatory and ... The Wealth Management Business Risk & Controls Governance Manager will lead the development and implementation of a robust governance framework specifically for … more
- BMO Financial Group (Woodstock, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... the assigned portfolio / jurisdiction. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops… more
- City National Bank (Los Angeles, CA)
- * SR . AUDIT MANAGER - TREASURY/FINANCE* WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of ... to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and… more
- M&T Bank (Bridgeport, CT)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Neuberger Berman (New York, NY)
- **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with ... respect to the Private Wealth business. The ideal candidate will have experience in...Berman's trust company and ensure that the trust company's fiduciary responsibilities are properly discharged. + Review and approve… more
- City National Bank (Newark, DE)
- …GOVERNANCE OFFICE BUSINESS MANAGER * WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, this role will be part of the team that provides ... (CNB's) Retail Non-Deposit Investment Products (the "RNDIP") program and CNB's Fiduciary activities to ensure adherence with established policies and procedures. *… more
- Tompkins Community Bank (Mount Kisco, NY)
- …company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Charles Schwab (Southlake, TX)
- …training. The broader Compliance organization will rely on the Compliance Risk Assessment Senior Manager to execute and manage Compliance Risk Assessments to ... maintaining an enterprise-wide view of compliance risks. As an individual contributor, this Senior Manager will play a key role in monitoring, assessing, and… more
- NBT Bank (West Hartford, CT)
- …subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and ... complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and problem resolution… more
- Plante Moran (Cleveland, OH)
- Tax Manager or Senior Manager + Location: United States, Ohio, Cleveland Make your mark. Go beyond the numbers, do something different by developing rapport ... C-corporations, Partnerships, and Individual taxation is required + Experience with Fiduciary , Estate and Gift, and Not-For-Profit tax returns, including private… more
- JPMorgan Chase (Chicago, IL)
- …and abilities. You have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts & Estates (T&E) Tax practice team in Wealth ... groups. You will engage directly and communicate frequently with senior practice leaders, necessitating exceptional time management and organizational skills,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, ... review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for… more
- CARMAX (Richmond, VA)
- …the way your career should be! **About this job** CarMax is seeking a Manager to serve as a subject matter expert in operational accounting and compliance. This ... analytical skills. **What you will do - Essential Responsibilities** As a Manager , Accounting Operations Compliance, you will be responsible for: + Develop,… more
- US Tech Solutions (New York, NY)
- JOB DESCRIPTION Manager Notes: - In this role, experience with CCH Pro System fx is required. - This role has the opportunity for temp to perm - Hybrid Schedule: 3 ... prepares all necessary tax authority filing requirements for clients of Private Wealth Management, either directly or through outsourced vendor resources. In this… more
- City National Bank (New York, NY)
- …As the CNR Business Lead for all Operational Risk matters. Represent CNR in all Senior Wealth Management Risk Committee matters. Work with CNB Risk Officer to ... of the CNB legal and compliance framework. This position functions as a team manager , develops staff and manages deployment of resources. *What you will do* * Head… more
- CIBC (Atlanta, GA)
- …files, maintain mailing lists) + Act as back-up for Family Office Executive, Senior Relationship Manager and other Family Office Administrators + Mastery of ... The Family Office Administrator supports the Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible… more