- M&T Bank (New York, NY)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... ensure client goals and objectives are achieved. + Adhere to applicable compliance /operational risk controls in accordance with Company or regulatory standards and… more
- Truist (New York, NY)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Citigroup (New York, NY)
- The Senior Lead Counsel 2 (Employment & HR) is...for serving as subject matter expert and key legal advisor concerning Citi's US health and welfare plans. The ... environment, including equity compensation, benefits and employment issues, and the fiduciary responsibility rules of ERISA. The candidate should be comfortable with… more
- Deloitte (Jersey City, NJ)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- CIBC (New York, NY)
- …platform; + **Exercising** proactive and independent judgment when providing advice to senior management; + **Supervising** a Compliance staff to ensure that ... **Who You Are** + Strong working knowledge of OCC and SEC investment advisor regulations; + 10+ years asset management Compliance experience, preferably with… more
- Deloitte (Jersey City, NJ)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... with 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 reviews… more
- JPMorgan Chase (Jersey City, NJ)
- …the delivery of monitoring and reporting requirements in partnership with Senior Management, Legal, Risk, Compliance , Control Management, Supervision, ... Become a thought-leader while overseeing the Brokerage Fiduciary Regulatory business model driving the development of solutions Business Transformation Office (BTO)… more