- M&T Bank (Iselin, NJ)
- …Management activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and ... are completed in an accurate and timely manner. The Senior Compliance Advisor operates under...a thorough understanding of Wealth and Private Banking Products, Fiduciary Compliance Risk and how a Second… more
- Bank of America (Jersey City, NJ)
- Fiduciary Initiatives Executive (Lawyer) Jersey City, New Jersey;Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to ... make a difference. Join us! **The Business Team:** The Fiduciary Programs and Platforms (FPP) Team is a dynamic,...members and across the Merrill organization to tackle legal, compliance and regulatory issues as part of any strategic… more
- 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 (New York, NY)
- …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 (New York, NY)
- …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