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Private Client Advisor jobs - New York, NY

Viewing 1 - 10 of 11 jobs

  • Private Client Advisors Tax Manager

    Stamford, CT

    objective tax and wealth planning advice and services to private companies and their owners, and affluent individuals and familiesWork directly with clients and prospectsManage staff and seniors in the preparation of tax returnsProvide tax...

    5 days ago from IvyExec

  • Tax Manager - Private Client Services

    Weisermazars - New York City, NY

    Managers in either our New York City or Edison, New Jersey Private Client Services (PCS) Practice. The PCS practice ... engagement & personal career goals Tax Manager - Private Client Services Bachelors Degree in Accounting CPA...

    30+ days ago from CareerBuilder

  • Practice Manager - Global Wealth Management

    New York City, NY

    client advocacy and client transparency that deepens the client relationship for the affluent and mass affluent ... REQUIRED: Excellent critical thinking skills Extremely client facing, ability to understand client key business drivers...

    24 days ago from IvyExec

  • General Counsel

    First Creative Capital - New York City, NY

    and other funding sources including investment banks and private equity companiesTo respond to this inquiry, please ... Working directly with intellectual property advisors and client management teams in all facets of their business...

    30+ days ago from Doostang

  • Head of Mortgage Underwriting

    New York City, NY

    comprehensive framework used to manage underwriting in the Private Bank. Responsibilities include managing the ... to speak effectively before groups of financial advisors, private bankers, clients, employees, senior management and...

    4 days ago from IvyExec

  • Due Diligence Operations Sr. Reviewer

    New York City, NY

    or existing clients of the bank. We primarily support the Private Bank teams globally, conducting 150,000 checks ... Research attempts to find derogatory/background information that will assist client advisors with KYC requirements...

    24 days ago from IvyExec

  • Management Consulting Mergers&Acquisitions Director

    New York City, NY

    client relationships while providing the highest quality client work across multiple client projects, which includes ... functioning as a trusted advisor at the highest levels of client organizations;-Identifying and addressing client...

    2 days ago from IvyExec

  • GWM - Fiduciary Product & Platform - Specialty Assets

    New York City, NY

    / managementA broad understanding of Asset Management / Private Wealth Management including knowledge of underlying ... to instil structure, process, accountability, delivery and client-focusExcellent strategic influencing and...

    9 days ago from IvyExec

  • Audit Manager - VP- Investment Management(Alternative Investments)

    New York City, NY

    within the Investment Management business and the private equity businesses within corporate, based in New ... broker/dealer, fiduciary, and registered investment advisor regulations, and merchant banking rules Proven...

    24 days ago from IvyExec

  • Audit Manager - VP-Investment Management(Alternative Investments)

    New York City, NY

    broker/dealer, fiduciary, and registered investment advisor regulations, and merchant banking rules Proven ... and commercial banking, financial transaction processing, asset management, and private equity. Accounting /...

    24 days ago from IvyExec

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