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Private Client Advisor jobs - New York, NY

Viewing 1 - 10 of 98 jobs

  • Tax Director - Financial Services

    Cybercoders - New York, NY

    clients in the following industry segments: hedge funds, private equity funds, asset managers, business development ... Oversee the efforts of multiple client services teams on client engagements primarily in the industry segments...

    30+ days ago from CyberCoders

  • Private Bank Senior Banker

    Citizens Financial Group - New York, NY

    ambassador of the Private Bank. As the primary face of the Private Bank, the Banker leads new client acquisition and ... for the client experience and engaging in Citizens Private Bank intellectual capital to deliver a complete...

    25 days ago from Citizens Bank

  • Portfolio Analyst - Private Equity Real Estate

    Franklin Templeton Investments - New York, NY

    client accounts and entering using excel spreadsheets and Private Equity (PE) software. Prepare necessary analytics for ... and hardcopy document management. * Create and maintain client and investment closing binders. * Serve as private...

    30+ days ago from Franklin Templeton Investments

  • Private Wealth Services Tax Manager

    Grant Thornton - New York, NY

    Tax Manager – General Tax – Private Wealth Service Position Summary: The Tax Manager in the General Tax Private Wealth S ... talented professionals. Manage the efforts of multiple client services teams on client engagements; plan, execute,...

    30+ days ago from Grant Thornton

  • Private Wealth Services Tax Director

    Grant Thornton - New York, NY

    Tax Director – General Tax – Private Wealth Services Position Summary: The Tax Director in the General Tax Private Wealt ... talented professionals. Oversee the efforts of multiple client services teams on client engagements; plan, execute,...

    30+ days ago from Grant Thornton

  • Private Wealth Services Director/Senior Manager

    Grant Thornton - New York, NY

    Tax Senior Manager –– Private Wealth Services Position Summary: The Tax Senior Manager in the General Tax Private Wealth ... talented professionals. Oversee the efforts of multiple client services teams on client engagements; plan, execute,...

    30+ days ago from Grant Thornton

  • Wealth Management Advisor

    Npd Global - New York, NY

    As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages o ... held. outside and developing additional business through client referrals. Build and solidify client relationships...

    30+ days ago from NPD Global

  • Wealth Advisor Analyst

    Bessemer Trust - New York, NY

    multiple wealth advisors in reporting and analysis for client prospecting activities. Working with the quantitative ... transition portfolio analysis as it applies to prospective client accounts. Other responsibilities as assigned.

    6 days ago from Just Jobs

  • Client Development Associate (Account Manager)

    Mcgraw Hill Financial - New York, NY

    services integrated into client workflow • Deliver client training (on-site and via WebEx) on product functionality ... sound ability to analyze client information quickly, respond logically, and use data to influence client purchase...

    17 days ago from McGraw Hill Financial

  • Compliance Risk Advisor, Business Consultancy & Oversight – Humana at Home

    Humana - New York, NY

    SeniorBridge provides services to members of Medicare, Medicaid and other health plans, as well as to private pay client ... and focusing on their ongoing well-being. The Compliance Advisor ensures compliance with Federal and state laws and...

    22 days ago from InsuranceJobs.com