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Estate Planning and Wealth Transfer: Advise high-net-worth individuals and families on estate planning strategies to minimize estate taxes and preserve wealth for future generations. We are seeking a highly skilled and experienced Tax Attorney with an LLM. (Master of Laws) in Taxation to join our legal team.
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This will ultimately prepare participants for a role in management and be a pathway to become a senior leader, shaping the future of the company while advancing their own careers. Through personalized learning and on-the-job training participants can engage in projects under, and gain exposure to, various business operations like product development, sales, marketing, supply chain management, merchandising, and more.
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Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.
$141,200 - $322,700 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Prepare and present risk reports to senior management and Enterprise Risk Management Committee, highlighting key risk exposures, trends, and mitigation actions. Recommend and implement risk mitigation strategies, works closely with various stakeholders (including senior management), business units, and external parties, to communicate and address risk-related issues.
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BWT implemented an Asset Management program to monitor maintenance and control inventory spending. This includes 14 Wastewater Resource Recovery Facilities, sludge dewatering facilities, collections facilities (pumping stations, combined sewer overflow retention facilities, regulators, tide gates, etc.
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Director of Risk Management & Regulatory Affairs ( Patient Safety Officer / Privacy Officer ) The Director of Risk Management and Regulatory Affairs (Patient Safety Officer/Privacy Officer) serves as an accessible resource to the hospital and community on risk management and regulatory issues.
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The LTSS Service Coordinator - RN Telehealth is responsible for overall management of member's case within the scope of licensure; provides supervision and direction to non-RN clinicians participating in the member's case in accordance with applicable state law and contract; develops , monitors, evaluates, and revises the member's care plan to meet the member's needs, with the goal of optimizing member health care across the care continuum.
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Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.
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Support the alignment with Asset Management IT/OT systems with with strategic direction of the broader Asset Management organization. Analyst position is primarily responsible to define and maintain data requirements for Asset Management analysis and decision making, including; a data sufficiency framework and data quality standards.
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Good knowledge and understanding of general OFAC, BSA/AML, and USA PATRIOT Act and risk management principles. Attends BSA/AML/OFAC training annually and as directed by management. Reviews and investigates cases and alerts on the Bank’s Transaction Monitoring & Case Management System.
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Own functional specifications and serve as a organizational SME / functional expert for all Asset Management IT / OT business systems. Principal Analyst position is primarily responsible coordinate efforts in to defining and maintaining data requirements for Asset Management analysis and decision making, including; a data sufficiency framework and data quality standards.
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Participates in and is an active collaborator of the Emergency Response Management Team. Provides regular reports to the Director of Facilities Operations as to the overall effectiveness of the General Institutional Services Department, and communicates regularly with senior management to provide updates on facility operations, performance metrics, and strategic initiatives.
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7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment. The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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Project management, catv, osp project manager, fiber project manager, FTTH PM, Project manager. Project management,catv,osp project manager, fiber project manager, FTTH PM. Project Manager will be able to provide documentation of network construction issues as well as documentation of equipment in the field to report to management.
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As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most – patient care.
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wealth management jobs Title: senior client Company: Aetna in Mineola, NY
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