- UpvoteDownvoteShare Job
- Suggest Revision
As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We’re looking for a quick learner, strong reporter and concise writer to discover, define and track the stories inside the wealth management industry with a focus on the fast-growing fintech channel, adding to our coverage of the latest news and trends around Wall Street brokerage firms, independent investment advisors, regulators and asset managers.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments.
InternExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Understanding of the unique needs and preferences of high-net-worth individuals and families in the private banking sector, including wealth management, estate planning, and philanthropy. Proficiency in technology solutions relevant to the entertainment and private banking sectors, including digital banking platforms, wealth management systems, and client relationship management (CRM) tools.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies.
Part-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
This segment of BNY Wealth is focused on direct relationship management, investment management, estate planning and administration of High Net Worth Clients and their assets. BNY Wealth, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Corporation.
InternExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Our Commercial Bank is growing at a dynamic pace and offers a broad array of products and services, including but not limited to: Financing (Commercial Lending, Loan Syndications), Capital Markets (Interest Rate Derivatives, Commodity Derivatives, Foreign Exchange, Structured Products, DCM/ECM, Institutional Sales & Trading, Equity Research, and Mergers & Acquisitions), Treasury Management, and Wealth & Asset Management.
$400,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
It offers a wealth of cultural offerings and activities, including several renowned museums and theaters as well as a year-round calendar of events filled with music and sports. The region has excellent year-round outdoor recreation, including golf, water-sports of all kinds, camping, hiking, and great skiing.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide.
$60,000 a yearExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We've catered to clients from various industries including automotive, Health Care, Pharmaceuticals, Banking, Wealth management, Insurance, Energy, Media, Communications and Airlines. We've catered to clients from various industries including automotive, Health Care, Pharmaceuticals, Banking, Wealth management, Insurance, Energy, Media, Communications and Airlines.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We work with investors of all types: Private Equity firms, distressed debt/credit investors, real estate, and infrastructure firms, as well as the institutional investors these alternative investment managers serve, including pensions, sovereign wealth funds, family offices, and endowments.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
ExpandApply NowActive JobUpdated Today
wealth job Company: Far West Services Llc in New York, NY
FEATURED BLOG POSTS
How to Get Into The Trades: Step-by-Step Guide
Getting a trade job can be a great career move if you like variety and prefer to learn on the job instead of in an academic setting. A trade job can offer security and be a lucrative career path as the demand for skilled trade workers continues to grow.
How do Good Interviewers Prepare for Interviews?
Just like candidates take the time to research you and your company, you should take the time to prepare for the interview. Preparing for the interview doesn't just reflect well on your employer brand and create a better candidate experience. Preparation also helps prevent bad hiring decisions. Bad hiring decisions are usually a result of poor execution during the hiring process. However, going into an interview fully prepared and ready to evaluate candidates will help avoid bad hires. So, here are 6 interview preparation tips for employers.
How to Get a Union Job? A Step-by-Step Guide
A union job can significantly impact your job security, pay, and employment benefits. Whether this is your first job or you have years of experience, a union job can offer much-needed protection in a labor market where employees are hired and fired at will.
How to Write a Statement of Interest the Best Way
Your life's goal is to work for Company A. Their brand, their product, their reputation—it's safe to say you're a fan. The only problem is that their careers page never highlights the role that matches your skills and experience. It's a bummer for sure, but don't fret.
Should I Hire for Potential Over Experience?
The workforce is shifting every day. In fact, research from the World Economic Forum (WEF) shows over half of employees around the world will need to upskill or reskill by 2025. The rapid rise of digital literacy, automation, and new technologies will quickly supersede businesses that don't train ahead of the curve. With the dire need to invest in training, it's evident that hiring someone with experience isn't that much different than hiring someone without it.
How to Decide Between Two Job Offers: 10 Practical Tips
It’s arguably a good predicament to have. You’ve applied to many jobs, interviewed multiple times, and now find yourself with two legit job offers. Nice! But although this is a feel-good validation of everything you have to offer, a daunting choice lies ahead. How do you decide which job will be the best fit for you?
Why Work in Sales? 9 Reasons & Tips on Answering as an Interview Question!
Working in sales can be demanding and challenging, but it can also be gratifying. Sales is an excellent career with a clear path full of excitement and potential for growth. So, if you're contemplating careers and have wondered "why work in sales?", keep reading to determine if sales is a suitable role for you.