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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
$93,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Financial Risk Manager (FRM) OR. Chartered Financial Analyst (CFA) OR. An Audit Manager is expected to lead audits and a team of auditors working on the audit. Minimum 8-10 years of internal audit, front office business control or compliance experience in financial services.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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Gather necessary financial information, calculate estate tax liabilities, and coordinate with tax professionals to ensure compliance with tax laws and regulations. Strong knowledge of probate procedures, trust administration principles, and estate tax laws.
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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
$170,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Requires a Bachelor's degree in Law, International Legal Studies, or related plus four (4) years of experience in the position offered or four (4) years of experience as a Project Officer, Project Manager, Program Manager, Consultant, or related occupation in the financial crimes field.
$132,000 - $135,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Trinity Financial has developed and CAMBA will provide on-site support services at Van Dyke III, a 180 unit supportive/affordable housing development for individuals and families. The remaining 126 units will provide housing for low-income households, including a live-in superintendent.
$45,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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Broad commercial real estate and financial background with 12+ years of relevant experience as portfolio/asset manager with expertise in all facets of facility/property operation and management, people management, vendor management, and capital planning.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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SMBC Global Markets is searching for a credit analyst to serve as subject matter expert for Hedge Funds while also providing coverage for other non-bank financial institutions. SMBC Nikko Securities America, Inc. is a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB.
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4+ years experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. Associate Manager , Middle Office Operations.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Sr Aviation + Transportation Project Architect, you, in partnership with the Sr Project Manager and Sr Project Designer, are accountable for project financial performance and team communication.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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WDF Inc., a Tutor Perini Company, is seeking a QA/QC Manager to join our project site in Manhattan or Brooklyn, NYC. Across New York State our notable projects include the Time Warner Building, Rockefeller Center, Lincoln Center, Yankee Stadium, Madison Square Garden, Seven World Trade Center and Goldman Sachs' Lower Manhattan Headquarters.
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Prior DUS underwriting experience with extensive familiarity of Fannie Mae and Freddie Mac Multifamily MAH/TAH Guides and Affordable product types (Preservation, LIHTC, Tax-Exempt Bonds, Section 8, etc.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Collaborate with the Chief Financial Officer (CFO) to ensure that fundraising processes comply with relevant internal financial policies and controls, external requirements, and any income-specific requirements (e.g., grants reporting, etc.
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tax manager financial jobs Company: Rsm Us in New York, NY
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