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Keywords: Financial Services - Wealth and Asset Management - Tax Senior, Location: New York City, NY

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Wealth Director (Business Development Officer) – Wealth Management

International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving...Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing...

Posted Date: 02 Aug 2025

Wealth Management, Product Development, Vice President

, and capabilities: 8 years of experience in financial services, preferably with product experience in wealth management, asset... Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 25 Jul 2025

Financial Services - Customer Tax Operations and Reporting - Tax Services Manager-EDGE

a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting (CTOR) EY... and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial...

Company: EY
Location: New York City, NY
Posted Date: 11 Sep 2025

Financial Services - Customer Tax Operations and Reporting - Tax Manager

. Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting Services (CTORS) EY is a leader... Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry...

Company: EY
Location: New York City, NY
Posted Date: 31 Jul 2025

Senior Associate, RAS – Financial Services

”) Senior Associate is responsible for providing risk consulting and issues resolution to financial services clients in the... or Finance, required Experience: Two (2) or more years of banking, asset management, brokerage, and/or other financial...

Company: BDO
Location: New York City, NY
Posted Date: 13 Jul 2025
Salary: $85000 - 100000 per year

Senior Associate, RAS – Financial Services

”) Senior Associate is responsible for providing risk consulting and issues resolution to financial services clients in the... or Finance, required Experience: Two (2) or more years of banking, asset management, brokerage, and/or other financial...

Company: BDO
Location: New York City, NY
Posted Date: 13 Jul 2025
Salary: $85000 - 100000 per year

Financial Services - Technology Risk - Senior - New York

Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted... financial services sector Strong project management skills Advanced written and verbal communication skills and presentation...

Company: EY
Location: New York City, NY
Posted Date: 23 Sep 2025

Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services

a better working world. Tax Senior Manager - Financial Services Office - Fiduciary/Trust & Estate Tax Administration Services (“FTEAS... and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help...

Company: EY
Location: New York City, NY
Posted Date: 18 Sep 2025

Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services

and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help.... EY is a leader in serving the global financial services marketplace and the only professional services firm...

Company: EY
Location: New York City, NY
Posted Date: 18 Sep 2025

Private Bank Digital Wealth and Estate Planning Product Lead, Executive Director

, including Disability/Veterans About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment... and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 13 Aug 2025

Manager - Financial Services, Risk Advisory Services

Experience: Six (6) or more years of banking, asset management, brokerage, and/or other financial services experience... in performing internal audits of banking, asset management, brokerage, and/or other financial services activities, preferred...

Company: BDO
Location: New York City, NY
Posted Date: 19 Sep 2025
Salary: $120000 - 145000 per year

Manager - Financial Services, Risk Advisory Services

Experience: Six (6) or more years of banking, asset management, brokerage, and/or other financial services experience... in performing internal audits of banking, asset management, brokerage, and/or other financial services activities, preferred...

Company: BDO
Location: New York City, NY
Posted Date: 19 Sep 2025
Salary: $120000 - 145000 per year

Risk Quant - Financial Services - Quant Trading Book - Manager - Consulting

/ crypto analytics, wealth and asset management, Financial Crime (FinCrime) / cybersecurity analytics, balance sheet and income.... You will use quantitative techniques to help our clients solve risk management issues facing the financial services sector, drive...

Company: EY
Location: New York City, NY
Posted Date: 09 Sep 2025

Analyst, Investor Services

Management is looking to hire an Analyst for the Global Client Solutions (“GCS”) team in Los Angeles. Investor Services... experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy...

Posted Date: 17 Sep 2025
Salary: $75000 - 85000 per year

Senior Associate/Vice President, Investor Relations, AIS

to provide asset management, origination, risk analytics, capital, and M&A services to insurance clients. The team currently.... The role supports key strategic priorities and provides a high degree of visibility to senior management and investors...

Posted Date: 02 Aug 2025

Strategy& Banking and Capital Markets, Senior Manager

and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management...Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager...

Company: PwC
Location: New York City, NY
Posted Date: 03 Oct 2025

Senior Analyst, Global Credit Operations – Private Credit

enhancementsCoordination across deal team, fund administrator, tax, and fund management Review of Issuer and Asset level reference data setup.... This role will work directly with investment professionals, Portfolio Management, Finance, Tax, Legal, and external parties...

Company: Carlyle
Location: New York City, NY
Posted Date: 13 Sep 2025
Salary: $100000 - 120000 per year

Senior Analyst, Direct Lending Operations

management, and administrator oversight. Position Summary The Senior Analyst role will support our Private Credit business... process. There will also be a high level of interaction with Portfolio Management, Finance, Tax, Legal, and other external...

Company: Carlyle
Location: New York City, NY
Posted Date: 17 Jul 2025
Salary: $100000 - 120000 per year

Senior Portfolio Manager

International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving... to provide additional services for clients, including financial planning, tax, trust, and estate services to build and maintain...

Posted Date: 09 Jul 2025

Senior Analyst, Global Credit Finance - ABF

all aspects of the fund management, fund accounting and financial reporting for Carlyle Asset Backed Finance business. The... and management of credit opportunities. Asset Backed Finance is currently investing out of Carlyle Structured Solutions (“CSS...

Company: Carlyle
Location: New York City, NY
Posted Date: 28 Sep 2025
Salary: $90000 - 120000 per year