NewProject Manager Assistant to Founder of Wealth Management Boutique Investment Boutique in Stamford, CTProject Manager Assistant to Founder of Wealth Management BoutiqueStamford, CT$60,000–$80,000 / yearQualifications Exceptional communication and interpersonal skills: experience dealing with high net worth lawyers, accountants, CEOs, families. You will be stepping into a role with many hats, the most important is supporting and enhancing relationships with clients, prospective clients, attorneys and accountants.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewPremier Client Banker - PNC Wealth Management PNC Financial Services GroupPremier Client Banker - PNC Wealth ManagementWestfield, NJ$76,500–$127,500 / yearLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewSenior Tax & Wealth Planning Associate The Alta GroupSenior Tax & Wealth Planning AssociateParamus, NJOur client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.
NewTrainee Wealth Management Investment Firm in Stamford, CTTrainee Wealth ManagementStamford, CTIn this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles.
NewSr. Tax Manager JobotSr. Tax ManagerNew York, NY$160,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.
NewManager, SAP Business Process Controls & Security KPMGManager, SAP Business Process Controls & SecurityNew York, NY$114,095–$268,180 / yearBachelor's degree in business, information systems, accounting, supply chain, engineering, technology, or related field preferred; or high school diploma/GED required plus seven years of relevant SAP implementation experience; certifications such as SAP functional certifications, CISA, CISSP, or other relevant SAP or risk certifications are a plus. Solid hands-on knowledge of SAP business processes across one or more functional areas such as finance/controlling, order-to-cash, procure-to-pay, supply chain, manufacturing, asset management, or other enterprise functions, including experience translating business requirements into practical SAP solution designs.
NewCommercial Relationship Manager | Business Banking & Capital Advisory Evolution Capital GroupCommercial Relationship Manager | Business Banking & Capital AdvisoryRockville Centre, NYEvolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter. Evolution Capital Group is expanding its commercial finance and advisory platform and is seeking experienced Commercial Relationship Managers, Business Bankers, and Commercial Banking professionals who have built meaningful relationships with business owners, real estate investors, CPAs, attorneys, and other centers of influence.
NewCommercial Lines Assistant Account Manager King Risk PartnersCommercial Lines Assistant Account ManagerFlorham Park, NJAs a Commercial Lines Assistant Account Manager, you will play a pivotal role in ensuring our clients experience top-tier service, helping businesses safeguard their assets through expertly tailored insurance packages. Call-to-Action If you're ready to take the next step in your career and make a significant impact in the world of insurance, we invite you to apply and join us at King Risk Partners—where your contribution truly matters.
Head of North American Solutions Sales ECLAROHead of North American Solutions SalesNew York, NYResponsibilities: As the Head of North America Solutions Sales, you will be responsible for: Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.
NewAttorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas) Mercer AdvisorsAttorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)New York, NYRemote$90,000–$130,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewTax CPA - Private Client & Financial Planning AlphaHireTax CPA - Private Client & Financial PlanningParamus, NJThis opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services. Job Description We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.
NewTax Preparer Don Settanni, CPA PLLCTax PreparerArmonk, NYIn this role, you will prepare and review individual and small business tax returns for our established client base, working closely with our financial advisors to deliver a coordinated, comprehensive experience. \nCompany Description Don Settanni, CPA PLLC is a family owned tax and accounting firm serving individuals, families, and small businesses with personalized, year-round financial guidance.
Technical Program Manager Page GroupTechnical Program ManagerNew York, NY$130,000–$220,000 / yearFull timeWe are partnering with a leading Financial Services organization that is expanding its technology delivery team and hiring multiple Technical Program Managers across both mid-level and senior-level positions. You will partner closely with engineering teams, product leaders, architects, and stakeholders to ensure delivery remains aligned, risks are identified early, and teams can execute effectively.
Marketing/Research Assistant Page GroupMarketing/Research AssistantNew York, NY$100,000–$130,000 / yearFull timeThe ideal candidate will have experience supporting capital raising, investor relations, marketing, or client service functions at a hedge fund, alternative asset manager, private credit manager, private equity firm, family office, or boutique investment manager. 2-5 years of experience supporting investor relations, fundraising, business development, marketing, client service, or research functions within an asset management or alternative investments environment.
Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.Citi Wealth - Wealth Relationship Manager - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Asset & Wealth Management - Tax Senior Manager PwCAsset & Wealth Management - Tax Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Wealth Management Analytics Manager Lord Abbett.comWealth Management Analytics ManagerJersey City, New Jersey$125,000–$140,000 / yearThe position partners closely with wealth management platform managers, wealth management field sales, portfolio specialists, marketing, finance, and technology teams to enable data-driven strategy and execution. Strengthen Strategic Partnerships: Leverage data-driven insights, industry best practices, and home office intelligence to deepen relationships with sales leaders and align with strategic business objectives.
Asset & Wealth Management Tax Manager PwCAsset & Wealth Management Tax ManagerStamford, CT$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .