Senior Wealth Manager

Job Title: Senior Wealth AdvisorOverview:We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for managing a book of client relationships and coordinating activities of the relationship team to drive growth and retention of our existing clients.Key...

Job Title: Wealth Management SpecialistWe are seeking a highly skilled Wealth Management Specialist to join our team at Bank of America. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and effective operations...

Position OverviewAscension Global Staffing & Executive Search, a nationally recognized recruiting firm led by a Hispanic Women Owned & Operated team, is dedicated to fostering diversity and excellence in the recruitment process.Our esteemed Am Law 100 client's East Coast Private Wealth Planning Group is in search of an associate with a minimum of 2-5 years...

Position OverviewAscension Global Staffing & Executive Search, a distinguished recruiting firm led by a Hispanic Women Owned & Operated team, is committed to excellence and diversity in the hiring process. We specialize in connecting exceptional talent with leading firms across the nation.Our esteemed Am Law 100 client's East Coast Private Wealth Planning...

Position OverviewAscension Global Staffing & Executive Search, a leading Hispanic Women Owned & Operated National Recruiting Firm, is committed to excellence and innovation in the recruitment sector. Our firm, guided by a diverse and inclusive leadership team, specializes in sourcing top-tier talent nationwide.Opportunity: Our esteemed Am Law 100 client's...

About the RoleWe are seeking a highly skilled Wealth Strategy Associate to join our team at UBS. As a key member of our Wealth Management Americas team, you will play a critical role in helping high net worth and ultra-high net worth individuals and families achieve their financial goals.Key ResponsibilitiesAssist financial advisors in client conversations,...

Job Overview:This position entails collaborating with affluent clients whose annual revenues range from $100k to $5mm. The primary focus is on identifying client needs, fostering relationships, assessing investment objectives, and formulating investment recommendations that align with the aspirations of both current and potential clients. Key...

Job Title: Senior Trust AdvisorTruist is seeking a Senior Trust Advisor to join our team. As a Senior Trust Advisor, you will be responsible for providing expert advice and guidance to high net worth clients on trust and estate planning, investment management, and wealth preservation.Key Responsibilities:Provide fiduciary advice and guidance to clients on...

About the RoleWe are seeking a highly skilled Tax Manager to join our Private Wealth Services team. As a key member of our team, you will be responsible for conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for our high net worth, closely held business, and family business...

About the RoleWe are seeking a highly skilled Tax Manager to join our Private Wealth Services team at Grant Thornton. As a Tax Manager, you will play a key role in providing tax planning and consulting services to our high net worth clients, including estate, wills and trusts taxation, and individual income taxes.Key ResponsibilitiesProvide tax planning and...

About the RoleWe are seeking a highly skilled Tax Manager to join our Private Wealth Services team. As a key member of our team, you will be responsible for conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for our high net worth clients.Key ResponsibilitiesProvide tax planning and...

About the RoleWe are seeking a highly skilled Tax Manager to join our Private Wealth Services team. As a key member of our team, you will be responsible for conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for our high net worth clients.Key ResponsibilitiesProvide tax planning and...

About the RoleWe are seeking a highly skilled Tax Manager to join our Private Wealth Services team. As a key member of our team, you will be responsible for conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for our high net worth clients.Key ResponsibilitiesConduct tax planning and...

Join Our Esteemed Tax Services TeamBecome a vital part of a progressive and innovative tax advisory group at Withum. As a Tax Senior Associate, you will be at the forefront of managing tax engagements, guiding junior staff, and cultivating strong client relationships.Your role will involve:Handling intricate tax returns and conducting thorough research on...

Job SummaryTruist is seeking a highly skilled Senior Trust Advisor to join our team. As a key member of our wealth management team, you will provide expert fiduciary advice and solutions to high net worth clients, expanding existing relationships and capturing new opportunities.Key ResponsibilitiesEngage with clients to deliver non-investment and banking...

About the Role:We are seeking a highly skilled and experienced Senior Trust Advisor to join our team at Truist. As a key member of our wealth management team, you will be responsible for providing expert fiduciary advice and solutions to high net worth clients.Key Responsibilities:Engage with clients to deliver comprehensive wealth management solutions,...

Job DescriptionJob Summary:We are seeking a highly skilled Business Banking Senior Relationship Manager to join our team at Bank of America. As a key member of our commercial banking team, you will be responsible for providing expert financial solutions to complex business clients and prospects.Key Responsibilities:Client Relationship Management: Manage an...

Senior AccountantJob OverviewThe Senior Accountant is responsible for orchestrating and overseeing the completion of financial close activities and reporting in a time-sensitive environment, while ensuring that any issues are escalated appropriately. This position will leverage advanced expertise to manage intricate information with a high degree of...

Job Title: Capital Markets ManagerAt KPMG, we are seeking a highly skilled Capital Markets Manager to join our Advisory Services practice. As a key member of our team, you will be responsible for developing and implementing risk management strategies for our clients in the capital markets industry.Key Responsibilities:Develop and implement risk management...

About the RoleWe are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will play a vital role in providing high-quality care and services to our residents and their families.Key ResponsibilitiesBuild meaningful relationships with residents and their families, providing assistance with...