Tax-Smart Investment VP - Custom Management Accounts
JPMorganChase
JPMorganChase's J.P. Morgan Asset Management CMAS team in New York seeks a Tax Smart Investment Specialist – Vice President to lead client-facing activity, partner with portfolio managers, researchers, and technologists, and drive growth of tax-smart strategies for institutional and high-net-worth clients. In this role you will prepare presentations, respond to RFPs, educate financial advisors on tax-smart investing, deliver market insights, and collaborate across marketing and sales to ensure #J-18808-Ljbffr JPMorganChase
- J.P. Morgan Asset Management (JPMAM)’s Custom Management Account Solutions (CMAS) group is responsible... ...active and indexed tax-aware strategies, including... ..., is a global leader in investment and wealth management. Its... ....Job summary: As a Tax Smart Investment Specialist - Vice...AccountsTax
- JPMorgan Chase & Co. in New York seeks a Tax Smart Investment Specialist - Vice President to lead all commercial and client-facing activity on the CMAS team, partnering with portfolio managers, researchers, technologists, and other functions to grow the business and deliver...Tax
- ...private equity real estate investment manager, with $21 billion in... ...Management team. The VP will lead the analysis... ...reports, as well as customized investor reporting. Review... ..., Asset Management, Accounting and Finance, Legal and... ...Contributions Pre-Tax Commuter Benefit (Corporate...AccountsTaxTemporary workPart timeFlexible hours
- JPMorgan Chase & Co. / J.P. Morgan Asset & Wealth Management seeks an Investment Specialist - VP to lead tax-smart investing efforts and client engagement in New York. The role partners with portfolio managers, researchers, and technologists to deliver superior service...Tax
$275k
...description:Responsible for providing client relationship management and investment banking services including strategic advisory... ...insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive...AccountsTaxFull timePart timeBank staffShift workDay shift$275k
...description:Responsible for providing client relationship management and investment banking services including strategic advisory... ...insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive...AccountsTaxFull timePart timeBank staffShift workDay shift- ...Associate/Vice President, Investments – Credit Portfolio... ...diligence, portfolio management, and client engagement... ...Responsibilities:* Design customized investment solutions... ...return, structuring, tax, regulatory, asset-liability... ...separately managed accounts and other ISG vehicles...AccountsTaxTemporary workLocal area
$180k - $294k
...re proud of our community of smart people and vibrant voices who... ...driven by curiosity, courage and customer obsession. The confidence and... ...relationships and for new accounts. This position reports to the... ..., and proactive account management experience that delivers high...AccountsFull timeFor contractorsRemote workShift work$100k - $235k
...seeking a seasoned Vice President (VP) to lead the strategic vision,... ...execution of our Registered Investment Advisor (RIA) Custody Product, Managed Accounts Platform (including Separately... ...such as model delivery, custom fee structures, tax management, and third-party alternative...AccountsTaxFull timeTemporary workPart time- ...at J.P. Morgan Asset Management is one of the world’s... ...niche markets. Every investment decision in our fixed... ...funds and/or separate accounts, including broad market... ...products, mortgages and tax-aware strategies.As an... ...interaction, you will customize portfolios to meet their...AccountsTax
$180k - $225k
...ABF) and tactical asset investing opportunities beyond... ...royalties, licensing, management fees) and other asset-... ...and separately managed accounts, including Alt Credit... ..., performance, legal, tax, operations, finance,... ...mass communications and customized meeting follow-...AccountsTaxFull timeTemporary workWork experience placementWork at officeFlexible hours- ...at J.P. Morgan Asset Management is one of the world’s... ...including niche markets.Every investment decision in our fixed... ...funds and/or separate accounts, including broad... ...products, mortgages and tax-aware strategies. As... ...interaction, you will customize portfolios to meet their...AccountsTax
- VP, Customer Success (Enterprise Data & SaaS) New York, United States | Posted on 01/27/2... ..., electric vehicles, battery storage, smart grid, and beyond. EnerKnol is the standard... .... You will transition our current Account Management function into a world-class Customer Success...AccountsImmediate start
$115k - $190k
...Morgan Stanley, our Investment Advisory Solutions... ...their money. We manage over $3 Trillion in... ...services, and customized managed solutions... ...leading Unified Managed Accounts program. The team... ...Morgan Stanley’s Tax Managed investment... ...simple: Explaining tax-smart investing...AccountsTaxTemporary workHome office$150k - $165k
...’Shaughnessy Asset Management (OSAM) is part of Franklin... ...provider of Custom Indexing services via... ...separately managed accounts (SMAs) that target improved after-tax outcomes. For more... ...can set up custom investment templates, access factor... ...is seeking a VP Risk & Quantitative...AccountsTaxFull timeWork at officeLocal areaWork visa3 days per week- The VP of Product Marketing works alongside... ...objectives for Brooklyn’s tax advantaged platform, investment capabilities and... ...develop, deliver, manage and measure the effectiveness... ...separately managed accounts, direct indexing,... ...optimization and customized...AccountsTaxFull timeWork at office
$225k - $275k
...opportunityBetter is looking for a VP, Accounting to own the integrity of our... ...ledger at the loan level· Managing repurchase and representation... ...coordination of the income tax provision· Writing the technical... ...— and we're looking for smart, driven, ambitious innovators...AccountsTax1 day per week$150k - $180k
...trading, advisory, asset management, staking, self-custody... ...of public and private accounting focusing on venture... ...distribution execution, investment closing support,... ...the annual audit and tax process with fund administrators... ...Crypto industry ~ Smart, entrepreneurial, and...AccountsTaxFull timeLocal areaFlexible hours$217k - $359k
...worldwide. Together with our customers, we're helping build... ...secure, simple, smart and accessible. Our... ...forecasting, performance management, investment prioritization, and... ..., controllership, tax, treasury and business... ...corporate finance and accounting • Excellent...AccountsTaxFull timePart timeWorldwideFlexible hours$221.9k - $390.3k
...where humans with agents drive customer success together. Here,... ...outcomes through empowered, accountable leaders.This executive must... ...lifecycle; translate insights into investment decisions and enterprise-... ...customer success, account management, or enterprise-facing customer...AccountsFull timeWork experience placement$200k - $250k
...recruiting a Relationship Manager (RM) to join our... ...$25 million of investable assets. This role... ...your client accounts as a team and are... ...integrating estate and tax planningEnsure all... ...Statements, Know Your Customer requirements, and... ...community of smart and caring people...AccountsTaxFull timeWork at officeLocal area$151.4k - $311k
...focus on one or two specific Investment Management clients. The CRE will drive... ...fulfillment of personal and account white space goalsDrive exploratory... ...networksRepresent “voice of customer” by bringing deep client and... .../or delivering consulting, tax and advisory services to...AccountsTaxShift work$90k - $120k
...New YorkCustomer Success - Customer Success Managers /Full-Time /On-siteShape the... ...supportive environment where smart ideas are encouraged and impact... ...services, customer success, account management (and more!), we... ...plus 10 paid holidays Pre-tax commuter benefit plan and company...AccountsTaxFull time- ...looking for an experienced VP of Payer Partnerships.... ...for cultivating and managing relationships with senior... ...at high-priority accounts, leveraging industry insights... ...needs and develop customized solutions. ~ Proficiency... ...and Vision plans ~ Pre-tax benefits: HSA/ FSA ~4...AccountsTaxContract workLocal areaRemote workFlexible hours
- ...Overview We are looking for a VP or SVP (depending on level)... ...and solutions that help manage catastrophe risks, and you’ll... ...insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational... ..., employees, vendors or customers based on race, color, religion...AccountsTaxLive outWork at officeLocal areaFlexible hours
- ...global private equity real estate investment manager, with $21 billion in assets... .... Vice President, Investment Accounting, Credit Funds Controller... ...equity, and mezzanine loans. The VP ensures the integrity of... ...across investment management, tax, and investor relations. As Harbor...AccountsTaxTemporary workWork at officeFlexible hours
$180k - $200k
...seeking an experienced VP-level professional to support... ...AlpInvest.This Fund Management/Fund Controller role will work directly with investment professionals, Portfolio Management, Finance, Tax, Legal, and external... ...position requires strong accounting and finance experience,...AccountsTaxInterim roleWork at officeLocal area- ...Point is seeking a Vice President, Wealth Investment Client Portfolio to support its Private... .... The role focuses on constructing customized multi-asset portfolios and delivering recommendations... ...solutions across investments, planning, tax, and trust. The successful candidate...Tax
- Salesforce is seeking a Vice President of Customer Success to set the global vision and drive proactive, outcomes-driven experiences for... ...drive adoption, reduce churn, and expand value across global accounts. This executive role reports to the SVP, Customer Success and requires...Accounts
$250k - $300k
...The Role Reporting to the Chief Customer Officer, the VP of Customer Success will lead our worldwide... ...scaling a team of Customer Success Managers and regional CS leaders across AMER,... ...the most important and complex accounts in our portfolio. Given our subscription...AccountsRemote workWorldwide
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