Tax-Smart Investment VP: Client Strategy & Tax Insights
JPMorgan Chase & Co.
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 top service to internal and external clients. The role requires experience in the financial industry, expertise in tax-smart strategies, and a proactive, entrepreneurial mindset to drive innovation in a rapidly evolving #J-18808-Ljbffr JPMorgan Chase & Co.
- 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
- ...CMAS team in New York seeks a Tax Smart Investment Specialist - Vice President to lead client-facing activity, partner with portfolio... ...and drive growth of tax-smart strategies for institutional and high-net-... ...investing, deliver market insights, and collaborate across...Tax
$150k - $250k
...assets, offering a wide range of investment strategies and wealth planning services... ..., Wealth Investment Client Portfolio to support their Private... ...investments, planning, tax, and trust. Analyze and manipulate... ...data into actionable insights. Willingness to travel as needed...Tax$151.4k - $311k
Position Summary Client Relationship Executive... ...one or two specific Investment Management clients. The... ...against relationship strategies by monetizing relationships... ...shifts, competitive insights and “voice of the... ...delivering consulting, tax and advisory services...TaxShift work- BNY Investments is a leading investment manager delivering investment strategy content and portfolio analysis to intermediary wealth management clients in North America. The Portfolio Strategy Group partners with Distribution, Product Management, Channel Marketing, and...Suggested
- ...in AUM across active and indexed tax-aware strategies, including long-short strategies... ..., is a global leader in investment and wealth management. Its clients include institutions, high-net-worth... ...deposits.Job summary: As a Tax Smart Investment Specialist - Vice President...Tax
$150k - $250k
...companies in which the firm invests. Blackstone’s over $1.3 trillion... ...include global investment strategies focused on real estate, private... ...activity) to add strategic insight into business performance and... ...securities licenses if you are in a client facing role and/or if you are...Full timeLocal area- Landing Point is seeking a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division. The role focuses on constructing... ...ensure comprehensive solutions across investments, planning, tax, and trust. The successful candidate will analyze client...Tax
$120k - $210k
State Street Investment Management is building one of the industry... ...International growth strategy across Europe and... ...eligibility for certain tax advantaged savings plans... ...profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential...TaxTemporary workFlexible hoursShift work- TwinThread is hiring an Investment Specialist - Vice President in New York. The role involves client-facing responsibilities, analytical tasks, and reporting in a fast-paced environment. Candidates should have 5+ years of financial industry experience and strong skills...
- Kantar Group Limited, a global leader in data, insights and consulting, seeks a Partner to lead the Ad Platform Strategy Practice. Hybrid work across NY, SF, Seattle, and... ...track record in senior executive influence, client growth, and team leadership. #J-18808-Ljbffr Kantar...Remote job
- A leading financial institution is seeking a Vice President for their Private Credit Investment team in New York. This role requires building strong client relationships, overseeing investor accounts, and collaborating with cross-functional teams. The ideal candidate has...
$160k - $190k
Department: Creative Strategy & Insights Location: New York Description Looking for something fresh... ...looking to expand our team with a new VP, Creative Strategy & Insights. You’ll become... ...for cultural relevance, and focused on client outcomes Identify innovative ways in...Full timeWork experience placementSummer work- Investment Strategy, Private Markets - VP Job Description: About the Role our firm is seeking a Vice President, Private Markets Strategist... ...supporting the growing demand for private market insights across advisors, clients, and internal stakeholders. Working alongside...
- Edelman is seeking a VP, Strategy Director to guide healthcare brands across retail health, pharmacy... ...will lead end-to-end strategy, shape insights and craft compelling narratives. This... ...-world impact, partnering with creative, analytics, and client #J-18808-Ljbffr Edelman
- ...Thought Leadership, and Strategy! The Executive Vice... ...EVP) Media Strategy and Investment will lead Goodway’s... ...and deliver business insights, strategy, media activation... ...that drives honestly smart digital solutions and... ...understanding of our clients, their needs, and the...Remote work
- ...team in driving business strategy and growth, optimizing... ...market research and client segmentation exercises,... ...business intelligence, insights and analytics, and preparing... ...business: e.g. legal, tax, regulatory, capacity... ...today we are a leader in investment banking, consumer and...TaxVisa sponsorship
$275k
...description:Responsible for providing client relationship management and investment banking services including... ...Assists in the generation of ideas and strategies for new business opportunities... ...accidental death and dismemberment, tax-preferred savings accounts, and a...TaxFull timePart timeBank staffShift workDay shift$275k
...description:Responsible for providing client relationship management and investment banking services including... ...to time. 1. Assists MD's in setting strategy and objectives for defined business... ...accidental death and dismemberment, tax-preferred savings accounts, and a 4...TaxFull timePart timeBank staffShift workDay shift- ...President within our Investment Banking Division. In this... ...leadership, strategic insight, and execution... ...impactful solutions for our clients at Goldman Sachs. OUR... ...recommend tailored strategies to meet client goals.... ...multidisciplinary teams of tax advisors, attorneys,...TaxFull timeTemporary workPart time
$198.3k - $287.55k
...advancing AI to move from insight to action—enabling intelligence... ...opportunity, helping our clients navigate uncertainty with... ...candidates who model our values: invest in every relationship, lead... ...15+ years of experience in tax accounting and strategy with large, multi‑national...TaxFull time- ...design and implement strategies, processes and technologies... ...help the firm and our clients achieve superior... ...intelligence, and AI-driven insights into the firm's... ...compensation platform investments. Lead end-to-end digital... ...HCM, Finance, Legal, Tax, and Technology leadership...TaxContract work
$150k - $210k
VC Stack is looking for an Investment Principal to manage client portfolios and lead investment strategies in New York. This role involves designing bespoke portfolios, engaging directly with clients, and mentoring junior team members. Candidates should have over 8 years...Work at office$129.84k - $194.76k
...looking to hire a Vice President into the Americas FX Sales Client Strategy team in New York. This is a high-impact, cross-functional role... ...opportunities, leading regional initiatives, and delivering data-driven insights that strengthen client relationships and drive sales...Full time- BNY Investments is a leading investment manager, with $2.2 Trillion in... ...approach, the firm brings to clients the best of both worlds: specialist... ...of BNY.The Portfolio Strategy Group team partners with the... ...investment messaging to investment insights that address client needs....WorldwideFlexible hours
$160k - $200k
...Vice President, Private Markets Strategist to join the Investment Strategy team. This individual will play a key role in... ...and supporting the growing demand for private market insights across advisors, clients, and internal stakeholders. Working alongside other investment...Full timeWork at officeRemote work$115k - $180k
...Vice President, Finance Strategy & Execution, is a... ...Finance organization.The VP will serve as a finance... ...mindset to forward-looking, insight-driven, and performance... ...financial services to clients in 35 countries and 800... ...of corporate and investment banking services to clients...Full timeWork at officeLocal areaRemote workWorldwideShift work- ...leading brokerage firm is seeking a VP of Tax to play a key role in structuring... ...tax insurance solutions for clients. The candidate will engage in M&A transactions, tax credit investments, and corporate risk management strategies. Qualified candidates should have...Tax
- BBR Partners is seeking a Vice President, Wealth Strategies to act as a senior tax planner across client teams, focusing on UHNW families. You will translate complex tax concepts into actionable guidance while coordinating with external advisors and internal teams. You...Tax
- ...services firm in New York is seeking a Senior Tax Strategist to join its Tax Strategy team. The successful candidate will engage with clients on complex tax situations, contribute to... ...skills and a thorough understanding of investment products and tax implications for high...Tax
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