Asset & Wealth Management Regulated Investment Company (RIC) - Manager
$99k - $266kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:Analyse and identify the linkages and interactions between the component parts of an entire system.Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.Develop skills outside your comfort zone, and encourage others to do the same.Effectively mentor others.Use the review of work as an opportunity to deepen the expertise of team members.Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.The OpportunityAs part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As 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. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.Responsibilities- Supervise and develop team members to achieve exceptional deliverables- Manage client service accounts and engagement workstreams- Independently solve and analyze complex problems- Utilize PwC's technical knowledge and industry insights to address client needs- Drive digitization, automation, and efficiency improvements- Coach teams to enhance their skills and performance- Oversee successful planning, budgeting, and execution of projects- Foster a culture of continuous improvement and innovationWhat You Must Have- Bachelor's Degree- 4 years of experience- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You Apart- In-depth knowledge in compliance and consulting- Identifying and addressing client needs- Actively participating in client discussions and meetings- Communicating a broad range of Firm services- Creating a positive environment for team members- Providing candid, meaningful feedback- Innovating through new and existing technologies- Working with large, complex data sets- Utilizing digitization tools to reduce hoursTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 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: more about how we work: only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: MA-Boston; CA-Los Angeles; MD-Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: Full time
$77k - $214k
Industry/SectorAsset and Wealth... ...navigate complex tax regulations and optimise their... ...and learning how to manage and inspire others... ...OpportunityAs part of the RIC team you lead the... ...accessing sensitive company or customer... ...handling proprietary assets, or collaborating...AssetFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...AssetFull timeH1b$124k - $335k
...PwC is seeking a Senior Manager in the Asset & Wealth Management Regulated Investment Company (RIC) Tax practice based in New York. This role involves leading tax compliance projects, analyzing financial data, and providing strategic tax planning to clients. The ideal...Asset$88.4k - $132.6k
...WealthCompany: CitiThe Wealth Relationship Mgmt. (... ...s banking, credit and investment needs and goals to provide... ..., Relationship Manager, etc.)Organize client... ...Citigroup, its clients and assets, by driving compliance... ...applicable laws, rules and regulations, adhering to Policy,...AssetFull timeWork at office$88.4k - $132.6k
...WealthCompany: CitiThe Wealth Relationship Mgmt. (... ...s banking, credit and investment needs and goals to provide... ..., Relationship Manager, etc.)Organize client... ...Citigroup, its clients and assets, by driving compliance... ...applicable laws, rules and regulations, adhering to Policy,...AssetFull timeWork at office$88.4k - $132.6k
...WealthCompany: CitiThe Wealth Relationship Mgmt. (... ...s banking, credit and investment needs and goals in order... ..., Relationship Manager, etc.) Organize client... ...Citigroup, its clients and assets, by driving compliance... ...applicable laws, rules and regulations, adhering to Policy,...AssetFull timeWork at office- ...Director to join our Wealth Services... ...Dealer and Registered Investment Advisor activities... ...coverage for BNY’s Managed Account Solutions’... ...platform for multi-asset portfolios. Assist... ...integration with regulated legal entities, including... ...us to run our company better and enables...AssetWorldwideFlexible hours
$163.6k - $245.4k
...partner with senior leaders in the Wealth and USCC businesses to hire talent at the Managing Director level.What you’ll do... ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying...AssetFull time$170k - $300k
...ExecutiveCompany: CitiThe Global Head of Wealth at Work Marketing leads the... ...the Wealth at Work ecosystem.Manage creative, content, and agency... ...Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying...AssetFull time- ...practices. The J.P. Morgan Wealth Management (USWM) business is... ...- our digital investing platform. The combined... ...has ~$600 billion in Assets Under Management and... ...on industry trends, regulations, and market events related... ...and inclusion at our company. We do not discriminate...Asset
$128.4k - $235.3k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services... ...research client inquiries and emerging issues, including regulations, industry practices, and new technologiesA willingness to...AssetSummer holidayFlexible hours$170k - $300k
...ExecutiveCompany: CitiCiti Wealth is one of the world’s leading wealth management businesses, serving... ...and differentiate its investment expertise. This leader... ...Citigroup, its clients and assets, by driving compliance... ...laws, rules and regulations, adhering to Policy, applying...AssetFull time$142.6k - $261.5k
...Banking and Capital Markets, Wealth and Asset Management and Insurance to address... ...— spanning the entire investment value chain. If you are passionate... ...at a financial services company, preferably within wealth... ...issues, including regulations, industry practices, and new...AssetWork experience placementSummer holidayFlexible hours$170k - $300k
...Strategy & Execution for Citi Wealth. This individual will define... ...intranet, social, email, content management, and advisor platforms.Build... ...Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying...AssetFull time- ...Hex Trust Relationship Manager Aura by Hex Trust is the private wealth business of Hex Trust. We... ...institutional-grade digital asset infrastructure - custody... ...but lack a trusted, regulated, full-service partner. Aura... ..., capital markets, investment solutions, payments, fiat...AssetWork at office
$180k - $200k
...TypeYearlyHighgate HotelsHighgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of... ....Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel...AssetTraineeshipWork at officeWorldwide$135k - $150k
...TypeYearlyHighgate HotelsHighgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of... ...knowledge of all Human Resources/employee regulations and laws, and ensure that the property is in...AssetWorldwide$90k - $120k
...TypeYearlyHighgate HotelsHighgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of... ...knowledge of all Human Resources/employee regulations and laws, and ensure that the property is in...AssetWorldwide- ...Company Overview Highgate Hotels is a leading real estate investment and hospitality management company with more than $15 billion in assets under management and a portfolio of over 400 hotels worldwide... ...with safety and operational regulations to encourage efficient...AssetWork at officeWorldwide
$120k - $150k
...professional to join as a Client Manager, supporting our Latin America... ...of the business, including Investment Policy Statements, Know Your... ...experience7+ years relevant wealth management experience preferredSpanish... ...skillsBasic understanding of asset allocation, trust and...AssetFull timeWork at officeLocal area$90k - $110k
...TypeYearlyHighgate HotelsHighgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of... ....Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel...AssetHourly payWorldwideNight shift$160k - $190k
...TypeYearlyHighgate HotelsHighgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of... ....Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel...AssetDaily paidWork at officeWorldwide$73.5k - $129.1k
...more than $1.5 trillion in assets under management, administration and... ...Financial, Columbia Threadneedle Investments and RiverSource Insurance... ...Investments registered investment companies. Under the direction of an... ...with existing and new SEC regulations; (iii) various Ameriprise...AssetFull timeH1bWork at officeWork from homeVisa sponsorship1 day per week$157.04k - $235.56k
...Portfolio Advisory team sits with the Citi Wealth Chief Investment Office (CIO) in New York at Citi’s... ....Solid knowledge of markets and multi-asset class portfolio construction.Good... ...with strong interpersonal relationship management skills.Communication experience across...AssetFull timeWork at officeDay shift$140k - $180k
...Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator... ...properties represents an aggregate asset value exceeding $20B and generates... ...with Highgate Hotel Standards and regulations to encourage safe and efficient hotel...AssetDaily paidLocal area$200k - $250k
...RoleThe Sales Director - US Wealth is a senior sales... ...growth of WTW Investments’ wealth business across... ...solution offerings to wealth managers, intermediaries,... ...the wealth management, asset management, or investment... ...-term incentive bonus.Company BenefitsWTW provides a...AssetTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...communication skills and investment acumen who has the... ...The Client Relationship Manager will support a diverse set... ...OUR IMPACTGoldman Sachs Asset Management is one of the... ...pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions,...AssetWork experience placement
$176.72k - $265.08k
...Professional, WealthCompany: CitiThe Investment Sales Sr. Lead is a strategic... ...for handling staff management issues, including resource management... ...Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying...AssetFull time$192k - $288k
...central role in the Citi Wealth CIO team. This role is... ...insights across asset classes, connecting macroeconomic... ...for developing investment views, producing... ...allocation, research, and risk management frameworks. The... ...Experience analyzing companies and industries, including...AssetFull time$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...to participate in exciting investment opportunities while... ...sovereign wealth funds, insurance companies, endowments, foundations, financial...AssetFull timeTemporary workPart time
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