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- PwC in New York seeks an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager to deliver expert tax planning, compliance, and strategy. You will lead tax projects for asset & wealth clients and coach teams to ensure compliant results. The role emphasizes...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 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$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- ...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$125k - $250k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...in exciting investment opportunities while... ...wealth funds, insurance companies, endowments, foundations... ...clients, products, regulations, competitors...AssetFull timeTemporary workPart time$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$136k - $160k
...$124 trillion of assets will be inherited... ...largest transfer of wealth in human history.... ...Lifecycle Marketing Manager you’ll drive the... ...to continue;c) any investment that is greater than... ...a publicly-traded company;d) any investment... ...laws and regulations in relation to government...AssetFor contractorsInternshipWork at officeVisa sponsorshipShift work3 days per week$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$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$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- ...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
$83.92k - $125.88k
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen... ...’s banking, credit, and investment needs and goals to provide... ..., its clients, and assets, driving compliance with applicable... ...laws, rules, and regulations, and escalating, managing,...AssetFull timeWork at office$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca... ...client’s banking, credit, and investment needs and goals to provide... ..., its clients and assets, by driving compliance with... ...applicable laws, rules and regulations, adhering to policies, applying...AssetWork at office$170k - $300k
Head of Business Execution, Wealth Marketing, Director Get AI-powered... ...organizational priorities. Manage internal team cadences, including... ...Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying...AssetFlexible hours$115k - $125k
Client Service Operations Manager, Neuberger Wealth page is loaded## Client Service... ...client events (large asset transfers, multi-account onboarding... ...working effectively in a regulated environment* Highly... ...particular employee remains in the Company's sole discretion unless...AssetLocal areaShift work$245k - $260k
...Job Description COMPANY: Canoe Intelligence... ...Account Executive, Wealth Management LOCATION: Hybrid... ...knowledge of the alternative investment industry, including key players, industry regulations, and market trends... ...capital allocators, asset servicing firms and wealth...AssetBase plus commissionContract workWork at officeLocal areaWork from homeHome officeFlexible hours$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$176.72k - $265.08k
NAM and LATAM Wealth Markets Technology Head Job Req... ..., including order management, execution, and post-trade... ...US equity trading regulations, actively monitoring changes... ..., its clients, and assets, by driving compliance... ...related to product and investment‑strategy...AssetOdd job- A leading financial services firm in New York is seeking a Vice President for its Asset & Wealth Management division. The role involves leading a team of quantitative strategists to enhance sales effectiveness through analytics. Ideal candidates will have 6-8 years of experience...Asset
$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$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- Sia, a global management consulting group, seeks a Senior Manager for its Wealth & Asset Management practice in the United States. You will lead client engagements on strategy, operating model transformation, AI, data and technology modernization for global asset managers...Asset
- ...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
- ...Vice President, Wealth Management Marketing About the Company Internationally recognized private equity firm... ...Venture Capital Finance Asset Management Specialties global... ...non-us fund of funds secondary investments venture capital and growth equity...Asset
$149k - $175k
Technical Accounting Manager, New Product Join... ...$124 trillion of assets will be inherited... ...largest transfer of wealth in human history.... ...at a crypto company is a plus What we... ...to continue;c) any investment that is greater than... ...applicable laws and regulations in relation to government...AssetFor contractorsInternshipWork at officeVisa sponsorshipFlexible hoursShift work3 days per week
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