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$70k - $130k
...healthcare technology company based on revenue,... ...Relationship Management Location: Kansas... ...clients such as asset managers, financial... ...-dealers, and wealth management platforms... ...alternative investments, and acting as the... ...compliance with industry regulations. Strong...AssetOngoing contractFull timeWork experience placementWork at office$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 technologies A willingness...AssetSummer holidayFlexible hours3 days per week$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- ...Managing Director, Wealth Custody & Clearing Sales About the Company Expanding provider of investment management, research & trading services Industry Financial Services... ...Consulting & Professional Services B2B Asset Management Boston Finance...Asset
- ...Managing Director, Wealth Custody & Clearing Sales About the Company Expanding provider of investment management, research & trading services Industry Financial Services... ...Consulting & Professional Services B2B Asset Management Boston Finance...Asset
$115k - $130k
...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 paidLocal areaWorldwide- ...Senior HR Manager Requisition ID: 2025-65152 Category:... ...is a premier real estate investment and hospitality management company widely recognized as an... ...represents an aggregate asset value exceeding $20B and... ...Highgate Hotel Standards and regulations to encourage safe and...AssetHourly payNight shift
- ...Front Office Manager Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than... ...with Highgate Hotel Standards and regulations to encourage safe and efficient hotel...AssetWork at officeNight shift
$170k - $267.5k
...institutional investors including investment technology, investment servicing, investment management, and trading. With $57 trillion in assets under custody and... ...(CRO) for Global Wealth Custody & Clearing in driving... ...plan (401K) with company match; insurance coverage...AssetFull timeTemporary workFlexible hours$55 - $65 per hour
Senior Marketing Project Manager - Wealth Management A leading investment management firm in Boston, MA, is seeking a Senior Marketing Project Manager to support... ...marketing initiatives within wealth management, asset management, or investment management. This is a 12+...AssetContract workWork from home1 day per week- ...Highgate Hotels Highgate 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...AssetLocal areaWorldwideShift workNight shift
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA... ...in your knowledge of the investment solutions our advisors are... ...and the coordination of asset consolidation. Communicates... ...annual incentive plans). Company Overview Every worker...AssetWork experience placementWork at office- ...Highgate Hotels Highgate 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 operations...AssetLocal areaWorldwideFlexible hoursShift workNight shift
$170k - $282.5k
Overview of the Investment Services (Americas) Legal TeamThe Investment... ...’s global alternatives, asset manager, asset owner and insurance clients... ...registered investment companies, ETFs, mutual funds, money market... ...in a fast-paced, high regulated environment. What you will be...AssetFull timeTemporary workWork at officeFlexible hours$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on client engagements...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on client...Asset
$25 per hour
...Highgate Hotels Highgate 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 operations...AssetHourly payWorldwideFlexible hoursShift work- Highgate Hotels Highgate 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...AssetLocal areaWorldwideShift workNight shift
$130k - $150k
...Senior Content Marketing Manager is a hands-on writer-producer... ..., governing and updating investment and product facing... ...publication.High-impact asset execution: Ensure content... ...services, asset management, wealth management or a similar regulated B2B environmentStrong writing...AssetFull timeWork at office$120k - $225k
About UsWellington Management offers comprehensive investment management capabilities... ...with applicable regulations.... ...such as insurance companies, pension funds, endowments, sovereign wealth funds, and government... ...Candidates with broad asset management knowledge...AssetFull timeWork at officeRemote workFlexible hours1 day per week$120k - $205k
...will include advising investment professionals and... ...on the formation and management of complex fund structures... ...development companies, 40 Act RICs and various offshore... ...activities> Advising on asset management related... ...Securities Act of 1933, Regulation D, ERISA, AIFMD, and...AssetTemporary workWork at office$73.5k - $129.1k
...than $1.5 trillion in assets under management, administration and... ...Threadneedle Investments and RiverSource Insurance... ...Office (GCO) Advice and Wealth Management Practice... ..., supporting the company’s advisory products... ...investment advice, including Regulation Best Interest, the...AssetFull timeH1bWork at officeWork from homeVisa sponsorship1 day per week$137.4k - $240.4k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...disciplines, including delivery in complex, regulated environments.Strong understanding of... ...you can take pride in working for a company committed to an inclusive workplace and...AssetH1bWork at officeWorldwideFlexible hours$135k - $175k
...O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward... ...opportunities for long-term wealth creation. Our talented,... ...Advisors can set up custom investment templates, access factor investing... ...by federal, state, or local law, ordinance, or regulation....AssetFull timeLocal areaHome officeFlexible hours$280k
...MITIMCO ASSOCIATE DIRECTOR, GLOBAL INVESTMENT LEGAL SERVICES (ATTORNEY), Global... ...-investment vehicles, operating companies, direct securities, and separately managed accounts; work closely with GIS... ...required by company policy. PREFERRED: Asset management, institutional...AssetFull timeWork at officeVisa sponsorship2 days per week$180k - $250k
...As a forward thinking asset manager, we build dynamic relationships... ...for long term wealth creation. Our talented... ...1(k) plan with an 85% company match on pre-tax and/... ...IRS limits - Equity & Investing: Employee Stock Investment... ...law, ordinance, or regulation.SummaryLocation: New...AssetFull timeWork at officeLocal areaWorldwide3 days per week$100k - $150k
...team members are our greatest asset, and we invest in their growth and success... ...seeking an experienced Tax Manager to join our growing Private... ...income, estate, gift, and wealth transfer taxes.Serve as a... ...compliance with all applicable regulations.QualificationsMust be able...AssetFull timePrivate practiceLocal area3 days per week$144.6k - $265.1k
Position Summary Manager - Capital Markets... ...capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related... ...financial and securities regulations (market abuse, insider... ...understanding of traded asset classes and products,...AssetWork at office
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