Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
$77k - $214kPRICE WATERHOUSE COOPERS
At 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. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. 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 Opportunity As part of the RIC team you lead the way as technology‑enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge. Responsibilities Leading the way as technology‑enabled tax advisors Delivering benefits through digitization and automation Solve complex problems with innovative solutions Mentor and support junior team members Uphold exceptional standards in every task Cultivate and maintain client relationships Gain a deeper understanding of business contexts Manage and navigate complex scenarios What You Must Have Bachelor's Degree 3 years of experience What Sets You Apart Innovating through new and existing technologies Experimenting with digitization solutions Working with large, complex data sets Building models and leveraging data visualization tools Exposure to pricing and client worth Reviewing contracts and finding new pricing options CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licence, or Member of the Bar Learn more about how we work: 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: As PwC is anequal 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. For 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. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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: #J-18808-Ljbffr PRICE WATERHOUSE COOPERS
$99k - $266k
Job Summary Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level... ...help businesses navigate complex tax regulations and optimise their tax positions.... ...responsibilities such as accessing sensitive company or customer information, handling...Asset- ...number one priority. With a wealth of learning and career... ...KPMG is currently seeking a Senior Associate, IT Asset Management for our Consulting... ...complies with all local/state regulations regarding displaying... ...the abilities to adhere to company policies, exercise sound...SeniorAssetFull timeLocal area
- ...Fargo is seeking a Senior Counsel to join... ...supporting its Wealth and Investment Management (WIM) division.... ...registered investment companies and private... ...‑1, Rule 22c‑1, Regulation Best Interest).... ...experience at an asset manager, fund... ...which states that Associated Persons should not...SeniorAssetFull timeWork experience placementWork at officeRelocation package3 days per week
$52k - $94.12k
...service team (Associates and Senior Associates), management of the client... ...years) of AML and regulations impacting the... ...banks, asset managers and asset... ...intelligence companies in the world.... ...and steward the investments of millions of... ...needs. And our wealth of development...SeniorAssetTemporary workWork experience placementWork at officeFlexible hours- ...Partners (U.K.) Limited is seeking a Senior Associate, Client Marketing to develop targeted... ...marketing campaigns for the Global Private Wealth business. The role involves analyzing... ...marketing experience with a focus on asset management or financial services. #J-18808-...SeniorAssetRemote work
$75k - $98k
Position Overview We’re looking for a Wealth Strategy Associate to support financial advisors in client conversations, develop asset allocation strategies, and contribute to business... ...asset allocation strategies and investment solutions for clients. Provide support for...SeniorAssetFull time- Senior Associate - Product Development (Private Markets) asset-management, Private Equity, Product Management Perm Hybrid If you’... ...be at the heart of launching investment products that define the future... ...fund structures, private wealth vehicles, or institutional product...SeniorAssetPermanent employment
$70k - $90k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston... ...MD; Englewood, NJ Company Description: Pathstone is a growing wealth management firm serving ultra-high... ...Our services include investment advisory, as well as... ...00 billion in client assets under management, advisory...SeniorAssetInternshipWork at officeFlexible hours$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...businesses navigate complex tax regulations and optimise their tax... ...efficiencies. As a Senior Associate you shall analyze complex... ...such as accessing sensitive company or customer information,...SeniorAssetFull timeH1b$74k - $104k
...solutions to our clients and investing partners. As our global... ...discretion, subject to manager approval. For example,... .... Responsibilities The Associate, Product Marketing, Global Private Wealth sits within the Global Private... ...marketing readiness, assets, and cross‑functional...SeniorAssetWork at officeLocal areaRemote work1 day per week$89k - $133k
...your discretion, subject to manager approval. For example, you may... ...opportunity employer. The Senior Associate, Client Marketing will shape... ...HarbourVest’s Global Private Wealth business. This role... ...emails, landing pages, digital assets, presentations, and related...SeniorAssetWork at officeLocal areaRemote workHome office1 day per week- ABF Transaction Management & Controls Barings is seeking... ...and controls for the Asset-Backed Finance (ABF) platform... ...the intersection of investment, operations, and... ...and operating within regulated environments Strong organizational... ...401(k) Plan with Company Match Health Savings...SeniorAssetTemporary workWork at officeFlexible hours
$80k - $100k
...Capital is a Global Investment Office acting for distinguished... ...and foundations, senior investment... ...globe. With $75B+ in assets under management, the firm constructs... ...Description The Senior Associate will join our US... ...local data protection regulations and privacy controls...SeniorAssetTemporary workWork at officeLocal areaFlexible hours$140k - $175k
A wealth management firm located just west of Boston is seeking a Senior Portfolio Associate to provide dedicated support to the Managing Principal's clients. The role involves client onboarding, processing portfolio transactions, and assisting with portfolio reporting...Senior- ...priority. With a wealth of learning and career... ...seeking a Senior Associate in Financial Due... ...to Fortune 1000 companies, private equity investors, and asset based lenders... ...achievability of managements budget, indebtedness... ...all local/state regulations regarding displaying...SeniorAssetFull timeH1bLocal area
- ...priority. With a wealth of learning and career... ...seeking a Senior Associate, SAP S4 Public Cloud... ...Solution Order Management, Subscription Billing... ...of high-quality assets, participating in... ...all local/state regulations regarding... ...abilities to adhere to company policies, exercise...SeniorAssetFull timeH1bLocal area
$89k - $133k
...solutions to our clients and investing partners. As our... ..., subject to manager approval. For example,... ...be used as needed. The Senior Associate, Business Intelligence... ...within Global Private Wealth (GPW) Commercial Operation... ...architecture Experience in asset management, private...SeniorAssetWork at officeLocal areaRemote work1 day per week$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible... ...with relevant tax laws and regulations Provide effective leadership, formal...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours- About DCAMM The Division of Capital Asset Management and Maintenance manages and stewards the... ...Office of the General Counsel as a Senior Associate General Counsel. This role is for an... ...resolution. Research and analyze statutes, regulations, policies, precedents, and evolving...SeniorAssetFull timeContract workPart timeWork at officeWork from home
- PNC is seeking a Senior Wealth Strategist to develop tax, estate, and financial plans for clients in Boston, MA. This role emphasizes building and managing client relationships while retaining and growing assets under management. Ideal candidates will have over 8 years...SeniorAsset
- ...established in 2006 to meet the wealth management needs of ultra-high net... ...Riverview is seeking an experienced associate to support the wealth... ...wealth advisor with exposure to investment management, estate planning,... ...monthly reporting including asset allocations and performance...AssetWork experience placementWork at office
$125k - $150k
...Capital is a Global Investment Office acting for distinguished... ...and foundations, senior investment... ...globe. With $75B+ in assets under management, the firm constructs... ...growing, 400+ person company, we seek someone who... ...local data protection regulations and privacy controls...SeniorAssetTemporary workWork at officeLocal areaImmediate startFlexible hours- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global...Asset
$130.97k - $183.68k
## Senior IT Risk Manager - Operational Risk ManagementApplylocations... ...to join a company with a strong... ...Voya's Investment Management,... ...applicable laws and regulations impacting IT.*... ...preferably in Asset, Wealth, Investment Management... ...processes, and associated risks and...SeniorAssetPart timeWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours- The Commonwealth of Massachusetts is seeking a Senior Associate General Counsel for its Division of Capital Asset Management and Maintenance (DCAMM). This position involves advising on complex public-sector legal issues, particularly in real estate, leasing, and construction...SeniorAsset
$95.86k - $208.27k
...number one priority. With a wealth of learning and career... ...is currently seeking a Senior Associate, Privileged Access Management Delivery Engineer to... ...complies with all local/state regulations regarding displaying... ...abilities to adhere to company policies, exercise sound...SeniorFull timeH1bLocal area$140k - $205k
...today and tomorrow. Senior Associate General Counsel Job... ...the subject matter of asset management and federal... ...SEC rules and FINRA regulation. In addition to demonstrating... ...knowledge of the Investment Advisers Act of 1940... ...Strong background in wealth management, fiduciary...SeniorAssetFull timeSecond job- # Senior Associate, Operational Due DiligencePartners CapitalSenior AssociatePrivate... ...RolePartners Capital, a Global Investment Office with $75B+ in assets under management acting for distinguished... ...is a fast-growing 400+ person company seeking someone motivated, entrepreneurial...SeniorAssetOdd jobWork at officeWorldwide
- # Senior Associate, Project ManagementBain CapitalAssociatePrivate EquityFull-timeLocationBoston, United... ...Capital is one of the world's leading private investment firms with approximately $185 billion of assets under management. The firm operates across Private Equity,...SeniorAssetPermanent employmentFull timeWork at office
$124k - $335k
...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...Management - Renewable Energy Tax Senior Manager, you will play a pivotal role... ...responsibilities such as accessing sensitive company or customer information, handling...SeniorAssetFull timeH1bLocal area
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