Tax-Smart Investment VP: Client Strategy & Outreach
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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 for internal and external clients. Responsibilities include educating clients, presenting at conferences, building client-focused materials, handling ad-hoc queries, and contributing to competitive analyses. #J-18808-Ljbffr Socket.dev
- 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... ...financial industry, expertise in tax-smart strategies, and a proactive, entrepreneurial mindset to...Tax
- ...Asset Management CMAS team in New York seeks a Tax Smart Investment Specialist - Vice President to lead client-facing activity, partner with portfolio managers... ...and technologists, and drive growth of tax-smart strategies for institutional and high-net-worth clients. In...Tax
- 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
- 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
- ...establish playbooks, KPIs, training, and quality controls for new bids. The role targets infrequent bond issuers, designs outreach and bid strategies, and collaborates with risk, legal, operations, and service teams to ensure compliant bids. Candidates should have 3-8...Outreach
$150k - $250k
...billion in assets, offering a wide range of investment strategies and wealth planning services. They are... ...a Vice President, Wealth Investment Client Portfolio to support their Private... ...solutions across investments, planning, tax, and trust. Analyze and manipulate data...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$151.4k - $311k
Position Summary Client Relationship Executive (CRE) - Financial... ...focus on one or two specific Investment Management clients. The CRE... ...against relationship strategies by monetizing relationships to... ...and/or delivering consulting, tax and advisory services to large...TaxShift work$200k - $275k
...Job Description VP - Capital... ...assets includes our investments in Westinghouse (a... ...future investment strategies Design and execute... ...sounding and investor outreach, working with advisors... ...'s Global Client Group where applicable... ...collaboratively with tax and finance on...TaxOutreachTemporary workLocal area- 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...
- 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...
$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$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$175k - $185k
...SVP) and Department Head of Neighborhood Strategies will oversee a team of urban planners, urban... ...design and implementation of community outreach and engagement processes and play a... ...401(a) defined contribution plan 457(b) tax-advantaged retirement savings plan Tuition...TaxOutreachTemporary workSummer workWork at officeFlexible hours$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$150k - $250k
...strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in... ...management include global investment strategies focused on real estate, private equity,... ...certain securities licenses if you are in a client facing role and/or if you are engaged in...Full timeLocal area- 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
- ...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
- ...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
$200k - $300k
...Executive, Banking & International, Investment BankingCompany: CitiThe Clean... ...team that provides tax equity financing and tax credit... ...transfer transactions for Citi’s clients.About CEFCEF has extensive... ...a comprehensive origination strategy to identify, evaluate, and secure...TaxFull time- ...be instrumental in the strategy, design, and execution... ...support shareholder outreach efforts related to Say... ...regulatory reporting and tax requirements related... ...institutional and government clients under the J.P. Morgan... ...we are a leader in investment banking, consumer and...TaxOutreachVisa sponsorship
- VP/SVP/EVP, Agency Client Development Department Sales & Business Development... ...solutions which bring together strategy, execution, data science,... ...believe in the constant investment into growth and ensuring... ...industry communities, and direct outreach; become a recognized name...OutreachFull timeContract work
$149.34k - $239.15k
...re on a mission to make every client more influential and a positive... ...responsible for leading media strategy development, as well as media... ...most high-profile accounts, the VP, Health Media will partner... ...targets and timing for media outreach on client milestones including...OutreachTemporary workFreelanceWork at officeFlexible hours- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams...
- Aksia is seeking a Vice President-level investment professional to join its Private Equity team... ...with regular interaction across colleagues, clients, and prospects. You will lead client-focused engagements on investment strategy, asset allocation, portfolio construction,...
- ...in New York is seeking a Vice President to lead creativity and strategy for various consumer lifestyle brands. The role involves overseeing... ...+ years of experience in media relations and a track record of client leadership, the ideal candidate will have strong networking...
- ...seeks a Vice President, Management Supervisor to lead a broad client relationship, own the strategic direction and financial health... ...leaders, set performance goals, and drive integrated work across strategy, creative, medical, analytics, and project management while pursuing...
- ...insights and consulting, seeks a Partner to lead the Ad Platform Strategy Practice. Hybrid work across NY, SF, Seattle, and remote... ...consulting with a strong track record in senior executive influence, client growth, and team leadership. #J-18808-Ljbffr Kantar Group...Remote job
- BNY Mellon in New York seeks a Vice President, Client Coverage for BNY Investments. Lead creation and delivery of investment strategy content and portfolio construction analyses to intermediary wealth management clients in North America across asset classes. You will partner...
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