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Keywords: Tax Manager or Senior Manager - Wealth Management, Location: USA

Page: 18

Transaction Advisory Manager - Financial Due Diligence

to focus on what's important to them outside the office. The Transaction Advisory Services Manager is responsible... and information flow between BDO, client and target company Partners with TAS Senior Managers, Directors and Principals to identify...

Company: BDO
Location: Dallas, TX
Posted Date: 26 Nov 2025
Salary: $100000 - 170000 per year

Transaction Advisory Exp. Manager - Financial Due Diligence

and the target client Partners with Transactional Services Senior Manager and Principal/Director to identify and pursue... to focus on what's important to them outside the office. The Transaction Advisory Services Experienced Manager...

Company: BDO
Location: New York City, NY
Posted Date: 25 Nov 2025
Salary: $130000 - 160000 per year

Transaction Advisory Manager - Financial Services (FDD)

to focus on what's important to them outside the office. The Transaction Advisory Services Manager is responsible... and information flow between BDO, client and target company Partners with TAS Senior Managers, Directors and Principals to identify...

Company: BDO
Location: New York City, NY
Posted Date: 25 Nov 2025
Salary: $100000 - 170000 per year

Transaction Advisory Manager - Financial Due Diligence

to focus on what's important to them outside the office. The Transaction Advisory Services Manager is responsible... and information flow between BDO, client and target company Partners with TAS Senior Managers, Directors and Principals to identify...

Company: BDO
Location: Dallas, TX
Posted Date: 25 Nov 2025
Salary: $100000 - 170000 per year

Merrill Market Client Relationship Manager

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...

Company: Bank of America
Location: Stamford, CT
Posted Date: 23 Nov 2025
Salary: $115000 - 160000 per year

Client Portfolio Manager - Custom Equity Platform

-only and long/short equity portfolios that allow, among other things, a range of tax management techniques and funding options.... About the Role: The Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses...

Company: Invesco
Location: New York City, NY
Posted Date: 22 Nov 2025
Salary: $150000 - 180000 per year

Merrill Market Client Relationship Manager

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...

Posted Date: 19 Nov 2025
Salary: $115000 - 160000 per year

Merrill Market Client Relationship Manager

to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment...

Company: Bank of America
Location: San Diego, CA
Posted Date: 14 Nov 2025
Salary: $115000 - 160000 per year

Product Manager, Digital Assets

achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways... and results-driven Product Manager. The Product Manager will oversee and drive the planning, execution, and delivery of strategic...

Posted Date: 09 Nov 2025
Salary: $122000 - 166000 per year

Assurance Manager

Job Category: Generalist Job Description: Job Summary: The Assurance Manager is responsible for supervising... of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development...

Company: BDO
Location: Chicago, IL
Posted Date: 09 Nov 2025
Salary: $120000 - 140000 per year

Project Manager, Digital Assets

achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways... and results-driven Project Manager. The Project Manager will oversee the planning, execution, and delivery of strategic...

Posted Date: 09 Nov 2025
Salary: $91000 - 124000 per year

Assurance Manager

Job Category: Generalist Job Description: Job Summary: The Assurance Manager is responsible for supervising... of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development...

Company: BDO
Location: Chicago, IL
Posted Date: 08 Nov 2025
Salary: $120000 - 140000 per year

Financial Services Tech Consulting Manager - WAM - Charles River

institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose..., portfolio management, and post-trade functions. As a platform owner and delivery leader, you will partner with senior...

Company: EY
Location: New York City, NY
Posted Date: 24 Jan 2026

Transfer Agency Client Service Manager, Assistant Vice President

to management as required. Reconcile and resolve discrepancies with other teams as needed. Ensure appropriate records of daily.... Assist management in the implementation of new policies and procedures, participate in projects. Assist with workflow...

Company: State Street
Location: Quincy, MA
Posted Date: 23 Jan 2026
Salary: $70000 - 130000 per year

Transfer Agency Client Service Manager, Assistant Vice President

to management as required. Reconcile and resolve discrepancies with other teams as needed. Ensure appropriate records of daily.... Assist management in the implementation of new policies and procedures, participate in projects. Assist with workflow...

Company: State Street
Location: Quincy, MA
Posted Date: 22 Jan 2026
Salary: $70000 - 130000 per year

Growth Product Manager

, and visitor management. Over 30,000 organizations worldwide, including more than 100 companies in the Fortune 500, trust Verkada... as their physical security layer for easier management, intelligent control, and scalable deployments. Founded in 2016, Verkada...

Company: Verkada
Location: San Mateo, CA
Posted Date: 18 Jan 2026

Project Manager

their wealth of attributes, skills and knowledge to support the overall health of the firm. Team: We value the power.... Collaborates with Partners and senior team to prepare, issue, and manage compliance plans to align project goals including budget...

Posted Date: 18 Jan 2026
Salary: $78000 - 95000 per year

Financial Services - Capital Markets - Digital Assets - Manager

entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build...-dealers, custody, fund administration and investment management · Worked in a strategy-focused role across the front, middle...

Company: EY
Location: New York City, NY
Posted Date: 07 Jan 2026

Sr Private Bank Relationship Manager

planning, tax planning and advanced investment management. Develop new relationships through referrals from clients and Center... business development, relationship and portfolio management, private banking, and wealth management skills. Intermediate...

Company: Columbia Bank
Location: Seattle, WA
Posted Date: 24 Dec 2025

Sr Private Bank Relationship Manager

and portfolio management, private banking, and wealth management skills. Intermediate estate planning, tax, advanced investment... to intermediate estate planning, tax planning and advanced investment management. Primary role is to pursue business development...

Company: Columbia Bank
Location: Irvine, CA
Posted Date: 24 Dec 2025