Private Banking Director jobs in Buffalo, NY

Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Tax Senior Manager or Director, Private Client Services
  • Cohen & Company
  • Williamsville, NY FULL_TIME
  • Overview

    Cohen & Company 

    Certified Public Accountants 

      

    We are very excited about our opportunities and are seeking individuals in Buffalo, NY with an entrepreneurial spirit and commitment to client service to join our team! 

    Responsibilities

    • Lead client and billable tasks, ensure client support throughout the year, lead efficiency opportunities, and manage client work  
    • Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively  
    • Create a strong partnership with engagement teams to ensure you and your engagement team are on task   
    • Support and manage core Private Client Services Tax functions and additional responsibilities/projects as requested  
    • Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise  
    • Work closely with partners and staff on client management, practice development and business development activities  

    Qualifications

    • Bachelor's Degree Required
    • CPA or JD required  
    • 5-10 years of progressive experience at a public accounting firm   
    • Knowledge and previous experience working within Private Client Services taxation including:  
    • C-Corps 
    • S-Corps 
    • Partnerships 
    • Individuals 
    • Tax research   
    • Excellent leadership and organizational skills   
    • Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams   
    • Understanding of Outlook, Excel, Word, Adobe, etc. required  
    • Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility are required and keys to success  

     

     Estimated Salary Range:  $100,000 - $250,000* 

    *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Company, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

     

    About Cohen & Company 

    Named one of America’s Best Tax and Accounting Firms by Forbes and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 750 dedicated professionals across the U.S. and 11 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com.  

     

    Learn more about us: 

    • Cohen & Company: www.cohencpa.com 
    • Careers: cohencpa.com/careers 

     

    We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. 

    #li-hybrid 

  • 16 Days Ago

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Tax Senior Manager or Director, Private Client Services (Buffalo, NY)
  • Cohen & Company
  • Williamsville, NY FULL_TIME
  • Overview Cohen & Company Certified Public Accountants We are very excited about our opportunities and are seeking individuals in Buffalo, NY with an entrepreneurial spirit and commitment to client ser...
  • 8 Days Ago

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Capital Transformation, Head of Model Convergence
  • Citi Private Bank
  • Getzville, NY FULL_TIME
  • This role is in the Finance organization as part of the Capital Transformation team in Treasury. The Capital Transformation team is responsible for implementing transformational changes around the end...
  • 1 Month Ago

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Wholesale Credit Risk Team Lead, Funds - VP (Hybrid)
  • Citi Private Bank
  • Getzville, NY FULL_TIME
  • Institutional Credit Management Risk Analysis (IRAUs) is an integral part of the “ICM” organization. The IRAU’s mandate is to deliver best-in-class credit risk analysis, monitoring and credit administ...
  • 1 Month Ago

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VP / Operational Resilience Sr. Analyst
  • Citi Private Bank
  • Getzville, NY FULL_TIME
  • The Operational Resilience Analyst is responsible for contribution to the development, implementation, and maintenance of Citis Enterprise Operational Resilience framework to ensure operational readin...
  • 1 Month Ago

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Senior Project Manager – Institutional Credit Management - VP
  • Citi Private Bank
  • Getzville, NY FULL_TIME
  • Citi is a world-leading global bank. We have approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. We provide consumers, corporations, gove...
  • 1 Month Ago

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0 Private Banking Director jobs found in Buffalo, NY area

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Financial Professional / Financial Advisor
  • MassMutual New York State
  • Buffalo, NY
  • Job Description Job Description As a Financial Professional with MassMutual New York State you will guide individuals, f...
  • 3/28/2024 12:00:00 AM

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Director of Finance
  • Northpointe Council
  • Buffalo, NY
  • Job Description Job Description The Director of Finance will oversee the administrative and fiscal functioning of Northp...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Buffalo, NY
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Buffalo, NY
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Buffalo, NY
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Non-Profit Finance Director
  • Homespace Corporation
  • Buffalo, New York, NY
  • Basic Function: The Director of Finance (DF) works in conjunction with the Executive Director (ED) to meet the agency’s ...
  • 3/27/2024 12:00:00 AM

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Investment Advisor
  • Sandhill Investment Management
  • Buffalo, NY
  • Sandhill Investment Management is seeking a dynamic and experienced Investment Advisor to join our growing team based in...
  • 3/26/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Buffalo, NY
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
  • 3/25/2024 12:00:00 AM

Buffalo is the second largest city in the U.S. state of New York and the largest city in Western New York. As of July 2016[update], the population was 256,902. The city is the county seat of Erie County and a major gateway for commerce and travel across the Canada–United States border, forming part of the bi-national Buffalo Niagara Region. The Buffalo area was inhabited before the 17th century by the Native American Iroquois tribe and later by French settlers. The city grew significantly in the 19th and 20th centuries as a result of immigration, the construction of the Erie Canal and rail tra...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$209,188 to $328,746
Buffalo, New York area prices
were up 1.5% from a year ago

Private Banking Director in Columbus, GA
Private Banking Job is also known as personalized banking services since it is customized for wealthy families to manage their money.
December 24, 2019
Private Banking Director in Springfield, MO
It is not quite apt to define private banking as wealth management, because private banking generally offers a much narrower set of financial options.  A private banker offers strategies that can be applied to the assets the bank can access, while a more comprehensive wealth manager would develop broad strategies that include all of a client’s assets.
February 01, 2020
Private Banking Director in Jackson, MS
The responsibility of those with Private Banking and Wealth Management jobs is to manage the funds of the very wealthy efficiently, effectively and with the utmost care.
January 17, 2020