- Wells Fargo (Dallas, TX)
- …this role, you will:** + Lead complex initiatives regarding portfolio of closely held business interests, including stock and other ownership interests, ... you. **About this role:** Wells Fargo is seeking a Lead Fiduciary Specialty Asset Manager Working at Wells Fargo...executives, attorneys, CPA's and Wells Fargo internal professionals The Closely Held Asset Manager will perform on-going… more
- Deloitte (Houston, TX)
- …and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely - held business concerns, while providing solutions to complex tax ... will perform high-level reviews of tax research of individual, fiduciary, partnership, closely - held corporations, estate, and gift work papers and tax returns,… more
- Southern Glazer's Wine and Spirits (Dallas, TX)
- …with the ability to convey complex technical concepts to non-technical stakeholders. + Lead and drive collaboration closely with other SGWS teams, including ... is North America's preeminent wine and spirits distributor, as well as a family-owned, privately held company with a 50+ year legacy of success. To create a new era… more
- Bank of America (Fort Worth, TX)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client...and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages… more
- Otsuka America Pharmaceutical Inc. (Austin, TX)
- …to partnering with large health systems, provider networks, and B2B stakeholders, you'll lead with creativity, empathy, and data to build deep trust and ... and strategy - designed for those who want to lead , innovate, and deliver real change in mental health...to each. + **Cross** - **functional collaboration** : Work closely with marketing, operations, market access, legal, and clinical… more
- Meta (Austin, TX)
- …community at scale. And by focusing on decision quality, we ensure that we are held accountable for our actions. This role will work closely with partners across ... process, policy, and product improvements to develop or improve scalable solutions 3. Lead investigations and resolve issues that are escalated to the team regarding… more
- Bank of America (Houston, TX)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... life events (eg, selling a business, divorce, etc.). + Closely monitoring recent tax legislation and how the law...positive culture + Participate in practice development activities that lead to the generation of new business and the… more