- Robert Half Finance & Accounting (San Francisco, CA)
- …respected SEC- registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, ... Robert Half Finance & Accounting is recruiting for a Client Services Manager /Director at a Wealth Management...immediate consideration. Requirements + 7+ in client service or operations at an RIA +… more
- Atria Wealth Solutions (King, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not ... + Periodically meet with clients to review and update client needs ensuring investment objectives and goals... investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy… more
- Charles Schwab (Phoenix, AZ)
- **Your opportunity** Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based ... investment advisors (RIAs) is seeking an innovative, results-driven individual...an innovative, results-driven individual to serve as Senior Relationship Manager covering Enterprise clients. Our heritage of serving advisors… more
- Charles Schwab (Westlake, TX)
- …expand our lending capabilities by targeting Schwab's high net worth (HNW) clients and registered investment advisory ( RIA ) firms. To seize this growth ... clients and RIA firms with complex credit profiles, and higher service level expectations requiring a different approach with specialized expertise to serve… more
- KeyBank (Cleveland, OH)
- …clients. **ESSENTIAL JOB FUNCTIONS** + Work in partnership with a Senior Institutional Advisor /Relationship Manager to service and monitor an assigned group ... The CA will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties. The CA must develop and… more
- Atria Wealth Solutions (Lunenburg, MA)
- …(http://www.sipc.org/) ). CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record ... and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the...+ Manage, service and grow an existing investment and insurance book of business through client… more
- Atria Wealth Solutions (Cincinnati, OH)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of ... (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services... Manager and trains, if necessary, with Program Manager . + Drives investment and program integration… more
- Atria Wealth Solutions (Sandusky, MI)
- … through SPF (Member FINRA/SIPC). SPF (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record ... (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services...bank staff to identify and leverage cross-sell opportunities. + Service and perform periodic reviews of existing client… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** You will be a part of Schwab Advisor Services' Business Consulting and Educations (BCE) team. The BCE team creates and delivers high-quality, ... to make the transition to independence by becoming an RIA and starting their own firms. While the move...as well as defining their desired firm and end client experience. You will share insights, ideas and best… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …for client and related entities) -Research technical tax issues (eg Tax Code, RIA ) and assist client service team in forming conclusions related to ... Description We are seeking an experienced Tax Manager to join a growing Family Office Services...etc) -Provide detailed focus on projects, and alert the Principal/ Client Service Director of technical tax issues… more
- Deloitte (Hartford, CT)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... or environmental sciences, Deloitte Tax LLP's ("Deloitte Tax") Gi3 service line may be the place for you! With...team of proven innovators! Work you'll do: As a Manager within the Sustainability, Climate and Equity: Gi3 practice,… more
- Deloitte (Nashville, TN)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... experience in C&I, Deloitte Tax LLP's ("Deloitte Tax") Gi3 service line may be the place for you! A...team of proven innovators! Work you'll do: As a Manager , you will identify eligible federal C&I generating activities… more
- Wipfli LLP (Denver, CO)
- …+ Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely ... tax provisions, depreciation schedules, property tax returns, etc. + Lead multi-disciplined client service teams for account planning + Prepare and review… more
- Deloitte (Columbus, OH)
- …of experience and knowledgeable industry professionals! Work you'll do: As a Manager within the Sustainability, Climate and Equity: Renewable Energy practice, you ... to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate… more
- Charles Schwab (Westlake, TX)
- …new advisor clients during transition process + Assess each client 's onboarding requirements and partner with the appropriate internal and external resources ... and deliver difficult or challenging news + Familiarity with activities required to transition advisor business and client assets from one platform to another +… more
- Wipfli LLP (Wausau, WI)
- …+ Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely ... with key clients + A strong sense of ownership for delivering ultra-responsive client service + Excellent supervisory, team building, and time management skills… more
- Wipfli LLP (Lincolnshire, IL)
- …+ Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely ... with key clients + A strong sense of ownership for delivering ultra-responsive client service + Excellent supervisory, team building, and time management skills… more
- Wipfli LLP (Billings, MT)
- …+ Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely ... of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and...is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS) offers credit union members full- service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 25-year ... partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning... Manager and trains, if necessary, with Program Manager . + Drives investment and program integration… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... will be responsible for overseeing all aspects of our Intermediary (ie, bank, RIA , wire-house, etc) channel operations, client experience, data management, and… more