- Fidelity TalentSource LLC (Boston, MA)
- Job Description:Role The Digital Asset - Tokenization Product Manager will work on product development, management, strategy, and advocacy of Fidelity Digital Asset ... tokenizing an asset and positioning across a range of client segments and channels and a range of trading...and risk management strategies for investors seeking exposure to private equity, private credit and other illiquid… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:RoleThe Digital Asset Product Manager will work on product development, management, strategy, and marketing of a range of Fidelity Digital Asset ... product structure selection and design, pricing, market and competitive positioning, client portfolio positioning and articulation of investment cases for each … more
- EY (San Diego, CA)
- …working world for all.Tax Accountant, Tax, Global Compliance & Reporting (Real Estate) ( Manager ) (Multiple Positions), Ernst & Young US LLP, San Diego, CA. Provide ... tax guidance, planning, and compliance for public and private companies including: REITs (Real Estate Investment Trusts), homebuilders, low-income housing, real… more
- EY (Mclean, VA)
- …with private sector leading practices. We respond to our client 's issues by bringing together highly skilled professionals across Advisory, Assurance, Tax ... as a role model for EY's core values and maintain and expand client relationships through the delivery of high quality work.Skills and attributes for successStrong… more
- Beacon Hill Staffing Group, LLC (Wellesley, MA)
- Our client , a college located in Wellesley, MA, is seeking an office manager . This is a temp-to-perm opportunity and can compensate up to $28/hr. depending on ... as initial contact for students seeking servicesAct as office manager , which includes developing and maintaining operating practices such as… more
- WuXi AppTec (San Francisco, CA)
- …existing clients via email, phone, and web-conferencing systems. Travel to local client meetings where possible.Participates in tradeshows to raise profile of WuXi ... regulatory influence, mergers and acquisitions, in-out licensing of products/technologies, government/ private grants and contacts, new drug development and approvals,… more
- WSFS Bank (Wilmington, DE)
- …meetings, visits, sales calls and presentationsInteract with high net worth private client segmentsOther administrative duties as requiredMinimum Requirements: ... on assigned tasks under the supervision of the Group Manager and/or Team Leaders to provide clerical and administrative...investment management, custody of IRA accounts as well as account and file establishment, account and file… more
- Segal (Atlanta, GA)
- …Benefits Consultant will collaborate directly with team members including the client relationship manager , actuaries, clinicians, attorneys, and analysts to ... government employee health plans. The position offers significant visibility and client interaction, project management, opportunities to contribute as a leader of… more
- Rose International (Buena Park, CA)
- …($): 20.00 Max Hourly Rate ($): 24.00 Must Have Skills/Attributes: Account Management, Accounts Payable, Administrative, Communications, Customer Support, MS Excel ... and duration are estimates and may be reduced or lengthened based upon a client 's business needs and requirements. ** Required Education: * High School diploma or… more
- Fidelity TalentSource LLC (Durham, NC)
- …include Intermediary Billing, Generic Rules Engine (GRE), Commissions, Transmissions, WealthScape's Account Search and Client Implementations. The Purpose of ... test cases for the code. Expertise in SPA based UI development applying client -side technologies like HTML5, CSS, jQuery, AJAX, JavaScript, Angular 6+, Node.js and… more
- Hired by Matrix (Plano, TX)
- …career by joining an international food and beverage company? If so, our client is hiring a Fleet Administrator!What You'll Do: Responsible for accounts payable and ... procedures and identify improvement opportunities. Additional duties as assigned by Manager . Scope of Interactions: 50% Internal - collaboration with field customer,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAs a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of ... compliance, and salespeople across various coverage areas, among othersExperience in the private markets industry, including hedge funds, real estate, Private … more
- EY (Chicago, IL)
- …world for all.Strategy and Transactions (S&T) (Transaction Diligence - Transaction Support) ( Manager ) (Multiple Positions), Ernst & Young US LLP, Chicago, IL. Serve ... to determine the financial statements comply with laws and regulations. Inspect account books and/or accounting systems for efficiency and use of accepted accounting… more
- Creative Financial Staffing (San Antonio, TX)
- …a meticulous and strategic Finance and Contracting Assistant Director to join our client 's dynamic team. Reporting to the CFO, this pivotal role involves overseeing ... in more than 120 countries, supported by federal and private grants, donations, and fee-for-service income. Finance and Contracting...manage claims processing. Guide the work of the Grants Manager and Bookkeeper and collaborate with the HR … more
- HUB International (Bothell, WA)
- …We are currently seeking an Account Manager to join our growing Private Client Personal Lines Insurance team. You'll be servicing the day to day needs ... and managing the executions of all aspects of the client renewal. Other tasks include: + Manages a book...to clients in response to those changes independent of manager approval + Provides service and cross-sells account… more
- HUB International (Chicago, IL)
- …makes appropriate recommendations to clients in response to those changes independent of manager approval + Provides service and cross-sells account products for ... partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations + Handles...policies, and procedures + Makes major decisions independent of manager approval on books of insurance business for which… more
- HUB International (Dallas, TX)
- …autonomy, and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations ... Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's...preferred + Experience and demonstrated proficiency in an insurance Account Management role. + Excellent oral and written English… more
- HUB International (Estero, FL)
- …+ **Strong community support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high-net-worth insurance business, while ... and procedures. This role is focused on growth and retention of the private client book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + **Makes… more
- JPMorgan Chase (New York, NY)
- …loans, mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on client relations ... at our platform partners. As an account manager you will support Wealth Management Client ...private funds, etc.) + Ability to develop strong client and internal relationships and an in-depth understanding of… more
- World Insurance Associates, LLC. (Iselin, NJ)
- *Candidates with experience with High Net Worth clients / Private Client encouraged to apply. Summary World Insurance Associates is a unique insurance ... offices throughout the region. Position Summary + This position supports the Account Executive with responsibilities related to client management and retention… more
