- Citigroup (San Francisco, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- HUB International (Des Moines, IA)
- …valued clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and ... and estate planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for all client… more
- M&T Bank (Wilmington, DE)
- …activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy ... personnel to ensure processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense… more
- KPMG (Stamford, CT)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 20 **Function:** Tax Services **Area of ... we stand for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/ international -tax.html)… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Associate Director-Academic Advisor and Co-Curricular Programming, Wharton School Job Profile Title Associate Director E, Student Services, Advising Job… more
- Immigration and Customs Enforcement (IN)
- Summary The US Immigration and Customs Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an attorney to serve as an Associate Legal ... Advisor . This is a distant remote work position. Selectees...third-party requests for agency information; and reviewing domestic and international information sharing agreements, to include Mutual Legal Assistance… more
- Bank of America (Miami, FL)
- International Client Relationship Manager Miami, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- HUB International (Tulsa, OK)
- …are currently seeking qualified candidates to join Bridgecreek Investment Management as a Senior Wealth Advisor . Bridgecreek Investment Management is a ... leading RIA in Private Wealth and Institutional business. Bridgecreek can help Advisors grow...Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action… more
- Atria Wealth Solutions (Houston, TX)
- Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for ... + Fully Remote - USA Compensation: 70,000 - 85,000 Position Purpose: The Senior Compliance Analyst assists the firm in mitigating certain risk conditions associated… more
- HUB International (Chicago, IL)
- At **HUB International ** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help ... insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue… more
- Citigroup (New York, NY)
- …the Chief Operating Officer as well as the Markets, Services, Banking and International , Personal Banking & Wealth Management and Legacy Franchises businesses. ... partner to senior management or key regional management and/or primary advisor to senior business stakeholders, functional partners (eg, IRM, ICRM, Finance),… more
- Deloitte (Charlotte, NC)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... PPMDS, and also includes professionals that specialize in multi-state tax compliance, international tax compliance and consulting, and transfer tax planning. The tax… more
- Atria Wealth Solutions (Syracuse, NY)
- …Junior Data Analyst responsibilities will include migrating third party CRM data to advisor 's workstation CRM and assisting Senior Data analysts with data ... Atria Wealth Solutions, Inc. (Atria) is a wealth...system changes + Migrating Third Party CRM Data to Advisor Workstation CRM (Unio) + Formulate a CRM data… more
- Citigroup (New York, NY)
- …or related position involving Private Banking. 5 years of experience must include: Wealth and asset management; International investment banking for high net ... of ultra-high net worth clients. Serve as a trusted advisor to clients who frequently seek strategic advice regarding...an in-depth understanding of clients' businesses and sources of wealth generation. Analyze products and services to match with… more
- Cherry Bekaert (Cincinnati, OH)
- …services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director,...costs incurred by employers and mitigate the effects of international employees' individual tax liabilities. + Serve as a… more
- JPMorgan Chase (Chicago, IL)
- Become the trusted advisor that our Lending Specialists and Credit Risk executives need to keep our Private Bank Lending Solutions business on the cutting edge while ... and underwriters, and loan operations partners, with respect to commercial and wealth management lending transactions. You will leverage your legal knowledge to help… more
- Citigroup (Miami, FL)
- …High School diploma (or foreign equivalent) and 8 years of experience as a Senior Relationship Manager, or related position involving wealth management and asset ... to match these with the prospective clients' needs. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Maintain… more
- Customs and Border Protection (Indianapolis, IN)
- …an Executive Assistant to the Executive Director of the Financial Operations Directorate as a senior analyst or advisor to senior management on a major ... the United States or its protectorates (as declared under international law) for at least three of the last...Peace Corps/VISTA volunteers, and people with disabilities possess a wealth of unique talents, experiences, and competencies that can… more
- First Horizon Bank (Nashville, TN)
- …banking product suite (loans, deposits, letters of credit, treasury management, international banking services, wealth management, merchant services, retirement ... Commercial banking product suite and consultative selling. + Acts as a financial advisor to those customers by staying informed of market conditions, economic and… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... MBA students internship and full time job searches, both domestic and international . With recruiting and talent pipeline management changing rapidly, this role is… more