- KPMG (Pittsburgh, PA)
- **Business Title:** Senior Manager, Business Tax Services - Private Clients and HNW **Requisition Number:** 107056 - 78 **Function:** Tax Services **Area of ... the complete list of currently approved designations/credentials for the hiring practice/service line , your recruiter can provide you with that list + Demonstrated… more
- M&T Bank (Los Angeles, CA)
- …service team who participates in the servicing of and relationship management of new and existing Wealth clients. Coaches, motivates, and develops the team to ... superior client service to internal and external clients. Partners with business line management to understand needs of specific markets and adjusts practices and… more
- Atria Wealth Solutions (Charlotte, NC)
- …actively identify and engage both members and non-members identified as High Net Worth ( HNW ) potential and to enhance the personal and financial wellbeing of ... a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an… more