• Private Client Account

    HUB International (Waukesha, WI)
    …education training and courses. **Qualifications** + 3-5 years of personal lines / private client insurance account management experience required. + ... and staff on obtaining new business, building efficiencies and account rounding. + Quote and place new business. +...+ Quote and place new business. + Manages a Private Client book of insurance business, including… more
    HUB International (03/05/24)
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  • Executive Compensation Senior Manager-…

    Deloitte (Milwaukee, WI)
    …to help clients execute transformational change by aligning their global executive and equity compensation programs with their business and talent objectives. ... this role ends on 5/31/2024 Work You'll do Project, client , and team management + Lead client ...analysis that you will lead + Gather and analyze executive and equity compensation programs, practices, and design features… more
    Deloitte (03/13/24)
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  • PWM Market Leader 3

    US Bank (Milwaukee, WI)
    …The Private Wealth Management Market Leader reports directly to the Private Wealth Management Regional Executive and is responsible for the sales ... to a team of Advisors to execute on the Private Wealth Management strategy and to grow market share....the market + Drives for results by effectively managing client acquisition programs and sales management activities, and by… more
    US Bank (03/27/24)
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  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Milwaukee, WI)
    …related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy ... client engagements and participate in the targeting of new...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
    Deloitte (04/21/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Milwaukee, WI)
    …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Sale-leaseback + Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first mentality with… more
    Deloitte (02/20/24)
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