- Citizens (Pittsburgh, PA)
- Description The Private Client Wealth Advisor (PCWA) thrives in a culture defined by a shared vision of always placing client interests first while ... coaching and developing self and others. The Private Client Wealth Advisor understands financial planning strategies and wealth management practices.… more
- Citizens (PA)
- …provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad ... array of investment, insurance, and bank products. Private Client Financial Advisors are their clients'...Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing… more
- Citizens (Zelienople, PA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , ... stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice… more
- Morgan Stanley (Philadelphia, PA)
- …opportunities * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. *DUTIES… more
- Citizens (Fort Washington, PA)
- Description Citizens Financial Planning Advisor - INV762 Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the ... high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages… more
- Public Consulting Group (Harrisburg, PA)
- …quality services with constrained resources to promote improved client outcomes. To learn more, visit http://www.publicconsultinggroup.com/health/ . ... expectations + Develop and deliver progress reports, project management artifacts, and client presentations + Plan, monitor, and manage ongoing tasks + Contribute to… more
- KPMG (Harrisburg, PA)
- **Business Title:** Senior Manager, Business Tax Services - Private Company **Requisition Number:** 112097 - 76 **Function:** Tax Services **Area of Interest:** ... high quality tax service and play a key role in growing KPMG's Private Enterprise Group, which focuses on early, middle, and late-stage growth companies backed… more
- KPMG (Pittsburgh, PA)
- **Business Title:** Tax Manager / Senior Manager Private Markets **Requisition Number:** 112099 - 78 **Function:** Tax Services **Area of Interest:** **State:** PA ... KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice.… more
- Deloitte (Pittsburgh, PA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2024 What you'll ... do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Pittsburgh, PA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Deloitte (Philadelphia, PA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Harrisburg, PA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (Harrisburg, PA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- PNC (Pittsburgh, PA)
- …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
- Jacobs (Harrisburg, PA)
- …& Places Solutions Line of Business has global reach to serve its diverse client base with specialized project delivery. We create and deliver solutions in the ... and business strategies. Reporting to the Navy Portfolio Sales Director, this Client Account Manager (CAM) position has the principal focus of participating in… more
- Morgan Stanley (Philadelphia, PA)
- …assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through ... regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and… more
- The Hartford (Wayne, PA)
- …sales role is responsible for supporting the client facing Registered Investment Advisor (RIA), Bank Trust and Private Wealth Teams. Reporting into the ... relationships and conduct research to support the team and client relationships. The role requires accountability to the RIA...cover this focused and specialized RIA, Bank Trust & Private Wealth Landscape. Responsibilities of the role: + Identify… more
- Bank of America (Pittsburgh, PA)
- …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... to make a difference. Join us! **Job Description:** **This role will support the Irick Group- Merrill Private Wealth Management.** The Relationship Manager supports… more
- Deloitte (Pittsburgh, PA)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- Deloitte (Harrisburg, PA)
- …across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting ... claims, IT, finance and accounting + Coordinating with the client 's tax and finance departments to gather data for...of business tax services is relevant for public and private companies and range from tax planning to tax… more