- Segal (Boston, MA)
- …product, managing projects, mentoring/guiding others, providing technical support on complex client projects and related actuarial issues.The Pension Associate ... We are recruiting for Associate Actuarial Consultant, Pension to join our Retirement...valuation reports and actuarial projects to ensure high quality client deliverables.Provide technical guidance to and mentoring junior colleagues… more
- CohnReznick LLP (Los Angeles, CA)
- …creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and ... have an exciting career opportunity for a Tax Senior Associate to join the team in our Los Angeles...private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.… more
- Segal (Chicago, IL)
- The Sr Associate will be primarily responsible for providing investment operations and consulting support. Responsibilities will include working with members of ... and implementation of firm wide best practices. The Sr. Associate will have client support responsibilities which...owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of… more
- Segal (New York, NY)
- …trusted advice that improves lives? Our opportunity may be for you! Our client teams and project experiences involve extensive client -facing opportunities and ... and implementation of compensation and career strategies, services and processes in client organizations that will include (but is not limited to): compensation… more
- Fidelity TalentSource LLC (Boston, MA)
- …represent portfolios to our clients, partnering with distribution to translate investment decisions into client facing commentary;Understanding and interpreting ... investment infrastructure / product management support to improve investment solution offerings and implementations, including marketing, client reporting… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …Vice President, Alternatives Business Development role in Fidelity s Institutional Client Group (ICG) organization!\u00A0ICG is the institutional distribution arm of ... Fidelity s Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients.\u00A0 We are… more
- Fidelity TalentSource LLC (Chicago, IL)
- …BS/BA Degree; MBA or equivalent graduate degree preferred.Expertise in alternative investment products including private equity, private credit, ... will bring strong subject matter expertise in a variety of credit investment products, leverage modelling, third party negotiations and will partner with Fidelity… more
- Fidelity TalentSource LLC (Durham, NC)
- …and tax-deductible charitable giving, and investment management, including investment management and oversight including private capital and alternative ... industry leading differentiators such as the Advisor Practice Management, the Charitable Investment Advisor Program and more! You are an industry thought leader,… more
- Fidelity TalentSource LLC (New York, NY)
- Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal ... service to Fidelity s most sophisticated and most valued client . Through frequent communication and teamwork, you are a...future appointments How Your Work Impacts the Organization Our Private Wealth Management team is committed to bringing the… more
- Segal (Washington, DC)
- …the technical and operational sides of compliance-related issues. Generally, the intern associate will work on compliance matters for the Health Compliance or ... cases, they may work on a project basis on a particular client -related compliance matter. The Role:Projects may include:Researching and drafting memos on technical… more
- Fidelity TalentSource LLC (Boston, MA)
- …with the equity compensation ecosystem serving public and late-stage private companies.Demonstrate Fidelity capabilities to industry influencers, consultants and ... of time that supports each relationship. On active searches, work closely with client team to develop strategy and implement with the center of influence… more
- JPMorgan Chase (White Plains, NY)
- …as a condition of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing ... required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title **What you will receive**… more
- JPMorgan Chase (Brooklyn, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- BlackRock (New York, NY)
- …the future of private market investing by creating and evolving innovative investment ideas and tech solutions on a team that continuously outperforms - setting ... industry and company insights, (iii) broad coverage of the private equity universe, and (iv) sophisticated investment ...investment capabilities. **The Role** SLS is seeking an Associate to join the investment team. Associates… more
- Bank of America (Pittsford, NY)
- Private Wealth Client Associate Pittsford, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Private ** **Wealth Client Associate ** role is a sales support… more
- Citizens (Tarrytown, NY)
- …and research, while intimately focusing on each client 's unique circumstances. The Private Client Associate II is responsible for providing day-to-day ... Description Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with...team of CFAs, CPAs, attorneys and CFP(R)s provide full investment and wealth management services; comprehensive income tax and… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT ASSOCIATE Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need from ... Colorado. DTC is looking to hire a full-time Trust Investment Associate to work in our Reno...net worth contacts, consistently exceeding service expectations through Dunham's Private Client Group in Reno, NV; +… more
- JPMorgan Chase (Tempe, AZ)
- …client service, JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be responsible for ... of contact for all service related needs of a Private Banking client . This will entail working...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Bank of America (Tampa, FL)
- Registered Private Wealth Client Associate Tampa, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... with the power to make a difference. Join us! **Job Description:** The **Registered Private Wealth Client Associate ** is responsible for providing client… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 110045 - 68 **Function:** Tax Services **Area of ... important than investing in our culture because it's an investment in our people, our future, and what we...firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate… more
