- Citizens (Southfield, MI)
- Description The Private Client Senior Wealth Advisor 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 Senior Wealth Advisor understands financial planning strategies and wealth management… more
- Deloitte (Detroit, MI)
- …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 ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized… more
- Deloitte (Detroit, MI)
- …Recruiting for this role ends on June 1, 2024 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... 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… more
- Fifth Third Bank, NA (Birmingham, MI)
- … Bank team in executing on the Wealth Strategy and assists the Private Bank team in coordinating the client experience. Provides professional consulting / ... with the full Private Bank team, a Wealth Strategy for each client and prospect....and/or marketing. + Resourcefulness in finding creative solutions. #LI-ML1 Senior Wealth Strategist/ Planner LOCATION -- Charlotte,… more
- Deloitte (Detroit, MI)
- …are fully dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for ... 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%)… more
- JPMorgan Chase (Troy, MI)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of… more
- Morgan Stanley (Birmingham, MI)
- …for clients and prospects on behalf of the Financial Advisor / Private Wealth Advisor * Attends seminars or client meetings with Financial Advisor / ... quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth Advisor * Develops customized presentation materials to… more
- S&P Global (Southfield, MI)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Legal Counsel **The Team:** S&P Global Mobility is part of the S&P Global ... the North America Automotive Insights business. You will be responding to internal client inquiries, providing valuable support in the handling of legal matters and… more