- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth... estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform… more
- Plante Moran (East Lansing, MI)
- Estate Planning Senior Advisor or Manager + Location: United States, Michigan, East Lansing + Location: United States, Michigan, Grand Rapids Make your mark. ... most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to...individuals + This position may be filled as a Senior Advisor or Manager depending on applicable… more
- IGT (Lakeland, FL)
- Senior Manager Real Estate Location: Providence, RI, US, 02903West Greenwich, RI, US, 02817Austin, TX, US, 78754Lakeland, FL, US, 33815 Requisition ID: 15268 ... Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player.... **Overview** We are seeking an experienced corporate real estate manager to join our high performing… more
- Truist (Atlanta, GA)
- …Peachtree Rd, Atlanta, GA. Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high ... at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point of...serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' ... 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist… more
- Zions Bancorporation (San Diego, CA)
- …banks in the Western United States. We are currently in search of a dedicated Wealth Market Manager to join our team of bank partners. At Zions Bancorporation, ... Community/Business Bankers + Private Bankers + Commercial Bankers Responsibilities: + Serves as senior market leader with respect to the wealth advisory services… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be ... field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Develops, consults on and implements tax, … more
- Fifth Third Bank, NA (Columbus, OH)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to ... to produce deliverables in support of that effort. The Senior Analyst will assist in the training and supervision...entirety of the client's and prospects current financial structure ( estate & wealth transfer, family tree, business… more
- Robert Half Finance & Accounting (New York, NY)
- …least 2+ years' of Financial Planning or Estate Planning experience at a wealth manager , RIA or private bank. CFP qualification is advantageous and must be ... Wealth Planning Analyst will work closely with the Senior Advisors, providing comprehensive and holistic financial planning services...Planning or Estate Planning experience at a wealth manager , RIA or private bank *… more
- Plante Moran (Naples, FL)
- Real Estate Development/Construction Project Manager (Naples, FL) + Location: United States, Florida, Naples Construction Project Manager /Real Estate ... Moran Realpoint, LLC (PMR), is looking for a motivated and experienced Development/Project Manager to become a valuable member of our growing team. PMR, an affiliate… more
- Citigroup (Wilmington, DE)
- …**Residential Real Estate Risk - Loss Mitigation** is a senior management-level position responsible for risk strategy, analytics and oversight of ... loss-mitigation for the US residential real estate portfolio. In this role, your will directly be...& compliance areas supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives… more
- Citigroup (Wilmington, DE)
- The VP, **Residential Real Estate Risk - Collections** is responsible for risk strategy, analytics, and oversight of early default collections and post charge off ... recovery for the US residential real estate portfolio. In this role, your will (a) Use...& compliance areas supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives… more
- Comerica (Houston, TX)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the ... Wealth & Institutional Management business unit by building and...plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Citigroup (Wilmington, DE)
- The VP, **Residential Real Estate Risk - Loss Mitigation** is responsible for risk strategy, analytics and oversight of loss-mitigation for the US residential real ... estate portfolio. In this role, your will support (a)...& compliance areas supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives… more
- Citigroup (Wilmington, DE)
- The VP, **Residential Real Estate Risk - Risk Analytics -Loss Recognition** is responsible for risk analytics, controls and monitoring of mortgage loss recognition ... activities (FFIEC) for the US residential real estate portfolio. In this role, your will develop and...mortgage-servicing, finance, controls, supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives… more
- Boston College (Chestnut Hill, MA)
- …disproportionately though not exclusively communities of color. **Position Summary** The Estate Planning Fellow for the Initiative will report to Professor Thomas ... Director of the Initiative as well as to the Senior Associate Director of Operations once that staff person...and in a collaborative way with the Special Projects Manager , David Price, the Initiativea€ (TM) s point person… more
- PNC (Boston, MA)
- …success. As a Corporate & Institutional Banking Undergraduate Intern within PNC's Real Estate Banking organization, you will be based in either Atlanta, GA; Boca ... 2,300 branches; and approximately 60,000 PNC and Partner ATMs Coast to Coast. Real Estate Banking is a department within the PNC Real Estate . PNC Real… more
- Wells Fargo (Charlotte, NC)
- …director for real estate asset management and work closely with specialized wealth services leadership to shape strategy and vision + Act as advisor to trust ... you will:** + Provide leadership and oversight of real estate asset and investment management and client servicing for...staff and asset loads + Engage and influence regional wealth management leadership in design and implementation of strategic… more
- Siemens Gamesa Renewable Energy (Fort Madison, IA)
- …factory extension and manufacturing startup, so longer stays in US is mandatory. As a senior manager , you will act as a mentor for the project managers in ... with us . We are looking for an experienced Senior Project Manager ! Are you the one?...to the relevant Stakeholders (project team, Plant Management, Strategy Manager from Operations Management, Real Estate PM… more
- Citigroup (Miami, FL)
- …Washington, DC 20210 NOTICE OF FILING Citibank, NA seeks an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen client relationships ... and promote Citi's unique wealth management products and services developed specifically for Latin...mutual funds, alternative investments (Hedge Funds, Private Equity, Real Estate ), capital markets (Structured Products and Derivatives). 6 years… more