- Citigroup, Inc. (Jersey City, NJ)
- … planning and investment prioritization process in coordination with Wealth front office partners Ensure strong financial controls and discipline through ... with Pride, and We Succeed Together. About Citi Global Wealth Citi Global Wealth (CGW) is focused...across investments, banking, lending, insurance, trust services and financial planning & advice. Overview of the Role The financial… more
- Northern Trust (Los Angeles, CA)
- …on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies . And you'll check-in regularly ... solutions sales strategy, and execution of our goals-driven approach to wealth management planning . With the support of our local team of specialists and… more
- JPMorgan Chase & Co. (New York, NY)
- …services by Euromoney, and we have been specifically recognized for our succession planning , advice and trust services. The Global Trusts & Estates Practice is an ... skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration. Work with Tax Officers and trust counsel… more
- Links Recruiting (Albany, NY)
- …of complex individual, trust, estate, and partnership tax returns Provide strategic tax planning and wealth preservation strategies Advise clients on ... About the job Tax Director ( Wealth Management) We're partnering with a growing wealth management firm and conducting a search for a Tax Director . If you… more
- Jet Support Services, Inc. (Chicago, IL)
- …with Jet Parts Leasing (JPL) to manage rental asset availability and planning . Develop forward-looking strategies for inventory readiness based on event ... 6,000+ aircraft supported by maintenance programs and software platforms, JSSI leverages this wealth of data, scale, and innovation to drive cost savings and provide… more
- Marsh Berry (Richmond, VA)
- FirstChoice is growing! We are seeking a Regional Sales Director to join First Choice, a MarshBerry Company. We have a people first, fast paced, collaborative ... Directors to join our growing team. The Regional Sales Director will focus on developing new business within the...relationships. Utilize Salesforce to plan, log, and execute sales strategies . Engage partners to assist member agents with IT,… more
- BDO USA (Fort Lauderdale, FL)
- Job Description Job Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their ... primary client contact for complex tax issues. In this role, Tax Managing Director is charged with applying knowledge to understand potential tax issues, and… more
- Sterling Engineering, Inc. (Sherman, TX)
- …use of resources and optimal performance Define and implement operational strategies , policies, and procedures Lead long-term planning efforts, including ... Job Description Title: Manufacturing Operations Director Location: Sherman, TX Overview: Sterling has helped build careers for thousands for professionals like… more
- Golub Capital (New York, NY)
- Position Information Hiring Manager: Managing Director , Deputy Head of Private Wealth Americas Department: Private Wealth Americas Department Overview The ... compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker dealers, independent broker dealers,… more
- University of Southern California (Los Angeles, CA)
- …Associate Vice President for Alumni Relations, the AVP will shape and execute strategies that create welcoming and enriching experiences for alumni to stay connected ... engagement, and international alumni engagement. Develop in partnership with the director , a robust international engagement program that strategically engages our… more
- DOWC (Parsippany, NJ)
- …findings to communicate relevant tax considerations to management. Implement effective tax planning strategies and compliance initiatives under the guidance of ... the tools needed for our partners to build their wealth and achieve their goals. DOWC prides itself on...Director by managing day-to-day tax compliance, reporting, and planning for the company and its related entities. This… more
- Harlem Children's Zone (New York, NY)
- …requirements, programming of a college preparation course load, standardized testing strategies , essay writing, financial aid options, and career exploration. Work ... with College Counseling Leadership as well as Wealth Builds to develop and facilitate a College &...one-on-one guidance to students, helping them navigate the college planning process, assess their interests and strengths, and develop… more
- T-Mobile (Overland Park, KS)
- …compensation package - this is Total Rewards. Employees enjoy multiple wealth -building opportunities through our annual stock grant, employee stock purchase plan, ... throughout the major phases of the Oracle Enterprise Resource Planning (ERP) program. They will guide the product management...not limited to: Strategy Works in collaboration with Sr. Director to develop strategy, plan, goals (outcomes) for the… more
- Zions Bancorporation (Midvale, UT)
- …individuals, families, and businesses. These services often include personalized investment strategies , financial planning , estate and tax planning , ... Functions: We are seeking a dynamic and experienced Marketing Director - Wealth Management to join our...marketing campaigns that resonate with high-net-worth individuals. + Strategic Planning : Develop and implement marketing strategies to… more
- Jackson National Life Insurance Company (Nashville, TN)
- …sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies . The Director acts as a consultant and liaison ... are an internal associate, please login to Workday and apply through Jobs Hub._** **Job Purpose** **The Advanced Planning Director will support and promote the… more
- Truist (Philadelphia, PA)
- …and prospects. Execute the delivery and integration of a broad range of wealth products and services (financial planning , asset management, personal trust and ... offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of...order to assist in the successful accomplishment of overall Wealth goals and strategies , including the implementation… more
- JPMorgan Chase (Los Angeles, CA)
- …across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer and income planning needs around the Goals Based ... for their families and businesses. Job Summary: As a Wealth Management, Life Insurance Specialist, Executive Director ...will utilize life insurance solutions to meet client investment, wealth transfer, and income planning needs. Your… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 13 **About the Role:** Director , Wealth Benchmarks Product Management **The Team:** The Product Management ... product strategy and financial health. **Responsibilities and Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and… more
- Citigroup (New York, NY)
- …by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored ... - Lending, will report directly into the COO for Wealth and Matrix report into the Head of Lending...the globe. They will also be responsible for budgeting, planning and policy formulation. The role will reinforce and… more
- Citigroup (Jersey City, NJ)
- …financial planning and investment prioritization process in coordination with Wealth front office partners + Ensure strong financial controls and discipline ... with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused...across investments, banking, lending, insurance, trust services and financial planning & advice. **Overview of the Role** The financial… more
