- BDO USA (San Diego, CA)
- Tax Senior Manager, Private Client Services We are seeking an experienced professional to assist in providing tax compliance and consulting services to our high ... accounting knowledge and basic to intermediate tax knowledge. Understanding of financial planning concepts. Effective delegation and client relationship… more
- EY (Palo Alto, CA)
- Overview Enterprise Performance Management (EPM) - Senior - Tech Consulting - Location Open at EY Location: Anywhere in Country At EY, we're all in to shape your ... - Tech Consulting - FinTech - Enterprise Performance Management (EPM) - Senior The opportunity: Our EPM team helps apply cutting-edge technology and techniques… more
- Ernst & Young Oman (Honolulu, HI)
- …Consulting - Tech Consulting - FinTech - Enterprise Performance Management (EPM) - Senior Whole industries have been disrupted and transformed in recent years by ... can gain from their IT investments. We deliver exceptional client service - providing advice on how technology, finance...of individuals looking to build a career. As a Senior Solution Architect, you will be the linchpin in… more
- PowerToFly (San Francisco, CA)
- …CA ( Financial District and Surrounding Areas) Family Office Advisor / Financial Planner (UHNW) Citi Wealth at Work - Investment Relationship Officer ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ...and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access… more
- Empower (San Francisco, CA)
- …Provide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your ... Senior Private Wealth Advisor, Practice Lead (Personal Strategy)...or equivalent experience 10+ years related work experience in financial services and client experience Previous experience… more
- The Association of Technology, Management and Applied… (San Francisco, CA)
- …* Provide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your ... to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays...equivalent experience * 10+ years related work experience in financial services and client experience * Previous… more
- Empower (San Francisco, CA)
- …Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your ... or related discipline or equivalent experience* 10+ years related work experience in financial services and client experience* Previous experience with direct … more
- Brighton Jones (Boston, MA)
- …their planning team Assist clients by attending client meetings and delivering client 's tax plan Support the financial advisory team in tax planning related ... Overview Join to apply for the Tax Senior Manager - Boston role at Brighton Jones...a meaningful impact? At Brighton Jones, we're a purpose-driven, client -focused team committed to helping individuals live richer lives.… more
- Edelman Financial Engines, LLC (Boston, MA)
- …advanced methodology and proprietary technology with the attention of a dedicated personal financial planner . Every client 's situation and goals are unique, ... you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee‑based...of employment * A Clean U‑4 * A Certified Financial Planner (CFP) or other certification is… more
- 1898 & Co. (San Diego, CA)
- …cost, schedule, and quality of deliverables. You'll facilitate workshop sessions with senior -level client teams to understand client requirements, uncover ... Enablement Strategy Tax Managing Director, Core Tax Services Consulting Director, Planner Regulatory Specialist Director of Financial Operations (Growth Track)… more
- ERM: Environmental Resources Management (San Jose, CA)
- …services to stay ahead of market needs. Ensure excellence in health & safety, financial performance, client satisfaction, and risk management. Ready to lead with ... ERM's continued expansion, you'll work alongside industry-leading experts, drive strategic client engagements, and deliver impactful solutions for some of the most… more
- Kestra Financial (Avon, CT)
- We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... or a related field (Master's degree preferred). Certifications: CFP(R) (Certified Financial Planner ) required; CFA, CPA, or other relevant designations… more
- Edward Jones (Dallas, TX)
- …Do:** The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and is required to achieve the ... by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth… more
- Neuberger Berman (New York, NY)
- …internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible ... Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized...essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner… more
- BOOZ, ALLEN & HAMILTON, INC. (Chantilly, VA)
- Intelligence Operations Planner , Senior The Opportunity: As an intelligence planner on our team, you will play a key role in developing threat operational ... that inform operational scenario planning. Scenarios will be tailored to inform client initiatives working to generate, evaluate, and recommend force designs for US… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Services Division is partnering with a fast-growing, white-glove service firm to recruit a Senior Planner to join their dynamic team. This is a high-profile role ... planning professional who blends technical depth with strong emotional awareness. As a Senior Planner you'll partner closely with advisors and clients to deliver… more
- Neuberger Berman (New York, NY)
- …member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust ... charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential....relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both… more
- BOOZ, ALLEN & HAMILTON, INC. (Arlington, VA)
- Intelligence Planner , Senior The Opportunity: Are you an experienced intelligence planner and project manager looking for a new challenge? Join us as a ... campaign support planner ! In this role, you'll support developing and coordinating...schedule, assessing projects' success, facilitating working groups, communicating with senior leadership, and leveraging your skills in analytic or… more
- TD Bank (Mount Laurel, NJ)
- …to the post-experience survey, creating a seamless and impactful experience. The Senior Events Planner is responsible for planning, managing and executing ... events: Meetings, road shows, conferences, stakeholder events and experience-based marketing programs. The Senior Events Planner acts as a key consultant to the… more
- DarkStar Intelligence LLC (Colorado Springs, CO)
- OPERATIONS PLANNER - TASK LEAD/ SENIOR Location: Colorado Springs, CO | Type: Full-Time | Clearance: TS/SCI - SAP Eligible Note: This position is part of an ... and are contingent upon contract award. Overview DarkStar Intelligence is seeking a Senior Operations Planner to serve as Task Lead supporting HQ SpOC/S35D's… more
