- BDO USA (Tampa, FL)
- …on contested issues, as appropriate, and with assistance and guidance from senior international tax professionals ASC 740-10: Applies standards, firm policies ... duties as required Supervisory Responsibilities: Supervises the day-to-day workload of International Tax Senior Associates, Associates, and Interns on assigned… more
- BOK Financial (Tulsa, OK)
- …Areas of Interest: Investment Management; Portfolio Management; Relationship Management; Wealth Management Pay Transparency Salary Range: Not Available Application ... includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc.… more
- Tetra Tech, Inc. (Denver, CO)
- …quality, profitable, and sustainable projects, and services for our clients. Serve as Senior Project Manager or Technical Advisor where you will manage technical ... The Opportunity: Tetra Tech is adding a Renewable Energy Senior Project Managers and Seller/Doers on a national basis...With decades of national experience, Tetra Tech offers a wealth of technical knowledge and a strong understanding renewable… more
- Citigroup, Inc. (Chicago, IL)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and ... that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best… more
- BDO USA (Fort Lauderdale, FL)
- …and senior associates and provide review comments Acts as a Career Advisor to associates, senior associates and managers Schedules and manages workload of ... technical expertise regarding income tax provisions in the area of international tax, valuation allowance credits, business combinations, and stock based… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a… more
- Formlabs (Somerville, MA)
- …in dealing with highly confidential information. Professionalism in dealing with senior executives is imperative. Strong communication skills and the ability to ... seamless executive travel. Your stakeholders have global teams and international travel throughout the year. These trips typically involve...a relationship where they see you as a trusted advisor , akin to a business partner, who helps them… more
- HUB International (Bethesda, MD)
- …integrity and building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor , you will work directly with referral ... that aligns with each client's goals and values. The Senior Wealth Advisor will be...to 50% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does… more
- HUB International (Albuquerque, NM)
- …in part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and ... that aligns with each client's goals and values. The Senior Wealth Advisor will be...Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does… more
- HUB International (Atlanta, GA)
- **ABOUT HUB INTERNATIONAL :** HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, providing a broad array of ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+… more
- Bank of America (San Antonio, TX)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor ...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- Nuveen Investments (Charlotte, NC)
- The VP, Wealth Alternatives Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings (BDCs, tender ... Duties** + Lead the ongoing product lifecycle for Nuveen's private capital wealth offerings (BDCs, tender offer funds, drawdown access vehicles) + Partner closely… more
- HSBC (New York, NY)
- …people, our investors, our communities and the planet we all share. The Engagement Advisor supports International , Wealth and Premier Banking and Private ... a lasting impact across the organization. As our Engagement Advisor , you can expect to play a dynamic and...an innovative and integrated communications strategy aligned with the International Wealth and Premier Banking (IWPB) and… more
- JPMorgan Chase (New York, NY)
- …you'll become part of a team committed to delivering comprehensive services to international clients with varied investments and interests. As a 2026 Global Private ... Bank Advisor in the Global Families Group, you will have...to make meaningful contributions to our business with customized wealth management solutions. Your role will involve delivering highly… more
- JPMorgan Chase (New York, NY)
- …Group, a New York-based team dedicated to providing comprehensive services to international clients with diverse investments and interests. This role offers the ... innovative solutions, and contribute to our business with customized wealth management solutions. You'll collaborate with a team of...experience and training. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have… more
- Citigroup (New York, NY)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and ... that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best… more
- University of Pennsylvania (Philadelphia, PA)
- …more. Posted Job Title Senior Global Programs Manager Job Profile Title Advisor International Programs Senior Job Description Summary Reporting to the ... professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and...Associate Director, the Senior Global Programs Manager plays a key role in… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... of market and strategy views. You will represent the International Private Bank as a global fixed income expert...ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'… more
- ServiceNow, Inc. (Santa Clara, CA)
- …system landscapes, and solutions crossing key industry segments such as banking, insurance, wealth and asset management. S/he will have deep expertise in FS Risk, ... sales teams (Account Executives, Solution Consultants, Product Sales) as a trusted advisor to seed and develop strategic opportunities based on industry solutions.… more
- CH Robinson (Louisville, KY)
- …focus on adhering to Office of Foreign Assets Control (OFAC) regulations, international trade laws, and US export control regulations, including the Export ... Administration Regulations (EAR) and the International Traffic in Arms Regulations (ITAR), as applicable to...procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance… more
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