- JPMorgan Chase (Chicago, IL)
- …security for their families and businesses. Job Summary: As a Wealth Management , Life Insurance Specialist, Executive Director within JP Morgan Wealth ... manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; including the… more
- KeyBank (Tarrytown, NY)
- …the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director , Wealth Consultant, Regional Planning Strategist, and Relationship ... - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with...responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry… more
- Huntington National Bank (Columbus, OH)
- … Director of Huntington Family Wealth is a member of the Wealth Management Leadership Team responsible for defining and leading the implementation of a ... experts and thought leaders. + Work closely with the Director of Financial Planning & OCR to ensure the...deliver advice and services to clients. + Collaborate with Wealth Management leaders to develop products and… more
- JPMorgan Chase (New York, NY)
- …(principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability ... take your career to the next level. As a Wealth Advisor in the International Private Bank, you will...you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and… more
- JPMorgan Chase (New York, NY)
- …serve as the Treasurer/Principal Financial Officer for a fund complex within JP Morgan Wealth Management . The ideal candidate will have a strong background in ... vendors, including Custodian/Fund Accounting Administrator, Distributor, Independent Audit firm, Tax services, Class Actions, and Valuation. Specific areas of… more
- Truist (Charlotte, NC)
- …Senior Management and ongoing business monitoring activities, the Senior Director oversees the development of a comprehensive, dynamic audit plan spanning the ... review the following job description:** Truist Audit Services Senior Director is responsible for leading the coordination and delivery... Wealth business, including advisory, brokerage/investment management , lending,… more
- KeyBank (Pepper Pike, OH)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... planning issues + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues by...internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members… more
- Fifth Third Bank, NA (Columbus, OH)
- …and reporting risks of all types. This position reports directly to the Director , Wealth Planning Analyst Team Lead. ESSENTIAL DUTIES AND RESPONSIBILITIES: ... Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience… more
- Bank of America (Guaynabo, PR)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... Market Client Relationship Manager Miami, Florida;Guaynabo, Puerto Rico **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... in Las Vegas, NV and reports up to the Director of Investment Management . The Portfolio Manager...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth… more
- Edward Jones (St. Louis, MO)
- …estate planning that is part of the comprehensive and personalized financial planning and wealth management services for the firm's High Net Worth (HNW) segment. ... enhance is yours. **Job Overview** **Position Schedule:** Full-Time The Director of Tax & Estate Strategy is...This team sits within the Wealth Management Advice and Solutions (WMAS) division.… more
- KeyBank (Cincinnati, OH)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership...internal team and works closely with the Family Office Director to implement the client strategy * Is an… more
- Truist (Charlotte, NC)
- …with multiple priorities 7. Strong understanding of banking, lending, commercial and wealth management solutions 8. Excellent interpersonal and relationship ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational… more
- JPMorgan Chase (New York, NY)
- …demanding role in the financial services industry, preferably in asset or wealth management , or in related, specialized professional services firms + ... **Engaging with clients:** Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary… more
- Cherry Bekaert (Coral Gables, FL)
- …the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management . For more ... **Description** **State and Local Tax Advisory Director - Income/Franchise** Ranked...that may arise in completing the assigned task(s). **Engagement Management ** + Serve as the Engagement Director … more
- Cherry Bekaert (Plano, TX)
- …the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management . For more ... **Description** **Internal Firm Tax Director ** Ranked among the largest...types. + Develop and present analytical reports and strategic tax insights to senior management . + Familiarity… more
- Robert Half Finance & Accounting (St. Charles, IL)
- Description We are offering an exciting opportunity for a Tax Director /Manager - As part of a growing Wealth Management firm, you will have the ... Requirements * Demonstrated experience in a similar role as a Tax Director /Manager - Corporate * Comprehensive knowledge and understanding of Corporate … more
- Robert Half Finance & Accounting (Latham, NY)
- …An independent wealth management firm with $500+ AUM is seeking a Tax Director /Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to provide comprehensive tax and financial planning to the firm's clients. Requirements Experience completing… more
- Cherry Bekaert (Cincinnati, OH)
- …the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management . For more ... with us. As our firm expands, we have an opportunity for a seasoned Tax Director , looking to make an impact, who will be responsible for growing and serving… more
- TIAA (Seattle, WA)
- …managing a team of approximately 17-20 Portfolio Managers and support Wealth Management . Partners with the Managing Director on strategic management ... Regional Director The Senior Director , Portfolio Management , is responsible for...client management by leading the partnership with Wealth Management and Office of CIO that… more