- KPMG (Philadelphia, PA)
- **Business Title:** Tax Manager / Senior Manager , Private Client **Requisition Number:** 119442 - 77 **Function:** Tax Services **Area of Interest:** ... is currently seeking a Tax Manager / Senior Manager Private Markets to...various requests + Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients… more
- Moss Adams LLP (Pasadena, CA)
- **Tax Senior Manager - Private Client ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented ... Results Focus. **Responsibilities** : + Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. +… more
- Citigroup (Jacksonville, FL)
- The Head of US Citigold/Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight of ... activity and client suitability across Wealth's Citigold/Citi Private Client Retail Branch Network. Candidate is...risk mitigation actions are in place and escalate to senior management as appropriate + Provide supervision of Risk… more
- Bank of America (Los Angeles, CA)
- …and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Merrill Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of… more
- JPMorgan Chase (New York, NY)
- …an extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan Private Client is growing amid the ... Private Client and JP Morgan Private Bank. As a Marketing Delivery Senior Associate on the JPMorgan Private Client team, you will thrive in a… more
- Morgan Stanley (Seattle, WA)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** * Private Wealth Management Senior Registered Client Service ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)...insurance, and managed accounts _*Reports to:*_ * Business Service Manager Expected base pay rates for the role will… more
- Deloitte (Columbus, OH)
- …and firm. Recruiting for this role will end on 12/27/2024 Work you'll do As a Senior Manager , you will lead and deliver large, complex client engagements ... US M&A and Restructuring (M&A/R) Offering Portfolio advises our client 's as they seek to change the nature of...implement creative business and technology solutions for large companies. Senior Managers provide corporate and private equity… more
- Commerce Bank (Dallas, TX)
- …range for some roles. This compensation range is for the Private Banking Relationship Manager III & Senior job and contemplates a wide range of factors that ... main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Manager , Business Tax Services - Private Clients **Requisition Number:** 115103 - 32 **Function:** Tax Services **Area of ... for as a firm KPMG is currently seeking a Senior Manager to join our Business Tax...advice and play a key role in growing KPMG's private client tax practice, which focuses on… more
- 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 ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Charlotte, NC)
- …tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll do As a ... Senior Tax Manager , you will utilize your...and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the… more
- First Horizon Bank (Palm Beach, FL)
- …Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL **Summary** As a Private Bankers (PB), you are responsible for business development of professional associations ... of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and business lending… more
- The Hartford (Hartford, CT)
- …help others accomplish theirs, too. Join our team as we help shape the future. Senior Investment Analyst, Private Credit Sector Senior Investment Analyst in ... Senior Investment Analyst - DFH703 We're determined to...maintain surveillance and oversight for certain credits within the private placement investment portfolio. This role will have a… more
- Zurich NA (Richmond, VA)
- Private /Non-Profit Management Liability Underwriter ( Senior or...needs. This role will be filled at either the Senior or AVP Level. The hiring manager ... AVP) 118838 Zurich is seeking a highly experienced and motivated Senior or AVP Private /Non-Profit Management Liability Underwriter to join our Mid-Atlantic team… more
- PNC (Nashville, TN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be ... the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- JPMorgan Chase (Los Angeles, CA)
- …ensure appropriate offer approvals are in place + Present to and update senior client groups on recruiting activity and manage escalations effectively **Required ... their first 30 days with the company. As a Full Lifecycle Recruiter at JPMorgan Private Bank, you will ensure your clients are best positioned to attract, source and… more
- Bloomberg (New York, NY)
- …that include the Terminal across public markets and increasingly as we satisfy increased client demand, private markets. As asset managers and asset owners make ... allocation and risk management decisions across both public and private markets, their stakeholder demands continue to evolve. Equally,...owners and managers and each of these remain key client segments that we want to evolve alongside and… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Manages accounts in accordance with investment… more
- BMO Financial Group (Centennial, CO)
- …deal team to meet client needs when acting as the lead relationship manager . + Manages the retention and expansion of client relationships through a contact ... strategy and an ongoing review the client 's banking needs. + Makes recommendations to ...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- WTW (New York, NY)
- …program through the private equity firm's hold period and beyond. This senior level position supports PE&TS Producers by overseeing the entire lifecycle of a ... and supporting post-closing placement and ongoing operational needs. This senior level role is critical to the stewardship of...Support our PE&TS team in overseeing and managing key private equity client and prospect relationships. +… more
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