- Bank of Montreal (Los Angeles, CA)
- Application Deadline:09/22/2024Address:300 S. Grand Ave.Job Family Group: Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, ... of client issues.Introduces subject matter experts to the client.Shares wealth solutions expertise and product knowledge across regional team.Develops solutions… more
- Citigroup, Inc (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...management & planning services and access to a dedicated Private Banker. We also support firms, and we offer… more
- JP Morgan Chase & Co. (Los Angeles, CA)
- …of the product.J.P. Morgan Wealth Management serves clients across the entire wealth spectrum; including the Private Bank, JP Morgan Securities, and Chase ... income, and financial security for their families and businesses.Job Summary:As a Wealth Management, Life Insurance Specialist, Executive Director within JP… more
- PWC (Los Angeles, CA)
- …Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as ... Industry/SectorNot ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement LevelDirectorJob Description & SummaryA career in our Personal… more
- BDO USA, LLP (Los Angeles, CA)
- …of information that is disseminated internally and externally. The Tax Managing Director , NTO-A, Partnership Tax will collaborate amongst NTO professionals and with ... tax leadership to drive communication efficiencies. A Tax Managing Director , NTO-A, Partnership Tax is responsible for developing standardized partnership technology… more
- BDO USA, LLP (Los Angeles, CA)
- Job DescriptionJob Summary:The Tax Managing Director , Partnerships is responsible for advising clients on the tax implications of their business objectives and ... Agreement (TRA) calculations. In this role the Tax Managing Director , Partnerships will apply their knowledge and experience to...use all current software tools Acts as a career advisor to associates, senior associates, and managers Schedules and… more
- BDO USA, LLP (Los Angeles, CA)
- Job DescriptionJob Summary:The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their ... for complex tax issues. In this role, Tax Managing Director is charged with applying knowledge to understand potential...associates and provide review comments Acts as a Career Advisor to associates, senior associates and managers Schedules and… more
- BDO USA, LLP (Los Angeles, CA)
- Job DescriptionJob Summary:The Assurance Director , Accounting Advisory & Outsourcing is responsible for understanding complex accounting and reporting matters, as ... on the proper application of accounting standards for both public and private companies. This role assists companies with the implementation of new accounting… more
- BDO USA, LLP (Los Angeles, CA)
- Job DescriptionJob Summary:The Director , Valuation & Capital Markets Analytics - Complex Financial Instruments is responsible for leading, executing, and the ... and completes performance evaluations for VCMA Staff Acts as Career Advisor to VCMA Staff, as appropriateQualifications, Knowledge, Skills, and Abilities:Education:… more
- BDO USA, LLP (Los Angeles, CA)
- …Firm's technical standards by examining office review reports from the Director of Quality Control and Technical advisorsRisk Management Displays appropriate ... associates on how to use all current software tools Acts as a career advisor to associates and senior associates Schedules and manages workload of associates and… more
- BMO Financial Group (Los Angeles, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- Bank of America (Los Angeles, CA)
- …supports the company's business objectives and contributes to market profitability by influencing Private Wealth Advisor business practices in ways that ... risk in client outcomes, partnering with the Regional Managing Director and coaching the Advisor . Their functions...Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director… more
- JPMorgan Chase (Los Angeles, CA)
- …of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; including the Private Bank, JP Morgan Securities, and Chase ... and financial security for their families and businesses. Job Summary: As a Wealth Management, Life Insurance Specialist, Executive Director within JP Morgan … more
- Cherry Bekaert (Los Angeles, CA)
- …planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with clients and firm partners to determine engagement ... find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax… more
- University of Southern California (Los Angeles, CA)
- …company and a USC alumnus, staff, student, or faculty (eg, a founder or advisor ). The managing director will have established relationships with venture capital ... and angel investors; institutional LPs, eg, pension funds, endowments, foundations, sovereign wealth funds; and family offices, eg, private firms that manage… more
- KPMG (Los Angeles, CA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... our KPMG Strategy (https://advisory.kpmg.us/) practice. Responsibilities: + As a key advisor to corporate clients, direct and deliver working capital services… more
