- Rose International (Atlanta, GA)
- …are estimates and may be reduced or lengthened based upon a client 's business needs and requirements.**Summary:Public policy managers work internally to monitor and ... research current and relevant public policy issues. A typical public policy manager will develop and manage campaign strategies for both individual stakeholders and… more
- Abbtech Professional Resources (Atlanta, GA)
- …a sensitive clearance. * All overtime must be pre-approved in writing by the client manager or his/her designated representative. * Agency will not be reimbursed ... overall responsibility for the accuracy and integrity of the customer's private enclave while maintaining compliance with the customer's enterprise-wide architecture… more
- Bank of America (Atlanta, GA)
- Private Client Manager Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... Grows book balances and Year over Year revenue + Partners with and mentors Private Client Managers on more complex products and client relationships + Acts… more
- JPMorgan Chase (Atlanta, GA)
- …private market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales team, you will ... clients build stronger portfolios, for institutions, intermediaries and individuals. Job Summary: Private Wealth Alternatives in the US is a rapidly growing $2… more
- Morgan Stanley (Atlanta, GA)
- …to diversifying its workforce (M/F/Disability/Vet) **Job:** **Wealth Management* **Title:** * Private Wealth Management Client Service Associate* **Location:** ... *POSITION SUMMARY:* Client Service Associates help shape the future of...self-motivated and results driven _*Reports to:*_ * Business Service Manager Morgan Stanley's goal is to build and maintain… more
- Bank of America (Atlanta, GA)
- Private Wealth Relationship Manager Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth Relationship Manager supports the Financial...Manager to develop, implement, and monitor the teams client service model. This position is subject to SAFE… more
- Deloitte (Atlanta, GA)
- …Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... 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
- KPMG (Atlanta, GA)
- …high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust ... **Business Title:** Manager , Business Tax Services - Private ...family offices + Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients… more
- First Horizon Bank (Atlanta, GA)
- **Description** **Location: On site, Buckhead Atlanta, GA** **Summary** Private Bankers are responsible for business development of professional high net worth ... products and services. **Key Responsibilities Include** + Maintains a client portfolio for the bank (<$10MM) + Expand existing...to be reviewed by deal team. + Work with Manager to coordinate credit decision with Market President, Senior… more
- Truist (Atlanta, GA)
- …well as the coordination of client onboarding. 2. Maintain a working knowledge of private equity / M&A industry trends. 3. Build and maintain key client and ... smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines… more
- Deloitte (Atlanta, GA)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Atlanta, GA)
- …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 , ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- PNC (Atlanta, GA)
- …the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Atlanta,...acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically… more
- PNC (Atlanta, GA)
- …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
- Morgan Stanley (Alpharetta, GA)
- …or elect to maintain administrative responsibilities within their corporation. The Client Service Manager (CSM) is responsible for providing comprehensive ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Success Manager * **Location:** *Georgia-Alpharetta* **Requisition ID:**… more
- Brookdale Senior Living (Roswell, GA)
- …and guidelines. + Supervises direct care staff as delegated by manager /supervisor. + Ensures associate schedules are communicated/distributed to all associates a ... by your individual agency). + Effectively manages and communicates all changes in resident/ client needs to associates as updates are made to the contract and plan… more
- BlackRock (Atlanta, GA)
- …some of the largest global banking organizations in the world. As a relationship manager business, you will leverage a deep understanding of your client 's ... Accounting, and the Middle Office . Champion for your client internally, marrying their business objectives and to our...propelling the product to Asset Servicers across public and private markets. **Our benefits** To help you stay energized,… more
- BlackRock (Atlanta, GA)
- …and growing the relationship over time through product, and industry knowledge. The Client Manager is highly focused on understanding the needs and evolving ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...CAIA or other professional qualifications Who are our clients? Private markets investors, across the Asset Manager ,… more
- Morgan Stanley (Alpharetta, GA)
- …office the remaining days of the week. ABOUT*The Role** The Institutional Client Investment and Fund Accounting team provides accurate and timely portfolio ... and accurate portfolio data for both internal and external consumers - Ensure private placement Audited Financial Statements and Investor K-1s are delivered to all… more
- Neuberger Berman (Atlanta, GA)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients,… more
