- Deloitte (Jericho, NY)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As...papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to… more
- JPMorgan Chase (New Hyde Park, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- JPMorgan Chase (New Hyde Park, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- Citigroup (Huntington, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- GAF (Stamford, CT)
- …and genuine care provided by our Strategic Account Managers. As a Strategic Account Manager , you too can grow with the proven winning GAF culture that delivers ... record of building successful relationships and closing new business. The Strategic Account Manager -Steep Slope is responsible for the sale of the complete line of… more
- Grant Thornton (Melville, NY)
- …application of AICPA independence standards relating to nonaudit services or business relationship for existing and prospective private audit clients to assist ... independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on...engagement teams in clearing private audit client checks, including monitoring and… more
- Citigroup (Huntington, NY)
- …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 ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- HUB International (Fairfield, CT)
- …join our New Business Team. This position will work closely with industry leading Private Client Executive to assist with meeting clients and potential clients ... as well as serve as a key relationship manager for High Net Worth clients....Proven ability and experience with new business placement with private client carrier market as well as… more