- PNC (Washington, DC)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you ... Client Relationship Management, Decision Making and Critical Thinking, Effective Communications , Investment Consulting, Portfolio Management, Products and… more
- Citigroup (Washington, DC)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Deloitte (Baltimore, MD)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As a Tax Senior , you will ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Deloitte (Baltimore, MD)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- T. Rowe Price (Baltimore, MD)
- …for top tier clients. + Aligns T. Rowe Price (TRP) resources ( senior management, investment professional access, product capacity, marketing materials, due ... a unique understanding of clients' business to serve as advisor on products and services across the business unit...experience + FINRA Series 7, 66 licenses + Superior communication /presentation skills + Advanced investment and capital… more
- Fannie Mae (Washington, DC)
- …business, including mortgage products and securities, borrower behavior, investment and hedging strategies, residential property valuation, macroeconomic models ... THE IMPACT YOU WILL MAKE The *Model Validator - Advisor *role will offer you the flexibility to make each...and assess risks. * Communicate technical subject matter to senior management and project stakeholders clearly and concisely, both… more
- Deloitte (Baltimore, MD)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
- Deloitte (Baltimore, MD)
- …Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid ... partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. Trading of both discretionary and non-discretionary products, model ... setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client(s). Manages budgeting and tracking of Financial … more
- Deloitte (Baltimore, MD)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... team of proven innovators! Work you'll do: As a Senior Consultant within Sustainability, Climate and Equity: Gi3 practice,...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
- AECOM (Baltimore, MD)
- …SCADA, rolling stock systems, and other rail transit technologies. + Serve as a senior technical resource and advisor , ensuring adherence to company and client ... has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your… more
- Deloitte (Washington, DC)
- …of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will ... to identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal… more
- City National Bank (Washington, DC)
- *RELATIONSHIP MANAGER SENIOR * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- Deloitte (Baltimore, MD)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Huron Consulting Group (Annapolis, MD)
- …Join our team as the expert you are now and create your future. Senior Directors represent the pinnacle of consulting success At Huron Senior Directors ... Huron values as well as personal commitment and integrity. Another key function Senior Directors carry out is to serve as engagement leaders-working closely with… more
- Deloitte (Baltimore, MD)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... team of proven innovators! Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more
- Deloitte (Baltimore, MD)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Amazon (Arlington, VA)
- Description The Amazon Vendor Services organization is seeking a Senior Customer Success Manager to shape the future of the program. The Senior Customer Success ... experience with our program. The key responsibilities of a Senior Customer Success Manager include but are not limited...tradeoffs between short term customer needs and longer-term strategic investment . * Implement and track metrics to record the… more
- Deloitte (Baltimore, MD)
- …expertise and client service skills to Deloitte! A career in Deloitte's Global Investment & Innovation Incentives practice will give you the opportunity to work on ... and incentives opportunities + Developing, mentoring, and motivating Consultants and Senior Consultants, providing counseling and career guidance The Team: National… more
- M&T Bank (Washington, DC)
- …needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ... and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants,… more