- Truist (Philadelphia, PA)
- …and prospects. Execute the delivery and integration of a broad range of wealth products and services (financial planning , asset management, personal trust and ... offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of...order to assist in the successful accomplishment of overall Wealth goals and strategies , including the implementation… more
- BlackRock (Philadelphia, PA)
- …+ Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning ... and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This… more
- Grant Thornton (Philadelphia, PA)
- …practice. Our services include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth, closely held business and ... As the Private Wealth Services Tax Managing Director , you'll...compliance expertise to clients; market, sell, design, and implement tax- planning strategies for clients and manage to… more
- KeyBank (Plymouth Meeting, PA)
- …partners on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, ... greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build… more
- Anywhere Real Estate (Pittsburgh, PA)
- ** Director , Strategic Partnerships & Planning ** This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and ... develop a programmatic approach for ongoing partner success. * Company Financial Planning : Support the build of high-impact roadmap and viable joint venture… more
- Robert Half Finance & Accounting (Pittsburgh, PA)
- Description Position Overview: Robert Half is seeking a highly skilled and experienced Wealth Management Tax Director to join our client's organization. As a Tax ... Director specializing in wealth management, you will...professionals, fostering knowledge sharing, skill development, and collaboration. Collaborative Planning : Partner with wealth advisors, financial planners,… more
- University of Pennsylvania (Philadelphia, PA)
- …University's fundraising strategies . Working closely with the Dean, the Director is responsible for conceptualizing, planning , and executing a coordinated ... to ensure that alumni, donors, and institutional funders are included in communications strategies . The Director will work with the Dean in mobilizing the… more
- University of Pennsylvania (Philadelphia, PA)
- …Parent & Family Giving office to implement priorities and devise fundraising strategies , communications, and events. The Assistant Director cultivates donors for ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Controller/ Director of Fiscal Operations Job Profile Title ...of approximately five Departments, is responsible for the strategic planning , management and operation of non-academic University property, and… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Associate Director of Planned Giving, Penn Medicine Job Profile Title...close, and steward planned gifts. + Develop planned giving strategies to help Penn Medicine Development and Alumni Relations… more