- Deloitte (Midland, MI)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include … more
- CIBC (Birmingham, MI)
- …your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the ... to ensure client retention and business growth while aligning with client investment objectives and organizational policies. + **Expand your portfolio:** Acquire new… more
- Corewell Health (Watervliet, MI)
- …Functions + Manage daily operational processes, including coordination of all investment -related transactions. + Reconcile cash, investment transactions, and ... + Ensure proper onboarding of new investments with the custody bank and investment consultant. + Work closely with Finance/Accounting on the monthly close and… more
- Bank of America (Farmington Hills, MI)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Deloitte (Lansing, MI)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Huntington National Bank (Fremont, MI)
- …Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & ... Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial… more
- Lumen (Lansing, MI)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- Charles Schwab (Ann Arbor, MI)
- …or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles ... on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and… more
- KeyBank (Ann Arbor, MI)
- …meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe ... recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains individual activity, behavior,… more
- Deloitte (Midland, MI)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more