- Deloitte (Dayton, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Oracle (Columbus, OH)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… more
- Deloitte (Dayton, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private Bank organization, you will be ... the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with...support, which will help our clients achieve and maintain financial success. The Client Solution Specialist Sr… more
- Bober Markey Fedorovich (Cincinnati, OH)
- …+ Responsible for a variety of roles that assist in the preparation of client financial statements in compliance with official guidelines and requirements for ... with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized...+ Performs various analyses to assure the accuracy of client financial statements. + Performs monthly accounting… more
- Oracle (Columbus, OH)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- Wells Fargo (Cincinnati, OH)
- …will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales. ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
- JPMorgan Chase (Columbus, OH)
- …candidate interested in supporting a new business unit known as JP Morgan Private Client , which includes a new deposit offering, service strategy, and ... integrated service experience to affluent customers, supporting JP Morgan Private Client will require strategic thought leadership...of business. + Ability to foster and maintain strong client relationships and act as a trusted advisor… more
- Deloitte (Dayton, OH)
- …culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. + Stay ... skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate,… more
- Deloitte (Columbus, OH)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more