- Cushman & Wakefield (Chicago, IL)
- …growth. + Partner with Controllership, Legal, Treasury, FP&A, and external advisors to support business objectives and ensure tax efficiency. + Communicate ... stakeholders. + Engage and manage relationships with external tax consultants and advisors as needed. **Qualifications** + CPA, Master of Taxation, JD, or other… more
- JPMorgan Chase (Jacksonville, FL)
- …Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key ... + Serve as liaison and manage relationships between Private Client Investment Associates, Advisors , and Market Directors of Wealth + Maintain and track revenue share… more
- Kestra Financial (Novi, MI)
- …who reports to the Wealth Advisor and is critical to leveraging Advisors ' time. This position provides excellent client service and problem-solving skills to ... database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors + Maintain a compliant filing and scanning system with Laser Fiche +… more
- Neuberger Berman (New York, NY)
- …high-net-worth clients of the firm. Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with ... and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus,… more
- Raymond James Financial, Inc. (New York, NY)
- …sponsors or other parties. + Support interactionsbetween PMDdeskandfinancial advisors tofacilitatethe investment processandprovide solutions totechnical questions. + ... Prepare letters, forms, and spreadsheets toassistwith servicing financial advisors and clients consummating transactions. + Create andmaintainrecords and files… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Duties and Responsibilities** + Reviews, calculates, and reconciles payroll for termed Advisors and Branches and provides detailed reporting to support payment or ... and/or write-off transactions. + Establishes contact and discussions with termed Advisors and/or Branch Managers to facilitate payments or collections. + Creates,… more
- Wells Fargo (Los Angeles, CA)
- …This includes: + Referrals from WIM to CB will require working with advisors with a variety of customer sizes and needs requiring assessment and profiling ... leader with market level routines, including required follow-up needed with WIM advisors and CB relationship managers + Design, build and implement targeted growth… more
- Robert Half Finance & Accounting (Westborough, MA)
- …wealth management firm is looking for a Financial Advisor to support senior advisors , strengthen client relationships, and help drive business growth. This is a ... office in their North Shore location. Key Responsibilities: Support senior advisors with client relationship management Build relationships with prospective clients… more
- BlackRock (Chicago, IL)
- …- SpiderRock Vice President/Director - Sales & Service Leadership** SpiderRock Advisors , LLC ("SRA"), headquartered in Chicago, IL, is rapidly growing ... other alternative strategies for wealth managers and their clients. Many prominent investment advisors and have adopted the SRA platform to have access to its… more
- Santander US (Miami, FL)
- …service their clients effectively. + Provides infrastructure support to several Financial Advisors (FAs) + Driven to provide superior service for both internal and ... requests, inquiries and service needs + Manages the Financial Advisors ' calendars, including scheduling appointments + Provides administrative support including… more
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