- HUB International (Austin, TX)
- …insurance professionals to better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make ... building success by developing relationships with others **Job purpose:** As a tax associate , you will work directly with the tax team and wealth management teams… more
- Citigroup (New York, NY)
- …120 days) **Education:** Bachelor's degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support ... The Associate Banker SAFE Act LO is a seasoned...network to identify referrals to new clients/prospects, and coordinate client events + Client /prospect meetings - Organize… more
- Daymon Worldwide Inc (Matthews, NC)
- …Duty Managing Client Relationships + Owning relationships within the retailers Private Label/Own Brand team and understanding the priorities of the Private ... Summary Associate Business Manager At our Company, we grow...Development + Generous Paid Time-Off Responsibilities: + Supports specific private label products &/or categories through analysis & development… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices in 39 cities worldwide, the ... firm manages $481 billion in client assets (as of June 30, 2024) across a...of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors… more
- Citigroup (Palo Alto, CA)
- …days) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Associate Banker SAFE Act LO is a strategic...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Scotiabank (New York, NY)
- …help drive the origination and distribution of cross-asset structured notes to a diverse client base, including private banks, broker dealers and RIAs. The ideal ... Associate Director, Structured Note Sales **Requisition ID:** 231031...will have a deep understanding of structured products, strong client relationships, and a proven ability to navigate complex… more
- Neuberger Berman (New York, NY)
- …clients using the lens of their long-term financial well-being. As a private , independent and 100% employee-owned investment manager, our firm enjoys unique, ... cities worldwide to support our global platform with equity, fixed income, private equity and hedge fund strategies. **Business Overview:** Headquartered in New York… more
- Robert Half Finance & Accounting (Boston, MA)
- Description Our client , a well-established private equity firm, is seeking a Tax Associate or Sr. Tax Associate to sit in their dedicated Family Office ... works closely with Family Office Managers to prepare and deliver recurring quarterly client services while also addressing ad hoc client projects. The Family… more
- JPMorgan Chase (Columbus, OH)
- …discretionary investment management and trust portfolios. This role supports over 1 million client accounts within JP Morgan Private Bank and US Wealth ... **Job Title: Portfolio Management Group (PMG) Associate ** **Position Description:** The Portfolio Management Group (PMG) at JP Morgan is seeking a proactive and… more
- Capital One (Plano, TX)
- Senior Associate , Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role that includes the convenience of ... including New Market Tax Credits and Alternative Energy Tax Credits. As a Senior Associate on the Tax Credit Operations team, you will develop expertise in areas… more