- Santander US (New York, NY)
- Tax Equity Specialist , Project & Structured Finance Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... exploration, production and transmission, Infrastructure, Digital Infrastructure, and Real Estate . Within Structured Finance, the Tax Equity Financing business is… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …high-level support to advisors and clients. This firm offers comprehensive financial planning , investment management, and estate services to a select clientele. ... This is a key role for someone who enjoys building lasting client relationships, managing complex administrative tasks, and ensuring the seamless execution of financial transactions. Key Responsibilities: + Serve as the primary point of contact for… more
- Equitable (Portland, OR)
- Wealth Management Associate - Career Transition Opportunity - OR, Portland (5068) ( 250000KJ ) **Primary Location** : UNITED STATES-OR-Portland **Organization** : ... successful transitions from diverse professional backgrounds including: * Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation… more
- Cleveland Clinic (Cleveland, OH)
- …seeking a board-certified Internal Medicine Clinician Educator to serve as Associate Program Director (APD) in their Osteopathically Recognized Internal Medicine ... support program administration, including accreditation, recruitment, evaluation, and strategic planning . Practicing as part of our academic Internal Medicine site… more
- Wells Fargo (New York, NY)
- …Fargo organization. The department consists of Markets, Banking, Commercial Real Estate , Chief Admin Office, Client Lifecycle, Business Execution and Data Management ... Assist with compilation of research, budget, and statistical data for financial planning initiative + Establish and implement office procedures and controls, handle… more
- JPMorgan Chase (Tampa, FL)
- …and managing their wealth. You will use your knowledge of investments, financial planning , credit and banking to both advise current clients on all aspects of ... on their overall balance sheet, including asset allocation, investment management, wealth planning , credit and banking needs + Partner with internal specialists to… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …concepts, practices and procedures used in the industry. + Principles of estate planning , trusts and securities industry operations. + Financial markets ... and products. + Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Work closely with clients and their external advisors (tax, legal, estate ) to implement complex wealth planning strategies, including philanthropic and ... delivers a comprehensive range of services, including investment advisory, retirement planning , lending strategies, and customized family office support. The team… more
- DoorDash (Chicago, IL)
- …business outcomes, and work cross-functionally with operations, engineering, product management, real estate , and construction teams to make them a reality. You will ... work with a cross-functional team, including local operations, engineering, and space planning teams. We're excited about you because + You solve problems from… more
- AIG (New York, NY)
- …licensure, and managing assets + Engages in regular strategic planning activities, drafting of executive communications, and change management initiatives ... and oversees the allocation and management of assets + Coordinates real estate space allocation, physical moves, office enhancements and improvements, signage, file… more