- Truist (Philadelphia, PA)
- …**Responsibilities :** * Lead and manage one or more Truist Wealth Team 's in an assigned region or territory * The role requires significant leadership, sales ... business development, presentation and sales skills that establish the leader and the team as credible and...in the high net worth client segment * Effectively lead the team to work with various… more
- City National Bank (Los Angeles, CA)
- * LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... CIP and KYCQ documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Provide Sales and Administrative Support to… more
- JPMorgan Chase (New York, NY)
- …+ Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping ... with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include...JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting, tax and investments concepts… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 15 **The Team :** Our people are S&P Global's greatest asset and their experience is our priority. The People ... Experience team is committed to creating value for our colleagues...across 40+ countries. + Responsible for compliance, reporting and fiduciary oversight of approximately: 1M transactions, $1B USD in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Work independently, make non-routine decisions and resolve complex accounting problems. + Lead meetings and contribute to team efforts by ensuring all relevant ... to support strategic decision making by the Board and executive leadership. + Lead the design and continuous improvement of billing systems and pricing models to… more
- Opportunity International (Chicago, IL)
- …+ Controller + Tax Accountant + SVP, Strategy + Program Management Team Lead + Chief Philanthropy Officer + Executive Vice President, IPCS (international ... reports for donors and individual projects and programs. + Lead the annual audit process and liaise with external...UNCDF, IADB, or similar) and coordinating USAID contracts. Experienced team leader with a demonstrated record of… more
- Lincoln Financial (Sacramento, CA)
- …are seeking a strategic and detailed-oriented professional to join our Total Rewards team to lead critical components of our executive benefits and international ... regulations such as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed. * Serve...as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used… more
- Bozeman Health (Bozeman, MT)
- …Fiduciary Support + Serve as liaison for the annual audit and support 990 tax filings and other fiduciary reporting requirements. + Track and report grant ... activities and donor engagement through efficient processes and collaboration with team members. Minimum Qualifications: Required + Bachelor Degree in business,… more
- Truist (Charlottesville, VA)
- …advanced sales functions. 8. Demonstrated at least 5 years of leadership skills and abilities to lead a sales team to meet or exceed expectations in the areas of ... this position will require direct management, coaching, and development of a team of Premier Bankers/Advisors in a relationship management role focused on meeting… more
- Edward Jones (Dallas, TX)
- …(via external relationships). **What You Will Do:** + Partner with Financial Advisors and lead the team of Home Office and third-party experts to deliver an ... may close early due to the volume of applicants. ** Team Overview:** Do you have a desire to be...and other internal home office subject matter experts (ie- tax , estate, investment management, business owner, executive compensation, insurance)… more