- Providence (Mission Hills, CA)
- …solicitation strategies for planned giving prospects. + **Legal and Tax Advisory :** Provide legal and tax information regarding bequests and life income ... systems to mitigate litigation risks related to planned giving. + **Donor Advisory :** Advise donors on potential methods for donating property and/or funds to… more
- Texas State University (San Marcos, TX)
- …University administrative policies and procedures. + Experience with budgeting, financial processes, and recordkeeping. + Experience with website content management ... Data Science ( CADS ). This position is responsible for managing financial and administrative processes, supporting student and staff activities and coordinating… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...Control where the review and approval of all Client Financial transactions takes place. Additionally, the ACRM role will… more
- Bank of America (Boca Raton, FL)
- …legacy, and other life goals through investment advice and guidance._ _Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted … more
- UL, LLC (Albany, NY)
- …Solutions as Project Manager, driving Independent Engineering (IE) and Technical Advisory (TA) services for onshore wind project financing, sales, and acquisitions. ... Unit Leaders, and with Finance, and develops ROI, IRR and other financial measures. + Manage stakeholders' communication and escalates accordingly. + Adhere to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions. Key Responsibilities ... of 3 years of experience in client service or operations within the financial services industry, preferably with an independent advisory firm. + Proficiency… more
- CBRE (Denver, CO)
- Operations Manager Job ID 235569 Posted 26-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative Location(s) Denver - Colorado ... coach as needed. + Evaluate trends to identify opportunities to improve financial performance. + Ensure compliance with company policy, business and professional… more
- Deloitte (New York, NY)
- …45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax equity ... various fact patterns + Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Bank of America (Red Bank, NJ)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position… more
- Friedman Management Company (Chicago, IL)
- …About the Role: As Director, you will lead the overall operations, financial performance, and client/tenant satisfaction of your assigned portfolio. You'll oversee a ... + Ensure proper insurance coverage for properties, tenants, vendors, and contractors. Financial Oversight + Develop, manage, and monitor property budgets and … more