- American Friends of The Hebrew University (New York, NY)
- …fundraising strategies that lead to five- and six-figure gifts from high - net - worth individuals, family foundations, and next-generation philanthropists. ... meaningful donor experiences, such as faculty visits, parlor meetings, and high -level regional events. The successful candidate will bring creativity, polish, and… more
- Robert Half Finance & Accounting (Memphis, TN)
- …Responsibilities: * Prepare federal and state income tax returns for complex entities and high - net - worth families. * Review basic federal and state tax ... tax returns while fostering strong client relationships and demonstrating high standards of professionalism. This position offers excellent opportunities for… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... makers at potential borrowers + Proven track record of originating and closing a high volume of CRE loans + At least 15+ years' experience focused on commercial… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- PennyMac (Moorpark, CA)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... within assigned client segment for invalid stipulations or identification of alternative solutions + Identify and resolve client issues/friction and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… more
- Regions Bank (Jacksonville, FL)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years of financial services industry… more
- Robert Half Finance & Accounting (Atlanta, GA)
- …on a diverse portfolio of complex tax engagements. These include tax preparation for high net worth individuals, partnerships, corporations, as well as gift, ... comprehensive benefits, and a clear path for career advancement for high -performing professionals. Key Responsibilities: + Prepare and file complex tax returns… more
- Robert Half Legal (Doylestown, PA)
- …comprehensive financial planning and wealth management, with a niche focus on serving high - net - worth professionals. The team is known for its collaborative ... and attention to detail. * Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency. Requirements * Minimum of 5 years'… more
- AIG (Miami, FL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Excel/Powerpoint/ Word + Resourceful and decisive with overall good reasoning ability and high degree of attention to detail. + Coverage, terms, clauses and wordings… more
- JPMorgan Chase (Columbus, OH)
- …as Zoom, WebEx and Adobe Connect. + Previous professional experience building relationships with high - net worth clients Chase is a leading financial services ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more