- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, ... including living, testamentary, and a variety of irrevocable trusts, probate, guardianships, investment advisory, and custody accounts. This is not a remote or… more
- City National Bank (Wilmington, DE)
- …legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , ... Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. * Oversee annual administrative review… more
- CBRE (Dallas, TX)
- …extensions during all life cycle stages. What You'll Do: + Act as strategic advisor to stakeholders and customers on business investments. + Define and drive product ... market, user and competitive landscape research to inform roadmap, prioritization, investment strategy and innovation. + Ensure alignment between business strategy… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …MORE DETAILS SENIOR CORPORATE TAX ACCOUNTANT 115K-130K+BONUS+AMAZING BENEFITS Well established private/ investment foundation with over 13B in AUM is seeking a strong ... while optimizing its tax position. Responsibilities -Proactively works with the tax advisor and team to prepare tax planning and strategy. -Collect and track… more
- T. Rowe Price (Owings Mills, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... that balance client needs, TRP business objectives, and Plan Sponsor/ Advisor priorities RPS Participant Sub-Segmentation Strategy: + Develop targeted segmentation… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- JPMorgan Chase (Newark, DE)
- …development and execution of data governance frameworks within the Commercial & Investment Bank. You'll work closely with stakeholders across CIB and corporate ... Deliver training and awareness campaigns, acting as a trusted advisor for data ownership + Liaise for audit, regulatory,...in data governance or data risk management within an investment bank or large financial institution + Understanding of… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Deloitte (St. Louis, MO)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- JPMorgan Chase (Jersey City, NJ)
- …As the Director of Software Engineering at JPMorgan Chase within the Commercial & Investment Bank - Finance Planning & Analysis (FP&A) technology, you will be the ... organization, business heads, and C-suite executives, acting as a trusted advisor and transformation champion **Required Qualifications, Capabilities, and Skills** +… more