- Deloitte (Miami, FL)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
- Genentech (South San Francisco, CA)
- …Key Responsibilities 1. Strategic Leadership & Decision Support + Act as a senior advisor and thought partner to Genentech's leadership across Commercial, ... Data Analytics, Digital Measurement, Customer Insights, and Business Development. As a key advisor to the Senior Leaders, the Senior Director partners… more
- Truist (Tampa, FL)
- …This position is located at Truist Tampa, FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a… more
- JPMorgan Chase (New York, NY)
- JP Morgan Global Alternative Investment Solutions is one of the largest, most diversified, and deeply connected alternatives solutions businesses with over $180 ... As a lead Business Manager within the Global Alternative Investment Solutions team, you will serve as a key...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients'...aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors… more
- Wells Fargo (New York, NY)
- …develop and implement information delivery or presentations to key stakeholders and senior management across strategic planning, investment planning and project ... of the company. Wells Fargo Bank NA seeks a ** Senior Lead Business Execution Consultant** in New York, NY....**Job Role and Responsibility:** Act as a Business Execution advisor to leadership to drive performance and initiatives and… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
- Deloitte (Costa Mesa, CA)
- …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- Scotiabank (Dallas, TX)
- IT Audit Senior Manager, Cyber **Requisition ID:** 232906 **Salary Range:** 99,790.00 - 190,995.00 _Please note that the Salary Range shown is a guideline only. ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...management to find solutions to address control weaknesses. The Senior Audit Manager assists in leading internal audit activities… more