- Bank of America (Atlanta, GA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Citigroup (New York, NY)
- …client relationships with the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth. + Develop ... tailored solutions that address clients' unique investment , risk management, and financing/ liquidity needs. + Regularly monitor progress against goals and make… more
- Scotiabank (New York, NY)
- …including sales, structuring, pricing, execution, funding, risk management, legal, compliance , client management/onboarding and all operational pieces. Analyze US ... profile of transactions. Partner with Equity Capital Markets and Corporate and Investment Banking to find opportunities to present structured derivative solutions to… more
- KeyBank (New York, NY)
- …team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking, ... specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues by keeping current as to estate… more
- Deloitte (Denver, CO)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities… more
- Cardinal Health (Dublin, OH)
- …competitive marketplace and quantitative support for annual operating plan and investment requirements + **Financial Analysis** : Create detailed financial models ... impact of potential transactions. Evaluate the financial feasibility and return on investment of each M&A opportunity + **Deal Structuring** : Collaborate with Tax,… more
- JPMorgan Chase (New York, NY)
- As part of the Commercial & Investment Bank, JP Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the ... as model complexity, scalability, and latency. + Partner with Risk and Compliance teams to ensure comprehensive model documentation, track performance metrics, and… more
- TD Bank (New York, NY)
- …due diligence; and interacting with Cowen's institutional sales force, traders, investment bankers, and investor clients. **Note from Cowen associates with life ... product of our work is first and foremost good investment ideas. The position is a unique combination of...as internal policies and regulatory standards (as communicated by Compliance ) to assist in maximizing profitability through sound and… more
- KeyBank (Pepper Pike, OH)
- …ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. - Designs and delivers ... judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to retain and...process, prioritized pro- active client contacts, per service standards. Compliance - Maintains compliance with all internal… more
- KeyBank (Palm Beach Gardens, FL)
- …ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers ... Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client… more