• Investment Management Product Manager

    Vanguard (Malvern, PA)
    Join us as an Investment Management Product Manager to help create innovative technology solutions with enterprise-wide impact and uncover data-driven insights in ... or equivalent combination of training and experience required. Graduate degree preferred. CFA/ CFP preferred. + Minimum of five years related work experience. At… more
    Vanguard (12/04/25)
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  • Tax Manager - Federal / Corporate Tax

    Deloitte (Chicago, IL)
    …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
    Deloitte (11/25/25)
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  • Wealth Ops Group Manager - Performance…

    Citizens (Chicago, IL)
    Description As the Wealth Operations Group Manager - Performance Reporting you are responsible for overseeing and managing the operations of the Wealth Management ... + Master's degree in Business Administration or related field. + CFA and/or CFP + Familiarity with workflow automation tools, data analytics platforms, and CRM… more
    Citizens (11/20/25)
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  • Portfolio Manager Associate - Commerce…

    Commerce Bank (Kansas City, MO)
    …Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner ( CFP ) designation preferred For individuals applying, assigned and/or hired to work ... of the compensation range for some roles. This compensation range is for the Portfolio Manager Associate - CTC job and contemplates a wide range of factors that are… more
    Commerce Bank (11/19/25)
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  • Senior Manager , Benefits and Wellbeing

    Walmart (Bentonville, AR)
    **Position Summary ** As Senior Manager , Financial Benefits & Wellbeing, you will lead the strategy, design, and execution of Walmart's financial benefit and ... Qualifications** + Advanced degree (MBA or equivalent) or professional certification (CEBS, CFP , or similar). + Experience in large, matrixed organizations or global… more
    Walmart (10/28/25)
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  • Manager , Portfolio Management

    Commerce Bank (St. Louis, MO)
    …required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ( CFP ) designation preferred For this position, Commerce Bank will review your ... compensation range for some roles. This compensation range is for the Team Lead & Manager - Portfolio Management - CTC job and contemplates a wide range of factors… more
    Commerce Bank (10/28/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Morristown, NJ)
    …fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide tax compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
    Deloitte (10/25/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Kansas City, MO)
    …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
    Deloitte (10/25/25)
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  • Tax Manager , Global Information Reporting

    Deloitte (Morristown, NJ)
    …Deloitte's Business Tax Services (Federal tax) practice! What you'll do As a Tax Manager within the Global Information Reporting practice, you will be part of a ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM… more
    Deloitte (10/25/25)
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  • Tax Manager - Private Wealth

    Deloitte (St. Louis, MO)
    …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other business-related field… more
    Deloitte (10/25/25)
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