- 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
- 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
- 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
- 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
- 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
- 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
- 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 (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 (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 (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