- KeyBank (Chicago, IL)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of ... pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory * Senior level advisor who has significant depth,...equivalent experience * Depth and breadth of knowledge of tax , investments, and estate planning strategies for uhnw families… more
- Comerica (New York, NY)
- …and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators ... routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various...all other organization required compliance training. Stays current on fiduciary/ tax /legal changes that effect a client's wealth plan or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …business owners. These bespoke solutions include categories such as tax -advantaged solutions, concentrated equity, specialized lending capabilities, and more. This ... collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational support to provide a… more
- Bank of America (San Francisco, CA)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- US Air Force - Agency Wide (Scott AFB, IL)
- …solutions to the Department of War. As a key member of the command's senior leadership team, the incumbent directs the development and execution of the command's ... (USTRANSCOM) offers a unique opportunity for a current DoW Senior Executive to lead its Program Analysis and Financial...initiatives through the PPBE cycle. Serve as the primary advisor to the USTRANSCOM Commander on resource streamlining and… more
- ADP (Roseland, NJ)
- …efficiency, accuracy, and insights within financial operations. + Serve as a key advisor to the Global Corporate Controller and senior finance leaders, bringing ... solutions, ADP offers a wide range of human resource, payroll, talent management, tax and benefits administration solutions from a single source. **At ADP we are… more
- Reynolds American (Winston Salem, NC)
- …Stewardship Council and global stakeholders. + Serve as a key scientific advisor and strategic partner to internal stakeholders including Global Toxicology, US Life ... building through coaching and best practice dissemination. + Provide senior -level toxicological guidance to executive leadership and external stakeholders,… more
- HQ USAF and Support Elements (Falls Church County, VA)
- …purpose of this position is to serve as the Deputy Director and Strategic Advisor of the Policy and Resources(SGMED) Directorate at the Office of the Air Force ... to installation level. Serves as the principal strategic level advisor providing authoritative expert technical advice and support to...expert technical advice and support to the AF/SG and senior leaders within the AFMS. HQ AF/SG representative in… more
- General Dynamics Information Technology (Washington, DC)
- …and developers to plan and implement Azure platform deployments **Systems Administrator Senior Advisor Duties and Responsibilities** + Migrate resources from ... can be met + Document processes, procedures, and configurations **Systems Administrator Senior Advisor Requirements and Qualifications** + Master's degree in… more
- City National Bank (Newark, DE)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more