- 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
- JBT Corporation (Chicago, IL)
- …President & General Counsel. On a given day, you will: + Principal Legal Advisor for our global labor and employment issues to provide comprehensive legal support ... supported by Legal. + Coordinate employment litigation matters globally to ensure senior leadership is advised on risks affecting the business. + Provide strategic… more
- WTW (New York, NY)
- …Risk & Broking** Working under the guidance and direction of Senior Broker, the Associate Broker oversees day-to-day placement and broking responsibilities ... for North American tax liability insurance policies. Duties include assembling submissions, evaluating...reports for distribution to the client and their legal advisor , negotiating with underwriters regarding coverage terms, conditions, and… more
- TEKsystems (Baltimore, MD)
- …This role will be an influential member of the team, working closely with senior leaders from both client organizations and within TGS. The Lead Architect will be ... innovation at TGS. Key Responsibilities * Strategic Alignment: Engage with senior stakeholders and executive sponsors from client organizations to capture strategic… more
- JPMorgan Chase (New York, NY)
- The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize ... Business Management team, you will act as a trusted advisor and consultant to senior coverage executives...could impair our ability to do business: eg, legal, tax , regulatory, compliance + Partner with various teams on… more
- Bank of America (Vienna, VA)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- Bank of America (Las Vegas, NV)
- …The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
- Bober Markey Fedorovich (Akron, OH)
- …and business advisory services firms handling a wide variety of complex audit, tax and business advisory matters for our prestigious and diversified client base. Big ... be Accounting Majors, completing their SOPHOMORE (2nd), JUNIOR (3rd), SENIOR (4th), or FIFTH YEAR during the Spring Semester...+ "Dress for your Day" casual attire + BMF Advisor Program -every associate is assigned a peer … more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …rather than client acquisition. We are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client Service Associate ... base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand client goals,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... trusts in accordance with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax planning functions as… more