- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... wealth services to best meet the objectives of each client . The Client Specialist provides high level...Collaborate with bankers to identify and prioritize prospects for private wealth management services. + Establish credibility and build… more
- CBRE (Phoenix, AZ)
- …Leadership** + Identify, prioritize, and proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and ... Director , Business Development & Capital Markets - Renewables...tax credit strategy. + Background in advisory, investment banking, private equity,or institutional capital raising. + MBA, JD,CPAorCFA aplusbut… more
- KeyBank (Hartford, CT)
- …to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client 's needs + ... as trustee + Identifies a potential trust and estate tax -related issues and works with the client ...issues + Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... and resources, and much more. Posted Job Title Assistant Director of Venue Sales Job Profile Title Associate ...key role in driving revenue growth and ensuring exceptional client experiences across PLA's venues. With a strong focus… more
- Cherry Bekaert (Austin, TX)
- …Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director ( Director ). We ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more
- Scotiabank (New York, NY)
- …to manage client relationships in the United States. The Associate Director will also be responsible for handling certain credit related activities, including ... Associate Director , US Corporate Banking Origination, (Consumer, Industrial, Retail)...as preparing pre-meeting analysis, marketing materials, post-meeting analysis and client follow up within the Consumer, Industrial and Retail… more
- Cherry Bekaert (Helena, MT)
- …structured environment with robust sales resources? At Cherry Bekaert, a leading assurance, tax , and advisory firm, we are expanding our Advisory practice due to ... a dynamic individual to fill the newly established role of CFO Advisory Director , Head of Performance Measurement & Management FP&A Advisory. **As a CFO Advisory… more
- Scotiabank (New York, NY)
- …experience across broadly syndicated loans and/or direct lending / middle market, private credit assets. + Client focused mindset with strong interpersonal ... Associate Director , Structured Credit (CLO) Banking **Requisition ID:** 233861 **Salary Range:** 225,000.00 - 225,000.00 _Please note that the Salary Range shown is… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... and wellness programs and resources, and much more. Posted Job Title Assistant Director of Annual Giving Job Profile Title Annual Giving Officer A Job Description… more
- Grant Thornton (Philadelphia, PA)
- …integrated, consistent client experiences. + Supporting the new Head of Private Equity with marketing strategy and execution aligned to growth goals. + ... Grant Thornton is seeking an Associate Director , Channel Marketing to join the team. Approved...Channel Marketing to lead firmwide marketing efforts for our Private Equity (PE) and Board of Directors (Boards) channels.… more