- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex...closely with Advisors without daily contact with a direct manager . + Strong presentation skills in one-on-one and group… more
- Penguin Random House (NY)
- …is a publishing imprint within the Crown Publishing Group, created in partnership with Storehouse In A Box, combining traditional publishing with innovative, ... stories reach the audiences who need them most. Through strategic partnerships and direct-to-consumer platform engagement, Storehouse Voices is redefining how books… more
- City of New York (New York, NY)
- …Description Open to candidates who are permanent in the title of Health Services Manager . ** The Center for Health Equity & Community Wellness (CHECW) seeks to ... communities. CHECW addresses inequity across community and healthcare systems in partnership with community, faith-based, and health care organizations. CHECW's work… more
- Regions Bank (Knoxville, TN)
- …conjunction with the assigned Trust or Wealth Advisor + Supplies Portfolio Manager with documentation of non-standard asset reviews for Annual Investment reviews + ... up, and daily cash management + Completes Generation Skipping Tax (GST) worksheet and determines GST coding for new...experience **Skills and Competencies** + Ability to create successful partnerships with Trust and Wealth Advisors and other key… more
- KeyBank (New York, NY)
- …duties and responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client's needs. + Facilitate the ... estate, tax , and philanthropic planning process for all relationships regardless...+ Leads the onboarding process for new clients in partnership with the Family Wealth team. + Demonstrates community… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be...closely with Advisors without daily contact with a direct manager + Strong presentation skills in one-on-one and group… more
- City of New York (New York, NY)
- …communities. CHECW addresses inequity across community and healthcare systems in partnership with community, faith-based, and health care organizations. CHECW's work ... and Community-based Organizations. To ensure full compliance of these partnerships the Bureau of Equitable Health Systems is seeking...report number of clients to the Health Center Facility Manager in the absence of the Site Supervisor. PREFERRED… more
- Truist (Atlanta, GA)
- …buildout of ET Learning Strategies, to include ET Technology Academy, through partnership with WME leadership, ET Business Office Management Organizations, and other ... stakeholders across the Enterprise. 2. Partner with Senior Manager / Manager of Workforce Management, Planning, & Engagement...for and/or apply strategy within ET business units in partnership with broader TEMPO team and BMOs. 3. Support… more
- Shaw Development, LLC (Bonita Springs, FL)
- …and accounts receivable while guiding a company's strategic financial decisions in partnership with the CFO. Embraces and executes the Company Core Values while ... and assisting operating management with inventory analysis. Coordinate's owner disbursements for tax and profit-sharing purposes. * In conjunction with the CFO and… more
- University of Pennsylvania (Philadelphia, PA)
- …among individuals at highest risk of violence involvement. The CVI Hub Manager /Director will be responsible for supervising and supporting frontline staff across the ... meetings, and training sessions relevant to CVI. + Building and maintaining partnerships with local community organizations to ensure participants have access to a… more