- BMO Financial Group (Walnut Creek, CA)
- …long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers ... ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients...with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... coverage to Merrill clients who have specific transactional needs. Client engagement and coverage by the desk is initiated...trading business. They should be able to specify and partner with technology and operations teams to remove operational… more
- Vaco (Memphis, TN)
- …for client opportunities. + Consult hiring managers and serve as a client partner through the candidate selection process. + Foster long-term relationships ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007 **A...since 2007 **A Day in the Life** Our CFO client just called. Her VP of Accounting just gave… more
- Dorsey & Whitney LLP (Missoula, MT)
- …public finance transactions, and advising clients on state and federal governmental and tax law issues. This attorney will provide critical bond counsel support on ... private activity transactions, including health care, exempt facility, ...paid holidays; adoption assistance; healthcare, dependent care, and transportation pre- tax reimbursement accounts; back-up child and elder care program;… more
- City National Bank (Los Angeles, CA)
- …This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. *Primary responsibilities include:* * The Commercial ... portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers. * This… more
- Bank OZK (Dallas, TX)
- …plans, nonprofit/endowment investment programs, and business investment/cash-sweep solutions. + Partner with Treasury Management leadership to create a seamless ... client experience and clear delineation of responsibilities between the...the institutional business development process, coordinating with Commercial and Private Banking partners. + Serve as the subject matter… more
- Mizuho Corporate Bank (New York, NY)
- …the global transaction banking business. Increase revenue from a broad global client base including of Japanese and non-Japanese corporates by delivering a suite ... robust pipeline + Attend industry conferences + Research and analyze regulatory and tax issues related to corporate cash and treasury management + Maintain and… more
- Dorsey & Whitney LLP (New York, NY)
- …working with domestic and international companies, including China-based and other foreign private issuers. We require the following qualifications: - Three to six ... skills - Excellent time management and project management skills - Strong client service mentality and cultural sensitivity We prefer that applicants have the… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- …of attorneys and a wider international corporate practice. Clients include public and private companies across a broad range of matters including venture capital and ... private equity financings, initial public offerings, mergers and acquisitions...We are also seeking candidates with good presentation and client handling skills, and a real desire to develop… more
- TEKsystems (Dallas, TX)
- …may present themselves. * Ensure Practice methodology is followed on all client opportunities. * Mentor, manage and develop project team members. Team size ... / Infrastructure as Code in both the public and private cloud * Enterprise automation technology integration and orchestration...Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available *… more