- Atria Wealth Solutions (Marion, IN)
- …in a bank or credit union. + Technical knowledge about various insurance and investment vehicles with regards to tax implications + Knowledge of Social Security, ... and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to help… more
- CBRE (Phoenix, AZ)
- …pitch materials, andprovidethought leadership content aligned toemergingcorporate ESGand tax saving strategies. **Internal Process & Pipeline Management ... reporting. **Preferred** + Experience engaging corporates around sustainability, ESG, or tax credit strategy. + Background in advisory, investment … more
- Atria Wealth Solutions (Fort Worth, TX)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in...deliver a clear path to the future of wealth management with the open-minded agility, senior -level access,… more
- JPMorgan Chase (Columbus, OH)
- …involve strategic planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion. You will ... tax advisors to grow revenue and assets under management for the Trusts & Estates practice. Conduct due...years of experience in trusts & estates, business valuation, investment management , private business advisory, legal, and/or… more
- Internal Revenue Service (Washington, DC)
- …advisory services that support the uniform interpretation, application, enforcement, and litigation of tax laws involving a wide range of business and investment ... issues involving passive activity and at risk loss limitations, tax shelter disclosures, and estate, gift, and generation skipping...clients as a whole. Direct and oversee the overall management of the division's legal staff. Ensure all … more
- Shuvel Digital (Washington, DC)
- …At least 15+ years of progressive experience in senior financial management roles within financial institutions, investment firms, or broader financial ... Credit Memos; + Approve Loan Write-offs; + Audit & Tax + Foster and maintain a positive and collaborative...+ Experience working in a CDFI, financial services, or investment management firm a plus; + A… more
- Principal Financial Group (Des Moines, IA)
- …! **What You'll Do** + Evaluate new leveraged buyout transactions and investment opportunities, attend management presentations, review deal terms and credit ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- DuPont (Wilmington, DE)
- …Us | DuPont Careers (https://careers.dupont.com/us/en/whyjoinus) **GLOBAL HR TECHNOLOGY & PROGRAM MANAGEMENT LEADER** Job Location: US or EMEA. Remote and hybrid ... working available. **JOB SUMMARY** The Global HR Technology & Program Management Leader is responsible for driving the strategy, implementation, and optimization of… more
- Children's Hospital Boston (Boston, MA)
- …This role oversees daily treasury operations while driving strategic financial planning, investment management , and risk mitigation to support the hospital's ... and banking activities. + Establish and enforce policies for banking and cash management . Investment Planning & Capital Markets + Manage short-term liquidity and… more
- US Bank (Rancho Palos Verdes, CA)
- …Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and ... products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and knowledge of… more