- Wellington (Boston, MA)
- …co-investment funds with over $9.1 billion in PE assets and growing. We are planning for the next vintages of our flagship private equity while also expanding our ... private credit offering and designing innovative solutions for the insurance and wealth channels. The Fund Controller will play a crucial role in overseeing various… more
- Federal Emergency Management Agency (New York, NY)
- …Preparedness Toolkit, SharePoint, Excel Project Management, MS Teams and Outlook. Planning , scheduling and executing travel and following FEMA policy on submitting ... delinquency in the payment of debts, child support and/or tax obligations, as well as certain criminal offenses and...activities of state and local organizations; AND Developing and planning exercises and exercise reports for presentation to state… more
- Comerica (Auburn Hills, MI)
- …insights. + Oversee annual 1099-MISC reporting, including coordination with the Tax department and customer notifications. + Translate customer experience (CX) data ... and research into insights for the Operations team and future roadmap planning . Team & Vendor Coordinator + Participate in cross-functional team meetings and… more
- Touro University (Central Islip, NY)
- …support for program development. + Minimum of 3 years' experience in planning and executing multi-faceted advancement plans. + Experience in working strategically ... making the case for philanthropic support. + Proven management and strategic planning skills. + Demonstrated ability to devise strategies for events-based engagement… more
- Atria Wealth Solutions (Corning, NY)
- …level of service to credit union members and clientele to help manage their wealth . The ideal candidate will be self-motivated and be able to motivate other team ... themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training… more
- Matter Family Office (St. Louis, MO)
- …thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. ... financial integration of acquired businesses, ensuring seamless alignment across planning , reporting, and consolidation processes. Lead acquisition-related projects. +… more
- Omni Hotels (Bretton Woods, NH)
- …and profit standards of the various operations. Our team members enjoy a wealth of benefits and perks, including: + Comprehensive healthcare coverage with options ... relaxation and rejuvenation. + Financial security through a 401(K) matching plan and pre- tax Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA). + A… more
- Truist (Ormond Beach, FL)
- …to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients. ESSENTIAL ... Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. **General Description of Available Benefits for… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …advisors and participate in One Bank activities, including One Bank meetings, pre-call planning , and post call follow-up to win new business opportunities. + Consult ... client. + Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective...investment portfolios. + Keep current on the legal and tax issues with respect to investment decisions by consulting… more
- First Horizon Bank (Memphis, TN)
- …of credit issues and risks. Ability to spread and interpret financial statements, tax returns, and projections using Excel. + Ability to provide recommendations on ... bank operations, proficient understanding of the components of financial planning , deposit products, small business products, investment and insurance products.… more