- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000AO ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... help unlock your potential? The key objectives of the Advisory and Investment Consulting Relationship Manager...for advice delivery + Increase the amount of fee-based financial planning engagements The Relationship Manager is… more
- Equitable (Charlotte, NC)
- Senior Relationship Manager , Advisory and Investment Consulting ( 250000AP ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to...Team are to build relationships with the Equitable Advisors financial professionals (FPs) and enable sales and practice growth… more
- Robert Half (Dallas, TX)
- … firm . Where We Need You: Protiviti is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing ... Internal Audit & Financial Advisory ( Financial Services - Trust Audits) Manager LOCATION...practice is widely recognized as a leading provider of consulting services across the three lines of defense for… more
- Capgemini (New York, NY)
- …or Senior Managers with a strong background in Financial Services Transformation Consulting , Strategy & Advisory .The ideal candidate will have 8-12 years of ... proactive drive **_Your Profile:_** + 8-12 years of experience consulting and/or Financial Services + In-depth knowledge..._Capgemini Invent - Financial Services Strategy & Advisory - Manager / Sr. Manager_ **Location:**… more
- Huron Consulting Group (Houston, TX)
- …all industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim ... of 6 years of experience in the areas of restructuring & turnaround consulting with distressed clients, corporate financial restructuring, or banking crisis… more
- Charles Schwab (San Diego, CA)
- …of Schwab Wealth Advisory , Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and ... non-discretionary investment advisory solution providing clients with a personal relationship, specialized...as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients… more
- Cherry Bekaert (Columbia, SC)
- **Description** Ranked among the largest accounting and consulting firms in the country and consistently recognized as a **Great Place to Work** , **Cherry Bekaert** ... delivers innovative advisory , assurance and tax services to our clients. At.../)** practice, an opportunity has been created for a ** Manager ** to join our team with the flexibility to… more
- JPMorgan Chase (Tampa, FL)
- …impact. Required qualifications, capabilities and skills + 8+ years of experience in financial services, payments, treasury, or consulting , with a focus on ... Shape the future of advisory delivery by developing solutions that expand insights,...+ Strong understanding of client engagement dynamics in B2B financial services. + Excellent writing, communication, and storytelling skills… more
- Cherry Bekaert (Raleigh, NC)
- …your future, you belong with us. As a result of continued growth within our CFO Advisory practice, we are currently seeking a Manager for our national team that ... Look no further! Ranked among the largest accounting and consulting firms in the country and consistently recognized as...with a forward-looking lens of the future. **As a Manager , you will:** + Assist with financial … more
- Cherry Bekaert (Montpelier, VT)
- …Reduction Act application-based incentives **What does your day look like?** As a ** Manager ** in this **Strategic Tax Advisory Practice** , you will help ... **Description** **Tax Credits & Incentive Advisory ("TCIA")** , within Cherry Bekaert's Strategic Tax...Incentives 6. Employee Retention Credit Services 7. Energy Tax Consulting 1. Section 179D 2. Section 45L 3. Investment… more
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