• Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
    Citigroup (02/19/25)
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  • Senior Wealth Advisor

    HUB International (Albuquerque, NM)
    …in part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and ... that aligns with each client's goals and values. The Senior Wealth Advisor will be...Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does… more
    HUB International (03/28/25)
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  • Senior Income Tax Advisor - PCS…

    TD Bank (Manchester, NH)
    …of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax ... ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on...34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work -… more
    TD Bank (04/30/25)
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  • Wealth - Art Advisor Sr. Lead

    Citigroup (New York, NY)
    …acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional who closely follows the latest ... skills are required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required to guide and… more
    Citigroup (04/16/25)
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  • SVP; Senior Compliance Advisor

    M&T Bank (Clanton, AL)
    …activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy ... personnel to ensure processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense… more
    M&T Bank (04/11/25)
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  • Technology Business Partner, Sr. Manager

    HUB International (Chicago, IL)
    **ABOUT US** At HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. ... insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue… more
    HUB International (04/19/25)
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  • Senior Manager, Compliance Business…

    TD Bank (New York, NY)
    …team of enthusiastic colleagues dedicated to setting new industry standards. US Wealth Compliance acts as an independent regulatory compliance and conduct risk ... to ensure regulatory compliance. + Ensure compliance for the Digital Advisor platform, ensuring regulatory adherence and integration with core business functions.… more
    TD Bank (05/08/25)
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  • Senior Director, Compliance Operations

    IGT (Providence, RI)
    Senior Director, Compliance Operations Location: Providence, RI, US, 02903West Greenwich, RI, US, 02817 Requisition ID: 16824 IGT (NYSE:IGT) is a global leader in ... and Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player insights, operational… more
    IGT (03/26/25)
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  • Tax Senior , Business Tax Services…

    Deloitte (Mclean, VA)
    …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... PPMDS, and also includes professionals that specialize in multi-state tax compliance, international tax compliance and consulting, and transfer tax planning. The tax… more
    Deloitte (02/13/25)
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  • Commercial Relationship Manager

    First Horizon Bank (Fort Myers, FL)
    …banking product suite (loans, deposits, letters of credit, treasury management, international banking services, wealth management, merchant services, retirement ... Commercial banking product suite and consultative selling. + Acts as a financial advisor to those customers by staying informed of market conditions, economic and… more
    First Horizon Bank (03/26/25)
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