- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field ... (eg, FA engagement, home office coverage/support, and/or hybrid or external client coverage) + Process-oriented with a team-first mindset; desire, ability, and… more
- Wipfli LLP (Milwaukee, WI)
- …landscapes to provide valuable insights that contribute to the client 's decision-making process. + Manage and prioritize multiple projects simultaneously, ... ensuring timely delivery of high-quality work products and meeting client expectations. + Act as a key point of...related field. + 5+ years of experience in Transaction Advisory Services or related areas. + Strong financial modeling… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... of benefits to its employees. **Role Description** The SMBC Compliance Advisory Function resides within Compliance Department Americas Division ("CPAD") and provides… more
- Neuberger Berman (New York, NY)
- …comprehensive advice and will leverage technology to scale and organize advisory content. Strengthening client relationships, supporting wealth and investment ... events, and charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential. The Senior Estate… more
- Wipfli LLP (Philadelphia, PA)
- …Senior Manager , you'll play a key leadership role in delivering exceptional client experiences and driving growth for our advisory services. Reporting to the ... Partner leading the service area or industry, you will lead client engagements, manage teams, and influence the development of our professionals. This is an… more
- Wipfli LLP (Milwaukee, WI)
- …home, Wipfli offers a career-defining opportunity. Responsibilities Responsibilities: + Lead client advisory engagements at a CFO-level, delivering strategic ... and best practices. + Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.… more
- Wipfli LLP (Milwaukee, WI)
- …the Provider Compliance and Reimbursement (healthcare cost reporting) area, the Senior Manager , Senior Living is a skilled nursing facility cost reporting subject ... delivery teams, managing various associates across healthcare teams, engagements and client relationships, in accordance with firm policies and procedures. The… more
- Wipfli LLP (Milwaukee, WI)
- …a career-defining opportunity. Job Summary Under the direction of the Partner/Senior Manager leading the respective service area, region or industry, the Manager ... guidelines, policies and procedures. Responsibilities Essential Responsibilities: + Assesses client needs, recommend potential solutions, and delivers expertise on… more
- Wipfli LLP (Milwaukee, WI)
- …Step into a role where precision meets progress. As an Audit Manager serving manufacturing industry clients, you'll help drive operational excellence and financial ... If you're ready to lead with insight, build lasting client relationships, and make a measurable impact, this is...the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional… more
- Wipfli LLP (Green Bay, WI)
- …Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal and Multi-State Partnership tax ... returns + Lead client relationships on day to day tax matters supporting...the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional… more
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