- CIBC (San Francisco, CA)
- …support. You will also support Family Office Executives and Senior Relationship Managers in providing exceptional client service. _At CIBC we enable ... CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Coordinate wires, funding requests, and operational workflows for family office clients. + Support philanthropic operations for client -run foundations. + ... the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-… more
- KeyBank (Chicago, IL)
- …the relationship * Leads the internal team and works closely with the Family Office Director to implement the client strategy * Is an astute and savvy ... Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with...onboarding process for new families in partnership with the Family Office Director Client Service… more
- Edward Jones (Starke, FL)
- …the volume of applicants. **If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator ( Sr . BOA) role may be the right ... Sr . BOAs are a valued part of the client support team, and we credit much of our...viewpoints to help achieve results. **Role Summary:** As a Sr . Branch Office Administrator, you'll be a… more
- Robert Half Finance & Accounting (Darien, CT)
- Description Sr . Tax Accountant - Family Office . 1/2-day Fridays We are looking for an experienced Senior Accountant to join a dynamic family ... and accuracy. * Develop and maintain budgets tailored to client needs and objectives. Requirements * Proven experience in...in HNW tax and partnership taxaccounting, preferably in a family office or related environment. * Proficiency… more
- Public Consulting Group (Washington, DC)
- …constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr . Client Service Associate - Progress Track is responsible for ... the better. The firm is a member of a family of companies with experience in all 50 states,...Regional Teams to drive adoption, satisfaction, and impact. The Sr . Client Service Associate - Progress Track… more
- Citigroup (Irving, TX)
- The Data Analytics Sr Lead Analyst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- City National Bank (Charlotte, NC)
- *ENTERPRISE CHANGE MANAGEMENT OFFICE SR . LEAD* WHAT IS THE OPPORTUNITY? Reporting up through CNB's Governance, Risk and Controls division, this newly formed ... Enterprise Change Management Office is tasked with: Maintaining enterprise processes and procedures...to monitor and report on change to Board and Senior Management committees, providing visibility into emerging risks and… more
- Abbott (Sylmar, CA)
- …At Abbott, you can do work that matters, grow, and learn, care for yourself and your family , be your true self, and live a full life. You'll also have access to: + ... and administration of division monitoring plan. **Core Job Responsibilities** The Senior Analyst performs the following with moderate supervision from the OEC… more
- Black & Veatch (San Jose, CA)
- ** Sr . Project Manager - Water Business** Date: Aug...US San Jose, CA, US Company: Black & Veatch Family of Companies **Together, we own our company, our ... to join a well-established and expanding water/wastewater team in Northern California.** The Sr . Project Manager will be responsible for leading our State and Local… more