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Job info
Company
In-House
Experience
Min 7 yrs required
Location
Irvine CA, USA
Posted Date
Mar 01, 15
Info Source
Employer
High Net Worth Banker Duties: Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor an...
Company
In-House
Experience
Min 4 yrs required
Location
Indianapolis IN, USA
Posted Date
Mar 01, 15
Info Source
Employer
Tax - Supervisor - State and Local Tax - Sales & Use Duties: Be responsible for providing and overseeing quality state and local tax services for the Firm's clients. Integrate state and local tax services with existing clients and support new client business development efforts, with a focus on building the service offering. Provide timely, high quality client service that meets or exceeds client expectations. Provide advice that enables client to increase shareholder valu...
Company
In-House
Experience
Min 8 yrs required
Location
Woodlawn MD, USA
Posted Date
Mar 01, 15
Info Source
Employer
Lead Health Care Policy Analyst Duties: Providing health care policy thought leadership to MITRE's health care FFRDC. Assisting CMS (and other federal health agencies) with policy analysis in support of federal health program implementations. Overseeing and developing technical products such as research papers, briefing papers, and recommendations for program implementation. Working closely with agency staff to provide regulatory advice in support of health program desig...
Company
In-House
Experience
7-9 yrs required
Location
Charleston SC, USA
Posted Date
Mar 01, 15
Info Source
Employer
In House Legal Counsel Duties: Assisting in the implementation and management of legal/compliance requirements by: Providing proactive legal advice to senior management and other internal clients; Develop preventive strategies in order to reduce risk across multiple functions; Create and manage litigation relationships with external legal partners; Perform pre-litigation work to minimize risks and maximize legal rights; Prepare and review arguments; Research laws and reg...
Company
In-House
Experience
Min 7 yrs required
Location
Edison NJ, USA
Posted Date
Mar 01, 15
Info Source
Employer
Private Bank - Senior Banker The candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging resources to deliver a complete wealth management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Adviso...
Company
In-House
Experience
3-5 yrs required
Location
Miami FL, USA
Posted Date
Mar 01, 15
Info Source
Employer
Wealth Advisor Duties: Will be responsible for supporting the business growth of the company's private bank, through the acquisition of new clients and cross selling to the existing client base in a consultative sales role by means of tax and financial planning tools and strategies that result in acquiring of new assets and clients for the Bank, and the selling of related trust and estate planning products. Business development efforts require ongoing consultation with cli...
Company
In-House
Experience
5-7 yrs required
Location
Charlotte NC, USA
Posted Date
Mar 01, 15
Info Source
Employer
Attorney - Mortgage- Enterprise Fair Lending Duties: Provide fair lending and UDAAP legal support for multiple lines of business including Consumer Vehicle Lending, Credit Card, Mortgage (originations and servicing), Small business and Enterprise Fair Lending Compliance. Provide ongoing practical legal advice regarding: Applicability of fair lending and UDAAP laws and regulations to product and pricing of credit products and differentiated treatment of customers; Properl...
Company
In-House
Experience
Min 7 yrs required
Location
Denver CO, USA
Posted Date
Mar 01, 15
Info Source
Employer
VP, Structured Finance Duties: Conduit whole loan trading: Negotiating flow and bulk purchase and sale agreements with loan sellers as well as purchasers. MSR purchases: Negotiating flow and bulk purchase and sale agreements with servicing sellers. Repurchases: Reviewing work of collateral surveillance group to help determine if defaulted loans (agency and non-agency) should result in a repurchase request. RMBS new issuance: Support Managing Director of Structured Financ...
Company
In-House
Experience
Min 5 yrs required
Location
Washington DC, USA
Posted Date
Mar 01, 15
Info Source
Employer
Washington National Tax Manager Duties: Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities. Assist with new business development, extended service and tax issue recognition for existing clients and creating sustainable relationships. Develop, motivate, and train staff level team members. Manage corporate client needs with respect to tax services and federal and state tax c...
Company
In-House
Experience
Min 7 yrs required
Location
West Palm Beach FL, USA
Posted Date
Mar 01, 15
Info Source
Employer
Tax - Manager - Family Wealth Services Duties: Providing timely, high quality client service that meets or exceeds client expectations. Advising high net-worth and family office clients on a full spectrum of tax issues, including compliance, planning, and research. Overseeing and reviewing complex engagements. Recognizing and informing senior management of opportunities to increase level and types of services to clients, and assisting with new business development. Keepi...
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