The candidate will be... responsible for identifying prospective clients with investable assets of at least $3MM or more and bringing them to The Private Bank (TPB) within Wealth Management (WM). Manage the relationships of high net worth (HNW)...
Trust Advisor, Private Wealth Management (Atlanta,... GA) - Atlanta Area, GA
Posting Date :
Primary Location :
Atlanta Area, GA US
Work Address :
303 Peachtree Street
Job ID :
Partner Tax Preparation Advisor - Manager
Duties: Will... provide help company in all aspects of Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Will focus on recording and analysing financial transactions, paying...
Vice President and Senior Advisor Member Supervision
The candidate... reporting to the Senior Vice President and Chief of Staff, provides expert advice to the executive management team of Member Supervision on a full range of operational, policy and regulatory issues....
structure and contract negotiations. Will be the central point of contact for any new and updated agreements. Will serve as a trusted advisor and business partner across... the company by providing counsel and guidance for accomplishing company's overall business objectives....
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insurance company. Senior legal advisor to Chief Legal Counsel... and other Executive Management. Prepare and review corporate transactional documents. Prepare state insurance regulatory filings. Advise on laws, regulations and decisions affecting business. Conduct trainings and lectures on key legal and...
as the key legal advisor to business unit leadership... on a wide array of topics relating to the manufacturer segment needs, including legal risk mitigation, manufacturer relationship management, and strategic initiatives and compliance programs; and Frequent interactions with other internal...
Serves as the legal advisor to MHS leadership on... a wide array of topics relating to the customer segment needs, including legal risk mitigation, customer relationship management and retention, and service offerings. Frequent interactions with other internal stakeholders across functional...
/ Senior Associate, M&A Tax
The candidate join Mergers and Acquisitions practice. Advise clients on a full spectrum of corporate tax services including planning, research, and other mergers and acquisitions activities. Work as a part of a multi-disciplinary team that...
as Certified Trust Financial Advisor (CTFA) or Certified Financial... Planner (CFP) required. Preferred: â€¢ Graduate degree (Masters in Tax or Finance) and professional license (JD or CPA) a plus Skills and Abilities Required: â€¢ Excellent computer skills (MS Office) are...