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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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You will assess the risk for various commercial insurance lines of business that can include Property, General Liability, Workers Compensation, Auto/Fleet, Products Liability, Inland Marine and Builders Risk. Tools or Items You Must Provide:·Windows-based PC with an image/document scanner·Digital camera·High speed internet access·Measuring device such as: laser, 100 ft.
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Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.
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PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth management services to their growing client base.
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The Commercial Underwriter’s focus will be underwriting the Ace Hardware Insurance Program, including the prequalification of new business, validating renewal exposures, risk qualifications and pricing; and assist the AIA team in achieving its servicing and sales goals with a variety of underwriting and workflow responsibilities.
$91,300 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
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Acts as liaison on treasury communications and matters ensuring appropriate and timely action for treasury management sales and/or client services. Maintains knowledge and training that affects treasury management sales and client services.
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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. This position has daily interaction with the client services team providing practical guidance.
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Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferencesEngage with branch teams and field leaders to provide in-depth consultation on their wealth and investment management processes.
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Acts as a primary client contact on Employer Stop Loss and Employer Stop Loss Turnkey programs as well as liaison between Business Development, Actuarial, Account Services, Medical Management and Claims departments.
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Knowledge of the following technical landscape : Online Video Streaming, Video Encoding/Decoding, Data Engineering, Data Analytics and Statistics OTT Client Application Development, User Account Management, Payment/Billing/Entitlement technologies Technology standard (ISO, FCC, MPA, W3C, SCTE, Security/Privacy Standards.
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The Xumo Engineering Executive Director will lead the Xumo Play business with key projects & team management responsibility. Resource management based on future business direction.
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business services commercial insurance client wealth management jobs Title: account manager
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