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The ACRM is a direct report to the Division Client Relationship Manager (DCRM) with dual reporting to the Merrill Wealth Management Market Executive (ME). Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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Comfortable with technology, software tools, and applications:Able to learn new software quicklyExperience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platformsExperience with planning tools such as eMoney, MoneyGuidePro, or similar softwareStrong MS Excel and PowerPoint skillsBasic knowledge of database concepts, and any type of programmingWorking knowledge of Photoshop, HTML design, and/or similar tools.
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Support Divisional Leadership Teams, Private Wealth Advisor Teams (Private Wealth Management & Global Family Office)Support Product Groups in the home office through the oversight of advice, guidance, inquiry, and interactions.
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Participate in the direct provision of all medical services including but not limited to gender affirming hormone therapy, family planning, abortion, prenatal, colposcopy, STD and infertility services on a scheduled basis.
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Provides direct patient care services in the following areas on a scheduled basis: gender affirming hormone therapy, prenatal care, family planning and medication abortion services. In collaboration with the Chief Medical Officer and other key patient services management staff, participates in the planning and evaluation of PPHP's health services and programs.
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What you’ll doAs 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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Rye Harrison Veterinary Hospital in Rye, NY has an immediate need for an Associate Veterinarian that values exceptional client service and appreciates a family-like culture! Currently, we are seeking an individual (or individuals) to join our practice on either a regular part-time or full-time basis.
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Marc Fisher’s IT team is seeking a Senior Enterprise Resource Planning (ERP) Administrator with a strong focus on project management, software upgrades, and programming capabilities, particularly in SQL.
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Litigation Management: Manage and oversee real estate-related litigation, including disputes with clients, tenants, contractors, and other parties. Building and Land Technology (BLT- is a privately held real estate private equity, development and property management firm based in Stamford, CT. Founded in 1982, BLT is vertically integrated and has invested, developed, owned and managed over five million square feet of commercial space and over 10,000 residential units.
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We welcome those with experience in jobs such as Field Client Relationship Manager, Home Buyer s Consultant, and Bilingual Customer Service and others in the Accounting and Finance to apply. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
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Provide continuous feedback to store management team on store selling opportunities and successes. Understand the overall concept of the Lilly Pulitzer brand, including the lifestyle, the client, the merchandise, and the heritage.
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The Associate Counsel will focus on the efficient and effective management of all department’s business contracts and processes to ensure best industry standards are adhered to while protecting the legal interests of the institution and its affiliates (e.g., Lovelace Biomedical Research Institute, Westchester Medical Center, Touro University IRB, etc.
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Contract Management : Review, and draft various real estate contracts, including but not limited to purchase agreements, lease agreements, and development agreements. As the Associate General Counsel at BLT, you will play a critical role in managing legal matters related to our real estate business.
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Immediate long term contract opportunity for SAP Procurement Functional Analyst with direct client in Westchester County, NY. Our client - a major utility firm based out of Westchester County, NY - has an immediate need for SAP Procurement Functional Analyst.
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This role is primarily focused on Human Resource (HR) and Legal services and will also support other corporate business units such as Finance (Corporate Controller’s Group, Corporate Development & Strategy, Financial Planning and Analysis, Global Real Estate, Revenue & Deal Operations, Tax, Transformation Office, Travel and Treasury) with agreements for professional services, recruiting, training, consulting and SaaS solutions.
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wealth management client associate estate planning on jobs in Greenwich, CT
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