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An American investment management firm with a wealth management division based in Miami, Florida is seeking an international client relationship manager with fluent English and Spanish languages.
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The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. The Principal will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team.
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The Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. This partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
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JOB SUMMARY: Responsible for directly support the NCL Revenue Management Department (RM) and its key partners. Outstanding written and verbal communication skills for effective interaction with various stakeholders within and outside Revenue Management.
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Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.
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The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department.
$64,394.52 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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The right candidate will have experience in the areas of U.S. estate planning and administration with a background/focus on tax and wealth transfer planning for high-net-worth individuals within and outside the United States, as well as the representation of fiduciaries and beneficiaries in the administration of trusts and estates.
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Job Description The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
$65,500 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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2+ year's financial services experience in related business-lines that developed/served business client relationships; including: Treasury Management, Wealth Management, and Consumer Banking.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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With a collective wealth of experience, our team has rich history working with industry luminaries including Disney, LVMH, Chick-Fil-A, Pernod Ricard, In-N-Out, among others. With a collective wealth of experience, our team has rich history working with industry luminaries including Disney, LVMH, Chick-Fil-A, Pernod Ricard, In-N-Out, among others.
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CBS Miami is looking for a phenomenal, hardworking, and ambitious part-time Associate News Producer. CBS News and Stations is home to the nation’s #1 news program 60 MINUTES, the CBS News Streaming Network, the first 24/7 digital streaming news network, the award-winning broadcasts CBS MORNINGS, CBS SATURDAY MORNING, the CBS EVENING NEWS WITH NORAH O’DONNELL, CBS SUNDAY MORNING, CBS WEEKEND EVENING NEWS, 48 HOURS and FACE THE NATION WITH MARGARET BRENNAN. CBS News and Stations provides news and information for the CBS Television Network.
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BSN preferredAt least 6 months of experience as an RN. Experience in Chronic Care Management, Transitional Care Management and/or Care Coordination programs preferred. Position Responsibilities: Responsible for the performance of Chronic Care Management and Transitional Care Management Programs.
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We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans, and deposits.
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wealth job Title: wealth management associate Company: Citizens Bank in Miami, FL
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