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Partner with multiple lines of business within Capital One including but not limited to: Treasury Management, Wealth Management, and Vantiv Merchant Services to help cross-sell Capital One products and services and deepen new and existing banking relationships.
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Asset Allocation, Capital Management, Corporate Finance, Economic Policy, Equities Trading, Financial Accounting, Investment Banking, Mergers and Acquisitions (M&A), Portfolio Strategies, Revenue Recognition.
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Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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Job Summary:The Tax Senior, State and Local Tax - Unclaimed Property, applies industry knowledge and experience to clients by assisting in advising clients of the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy.
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Certification required, CPA, CRCM, CRMA, CCEP, CRMP, CIA, Certified Federal Bank Examiner, Attorney (concentration in banking law, securities law, financial services regulation, or similar), or related license/certification.
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Civil Engineering, Computer and Information Science, Computer Applications, Computer Engineering, Computer Systems Analysis, Electrical Engineering, Engineering and Business, Information Technology, Management Information Systems, Mechanical Engineering, Risk Management, Textile Engineering, Mathematics, Statistics.
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Our company is an integrated financial management firm that unifies business strategy, accounting, tax, wealth management, investment banking and family office services to help business owners and their families achieve the extraordinary.
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We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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Previous experience in investment banking, corporate finance, private equity, venture capital, management consulting, or related fields. - Be involved in execution activities, including responsibilities such as data collection, analysis, and preparation of materials, as well as taking responsibility for managing business valuation processes, such as conducting due diligence investigations and preparing transaction documentation.
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We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
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Responsible for driving new business development for target client segment ($3MM. Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
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As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide federal tax consulting and compliance services to clients in the banking and financial services industries.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO.
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business banking jobs in Narberth, PA
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