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Through CBRE’s three global business segments, Advisory Services, Global Workplace Solutions and Real Estate Investments, CBRE offers strategic advice and execution for property sales and leasing; corporate portfolio outsourcing services; property, facilities, and project management; mortgage banking and services; appraisal and valuation; development services; investment management; and research and consulting.
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About Cumberland Cumberland Advisors is a Registered Investment Advisory and Asset Management firm headquartered in Sarasota, FL with over $3bn in AUM. Founded in 1973, Cumberland Advisors is a dedicated fee-for-service only asset manager utilizing market leading knowledge, analysis, and investment management.
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Alvarez & Marsal is a leading independent global professional services firm specializing in providing turnaround management, performance improvement and corporate advisory services. Transaction Support: Commercial/Operational due diligence; Carve-Out Assessment; Interim Management; Post-Merger Integration; IT.
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The A&M PEPI Process Industry Team serves middle market and large cap private equity firms across the investment lifecycle – from pre-acquisition / due diligence services to post-merger integration, to driving performance improvement at portfolio companies.
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What We’re Looking For:A minimum of five years of relevant experience in asset management, investment management, financial advisory, consulting, or investment banking.
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As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Responsible for client service and retention for the USI Investment Advisory Services (IAS) Practice. Prior management experience and working with defined contribution plans required.
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Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions. Advancement Opportunities - Benefit-eligible management positions within local branch structure.
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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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General Description: Responsible for client service and retention for the USI Investment Advisory Services (IAS) Practice. Exceptional retirement plan consulting and client relations/management skills.
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Individual will also continue to stay involved in relationship management to ensure advisory role is maintained. 5+ years retirement product and investment sales experience. In depth product knowledge for defined contribution and defined benefit plans.
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