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Reposted 2 Hours AgoSaved
In-Office
7 Locations
90K-115K Annually
Senior level
90K-115K Annually
Senior level
Financial Services
This Marketing Manager role involves strategic planning, execution of marketing initiatives, partnering with advisor teams, and developing integrated marketing campaigns to drive growth and measurable results.
Top Skills: CRMMarketing Automation Platforms
YesterdaySaved
In-Office
3 Locations
80K-90K Annually
Junior
80K-90K Annually
Junior
Financial Services
The Project Manager will support operations by managing project plans, integrating new advisors, ensuring compliance, and assisting with process improvements.
Top Skills: ExcelOrion
Reposted 7 Days AgoSaved
In-Office
18 Locations
230K-275K Annually
Expert/Leader
230K-275K Annually
Expert/Leader
Financial Services
The Senior Tax Manager will oversee tax return preparation, manage client relationships, review accounting work, train staff, and ensure compliance with multifaceted tax regulations. Experience in real estate partnerships is required.
Top Skills: Cch EngagementExcelLacerteQuickbooks
Reposted 7 Days AgoSaved
In-Office
18 Locations
140K-175K Annually
Senior level
140K-175K Annually
Senior level
Financial Services
The Senior Tax Accountant will prepare and review accounting, client tax returns, and provide tax planning while collaborating with team members.
Top Skills: Cch EngagementExcelLacerteQuickbooks
16 Days AgoSaved
In-Office
Chicago, IL, USA
Internship
Internship
Financial Services
Interns will support the Partner Development team, gaining hands-on experience in investment management operations, including KPIs and industry trends analysis.
Top Skills: MS Office
19 Days AgoSaved
In-Office
6 Locations
100K-160K Annually
Senior level
100K-160K Annually
Senior level
Financial Services
The role involves engaging with high net worth clients, supporting growth initiatives, managing prospect pipelines, and reporting business development metrics.
Top Skills: Financial PlanningFinra Series 66Finra Series 7Investment Products
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