Part of a team of legal professionals that designs comprehensive estate and business plans for clients with complex planning needs. Provides in depth case consultation and strategy, and reviews and analyzes legal documents and provides written overviews.Uses planning expertise to develop and deliver customized plans for high net worth clients and business owners. Requires

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. About the team Northwestern Mutual's Client and Digital Strategy team creates and orchestrates transformational strategies that place our clients at the heart of everything we do. This role will be part of a team of high powered, aspirational lea

Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and present opportunities during investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior leve

Responsible for technical analysis/processing of 1035 exchange life insurance applications, and determination of funds allocation and transaction legality. Responsible for initial review, obtaining requirements, and processing of exchange proceeds, you will report on non prepaid cases and accuracy of the cost basis adjustments; meet all service expectations and regulatory

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

Who We Are Join a team that puts its People First! As a member of First American's family of companies, National Commercial Services provides single point service for simple to multi property/multi state national commercial real estate transactions. Since 1889, First American (NYSE FAF) has held an unwavering belief in its people. They are passionate about what they do, a

Real Estate Lease Analyst II Remote Job ID 2024 27317 # Positions 1 Job Location US Telecommute Telecommute (U.S.) Position FT/PT Full Time Category More Key Contributors Why Us? With a mantra of Empowering Human Potential, Hanger, Inc. is the world's premier provider of orthotic and prosthetic (O&P) services and products, offering the most advanced O&P solutions, clinica

Alsco is seeking career driven, motivated individuals to join our Management Training Program . Our program provides hands on training in production, service, sales, office, human resources and most importantly, people management. Alsco rewards its management trainees with competitive compensation packages including a vehicle for personal and business use. The Management

The Vice President of Capital Markets at EQ is a quota carrying enterprise sales position that sources leads and engages with new and existing corporate clients to sell the entire suite of EQ solutions. The primary objective is to profitably grow market share in the Northeast U.S. by independently developing and executing new account acquisition strategies, expanding exis

The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES Sales Cross sell financial products or refer members to professionals who can assist them. Meet or exceed specific individual monthly referral goals. Promote and recommend various credit union products such

At Landmark Credit Union, we succeed by putting people first and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your uniqu

The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES Sales Cross sell financial products or refer members to professionals who can assist them. Meet or exceed specific individual monthly referral goals. Promote and recommend various credit union products such

Under the direction and supervision of a technologist, assists in performing imaging examinations. As part of the imaging program, this internship is designed to expose students to direct practice in the field of imaging while completing a required accredited Radiology, Ultrasound or Nuclear Medicine Technology program. Participates in and contributes to department projec

SALES Identify and generate new Commercial Banking, Private, and Wealth Management client relationships through sales calls, referrals and networking. Maintain and expand relationships with professional firms in the regional market, including Accountants, Lawyers, Private Equity, and Investment Banking Sponsors to introduce and sell FAB products and services. PORTFOLIO MA

As a Customer Service Representative, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & At