. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching... with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM...
with a Senior Asset Manager or Asset Manager assigned to the same project portfolio to provide coordinated, comprehensive service... Compliance: Ensures the operational compliance of properties assisted by IHDA loans, grants, or tax credits through: management...
The Senior Wealth Advisor for the Ultra High Net Worth team acts as a technical expert in complex individual and family... related goals, and the design of the wealth plan, with an emphasis on wealth plan solutions and modeling. The Senior Wealth...
on our Client Portfolio Manager (CPM) team within Fixed Income Solutions, you will be a key driver of client engagement, marketing..., and financial advisors, you will lead the creation of tailored taxable and tax-exempt solutions, deliver insightful market...
The Senior Director will report to the Head of Impact Investing and will take a leadership role in evaluating... also to include impact of value-added opportunities, leverage, tax, and joint venture structures. Form and/or strengthen internal...
of our liabilities and asset management, take on direct charge of portfolio investment, interact with cross functional teams and senior... Assess plan risk strategies, further develop and monitor investment portfolios. Make recommendations on asset manager...
financial counseling professionals provide proactive financial counseling, full-service implementation, including tax... plans for clients to utilize based on clients' needs Partner with account manager and clients to identify and discuss key...