Philanthropic Asset Manager, Director
5 days ago
We are seeking an experienced Philanthropic Asset Manager, Director to join our team at State Street Global Advisors. This is a rare opportunity to work with a niche investment and administrative unit that provides specialized services for charitable organizations.
Key Responsibilities:- Develop and maintain strong relationships with clients while delivering high-quality service, accuracy, and timeliness.
- Mentor, supervise, and train staff to ensure exceptional performance.
- Evaluate team performance and execute performance management processes effectively.
- Supervise tax engagements and provide tax planning, consulting, and compliance services to clients.
- Analyze trusts and other documents to determine tax return filing requirements.
- Participate in new business development activities and contribute value-added ideas to clients and the team.
- Respond effectively to inquiries from team members, clients, and the IRS, keeping them informed of tax regulation developments and relevant facts.
- Able to conduct independent research on planned giving-related tax topics and generate value-added ideas.
- Show strong leadership and mentoring capabilities.
- Bachelor's Degree in accounting or business administration.
- CPA or Enrolled Agent preferred.
- Seven to ten years of direct fiduciary tax experience, particularly with Charitable Remainder trusts and exempt organization.
- Excellent written and verbal communication skills.
- Able to work independently and collaboratively as part of a team.
- Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems, and Global Plus.
The estimated salary range for this position is between $120,000 and $180,000 per year, depending on qualifications and experience. We offer a competitive benefits package and opportunities for professional growth.
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Asset Management Director
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Étreux, Hauts-de-France, United States AvalonBay Communities Full timeAvalonBay Communities is seeking an experienced Asset Management Director to join its team. The ideal candidate will have a strong background in asset management, acquisition underwriting, or property management, preferably in the multifamily sector.The Director of Asset Management will be responsible for analyzing multiple aspects of long-term asset...
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Director of Philanthropy
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Étreux, Hauts-de-France, United States Boston Children's Hospital Full timeBoston Children's Hospital is a world-renowned pediatric medical center dedicated to providing exceptional care to children from around the globe.About the JobWe are seeking a skilled Development Coordinator for Philanthropic Partnerships to support our Foundation Relations team. This role will play a crucial part in cultivating and stewarding relationships...
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Portfolio Management Director
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Strategic Corporate Partnerships Director
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Étreux, Hauts-de-France, United States State Street Corporation Full timeUnlock Your Potential in a Dynamic Leadership RoleWe are seeking an experienced Research Director to lead our mult-asset investment solutions team. This is a critical role within our organization, driving innovative strategies designed to meet client objectives.Key Responsibilities:Owning strategy for the creation of models and signals that will be the...
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Étreux, Hauts-de-France, United States BRAVEN Full timeRole OverviewWe are seeking a seasoned Strategic Regional Director for Corporate Partnerships to lead our efforts in launching and overseeing Braven's new Greater Boston Region. This individual will be responsible for building strong relationships with corporate, philanthropic, and nonprofit partners in Boston and the surrounding areas.Main...
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Strategic Planned Giving Director
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Global Asset Management Expert
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Senior Asset Manager, Tax Credit
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Reliability Engineer
6 days ago
Étreux, Hauts-de-France, United States Mentor Technical Group Full timeJob Description:Mentor Technical Group, a world leader in life science engineering and technical solutions, is seeking an experienced Reliability Engineer to join our team. As a key member of our technical group, you will be responsible for driving lifecycle asset management across strategic accounts and leading the Maintenance Excellence & Life Cycle Asset...
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Senior Asset Management Leader, Tax Credit
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Étreux, Hauts-de-France, United States PNC Financial Services Group, Inc. Full timePNC Financial Services Group, Inc. seeks a Senior Asset Manager, Tax Credit to join their team in Atlanta, Chicago, Portland, Boston, Louisville or Pittsburgh.Job OverviewThe successful candidate will be responsible for overseeing portfolios and/or customer requests of high complexity, performing transaction analysis, and reviewing financial statements...
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Étreux, Hauts-de-France, United States SoDA Full timeAbout the RoleThis position is for a Business Analyst role on the Data Analytics team at a leading asset management firm. We are looking for someone with experience in FinTech and specifically asset management.Key ResponsibilitiesThe successful candidate will manage data sets, support the migration process to Snowflake, and collaborate closely with various...
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Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeJob Title:Vice President, Quant Development MAAbout the Role:Fidelity Investments is a leading provider of financial services and investment solutions. We are seeking an experienced Quantitative Development Leader to join our Asset Management Technology team.The Ideal Candidate:10+ years of experience in architecture, analytics, design, and development of...
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Executive Asset Strategist
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