UNKNOWN

FEED

This role partners closely with Wealth Management Advisors (WMAs), Commercial Relationship Managers, and Investment Banking partners to lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases. ABOUT THE ROLE: The Business Transition Senior Strategist serves as the primary wealth planning expert for high-net-worth clients and prospects, with a specialized focus on business owners and closely held entities navigating ownership transition events.

YEAR

Fifth Third Bank

Business Transition Strategist

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Establish and maintain contacts and relationships with key individuals who are ordering sources and decision makers for staffing business, including but not limited to: hospitals, long term care and assisted living facilities, medical offices, correctional facilities, surgery centers, insurance companies, corporations utilizing health care staffing services, physicians, schools, and organizations facilitating wellness programs. Establish and maintain contacts and relationships with key referral sources for home care including but not limited to: senior residential facilities, medical offices, long term care insurance, elder law attorneys, trust officers, financial planners, hospitals, skilled nursing facilities, rehabs, and hospice agencies.

Home Healthcare Agency & Medical Staffing

Business Development Representative - Home Care - Miami

Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The General Counsel will report directly to the Chief Executive Officer (CEO) and oversee all legal, regulatory, risk and compliance matters, including client and vendor engagement terms, broker-dealer and investment banking regulation, employment matters, corporate governance and transactions.

Portage Point Partners

General Counsel, Delivery Enablement // Legal

Executive-level knowledge of cybersecurity strategy, governance, risk, compliance, privacy, data protection, incident response, threat intelligence, vulnerability management, identity and access management, cloud and network security, application security, endpoint protection, email security, encryption, logging and monitoring, disaster recovery, business continuity, third-party risk, DevSecOps, modernized secure development practices including AI SDLC, and secure technology adoption. Operating as a trusted advisor to firm leadership, the Office of General Counsel, Information Technology, Information Governance, Risk Management, practice leadership, and global counterparts, the CISO ensures the confidentiality, integrity, and availability of client and firm information while enabling innovation, responsible AI adoption, operational resilience, and exceptional client service.

DLA Piper

Chief Information Security Officer

Coordinate, manage, and resolve all covered claims without Notice of Intent, potential or asserted, against SIP participants: Responsible for the management and resolution, including denial, settlement or defense of all assigned covered claims, potential or asserted, against entities and individuals protected by the SIP, including ( but not limited to) negotiating directly with claimants to resolve meritorious matters without the necessity of litigation, managing the denial of claims without merit up to Notice of Intent, and collaborating with assigned Litigation staff for transition of claims that receive legal interest. Participants, with whom the incumbent will have daily contact include, (but not limited to) faculty members, staff members, and administrators of: -UF Colleges of Medicine, Dentistry, Pharmacy, Nursing, Veterinary Medicine (including the Veterinary Medicine Teaching Hospital (VMTH)), Health-Related Professions and their affiliated facilities and programs throughout the State of Florida, -Shands Jacksonville Medical Center and its affiliated facilities.

University of Florida

Senior Claims Examiner - Gainesville or Jacksonville

Provides case management and needs assessments for indigent county residents through field, office, or home interviews to determine eligibility for the Polk HealthCare Plan and facilitate referrals to appropriate community resources. During an emergency, employees may temporarily be assigned to work and perform duties outside the normal scope of their position, location and work schedule to fit the needs of the County and its citizens.

HOUR

Polk County FL

Case Manager I

Minimum Education: Bachelor''s degree in Business Administration, Finance, Accounting, or related field; Minimum Experience:minimum of 10 years of experience in trust operations, banking, or related roles; Required Knowledge, Skills & Abilities:strong knowledge base relative to trust documents, products, services; strong knowledge of trust regulations, compliance, and industry best practices; excellent analytical, problem-solving, and decision-making skills; outstanding communication and interpersonal abilities. Coordinates and monitors all daily activities and transactions necessary for the efficient administration of accounts including account opening and closing, cash management, asset transfers, bill review and payment processing, cash disbursements, charitable gifting, private banking, and correspondence.

Synovus Financial Corp

Trust Specialist

Contacts, interviews and obtains statements(recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc. to secure necessary claim information. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

Chubb is the world&rsquo;s largest publicly traded property and casualty insurance company and the largest commercial insurer in the U.S.
With operations in 54 countries and territories, we are a major personal lines writer, as well as a leading middle market, small commercial and large industrial commercial insurer, providing a wide range of traditional and specialty coverages.
As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. And we combine the precision of craftsmanship with deep experience to conceive, craft and deliver the very best insurance coverage and service to individuals and families and to businesses of all sizes.
Our products and services are distributed through brokers, independent agents, exclusive agents and various forms of direct marketing.
What we deliver:
<ul>
<li>Extensive product and service offerings</li>
<li>Broad distribution capabilities</li>
<li>Service excellence</li>
<li>Risk expertise</li>
<li>Underwriting discipline</li>
<li>Exceptional financial strength</li>
<li>Local operations globally</li>
</ul>

Chubb Ltd

ESIS Senior Claims Representative, AGL

Serving privately held businesses, entrepreneurs, executives, family-owned companies, and high-net-worth individuals, the firm provides comprehensive tax, advisory, assurance, business consulting, and succession planning services designed to help clients achieve lasting success. It's an opportunity to become a trusted advisor to high-net-worth individuals, privately held businesses, family-owned companies, and business owners while helping lead a talented team, mentor future leaders, and contribute to the continued growth of a thriving advisory practice.

Wertz & Associates

Tax Manager, CPA

The position exercises independent judgment in selecting appropriate technologies and methodologies, evaluates the accuracy and reliability of AI-assisted outputs, identifies opportunities to enhance workflows through automation and AI, and provides technical guidance to team members. Designs workflows that use generative AI, large language models, multimodal AI, or other AI technologies to extract, classify, summarize, normalize, or structure information from PDFs, documents, images, spreadsheets, and other structured and unstructured data sources.

Greenberg Traurig

Legal Data Engineer Lead

Portage Point Partners LLC

While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The Director, Engineering partners closely with value stream leadership, IT services leaders, and business stakeholders to deliver high-quality technology capabilities that improve attorney and business professional productivity, enhance client experience, and support revenue growth and operational efficiency.

Director, Engineering

In this cross-functional role, the AGC will engage with and advise business and Compliance partners throughout the Enterprise to ensure that our health plans proactively maintain MHPAEA compliance, accurately respond to federal and state regulator investigations and audits, and provide appropriate member access to critical mental health and substance use disorder services. Minimum Qualifications: Requires a JD, current license to practice law and minimum of 15 years of specific industry and/or technical legal experience post licensure including experience in managing outside counsel; or any combination of education and experience, which would provide an equivalent background.

Elevance Health

Associate General Counsel Senior

Accurately and thoroughly document all account activity, including consumer communications, payment arrangements, disputes, bankruptcies, and attorney representation. * Meet established daily, weekly, and monthly performance expectations related to calls, contacts, payments, fees, and promises to pay.

Resident Interface

Bilingual Collector

ADAPTED_NOW

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. This role drafts and reviews agreements, assists with litigation and regulatory work, conducts legal research, and partners with business teams to address routine issues while developing legal judgment under senior guidance.

Lennar Corporation

Legal Counsel

The role will focus on drafting, reviewing, negotiating and redlining real estate agreements - including ground leases, easements, and fee simple acquisitions -, performing real estate due diligence (including title and survey analysis) as well as the supervision and time-management of administrative staff and paralegals, all in connection with M&A transactions. Today, as a publicly traded global leader and S&P 500 company, our network of over 46,000 communication sites spans 10+ countries, forming the critical infrastructure that connects millions.

SBA Communications Corp

Senior Corporate Counsel, Mergers & Acquisitions (Real Estate)

The Trust Relationship Manager 3 manages a portfolio of high-value and complex fiduciary client relationships, serving as a senior advisor for trusts, estates, guardianships, and agency accounts. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Hancock Whitney Bank

Trust Relationship Manager - Family Office

Trust Relationship Manager

This role assists with complex 9% and 4% bond-financed LIHTC developments from early feasibility through application, award, and closing, exercising professional judgment with minimal oversight while managing client relationships and mentoring staff. The LIHTC Development Consultant serves as an advisor to affordable housing developers, providing objective leadership and technical expertise on low-income housing tax credit (LIHTC) transactions.

Novogradac

LIHTC Development Consultant

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Licenses/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), Internal Revenue Service Enrolled Agent ("EA") or licensed customs broker (or the equivalent of one of these designations), preferred.

Cook Jobs in Killeen, TX

Business Transition Strategist Fifth Third Bank

Business Development Representative - Home Care - Miami Home Healthcare Agency & Medical Staffing

General Counsel, Delivery Enablement // Legal Portage Point Partners

Chief Information Security Officer DLA Piper

Senior Claims Examiner - Gainesville or Jacksonville University of Florida

Case Manager I Polk County FL

Trust Specialist Synovus Financial Corp

ESIS Senior Claims Representative, AGL Chubb Ltd

Tax Manager, CPA Wertz & Associates

Legal Data Engineer Lead Greenberg Traurig

General Counsel, Delivery Enablement // Legal Portage Point Partners LLC

Director, Engineering DLA Piper

Associate General Counsel Senior Elevance Health

Bilingual Collector Resident Interface

Legal Counsel Lennar Corporation

Senior Corporate Counsel, Mergers & Acquisitions (Real Estate) SBA Communications Corp

Trust Relationship Manager - Family Office Hancock Whitney Bank

Trust Relationship Manager Hancock Whitney Bank

LIHTC Development Consultant Novogradac

Tax Senior, Customs & International Trade BDO USA PC

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