UNKNOWN

FEED

Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning). 10+ years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required).

YEAR

Keybank National Association

Key Private Bank Sr. Fiduciary Strategist

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Investor Relations & Stakeholder Coordination: Support communications with investors, investment managers, and other stakeholders by gathering manager documentation, researching routine investment-related inquiries, assisting with client audit requests, and coordinating follow-up across parties. Vendor Management & Fund Administration Support: Work with third-party service providers and vendors involved in the administration of FEG funds, track requests and deliverables, and escalate service or process issues to appropriate team members.

Fund Evaluation Group LLC

Fund Operations Analyst

About the role: CAAS service helps our clients transform their Business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. CLA is a top national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's enterprise value and assist them in growing and managing their related personal assets - all the way from startup to succession and beyond.Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 

CliftonLarsonAllen LLP

CAAS- Controller -Nonprofit

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As a Senior Manager on our Family Office team, you'll serve as a trusted advisor to successful individuals, multi-generational families, family offices, and closely held businesses with complex tax, financial, and wealth planning needs. 8+ years of progressive public accounting tax experience, including significant experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses.

Cohen &amp; Company was founded in 1977 on the belief that there had to be a better way to help businesses succeed. Now ranked as one of the top accounting, tax and consulting firms in the country, our more than 400 team members serve entrepreneurs; private companies in a variety of industries; and registered and non-registered funds in the investment industry. The firm remains rooted in technical excellence, and is a member of the American Institute of Certified Public Accountants (AICPA) and registered with the Public Company Accounting Oversight Board (PCAOB). Cohen &amp; Company continues to experience consistent growth and serves clients throughout the U.S. from offices in Ohio, Michigan, New York, Pennsylvania and Wisconsin. Learn more at cohencpa.com.

Cohen & Company

Tax Senior Manager, Private Client Services

The Crisis Recovery Center will transform crisis care by providing 24/7 walk-in behavioral health services meant to immediately identify, triage, address, stabilize and treat persons in mental health crisis and assist those who have substance abuse withdrawal needs. Works closely with the physicians or nurse practitioner(s) regarding the care and treatment of clients receiving psychotropic medication (possibly assignation of specific nurses to work with certain physicians.

HOUR

The LCADA Way

Registered Nurse (Rn) - Day Shift

Registered Nurse (Rn) - Night Shift

Administer and support core tax software applications, including: ONESOURCE Tax Provision for SEC financial reporting, including software updates, testing, quarterly and annual rollovers, scenario planning, and Excel input templates. Learning & Development: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities).

Since 1843, we've set the standard for excellence in everything we do. No company on earth has a stronger or more compelling history of delivering the hardworking, innovative, powerful tools that help professionals around the world build, repair, and protect the world's most valuable things. We are the leader in tools and security. We are Stanley Tools. We are DeWalt. We are Mac Tools. We are Porter-Cable. And we are much more. We are the doors that protect you at airports. We are the lock and deadbolt on your front door. We are the hydraulic breakers that rescue trapped earthquake survivors. We are the people on the phone in an emergency. No matter where you live, what car you drive, what stores you shop at, or what building you work in, you can bet that we had a hand in making it work. And you can guarantee that we'll keep making it work.

Stanley Black & Decker Inc

Senior Analyst, Tax Technology & Automation

This includes being able to walk, climb stairs, navigate changing surface conditions including wet, slippery, and icy grounds, and function in the proximity of electrical appliances, open flames and in areas with poor air quality including potentially smoke-filled rooms. Works with clients to assist in the restoration of social skills to promote effective functioning in work, school, and home, and daily living skills specific to money management, medication self-administration, and utilization of community resources.

TBS Specialist_Act Team

This includes being able to walk, climb stairs, navigate changing surface conditions including wet, slippery, and icy grounds, and function in the proximity of electrical appliances, open flames and in areas with poor air quality including potentially smoke-filled rooms. The primary responsibility of this position is to provide clinical and administrative supervision and leadership to the Crisis Services staff on assigned shift for all components of Crisis Services; mobile, hotline and crisis stabilization, with particular focus on hotline.

Crisis Services Manager/ Overnight

Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. The VP Portfolio Manager is primarily responsible for providing financial and investment guidance to Institutional and High-net-worth individual clients.

Nicolet National Bank

VP Portfolio Manager

Responsibilities: Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination. The Investment Banking Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects.

MarshBerry

Investment Banking Analyst - Summer 2027

With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

Operations Associate

The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and project oversight to MarshBerry’s Transaction Advisory practice, ensuring that MarshBerry services are delivered effectively, efficiently, and consistently. Identify and make improvements to processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk; Stay abreast of industry trends and changes, incorporating best practices.

Vice President, Transaction Advisory

MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership.

Sales Operations Associate

The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports.

Vice President, Investment Banking and Consulting

While this person reports to the SVP, Digital Marketing, they will support our Campaign Managers and work closely with the brand team on the day-to-day roll out of marketing and thought leaderships campaigns ensuring social content, digital content and email campaigns are deployed accurately and on schedule. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership.

Digital Marketing Coordinator

Brand Values: Our unconditional commitment to the quality of care and the way care is provided by our staff and experienced by our clients and the community is reflected in our brand pillars: COLLABORATION: We believe in the strength of partnership, where professionals from different disciplines work together to address the complex needs of our clients. Delivery of clinical services including individual counseling, group counseling, family counseling, intensive outpatient services, requesting urinalysis, non-medical community residential services, consultation, referral and information, intervention, hotline, training, outreach, crisis intervention, case management and adjunctive alcohol and drug services.

LORAIN COUNTY ALCOHOL AND DRUG ABUSE SERVICES, INC

IOP Counselor

The Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience. You perform all responsibilities of a Universal Banker I-including teller operations, digital support, and needs‑based referrals-with the added capability of opening and servicing consumer deposit accounts.

Universal Banker II

You support and often lead consumer lending activities-including Home Equity products-by gathering and analyzing credit information, structuring applications, preparing files, and guiding customers through approval and closing. As a Personal Banker II, you will: Advanced Customer Experience & Advisory Engagement: Deliver a highly personalized and consultative customer experience across in‑person, phone, and digital channels.

Wealth Management Advisor Jobs in Ohio

Key Private Bank Sr. Fiduciary Strategist Keybank National Association

Fund Operations Analyst Fund Evaluation Group LLC

CAAS- Controller -Nonprofit CliftonLarsonAllen LLP

Tax Senior Manager, Private Client Services Cohen & Company

Registered Nurse (Rn) - Day Shift The LCADA Way

Registered Nurse (Rn) - Night Shift The LCADA Way

Senior Analyst, Tax Technology & Automation Stanley Black & Decker Inc

TBS Specialist_Act Team The LCADA Way

Crisis Services Manager/ Overnight The LCADA Way

VP Portfolio Manager Nicolet National Bank

Investment Banking Analyst - Summer 2027 MarshBerry

Operations Associate MarshBerry

Vice President, Transaction Advisory MarshBerry

Sales Operations Associate MarshBerry

Vice President, Investment Banking and Consulting MarshBerry

Digital Marketing Coordinator MarshBerry

IOP Counselor LORAIN COUNTY ALCOHOL AND DRUG ABUSE SERVICES, INC

Universal Banker II Nicolet National Bank

Personal Banker II Nicolet National Bank

TBS Specialist_ACT Team LORAIN COUNTY ALCOHOL AND DRUG ABUSE SERVICES, INC

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