

Constantly changing regulatory environments have led to rapid growth in the area of transfer pricing. EY is a leader in synthesizing global developments and advising our clients. You’ll see that reflected in your career since you’ll be working with prestigious global clients at the leading front of economic analysis. Whether you’ve built your skills in another global organization, you’re approaching this from an industry perspective, or you’ve recently completed a BA, master’s or PhD and are interested in applying your analytical skills, you could really shine here.
Your key responsibilities
You’ll be heavily involved at all stages of the project lifecycle, making this a high-profile opportunity to take on a wide range of responsibilities and diversify your skills and experience. It’s all about translating information from a variety of sources into quantitative and qualitative analyses to inform and advise our clients. That will include building relationships with clients in a spectrum of industries and getting to know their unique needs and aspirations to provide tailored global services.
Skills and attributes for success
To qualify for the role you must have
Ideally, you’ll also have
What we look for
We’re interested in international tax professionals with the ability to translate complex concepts into clear and easily understood recommendations. You’ll also need to be confident in coaching and reviewing your colleagues, as well as sharing your knowledge and experience to allow continuous growth within our teams. If you’re looking to advance your leadership and technical skills in a truly global environment, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
משרות נוספות שיכולות לעניין אותך

Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Position Overview:
There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition.
Private Wealth Market Client Relationship Manager(PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Private Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Key Qualifications for the role:
requiredto currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
Series 3, 31 licenses, if warranted
Minimum 5+ years professional experience required
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Skills:
Bachelor’s degree or equivalent work experience
Additional Details:
Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities.
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.
There are plenty of complex challenges when preparing and executing divestitures and our clients turn to us to handle them. As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll be right at the heart of that goal. You'll work with some of the most recognized leaders in the field of corporate transactions assisting our clients on sell side transactions and helping to provide tailored guidance to maximize value.
Your key responsibilities
As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll support the execution of transformational deals, working as a team to solve complex challenges. That means you'll need a natural authority and confidence in your professionalism. It's a political role at times, as you'll be integrating into complex client teams, so your ability to develop and cultivate relationships will be extremely helpful here. You will also be helping develop staff and seniors ensuring their career development.
Skills and attributes for success
To qualify for the role, you must have
Ideally, you will have
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
משרות נוספות שיכולות לעניין אותך

Constantly changing regulatory environments have led to rapid growth in the area of transfer pricing. EY is a leader in synthesizing global developments and advising our clients. You'll see that reflected in your career since you will be working with prestigious global clients at the forefront of economic analysis. Whether you've built your skills in another global organization, you're approaching this from an industry perspective, or you've recently completed a BA, master's or PhD and are interested in applying your analytical skills, you could really shine here.
Your key responsibilities
You'll be heavily involved at all stages of the project lifecycle, making this a high-profile opportunity to take on a wide range of responsibilities and diversify your skills and experience. It's all about translating information from a variety of sources into quantitative and qualitative analyses to inform and advise our clients. That will include building relationships with clients in a spectrum of industries and getting to know their unique needs and aspirations to provide tailored global services.
Skills and attributes for success
To qualify for the role you must have
Ideally, you'll also have
What we look for
We’re interested in international tax professionals with the ability to translate complex concepts into clear and easily understood recommendations. You’ll also need to be confident in coaching and reviewing your colleagues, as well as sharing your knowledge and experience to allow continuous growth within our teams. If you’re looking to advance your leadership and technical skills in a truly global environment, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
משרות נוספות שיכולות לעניין אותך

Job purpose
As a member of staff within the transfer pricing team, you'll thoroughly and accurately analyze information and apply economic/finance knowledge to client situations, assisting in the preparation of effective approaches to clients' economic circumstances and arriving at logical conclusions. You'll also assist in the delivery of transfer pricing and economic services through timely and responsive services/work products. In addition, you'll prepare documentation, participate in advance pricing agreements (APAs) and assist in defending transfer pricing in audits. You'll also help to develop practical planning solutions. You'll be expected to maintain a high quality of work and to contribute to the achievement of team goals.
Client responsibilities
People responsibilities
Technical skills requirements
משרות נוספות שיכולות לעניין אותך

Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you
• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Desired Qualifications:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Monday – Fridays and rotating Saturdays
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, Statistics, Engineering, Computer Science, Education, Public Policy, a Life Science field, a Health Care field, or a related field plus 5 years of progressive, post-baccalaureate work experience performing quantitative or qualitative analysis. Alternatively, will accept a Master’s degree in Business, Finance, Accounting, Economics, Mathematics, Statistics, Engineering, Computer Science, Education, Public Policy, a Life Science field, a Health Care field, or a related field plus 2 years of work experience performing quantitative or qualitative analysis. Experience may be gained as part of the required education, including co-op and/or internship experience.
Of the required work experience, must have 2 years of experience consulting to provide clients with strategic solutions.
Must have 2 years of consulting experience including managing business strategy and M&A strategic diligence projects in complex environments.
Must have 2 years of experience making detailed assessments of industry, products, markets, competitors and customers to identify risks and opportunities.
Must have 2 years of experience in quantitative and qualitative analysis which includes performing primary research with industry experts and customers, drafting survey instruments, conducting macro-economic forecasts in eViews, building financial models from scratch using MS Excel, presenting analysis and recommendations to senior clients and stakeholders.
Employer will accept any suitable combination of training, education, or experience.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary for this job is $220,005.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
•: You’ll develop the mindset and skills to navigate whatever comes next.
•: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
•: We’ll give you the insights, coaching and confidence to be the leader the world needs.
•: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
משרות נוספות שיכולות לעניין אותך

Constantly changing regulatory environments have led to rapid growth in the area of transfer pricing. EY is a leader in synthesizing global developments and advising our clients. You’ll see that reflected in your career since you’ll be working with prestigious global clients at the leading front of economic analysis. Whether you’ve built your skills in another global organization, you’re approaching this from an industry perspective, or you’ve recently completed a BA, master’s or PhD and are interested in applying your analytical skills, you could really shine here.
Your key responsibilities
You’ll be heavily involved at all stages of the project lifecycle, making this a high-profile opportunity to take on a wide range of responsibilities and diversify your skills and experience. It’s all about translating information from a variety of sources into quantitative and qualitative analyses to inform and advise our clients. That will include building relationships with clients in a spectrum of industries and getting to know their unique needs and aspirations to provide tailored global services.
Skills and attributes for success
To qualify for the role you must have
Ideally, you’ll also have
What we look for
We’re interested in international tax professionals with the ability to translate complex concepts into clear and easily understood recommendations. You’ll also need to be confident in coaching and reviewing your colleagues, as well as sharing your knowledge and experience to allow continuous growth within our teams. If you’re looking to advance your leadership and technical skills in a truly global environment, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
משרות נוספות שיכולות לעניין אותך