- NBT Bank (Williamsville, NY)
- …and high quality service provider + Advanced knowledge of all broker dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 ... and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to develop deeper relationships through financial planning with a focus… more
- Mizuho Corporate Bank (New York, NY)
- …acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs ... approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com. Mizuho Americas offers a competitive… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As ... a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will… more
- Amazon (New York, NY)
- …proper documentation and execution. A day in the life In this strategic tax advisory role, your day will be filled with opportunities to support business and product ... launches through comprehensive tax planning and consultation. You will work closely with business teams to shape product strategy and development, ensuring that indirect tax guidance is integrated from the outset. Your responsibilities will include… more
- VISTRADA (New York, NY)
- …tabletop exercises. + Participate in activities related to our advisory services offerings including planning, budgeting, presentation building, crisis management, ... etc. + Participate in activities related to cybersecurity incident response and remediation. + Keep abreast of emerging technologies related to cybersecurity and communicate findings to the team. + Keep abreast of emerging cybersecurity vulnerabilities and… more
- Skidmore College (Saratoga Springs, NY)
- …First-Year Experience. The successful candidate will also serve on the Black Studies advisory board, advise minors in the program, and eventually contribute to the ... shared governance system of the College. Skidmore embraces bedrock traditions of intellectual freedom and freedom of inquiry. It is within this broader context that we assert that enthusiasm for teaching a diverse population of students is essential for… more
- Bank of America (New York, NY)
- …Development + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Account Management + Financial Analysis + ... Leadership Development + Loan Structuring + Referral Identification + Credit Documentation Requirements + Pipeline Management + Referral Management + Regulatory Compliance + Risk Management **Minimum Education Requirement:** High School Diploma / GED /… more
- Deloitte (New York, NY)
- …to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design ... and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage… more
- Cornell Cooperative Extension (Grand Island, NY)
- …with preparation of reports, impact statements, and success stories for funders, advisory committees, Board, and others as requested.* Prepare and submit accurate ... expense reports, mileage reports, receipts/supporting documentation, and/or vouchers in a timely manner per established policy and procedures.* Transport self and/or program materials and resources necessary for performing position responsibilities.… more
- Neuberger Berman (New York, NY)
- …will be responsible for a broad array of areas including providing accounting advisory / policy support for new transaction types, the implementation of new ... accounting standards, and being involved with the implementation of firm wide initiatives such as acquisitions and other Finance process improvements. The Vice President will work closely with all regional Financial Control teams, the Financial Planning &… more