- CBRE (New York, NY)
- …group, and centralized marketing to source and manage the delivery of financial , marketing, and various client -specific data to incorporate into customized ... Client Service/Marketing Coordinator - NY Consulting & Agency...Consulting and Agency Groups are seeking an exceptionally motivated Client Services Coordinator-a hybrid marketing and administrative role-to join… more
- HUB International (New York, NY)
- …HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services for unique client segments, including the music and entertainment ... planning with a strong commitment to education, service, and client outcomes. **Position Summary:** As a Financial ...and client outcomes. **Position Summary:** As a Financial Strategist serving the music and entertainment industry, you… more
- Tompkins Community Bank (Mount Kisco, NY)
- … client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client 's goals and values. This ... and insurance disciplines to deliver a seamless and holistic client experience. + Deliver personalized financial planning...and holistic client experience. + Deliver personalized financial planning by uncovering client goals, values,… more
- Ankura (New York, NY)
- …grow accounting teams of various skill levels. + Oversee and/or contribute to client annual external financial statement audits. + Implement improved processes ... and greater transparency into cash flow reporting and forecasting. + Financial Reporting: Design external financial reporting and management reporting… more
- Scotiabank (New York, NY)
- …for executing on a broad range of transactions as well as preparing client presentations and financial analysis. They work closely with the Associates ... aspects of the transaction process, including pitch phase, business analysis, financial modeling and analysis, due diligence, coordination between working groups,… more
- WTW (New York, NY)
- …WTW supports a broad range of stakeholders, including internal colleagues, client organizations, shareholders, financial institutions, vendors, and regulatory ... CRB** (Corporate Risk and Broking) will be accountable for delivering comprehensive financial , analytical, and strategic guidance to the Head of CRB North America… more
- PNC (New York, NY)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and… more
- Citigroup (New York, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (New York, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Hewlett, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more