- Bard College (Annandale On Hudson, NY)
- …for Simon's Rock, the Simon's Rock endowment, corporate and foundation support, and estate planning from individual donors. The Annual Giving Manager plays an ... and other platforms. Additionally, the Manager will lend essential support to the planning and execution of alumni and parent focused events and will contribute… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …concepts, practices and procedures used in the industry. + Principles of estate planning , trusts and securities industry operations. + Financial markets ... and products. + Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. +… more
- Citigroup (New York, NY)
- …(or 65/63). + In-depth knowledge of wealth management services, with a focus on estate planning , tax strategies, and business succession for HNW and UHNW ... products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Wealth propositions are delivered via tailored… more
- MTA (New York, NY)
- …public-sector environment. KNOWLEDGE, SKILLS AND ABILITIES + Demonstrated experience in space planning , real estate coordination, and facilities operations for a ... Facilities for MTA Metro-North Railroad is responsible for the strategic planning , administration, and oversight of all Metro-North facilities, including office and… more
- Neuberger Berman (New York, NY)
- …asset location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable + Exceptional written and verbal ... revenue. This role will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The… more
- KeyBank (Tarrytown, NY)
- …to ensure investment advice is integrated with all other client plans (tax, estate planning , retirement, etc.). + Provide timely feedback to the Relationship ... team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the… more
- TD Bank (New York, NY)
- …with portfolio construction and planning + Collaborates with the tax and estate planning teams for transaction specific analysis (eg low basis stock ... strategies) + Sources and executes bond trades, including municipal, corporate, treasury and preferred + Provides inventory access from external dealers, not just in house. + Offers new issue access - IPOs, secondary offerings and new bond issues + Prioritizes… more
- Citigroup (New York, NY)
- …and services covering capital markets, managed investments, portfolio management, trust and estate planning , investment finance and banking. The CIO team is ... + **Collaborate with field leadership on business development** opportunities and strategic planning on business targets. + **Be a strategic partner** **to broader… more
- Bard College (Annandale On Hudson, NY)
- …Simon's Rock, the Simon's Rock endowment, corporate and foundation support, and estate planning from individual donors. The Assistant Director of Institutional ... as they emerge. Additionally, the Assistant Director plays a key role in the planning and execution of alumni and parent focused events and contributes directly to… more
- Comerica (New York, NY)
- …business by providing by insight as to specific trust documents and overall estate planning . This position's direct involvement in business development is ... activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect the… more