- NBT Bank (Fairport, NY)
- …and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate ... Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits and ...Financial and Banking Services : Various benefits and financial planning assistance . Benefits for Part-Time Employees Working… more
- City National Bank (New York, NY)
- …Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist ... Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years...Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within… more
- Neuberger Berman (New York, NY)
- Financial Planning & Analysis at Neuberger Berman provides strategic financial partnership and decision support to key stakeholders across the firm's senior ... with investment team lead portfolio managers to provide regular touchpoints on financial performance and detailed revenue reporting + Lead the annual budget and… more
- Guidehouse (New York, NY)
- …managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to ... acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including… more
- M&T Bank (Buffalo, NY)
- …Buffalo, NY** **Overview:** Assist/participate in the documentation and/or analysis of financial /accounting or tax information and the preparation of financial , ... reports.Analyze results and provide input for management recommendations. + Prepare financial schedules, reconciliations and reports for the Corporation, which could… more
- KeyBank (NY)
- …Ohio 44144 **ABOUT THE JOB** Responsible for management and execution of the Financial Crimes Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) ... the research, interpretation, summary, and corporate guidance for new and changing financial institution laws and regulations, as applicable. + Collaborate with the… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... financial services industry. We believe that our employees are...the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs,… more
- Amazon (New York, NY)
- …a Partner Solutions Architect, you will work with some of the world's largest financial services technology companies, the APN and several other AWS teams to craft ... drive revenue growth across a small set of global financial services customers. As a trusted customer advocate, the...cases) with customer and partner teams - Bring deep Financial Services domain knowledge - Be able to influence… more
- Zurich NA (New York, NY)
- Middle Market Financial Institutions Underwriter (Mid-Senior or Senior) 119742 Zurich Middle Markets has delivered double-digit growth over the last four consecutive ... and the individual customers we serve. We are looking hire an experienced Financial Institutions Underwriter at the Mid-Senior or Senior level in our NYC Office.… more
- Bloomberg (New York, NY)
- Equity Index Solutions Specialist, New York - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044436 **Description & ... Requirements** Bloomberg is a global leader in business and financial information, news and insight, and we use innovative...to deliver trusted data and bring transparency to the financial markets. Within the Bloomberg Financial Solutions… more