- Wellington (New York, NY)
- …**Analytical acumen, modeling, research** -The ideal candidate will have strong financial modeling skills and demonstrated analytical capabilities and an eagerness ... to collaborate with experienced, cross-functional deal teams + Strong financial modeling skills, confidence to build financial ...independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our… more
- Grant Thornton (New York, NY)
- …transition, and assisting in the separation of the business - for financial sponsors and corporate clients + Supporting SEC regulatory filings for carve-outs ... market trends in order to be a proactive problem solver and sought-after adviser to clients and colleagues + Assisting audit teams in evaluating accounting policies… more
- Wellington (New York, NY)
- …management and portfolio management teams as we expand and deepen relationships with financial advisors, wire houses, and global financial institutions in the ... including experience marketing to home offices, research/due diligence needs, and financial advisors + Familiarity of the regulatory and legislative landscape +… more
- Guardian Life (New York, NY)
- …retail wealth management business, including its affiliated broker-dealer and investment adviser entities. + Assist with the Firm's Compliance testing program and ... and efficiencies. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules...realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being,… more
- City National Bank (New York, NY)
- …Manager (CRCM). * For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser . ... of Royal Bank of Canada, one of North America's leading diversified financial services companies. Unless otherwise indicated as fully remote, reporting into a… more
- Teradata (Albany, NY)
- …and prompt patterns for cross-functional teams. + Serve as a trusted adviser to customers and internal stakeholders on conversational AI design best practices. ... for one of our annual incentive plans, which are based on company financial attainment and individual performance. Employees in this position are also eligible to… more
- Oracle (Albany, NY)
- …candor builds trust. We develop long-lasting client relationships and engage as a trusted adviser on whom our clients can depend. + People are the heart of every ... parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and… more
- HUB International (New York, NY)
- …prevent violations of the federal securities laws such as the SEC Investment Adviser Act of 1940; + Assist in conducting ongoing compliance reviews, internal ... experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team. + Experience leading a team and… more
- iHeartMedia (Albany, NY)
- …local and corporate business goals to increase market share, listeners, ratings, adviser satisfaction and revenue while aligning programming fit with client, station ... cost - services include telephonic counseling sessions, consultation on legal and financial matters, emotional well-being, family and caregiving + A range of… more
- Cornell Cooperative Extension (Ithaca, NY)
- …Tompkins County, with additional support and program direction from the Community Energy Adviser Lead, and other senior members of the regional Energy team. Required ... compile and submit to supervisor the information needed for narrative and financial reports to meet funding agency requirements. + Collect budgetary information as… more