- City of New York (New York, NY)
- …models is highly accurate, responsive and timely, guides the responsible and efficient investment of the city's financial resources, creates stability within and ... has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This… more
- Citigroup (Smithtown, NY)
- …15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… more
- The Estee Lauder Companies (New York, NY)
- …+ Build strong relationships with to brand leadership, serving as a strategic advisor and influencer to align on financial insights and support impactful ... This role will serve as business partner to brand leadership, providing financial expertise to business leaders to drive informed decision-making and resource… more
- Deloitte (Jericho, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients… more
- Guardian Life (New York, NY)
- …(inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an insurance-affiliated broker/dealer ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Truist (New York, NY)
- …of America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital ... Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business Unit Risk...related training. 2. 5+ years of experience in a financial institution with emphasis on risk management or equivalent… more
- Raymond James Financial, Inc. (New York, NY)
- …working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. ... estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews...securities industry operations. + Financial markets, products, financial advisory function and investment process. +… more
- JPMorgan Chase (New York, NY)
- …consumer and business banking, wealth and asset management and/or corporate and investment banking JPMorganChase, one of the oldest financial institutions, ... positioning the firm as the leading data and AI-enabled financial services firm globally. Its mission is to set...the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic… more
- Pfizer (New York, NY)
- …and support business objectives. The Senior Manager will serve as a key advisor to leadership, championing financial stewardship and operational rigor across the ... Global Media team. This position is responsible for overseeing and evolving the financial operations and governance of in-house media investments, with a focus on… more