- City National Bank (New York, NY)
- …NEED TO SUCCEED?* *Required Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience ... prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist...24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- City of New York (New York, NY)
- …protocols and procedures to measure program impact. - Lead and coordinate strategic planning for OSH, setting annual goals and metrics ensuring alignment with both ... the Assistant Commissioner and Special Projects coordinator. - Serve as an advisor to the Assistant Commissioner and represent the Assistant Commissioner in internal… more
- Urban League of Rochester (Rochester, NY)
- … strategies, managing day-to-day finance operations, and advising senior leadership on financial planning and analysis. The CFO also provides financial ... 25 impactful programs across the following areas: + Business Development + Equity & Advocacy + Family & Children...Committees. + Attend board and subcommittee meetings as a financial advisor . + Represent the organization on… more
- Citigroup (New York, NY)
- …financial advisor and partner to senior managment + Extensive financial management experience, including financial planning , budgeting, reporting, ... Lead Financial Officers (LFO) are accountable for leading the development and execution of financial objectives related to revenues, expenses, capital, and… more
- Raymond James Financial, Inc. (New York, NY)
- …obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit ... to the firm. + May manage the process of advisor succession planning and counsel advisors on...of** + Advanced concepts, practices and procedures of business development in a financial services environment. +… more
- KPH Healthcare Services, Inc. (East Syracuse, NY)
- **Overview** **Scope of Responsibilities:** The candidate will support the KPH Financial Planning Department and play a key role in the financial planning ... Gouverneur, NY. **Responsibilities** **Job Responsibilities:** + Act as an advisor to KPH divisions in Budget / Forecasts /... system software to provide support for administration and development of training resources, planning processes, and… more
- Kyndryl (Albany, NY)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading… more
- Celonis (New York, NY)
- …us. **The Team:** The position of **Senior Value Engineer** is a trusted advisor helping customers achieve their strategic goals and realise significant value using ... journey of our customers. You are our customers' trusted advisor and help them achieve their strategic goals and...adoption and expansion + Provide feedback to our product development teams to enhance the Celonis platform and Apps… more
- City National Bank (New York, NY)
- …new Financial Advisor introductions while building their career in financial services sales and business development . As a dedicated and self-motivated ... *BUSINESS DEVELOPMENT SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an entrepreneurial… more
- CVS Health (Albany, NY)
- …cycle management of product lines/products, including purpose, definition, design, planning , development , prototyping and testing. Design thinking methodology ... Director of Product Management to lead the strategic vision, development , and execution of our product roadmap. As a...data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to… more