- JPMorgan Chase (New York, NY)
- …strategy development , content creation and design, sales marketing, and financial analysis. **Job Responsibilities:** + Drive run the bank and/or change-the-bank ... business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management...on key initiatives, including but not limited to process development , project planning , product management, and… more
- GMHC (New York, NY)
- …advisor to the CEO, CFO, and Board of Directors on fundraising efforts and development planning . + Lead, mentor, and inspire a high-performing development ... Senior Vice President, Development WFH Flexible * New York, NY (http://maps.google.com/maps?q=New+York+NY+USA+10018)...of Directors, and senior leadership, the SVP secures critical financial resources to advance GMHC's mission. They will provide… more
- Ithaca College (Ithaca, NY)
- …reports; and general correspondence. + Oversee the Executive Director of Gift Planning 's coordination with Legal Affairs and Financial Services to manage ... in a key role as Associate Vice President for Development in the Advancement Office. The new hire, who...with the VP, Advancement and Executive Director of Gift Planning . Prepare annual reports and program assessment. Also, in… more
- Farmingdale State College (Farmingdale, NY)
- …Association board. Foundation and Fiscal Management + Oversee the Foundation's financial planning and endowment management, ensuring strong fiscal stewardship ... a member of the President's Cabinet and a key advisor to the President. + Lead and manage the...partnerships in support of FSC academic programs, collaborative program development , and financial support for College priorities… more
- Edward Jones (Olean, NY)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...+ Taking an active role in the annual business planning process to assist in developing strategies for the… more
- Amazon (New York, NY)
- …- Drive adoption of new advertising features Partner Engagement: - Serve as technical advisor to partner teams - Lead implementation planning and execution - ... a Senior Solutions Architect III in Amazon Ads partner development organization, you will work with partners to design...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... any one of the teams specialized roles of Business Development , Wealth Planning , Investment Management, or Business...coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager… more
- Tompkins Community Bank (Ithaca, NY)
- …notify Wealth Advisor /Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into the financial ... Advisor /Trust Officer; assist clients with account setup and management through the financial planning tool portal. + Occasional travel to meet with clients… more
- Citigroup (New York, NY)
- … services organization + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive ... The Private Bank LFO is accountable for leading the development and execution of financial objectives related...financial management experience, including financial planning… more