- Stony Brook University (Stony Brook, NY)
- Academic and Financial Wellness Advisor **Required Qualifications (as evidenced by an attached resume):** Bachelor's Degree (foreign equivalent or higher). Two ... large organizations. **Brief Description of Duties:** The Academic and Financial Wellness Advisor will serve as a...Aid Office and Academic Advising to help students develop financial solutions that support their academic success… more
- Staffing Solutions Organization (Albany, NY)
- …a reflection of our clients and the people they serve. **Medicaid Program Advisor in Albany, NY** **DHPCO 1014** **Summary** This individual will assist the ... duties include:** + Assist in the development of quarterly financial reports to collect financial information from...F-1 STEM EAD program, SSO may be able to support a STEM EAD extension application at the sole… more
- Intuit (New Rochelle, NY)
- …Live - Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's ... full service tax return preparation, tax advice, calculations, and software/product support . Your ability to demonstrate understanding of each customer's unique… more
- Neuberger Berman (New York, NY)
- …self-service solutions. + Determine the optimal suite of platform capabilities to support SMA/UMA structures, financial planning, proposals, analytics, and other ... that will define the future of both client and advisor experiences. This leader will oversee all aspects of...record overseeing digital platforms and client experience within the financial services sector. + Deep understanding of Private Wealth… more
- Neuberger Berman (New York, NY)
- …organizations **Experience & Skills Qualifications:** + 2+ years of proven client service/ support or related experience in the financial services industry + ... the industry. The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients...a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate… more
- Neuberger Berman (New York, NY)
- …and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth clients. ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program focused on delivering technology… more
- Tradeweb (New York, NY)
- …trading for rates, credit, equities, and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset ... News & World Report as one of the _Best Financial Services Companies to Work For_ . Tradeweb Markets...of AI technologies. The ideal candidate is a proactive advisor who can integrate privacy considerations into the entire… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …this role, you will collaborate with executive leadership, serving as a trusted financial advisor and thought leader in growth and business development ... fit and assess financial value. + Negotiate financial terms for deals and support post-deal...+ Negotiate financial terms for deals and support post-deal execution, budgeting, and synergy monitoring. + **Team… more
- LiveRamp (New York, NY)
- …adoption of LiveRamp's ad tech solutions, serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and ... LiveRamp offers complete flexibility to collaborate wherever data lives to support the widest range of data collaboration use cases-within organizations, between… more
