- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for… more
- Compass Group, North America (New York, NY)
- …enthusiastic leader who embraces our company culture. **Key Responsibilities:** + Act as financial advisor and business partner to the Division President by ... for the FLIK Independent School Dining (FISD) you will be responsible for all financial aspects for a $400MM, and growing, Division with 3,600+ employees. In this… more
- HSBC (New York, NY)
- …not limited to RoRWA, RWAs, balance sheet usage, and appropriate management of financial and non- financial risk + Create an inclusive and customer-centered ... overall revenues for the Group + Be accountable for financial and non- financial risk, including credit, operational...including a track record of C-Suite engagement and 'trusted advisor ' status + Strong risk management skills and a… more
- JPMorgan Chase (New York, NY)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... for the research, development and delivery of retirement insights to financial professionals and plan sponsors to improve retirement outcomes and reinforce… more
- US Bank (New York, NY)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. ... (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting...WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our … more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...line frameworks, policies, standards and regulatory requirements + Provide support for internal audits and regulatory exams + Experience… more
- TD Bank (New York, NY)
- …activities and initiatives with regulatory impact. + Serve as a compliance advisor to business partners through regular meetings and process reviews. + Manage ... gaps are addressed and aligned with regulatory expectations. + Support control mapping to ensure regulatory requirements are linked...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- University of Rochester (Rochester, NY)
- …by a team of dedicated professional advisors whose work is designed to support the academic success of undergraduate students. The Academic Counselor will serve as ... a College Advisor managing a caseload of assigned students in Arts...period from matriculation to graduation. They provide advisement and support around course planning, educational goals, career aspirations, college… more
- Bank of America (New York, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more