- Neuberger Berman (New York, NY)
- …business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver ... serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a… more
- City National Bank (New York, NY)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management *… more
- JPMorgan Chase (New York, NY)
- We are seeking a dynamic and strategic Finance & Business Management (F&BM) leader to drive financial discipline, business strategy, and operational excellence ... Manager - Executive Director within the Finance & Business Management team, you will promote financial discipline,...Middle Market segments. You will serve as a trusted advisor to the General Manager, providing financial … more
- KeyBank (Tarrytown, NY)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management… more
- JPMorgan Chase (New York, NY)
- …consultants, vendors, and infrastructure. + Partner with business leaders and the financial management team to complete the annual budget and allocations ... you will partner directly with C-suite leaders and senior management to shape and execute enterprise-wide priorities, financial...You will lead high-performing teams, act as a trusted advisor to executive management , and ensure the… more
- World Insurance Associates, LLC. (Kingston, NY)
- …bring value to clients + Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, ... World Insurance Associates ("World") is a unique financial services organization with a global network of...Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus… more
- TD Bank (New York, NY)
- …role that generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for...colleagues to help them and their families achieve their financial , physical and mental well-being goals. Total Rewards at… more
- CBRE (New York, NY)
- …for this position include, but are not limited, to the following: P&L, Contract Management and Governance: * Accountable for financial performance of a global, ... ID 210510 Posted 10-Mar-2025 Role type Full-time Areas of Interest Facilities Management , Project Management , Transaction Management Location(s) Atlanta -… more
- City of New York (New York, NY)
- …assess work product; coordinate and oversee special projects; and serve as key advisor on labor relations policy, personnel and labor relations programs, and various ... labor- management matters with regular and recurring participation in agency...the collective bargaining process as spokesperson, strategic counsel, policy advisor , chief researcher and labor costing advisor … more
- Deloitte (Williamsville, NY)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... Lead IPO readiness and execution engagements, including project planning, stakeholder management , and delivery of key milestones. + Strengthen client relationships… more
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