- Raymond James Financial, Inc. (Rochester, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- HUB International (New York, NY)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- JPMorgan Chase (New York, NY)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... positioning the firm as the leading data and AI-enabled financial services firm globally. Its mission is to set...the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic… more
- Kenmore Tonawanda UFSD (Buffalo, NY)
- …reports and the ST-3. + Comprehensive technology skills, including proficiency with financial management systems and data analysis tools. + Excellent written ... DESCRIPTION: The Assistant Superintendent for School Finance serves as the District's chief financial officer and primary advisor to the Superintendent and Board… more
- JPMorgan Chase (New York, NY)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... of investment banking in Latin America? As the Executive Director of Business Management for Latin America Investment Banking Coverage, you will be the trusted … more
- Bank of America (New York, NY)
- …and sales team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues ... 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… more
- JPMorgan Chase (New York, NY)
- …content that highlight the work of our employees. You will be a trusted advisor and work with leaders to develop clear, compelling messaging strategies, lead the ... of internal communications. **Job responsibilities** + Act as a strategic advisor to executives, providing expert guidance on communication approaches and best… more
- Zoom (New York, NY)
- …Partner is a highly visible and influential role, serving as a trusted strategic advisor to Zoom's key business leaders. You will help develop and drive Zoom's ... Strategic Workforce Planning, you will be central to: + Aligning headcount, financial , and strategic plans. + Centralizing and standardizing headcount management … more
- CVS Health (New York, NY)
- …for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit ... you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- MTA (New York, NY)
- …reports for submission to the Board. + Ensure sufficient cash liquidity to maintain financial operations, working with the Directors of Management and Budget and ... Municipal Advisor (s) in analyzing proposals. + Design and progress financial strategies to achieve a cost-efficient debt portfolio using MTA's multiple credits.… more
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