- JPMorgan Chase (New York, NY)
- …transformation - Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution. Role description: He/she will lead the strategy, design, ... value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions. **Job… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing… more
- City National Bank (New York, NY)
- …Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues… more
- Skidmore College (Saratoga Springs, NY)
- …It trains and advises student leaders on budgeting, spending, and compliance with College/SGA financial policies, serving as the primary advisor to the SGA VP ... missing or outstanding charges. When needed, arrange approved fund transfers with financial institutions. + Lead annual SGA budget planning and development.… more
- Heritage Financial Credit Union (Middletown, NY)
- …Job Type Full-time Description Come join Heritage Financial Credit Union's Executive Team as the Chief ... initiatives and ensure strategic goals are achieved. Serve as a trusted advisor to the CEO and Executive Leadership. Streamline communication, planning ,… more
- CUNY (Bronx, NY)
- …operational matters. The Vice President oversees six major units, including Budget and Planning . Responsible for financial planning and budgeting, developing ... Financial Operations: Strategically and collaboratively enhances the college's financial strength through fiscal analysis, monitoring, planning , and… more
- PVH Corp. (New York, NY)
- …) **About the Role:** The VP Finance - Global CK: + Act as a ** financial advisor and business partner** to the Global CK senior management teams by ... of the Global CK business. + Supervise and **drive business planning and tracking** **to achieve financial targets** as well as the brand's strategy within PVH+… more
- JPMorgan Chase (New York, NY)
- …to complex business challenges, ensuring our AI investments deliver maximum strategic and financial value. You will be the trusted advisor who connects AI ... strategy, architect high-impact portfolios, and inspire senior leaders as the trusted advisor who turns data-driven insights into enterprise-wide results. Join us to… more
- Neuberger Berman (New York, NY)
- … financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool ... recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter...years of experience working directly with clients in a financial planning capacity + Proven track record… more
- JPMorgan Chase (New York, NY)
- …organization. This role is accountable for team leadership, strategic planning , execution oversight, and continuous improvement, ensuring that implementation ... a culture of collaboration, accountability, and excellence. + Oversee the planning and execution of various business development rollout activities, ensuring… more