- JPMorgan Chase (New York, NY)
- …operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship ... and risk reporting + Own end-to-end implementation projects including assessment, planning , project management, execution and evaluation + Analyze and prioritize… more
- The Estee Lauder Companies (New York, NY)
- …data-driven, and collaborative. **Qualifications** *Bachelor's degree required. *5+ years in financial planning or stock/sales plan management. *Advanced Excel ... (WOS, SKU mix, door-level accuracy). Serves as a key advisor to the Account Lead to shape overall account...financial gaps or capitalizing on upside. *Support retailer planning meetings and recommend optimized SKU assortments. *Drive seasonal… more
- City National Bank (New York, NY)
- …a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial ... SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team… more
- AON (New York, NY)
- …insurance industry and with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity is a crucial part ... and delivering consulting/advisory services to clients, ideally in the Insurance/ Financial Services sector, and leading teams to provide sophisticated projects… 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
- Citigroup (New York, NY)
- …share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Evolent (Albany, NY)
- …with Operations Finance, Client Finance, Talent, and other teams to align financial planning with business execution. * Synthesize complex financial ... This role is part of a centralized corporate FP&A team focused on financial intelligence, analysis, and forecasting, with a strong emphasis on strategic thought… more
- Citigroup (New York, NY)
- …gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- MongoDB (New York, NY)
- …MongoDB to build next-generation, AI-powered applications. MongoDB is hiring a Director of Financial Planning and Analysis (FP&A) to lead the finance team ... This role involves partnering with product and engineering leaders to manage financial planning , forecasting, reporting, and analysis for key business decisions,… more
- Citigroup (Hewlett, NY)
- …share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more