- M&T Bank (Hauppauge, NY)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... client base .Promote and sell the full array of financial services distributed by the Company to current and...a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree,… more
- Cornell Cooperative Extension (Elmira, NY)
- …+ Experience working independently, as well as an effective team member, planning and consulting together, supporting other team members, and reflecting and sharing ... supportive of the Association's mission. + Assist in the planning of public events and program activities. + Assist...submit to supervisor the information needed for narrative and financial reports to meet funding agency requirements. + Collect… more
- H&R Block (Rochester, NY)
- …conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll ... offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being… more
- Cardinal Health (Albany, NY)
- …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... architecture and controls + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX) + Project management… more
- KeyBank (Buffalo, NY)
- …of their own center of influence (COI) networks + Develops and manages sales planning activities through the year + Capitalizes on referrals from inside sales and/or ... with aggressive growth and service goals required. **Tactical Skills** + Strong financial acumen including the ability to read and understand income statements +… more
- Raymond James Financial, Inc. (New York, NY)
- …obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit ... to the firm. + May manage the process of advisor succession planning and counsel advisors on...network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products.… more
- JPMorgan Chase (New York, NY)
- …systems and processes. + Strong familiarity or ability to quickly become familiar with financial planning , retirement planning , charitable planning , tax ... **About JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan** : JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities. **About US Private Bank… more
- Lumen (Albany, NY)
- …the world and shape the future. **The Role** The Senior Director, Strategic Planning & Performance Management plays a pivotal role in driving clarity, alignment, and ... priorities, forecast demand and capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, foster… more
- University of Rochester (Rochester, NY)
- …clients, develop a comprehensive capital plan forecast that can be utilized for financial planning . + Work collectively with other Facilities business units to ... **Responsibilities:** GENERAL PURPOSE: The Associate Vice President (AVP) for Planning , Design, and Construction (PDC) provides strategic leadership and executive… more