- TD Bank (New York, NY)
- …leadership, coaching and development to ensure operational results and professional /personal development objectives are achieved for the overall group. **Depth ... a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- M&T Bank (Buffalo, NY)
- …and Experience Preferred:** Advanced degree Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other pertinent professional certification ... **Overview:** The Profitability Governance Financial Analysis Consultant is responsible for establishing, overseeing...embedded in reporting processes + Act as a trusted advisor to senior leadership by providing insights into business-line… more
- BlackRock (New York, NY)
- …fostering excellence within the Compliance team. **Job Purpose** The firm is seeking a professional to join the Americas Financial Crime Team as a senior member, ... Actively participating in business decisions to champion our clients' interests and assist the business in translating Compliance into their daily work and decision… more
- Edward Jones (Olean, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together...much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve… more
- CIBC (New York, NY)
- …value (#1 by number of transactions closed), per Inframation, and was named North American Financial Advisor of the Year in 2023 and North American ESG ... Financial Advisor of the Year in 2022...support to senior professionals in the group and will assist with the execution of transactions. The Summer Associate… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- HUB International (New York, NY)
- …business initiatives. + 10+ years' experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …and institutional clients and prospects. * Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests. ... * Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and… more
- BankOnBuffalo (Buffalo, NY)
- …LANGUAGE SKILLS:Ability to read, comprehend and analyze general business periodicals, professional journals, financial reports, policy and procedure documents, ... analysis of commercial loan performance. Through detailed covenant testing, financial spreading, and proactive communication, the analyst helps safeguard portfolio… 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 ... Participate in the collective bargaining process as spokesperson, strategic counsel, policy advisor , chief researcher and labor costing advisor for negotiations… more