- Deloitte (New York, NY)
- …manage the risk in our growing and increasingly complex business to improve financial performance and protect the firm's assets and reputation. Work you'll do ... provisions, and risk review, negotiations, operations, and operational aspects of professional services contracts - with an emphasis on information technology… more
- Deloitte (New York, NY)
- …and withholding regimes. + Being part of international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules ... Are you a strategic and creative tax professional who would like to work on international...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- KeyBank (Stone Ridge, NY)
- …clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive ... York 12484 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- TD Bank (New York, NY)
- …with experience in consumer deposits marketing or a background in financial services marketing including familiarity with agile or pod-based environments. You ... in the customer experience. **Depth & Scope:** + Marketing advisor for a sub-set of a business, typically leading...low to moderate scope and complexity + Expert level professional role requiring in-depth knowledge/expertise in own domain/field of… more
- Raymond James Financial, Inc. (Clarence, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client...accurate completion + Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Assist...candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of… more
- JPMorgan Chase (New York, NY)
- We are seeking an experienced credit professional to work in New York, NY as part of the Global Credit Strategy team within JP Morgan Wealth Management. This dynamic ... generating security specific investment ideas, building and maintaining company financial models, writing research notes, communicating with wealth management… more
- Capital One (New York, NY)
- …Diverse perspectives and experiences are valued as we work to redefine the financial sector. As a **Director of our Integration Program Planning** team, you will ... stakeholders at all levels, providing regular updates and progress dashboards + Assist and drive project and program delivery, including project and process… more
- CUNY (New York, NY)
- …and campus events, including orientation and field trips; serve as an academic advisor to professional students. + Contribute to program functions such as ... benefits contribute significantly to total compensation, supporting health and wellness, financial well-being, and professional development. We offer a range… more
- Eaton Corporation (Orchard Park, NY)
- …programs, while managing all aspects of project accounting. Acting as a trusted advisor , this role provides financial insights to engineering and program ... mitigation impacts, and coordination of Estimate-at-Completion (EAC) reviews + Deliver financial insights to engineering and program managers by analyzing project… more