- Lovingly (Hopewell, NY)
- …thinking into finance. We call this role Chief Metabolic Architect because "Chief Financial Officer" doesn't do it justice. This isn't about reporting. This is about ... capital transformation - designing financial reflexes that convert discipline into competitive velocity. We're...system. We're looking for someone to architect the AI-powered financial engine that becomes our competitive edge - and… more
- JPMorgan Chase (New York, NY)
- Investment Banker - Financial Institutions (Insurance) - Managing Director JPMorganChase, one of the oldest financial institutions, offers innovative ... in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total… more
- WTW (New York, NY)
- **Description** The Pricing Analyst works within the Financial , Actuarial and Analytics (FAA) team and closely with the Pharmacy Practice within Health and Benefits. ... to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on...+ Partner with consultants and team members to perform financial analyses including cost savings and data analysis projections,… more
- Broadview FCU (Albany, NY)
- …then you have come to the right place! Summary of Role: To provide financial service s and advice to mid-market and younger investors . Responsible for converting ... any prospects to clients and work ing proactively to grow the Financial Services Group and retain existing clients. Essential Job Functions/Responsibilities: +… more
- NBT Bank (Fairport, NY)
- …and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate ... Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits and ...Financial and Banking Services : Various benefits and financial planning assistance . Benefits for Part-Time Employees Working… more
- City National Bank (New York, NY)
- …Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist ... Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years...Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within… more
- Neuberger Berman (New York, NY)
- Financial Planning & Analysis at Neuberger Berman provides strategic financial partnership and decision support to key stakeholders across the firm's senior ... with investment team lead portfolio managers to provide regular touchpoints on financial performance and detailed revenue reporting + Lead the annual budget and… more
- Guidehouse (New York, NY)
- …managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to ... acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including… more
- M&T Bank (Buffalo, NY)
- …Buffalo, NY** **Overview:** Assist/participate in the documentation and/or analysis of financial /accounting or tax information and the preparation of financial , ... reports.Analyze results and provide input for management recommendations. + Prepare financial schedules, reconciliations and reports for the Corporation, which could… more
- KeyBank (NY)
- …Ohio 44144 **ABOUT THE JOB** Responsible for management and execution of the Financial Crimes Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) ... the research, interpretation, summary, and corporate guidance for new and changing financial institution laws and regulations, as applicable. + Collaborate with the… more