- Anywhere Real Estate (Rochester, NY)
- …**MAJOR DUTIES AND RESPONSIBILITIES** + Audits Equity requests to ensure timeliness and financial accuracy prior to disbursement of funds + Audits Homesale files to ... client and Cartus internal control procedures for US and Canada + Prepares financial entries to correct audit issues identified in the Homesale Audit + Identifies… more
- Guardian Life (New York, NY)
- …helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, ... complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate… more
- Heritage Financial Credit Union (Middletown, NY)
- …management, and regulatory requirements? Have you partnered with external agencies on risk- based internal audits in the financial services sector-and are now ... Flexible * Middletown, NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team as the Sr.… more
- JPMorgan Chase (New York, NY)
- …Supervisory Manager, you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing operational risk. This ... management services, empowering individuals, families, and foundations to achieve their financial aspirations. As a Supervisory Manager in Chase Wealth Management,… more
- JPMorgan Chase (Pittsford, NY)
- Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be part of a team that makes a real difference every day. As a ... a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role...solutions and align strategies. + Develop and refine rules based on prior findings to enhance system logic for… more
- JPMorgan Chase (New York, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will ... offer comprehensive financial planning and advice to individuals and families. Your...with key partners + Demonstrated ability and commitment to goals- based planning and advice + Demonstrated understanding of investment… 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
- US Bank (New York, NY)
- …with existing clients. The WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the… more
- Danaher Corporation (Albany, NY)
- …execution and sustained customer success. This role demands strong business insight, financial acumen, and the ability to lead through influence across a matrixed ... organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and...at both corporate and local levels. + Analyze key financial performance indicators for assigned accounts and understand how… more
- Compass Group, North America (New York, NY)
- …with RA's Operations team to improve profitability and cash flow. DUTIES: + Act as financial advisor and business partner to the VP of Finance. + Manage and ... team to produce action plans to rectify any performance issues. + Provide financial evaluation of new business and rebid proformas, working closely with the sales… more