- KeyBank (Dewitt, NY)
- …Kinne Rd - Dewitt, New York 13214 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe… more
- Deloitte (Jericho, NY)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Deloitte (New York, NY)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- The Estee Lauder Companies (New York, NY)
- …Build strong relationships with to brand leadership, serving as a strategic advisor and influencer to align on financial insights and support impactful ... of the brand P&Ls including Net Sales, COGS and Advertising & Promotions investment . + Ensure accuracy of category P&L reporting; analyze category P&Ls to ensure… more
- JPMorgan Chase (New York, NY)
- …and individual clients meet their financial goals by providing industry leading investment solutions. We focus on helping clients understand the complexities of the ... use client insights to help them customize and construct investment portfolios. We offer a wide array of financial...looking for a Sales Desk Manager for our Institutional Advisor Channel (IA) that will work with our team… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...Commissioner will report to and serve as a senior advisor to the Deputy Commissioner for Policy & Strategy… more
- Mizuho Corporate Bank (New York, NY)
- …Operations, Legal, Compliance, and other functions, serving as a trusted advisor and providing constructive challenge and oversight of resilience-related plans and ... relevant experience in risk management within the financial services, insurance, or investment management sectors, with a strong understanding of Corporate and … more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to determine… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... strategy, ensuring alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and… more