- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created… more
- JPMorgan Chase (New York, NY)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- JPMorgan Chase (Brooklyn, NY)
- …Capital Controllers team, you will serve as a strategic thinker and trusted advisor to Corporate and Investment Bank management and Corporate partners. You ... The Commercial & Investment Bank Treasury team plays a vital role...drivers + Create in-depth period over period analysis for senior management reviews + Monitor internal and external reports… more
- M&T Bank (New York, NY)
- …Work to ensure M&T CRA needs are prioritized. + Act as a trusted advisor to both current clients and future customers. + Actively participate in Industry ... of the Bank's larger affordable housing platform that brings together equity/ investment capabilities - balance sheet, equity/ investment , and permanent loan… more
- Neuberger Berman (New York, NY)
- We are seeking a talented **C# Full Stack Senior Developer** with a proven track record in developing scalable, high-performance applications within the Microsoft ... Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through cutting-edge technology. **Responsibilities:**… more
- Forrester (New York, NY)
- …and capabilities, and use cases. + A demonstrated ability to serve as an advisor to senior leaders and C-level clients. + Superior client-facing communication, ... and build an extraordinary future. **About This Role:** Forrester Research is seeking a Senior Analyst to be a critical member of the research team writing for our… more
- Deloitte (New York, NY)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 29, 2026. Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more
- Deloitte (New York, NY)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 31st 2026. Work you'll do: As a Senior Consultant within Sustainability: Gi3 practice, you will advise...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
- Indeed (New York, NY)
- …experience for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** The Senior Manager will serve as a strategic manager and mentor within the FP&A ... mentorship. **Responsibilities** + **Strategic Business Partnering:** Serve as a credible advisor to business leaders in Sales, Product, Marketing, and Operations.… more
- Deloitte (New York, 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
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