- Raymond James Financial, Inc. (New York, NY)
- …and other documentation used in the sales and marketing of trust services . + Builds and maintains working relationships through communication and personal meetings ... with the client the Financial Advisor and the client's professional legal and tax advisors....and practices of personal trust administration process. + Fundamental investment concepts, practices and procedures used in the securities… more
- Ankura (NY)
- …of excellence founded on innovation and growth. Ankura Transaction Advisory Services Practice Overview Ankura's Transaction Advisory Services (TAS) professionals ... million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on… more
- Deloitte (Jericho, NY)
- …LLP and sector-specific training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works ... partners, principals, and employees providing a spectrum of tax services to a broad range of Investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Deloitte (New York, NY)
- …for their own development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with ... partners, principals, and employees providing a spectrum of tax services to a broad range of Investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… 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. + ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...+ Ensure strong controls and effective operational and administrative services . + Set an example of behaviour to all… more
- World Insurance Associates, LLC. (Rochester, NY)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed… more
- Wells Fargo (New York, NY)
- …Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization. This role is ideal ... across the territory. + Lead strategic campaigns and product promotions, driving advisor engagement and increasing utilization of lending and banking solutions. +… more
- Bank of America (Garden City, NY)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… 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 ... strategic alignment across brand portfolios. + Liaise with region shared service departments on capital, demonstration and field selling. + Leveraging resources… more
- Nuveen Investments (New York, NY)
- …(IR) team serves as a strategic bridge between Nuveen Green Capital's investment platform and the broader investor community. Operating in a highly cross-functional ... a strategic project manager and execution lead, driving forward the firm's investment strategies with precision and expertise. **Key Responsibilities and Duties** +… more