- TD Bank (New York, NY)
- …that align with the Bank's broader financial goals. **Job Summary:** The Sr Manager Treasury Strategy oversees and leads a large and/or highly complex, and diverse ... senior roles within treasury, finance, or risk management, such as: Treasury Manager /Director, Head of Liquidity Risk, Senior ALM or FTP roles, Capital Planning… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York;Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client- Manager -II\_24027652) **Job Description:** At Bank of America, we are… more
- Deloitte (New York, NY)
- …for this role ends on June 1, 2026 Work you'll do: As a Manager within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate… more
- Deloitte (Jericho, NY)
- …should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31, 2026. What You'll Do Deloitte Tax ... estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Deloitte (New York, NY)
- Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases like "accounting for income taxes," "tax ... (Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance group, you...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of… more
- Guardian Life (New York, NY)
- As Manager , Life Insurance & Annuity Product Competition, you will lead a team of professionals that provide the Guardian field force with life insurance sales and ... speaking. + Four-year college degree or equivalent business experience + CLU, ChFC, CFP , RICP, or other professional designations are a plus. + Understanding of the… more
- Deloitte (New York, NY)
- …fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide tax compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Citigroup (New York, NY)
- …and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships with 3rd party asset ... business, or related field (required). Advanced degrees (JD, LL.M.) or certifications ( CFP (R)) are preferred. + 15+ years of experience in wealth management,… more
- Deloitte (Jericho, NY)
- …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more