• Sr Grants Management Spec

    University of Rochester (Albany, NY)
    …Provide initial financial management support on grant awards until a dedicated financial manager can be identified and/or trained to manage an award. As ... this section. Transitions financial management to hospital / department dedicated financial manager when appropriate, continuing to oversee and advise new… more
    University of Rochester (08/07/25)
    - Related Jobs

  • Wealth Managment Advisor

    US Bank (New York, NY)
    …and applicable state insurance license Preferred Qualifications + Extensive knowledge in financial planning , including but not limited to goals-based planning ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...The Wealth Management Advisor position is the investment, investment planning , and insurance products lead on the Wealth Management… more
    US Bank (10/07/25)
    - Related Jobs

  • Senior Wealth Advisor SAFE Act - Fresh Meadows

    Citigroup (Queens, NY)
    …clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ...Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding… more
    Citigroup (10/24/25)
    - Related Jobs

  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …and responsibilities of the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client's needs. + Facilitate the ... contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client...and families with a broad array of estate and financial planning issues which often arise with… more
    KeyBank (08/21/25)
    - Related Jobs

  • Early Childhood Rating Specialist

    Research Foundation CUNY (New York, NY)
    …Inventory database system for consistency. Reporting to the Data Systems and Ratings Manager , the Ratings Specialist will lead the management of the rating process, ... including ongoing planning and communication with the QUALITYstarsNY central office team,...+ Support the work of Data Systems and Ratings Manager to maintain ongoing monitoring systems for the QUALITYstarsNY… more
    Research Foundation CUNY (10/23/25)
    - Related Jobs

  • Staff Analyst Series (Security Data)

    MTA (Brooklyn, NY)
    …Division/Unit: Fare Enforcement /EAGLE Teams/ Contract Security Initiatives Reports To: Manager Work Location: 130 Livingston Street Hours of Work: Various ... and opportunities. Solutions will be based on analysis of operations, workforce, and financial data and must be viable within the constraints of a high-visibility… more
    MTA (10/23/25)
    - Related Jobs

  • Anaplan Senior Consultant

    Deloitte (New York, NY)
    …in designing, developing, and maintaining Anaplan models and modules for financial planning , budgeting, forecasting, and related processes; experience with ... design. Finance Data Analysis: Strong skills in complex data analysis, especially for financial planning ; relevant finance or similar use case experience. System… more
    Deloitte (10/13/25)
    - Related Jobs

  • Advisor Development Program Client Associate

    Bank of America (Melville, NY)
    …its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue...and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget)… more
    Bank of America (10/23/25)
    - Related Jobs

  • Senior Investment/Portfolio Analyst

    Raymond James Financial, Inc. (Locust Valley, NY)
    …services news and data resource tools. * Investment management analytical tools. * Financial planning software tools **Ability to** * Operate standard office ... environment. * Continuously learn investment products, industry rules and regulations and financial planning software. * Use appropriate interpersonal styles and… more
    Raymond James Financial, Inc. (09/13/25)
    - Related Jobs

  • Finance Coordinator - Bone Marrow Transplant

    Stony Brook University (Stony Brook, NY)
    …+ Meets routinely with department leaders to report status and progress of financial planning for recipients and donors. + Participate in weekly transplant ... transplant patients. + Assist the clinical trial office with planning , billing, and other aspects related to Bone Marrow...the Cancer Center. + Bring forth any outstanding patient financial issues to the BMT Program Manager … more
    Stony Brook University (09/10/25)
    - Related Jobs