- MTA (New York, NY)
- …cloud technology solutions preferred. Examples of preferred skillsets include Microsoft technologies, Salesforce, Visual Basic, PowerApps, MS/SQL, and Oracle ... web-based application development, including: + Knowledge of Visual Studio . NET , PHP, Java, Drupal, Power Platform, and Mobile Development...to Ruby, Python, Java, C, C++, C#, COBOL, SQL, Net , DBA, JavaScript. * Adept with the Oracle platform.… more
- HUB International (New York, NY)
- …Executive** to provide insurance and risk management consultation for high- net -worth clients. **Specific responsibilities include:** + Manages an assigned book ... of high- net worth personal insurance clients with personal insurance portfolios...Excellent written and verbal communication skills + Proficiency with Microsoft Office Suite The expected pay range for this… more
- Citigroup (New York, NY)
- …highly customized investment strategies with specific actionable solutions for ultra-high- net -worth relationships. The position has a responsibility for driving ... Strong written / verbal / proposal communication skills. * Highly proficient in Microsoft Excel and PowerPoint, including VBA Macros. * Soft skills include a can-do… more
- Bank of America (New York, NY)
- …to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including securities based loans, ... Legal staff. **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services + Provides legal support in… more
- Paylocity (New York, NY)
- …necessary. Position Overview This role is responsible for prospecting and driving net -new business and strategic expansion within the upper mid-market space. Account ... and high-value deals. + Proven track record of prospecting and closing net -new business in a competitive market. + Exceptional communication, executive presence, and… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... + 10+ years of experience in writing/marketing + Proficiency in Microsoft Office. + Exceptional editorial and writing skills. + In-depth knowledge… more
- City of New York (New York, NY)
- …(GSS) unit is seeking an experienced and certified Senior Database Developer for Microsoft SQL Server who has strong expertise in data modeling, normalization, ETL ... integrity, security, and compliance with industry best practices. - Collaborate with . NET development teams to ensure database efficiency and scalability. - Optimize… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …+ Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour ... or CPA eligibility is highly preferred + Proficiency at Microsoft Office, especially Excel and Word + Familiarity with...an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600… more
- Truist (New York, NY)
- …Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth ... solutions. + Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both...client and firm priorities + Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary… more
- Bank of America (New York, NY)
- …business development of the Merrill Family Office Services' (MFOS) ultra-high net worth clients. Key responsibilities include managing complex and multi-tiered ... reviewing complex tax returns including federal and multi-state returns for high net worth individuals, gift, S corporations, partnerships, trusts and foundations +… more
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