• Director, Insurance Solutions - Asset Management

    Principal Financial Group (New York, NY)
    …with Sales in managing and expanding relationships, serving as a strategic advisor . Develop and deliver high-impact client presentations. + Provide expertise ... design and implement complex, multi-asset investment solutions, spanning public and private investments. + Demonstrated success in a client -facing, consultative… more
    Principal Financial Group (09/27/25)
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  • PWM Wealth Strategist

    US Bank (New York, NY)
    …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ ... worth into Private Wealth Management, help with client discovery and work with wealth management specialists to...have an independent ability to provide solutions for the client 's financial status using the most advanced… more
    US Bank (09/05/25)
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  • Associate Director, Treasury Management Officer,…

    Scotiabank (New York, NY)
    …streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions. ... greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,...in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity… more
    Scotiabank (07/24/25)
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  • Associate Director, Investor Relations - Nuveen…

    Nuveen Investments (New York, NY)
    …perspectives that position Nuveen Green Capital as a market leader and trusted advisor . + Client Engagement & Relationship Development- This position involves ... both standardized and highly customized bespoke reports tailored to specific client requirements. A critical aspect involves ensuring consistency and accuracy of… more
    Nuveen Investments (09/05/25)
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  • AVP/VP- Airport Commercial Services

    Steer (New York, NY)
    …to design and implement strategies for market entry, brand positioning, and client acquisition. + Act as an internal champion for airport commercial services, ... Lead business development efforts, including prospecting, proposal writing, and client presentations. + Build and expand relationships with airports,… more
    Steer (09/25/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Rochester, NY)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
    Deloitte (09/20/25)
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  • Tax Manager - Banking & Capital Markets

    Deloitte (New York, NY)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,... services industries. You will work directly with the client , manage the tax engagement team, have access to… more
    Deloitte (09/20/25)
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  • Commercial Banking Relationship Manager

    Santander US (New York, NY)
    …annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - ... Santander is a global leader and innovator in the financial services industry. We believe that our employees are...while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions,… more
    Santander US (08/20/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Jericho, NY)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a… more
    Deloitte (09/21/25)
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  • Tax Manager - Hedge Funds

    Deloitte (New York, NY)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more
    Deloitte (08/21/25)
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