- Citigroup (New York, NY)
- **Citi Wealth Planner ** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver ... matters, including: *Estate, gift and income tax planning *Transition event planning *Business succession planning *Charitable planning and related vehicles… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Private Bank events team is seeking a Senior Event Planner for the Latin America and Global Families Group region playing a key role in ... execution. As a Vice President Senior Event Planner , on the JP Morgan Private Bank...distinctive experience. In addition, you will work on multiple event projects simultaneously, ranging from large events … more
- HSBC (New York, NY)
- …online events , podcasts, etc., and also speak at external conferences and events + Proactive. The Senior Wealth Planner will develop strong relationships ... the planet we all share. As a Senior Wealth Planner , you will work closely with high and ultra-high...serve as a key client-facing member of the US Private Banking team, partnering closely with HSBC Innovation Banking… more
- ARAMARK (New York, NY)
- …& Coordination** + Plan and coordinate all aspects of conferences, meetings, and private events hosted at the conference center. + Collaborate with culinary ... to others. We are seeking a detail-oriented and highly organized **Conference Center Planner ** to coordinate and execute premium events and meetings at our… more
- City of New York (New York, NY)
- …the City. The candidate will also represent the agency at public meetings and events . The candidate will perform other related duties as assigned by the Planning ... of the following: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal… more
- City of New York (New York, NY)
- …of the Planning Council and its committees. Provide coordination of public events and meetings (subject matter experts, HIV service stakeholders, consumers of HIV ... week from home. - Job Security - you could enjoy more job security compared to private sector employment and be able to contribute to making NYC a healthy place to… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus ... with all partners. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of… more
- KeyBank (Utica, NY)
- **Location:** 1125 Mohawk St - Utica, New York 13501 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and ... S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,...office equipment, proprietary financial services systems. + In the event you do not hold the required licenses at… more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial ... strategy including social media, client-specific presentation materials, and hosting client events + Embrace digital innovations to help clients become more… more
- City of New York (New York, NY)
- …program databases with accurate site information; coordination for temporary events and public safety emergencies, including station deactivation and reactivation, ... station relocations; liaising between DOT, other City agencies, and private contractors regarding matters pertaining to bike share and...MUST BE SERVING PERMANENTLY IN THE TITLE OF CITY PLANNER , REACHABLE ON THE CITY PLANNER CIVIL… more