- 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
- Global Industrial (Port Washington, NY)
- Demand Planner Date: May 20, 2025 Location: Port Washington, NY, US, 11050 Global Industrial Corporate Overview For over 70 years Global Industrial has been an ... industry leader providing private label and brand name industrial equipment and supplies...due to historical data impacted by an individual sales event + Calibrations made to forecast when appropriate based… 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
- 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
- Omni Hotels (New York, NY)
- …your perfect match. Job Description To discuss meeting room arrangements with planner and to communicate this information through respective hotel department heads ... to promptly and thoroughly handle all steps in the event planning process adhering to the standards of hotel...business for all contracted rooms, function space, and catered events . + Conduct pre- and post-conference meetings when it… more
- Deloitte (Jericho, NY)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... role and career. Responsibilities will include: + Assisting clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and… more
- City National Bank (New York, NY)
- …WHAT IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... clients. * Participate in the materials preparation for sponsored events regarding wealth planning information and issues that are...Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of employment * CEPA -… more
- Neuberger Berman (New York, NY)
- …campaigns, coordinate logistics and maintain guest invitee lists for client events + Prepare presentation material for current and prospective client meetings ... including training for financial planning and/or preparation for Certified Financial Planner **Experience and Skills Qualifications:** + Must have SIE, Series 7… more
- Hilton (New York, NY)
- …Service that creates unforgettable experiences for discerning travelers with 375 rooms, 375 Private Residences, 40,000 square feet of event space, holistic spa ... locations\. The ideal candidate will be a remarkable leader, exceptional strategic planner , creative thinker, with a passion for delivering unique and memorable… more
- AECOM (New York, NY)
- …services related to Aviation. Candidate will be an architect, engineer, or planner with similar credentials with subject matter expertise in the planning, design, ... throughout the East region, specifically large and medium hub airports + Attend events and conferences (as well as other organizations and conferences), as well as… more