- 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
- Neuberger Berman (New York, NY)
- …As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients ... on all aspects of trust and estate planning, tax strategy, pre-liquidity events , and charitable giving. The role focuses on working with complex client relationships… more
- Hilton (New York, NY)
- …Hilton Midtown \(https://www\.hilton\.com/en/hotels/nycnhhh\-new\-york\-hilton\-midtown/\)is looking for a Senior Event Operations Managerto join our team\! We are ... looking for a candidate who really loves to execute events \! It's all about location in NYC and New...for this role include the following:** + Passion for Event execution and customer satisfaction\. + Ability to listen… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of...S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,… more
- KeyBank (Plattsburgh, NY)
- **Location:** 380 Route 3 - Plattsburgh, New York 12901 **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,...Accident/Health or Life & Disability) (required) + In the event you do not hold the required licenses at… more
- Utica College (Utica, NY)
- …awarding of reappointment, tenure, promotion, post-tenure review, emeritus, etc.; serves as an event planner for numerous academic events (Provost Cabinet ... for managing the Provost and SVP's calendar; coordinating travel and event arrangements; scheduling meetings; producing agenda, taking minutes, organizing and… more
- Utica University (Utica, NY)
- …awarding of reappointment, tenure, promotion, post-tenure review, emeritus, etc.; serves as an event planner for numerous academic events (Provost Cabinet ... for managing the Provost and SVP's calendar; coordinating travel and event arrangements; scheduling meetings; producing agenda, taking minutes, organizing and… 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
- HUB International (New York, NY)
- …of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in ... and Education Practices. Practice leaders view this position as a strategic partner, planner , and trusted advisor, while Practice members rely on the SRM for… more
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