- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client ... of financial planning principles, investment strategies, and prospect/client lifecycle management . Experience with one or more Wealth Planning tools like eMoney,… more
- HSBC (New York, NY)
- …legal risk and issue advisory. Responsible for providing comprehensive legal advice to senior management and all global businesses and functions, the team offers ... interacting appropriately with internal clients up to and including senior management + Show an ability to...are identified, reported and mitigated + Be a trusted advisor to the businesses and functions in the US… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …this role, you will collaborate with executive leadership, serving as a trusted financial advisor and thought leader in growth and business development ... initiatives. You will drive all financial efforts for a diverse portfolio of business development...including investment themes, valuations, and exit strategies. + **Relationship Management ** : + Build and maintain strong relationships with… more
- Principal Financial Group (Albany, NY)
- …user interfaces. + Hands-on experience developing software solutions for wealth management platforms or financial services applications. **Additional Preferred ... **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative… more
- HSBC (New York, NY)
- …and globally + To exercise risk steward challenge, act as independent trusted advisor in governance forums, issue management , fostering a compliance culture and ... LOD") to ensure that they effectively manage as "Risk Owners" the Regulatory and Financial Crime Compliance risks inherent in or arising from the conduct of their… more
- SMBC (New York, NY)
- …. Prepare periodic reports and information pertaining to the account for senior management . Pro-actively escalate credit risk, operational risk, and events ... with clients and key industry contacts and internally with senior management and other departments. . Ability...leveraged finance or corporate finance credit underwriting or portfolio management at the leading financial institution. .… more
- SMBC (New York, NY)
- …ability to identify and assess technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment in ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...clearly articulate results, conclusions and recommendations for review with senior audit management and auditees. + Challenge… more
- CUNY (New York, NY)
- Academic Senior Advisor - Pre-Health Professions **POSITION DETAILS** The Academic Senior Advisor will report to the Academic Advising Director in the ... and allied health professions. In addition to the CUNY Title Overview, the Academic Senior Advisor for Pre-Health Advising will be responsible for the following… more
- City of New York (New York, NY)
- …almost 88,000 individuals (single adults, adult families, and families with children). The Senior Advisor for the First Deputy Commissioner of the Department of ... advising on policy and programmatic initiatives and fostering cross-departmental collaboration. The Senior Advisor reports directly to the DHS First Deputy… more
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