- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created… more
- Deloitte (New York, NY)
- Restructuring & Bankruptcy Accounting Senior Consultant Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... ground, bringing specialists in bankruptcy, accounting and valuation, IT, and tax . From planning and systems readiness to implementation and validation, Deloitte's… more
- Grant Thornton (New York, NY)
- As a Cybersecurity Senior Manager focused on Microsoft Threat Protection, you will lead complex, high-impact engagements that help clients proactively defend against ... advanced cyber threats. You will serve as a strategic advisor to executive stakeholders, guiding them through the design, implementation, and optimization of… more
- Snap Inc. (New York, NY)
- …Snap's dedicated in-house law firm, policy consultant, lobbyist, thought partner, and all-around advisor . This team helps Snap do the right thing the right way, make ... centered on Snap's values of Kind, Smart, and Creative. We're looking for an experienced Senior Counsel to join Snap Inc.! You will play a key role in partnering… more
- M&T Bank (New York, NY)
- …Work to ensure M&T CRA needs are prioritized. + Act as a trusted advisor to both current clients and future customers. + Actively participate in Industry ... balance sheet lending and broad understanding of Low-Income Housing Tax Credit (LIHTC) investments, tax exempt bond...of Low-Income Housing Tax Credit (LIHTC) investments, tax exempt bond financing and other government loan programs… more
- KeyBank (Tarrytown, NY)
- …to actualize client aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the Relationship… more
- Hilton (Albany, NY)
- …TX\*\*\*_ As a Manager on Hilton's Americas Marketing team \- reporting into our Sr \. Manager, Hotel Level Marketing Agency Solutions- you will be part of the ... of hotels in key high\-revenue markets serving as the primary marketing advisor and crafting tailored paid media marketing strategies\. + Campaign Strategy,… more
- City National Bank (New York, NY)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- JPMorgan Chase (New York, NY)
- The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize ... Business Management team, you will act as a trusted advisor and consultant to senior coverage executives...could impair our ability to do business: eg, legal, tax , regulatory, compliance + Partner with various teams on… more
- WTW (New York, NY)
- …Risk & Broking** Working under the guidance and direction of Senior Broker, the Associate Broker oversees day-to-day placement and broking responsibilities ... for North American tax liability insurance policies. Duties include assembling submissions, evaluating...reports for distribution to the client and their legal advisor , negotiating with underwriters regarding coverage terms, conditions, and… more