- Tradeweb (New York, NY)
- …in electronic trading. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf **Group Details** As the senior member of the FP&A team, you should expect ... related to current businesses and new opportunities and scenario planning + Develop, implement and maintain excel and Adaptive...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- Neuberger Berman (New York, NY)
- …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 ... is required. **Primary Responsibilities:** + Advise clients on trust and estate planning , tax strategy, pre-liquidity planning , and philanthropy in… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the ... planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to...with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong… more
- Neuberger Berman (New York, NY)
- **_Job Description:_** We are seeking a Separately Managed Account (SMA) Product Manager to support the firm's taxable and tax -exempt fixed income SMA products. ... position products to maximize competitive advantages. As the Product Manager , you will be responsible for driving SMA product...etc). + Communicate the status of product initiatives to senior management and internal partners. + Ensure products are… more
- Banc of California (New York, NY)
- …resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The SVP, Credit Manager is responsible for hands on management of all credit risk aspects of ... decisions. + Prepare and deliver employee performance evaluations, goal planning , and counseling. + Manage, support, coach and train...Twelve (12) or more years of credit, loan, and senior level credit risk administration experience + Banking or… more
- Tradeweb (New York, NY)
- …technology audits for a cutting-edge financial services company, including working with senior leadership and business, technology and corporate teams to manage the ... end-to-end audit life-cycle including conducting risk assessments, engagement planning , audit execution and reporting; assisting the annual planning process to… more
- Paramount (New York, NY)
- …mark on culture. **Overview and Responsibilities** **:** We are currently seeking a Sr . Manager , Facilities Finance for the Facilities Management team. This ... to financial transactions. The role will collaborate closely with Financial Planning , General Accounting, Accounts Payable, and the ViacomCBS (Paramount Global) Real… more
- Verint Systems, Inc. (Albany, NY)
- …growth opportunities. Learn more at www.verint.com . **Overview of Job Function:** The Senior Manager , Financials Applications, will play a pivotal role within ... ongoing support for all Financial and related systems. The Sr . Manager will be responsible for leading...Finance (FA, CM, AP, AR and GL, treasury, and Tax ) and Operations, QTC modules (Quoting, Configurator, Order Management,… more
- Wolters Kluwer (Albany, NY)
- ** Sr . Account & Relationship Executive ( Sr . Sales Executive , Risk & Controls Specialist, Audit & Assurance)- Remote (West Coast) R0052136 | CP/ESG TeamMate | WK ... WK Financial Services, Inc.** **About the Role:** As a ** Sr . Account & Relationship Executive ( Sr . Sales...complex and high-profile selling motions with discretion. Your strategic planning and deep understanding of account needs will drive… more
- KeyBank (Tarrytown, NY)
- …tools, retirement planning ) + Demonstrates awareness of state specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment, ... determine duties and responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client's needs. +… more
