- KeyBank (Utica, NY)
- …clients by offering a range of investment solutions and partnering with banking center staff . + Attain sales production and referral goals to the Bank (closed and ... S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health… more
- Compass Group, North America (New York, NY)
- …needs. Essential Duties and Responsibilities: + Reviews customer and meeting planner requests from the reservation system and provides equipment/assistance at the ... equipment and helps solve problems if customer is unsure of requirements. + Educates the staff and customers on the basics of all AV equipment in the facility. +… more
- Association of National Advertisers (New York, NY)
- …mid-sized technology team supports infrastructure across two offices, a data center, and remote staff in over six states. We are looking for a seasoned leader with a ... managing enterprise-wide Microsoft 365 implementation including Office Suite, Copilot, Planner , and other cloud applications. + Familiarity with Retrieval-augmented… more
- Marriott (New York, NY)
- …of Event Planning and Operations in his/her absence. Serves as the event planner 's primary contact (following turnover) on property and is responsible for his/her ... operational challenges associated with his/her group and works with the property staff and customer to solve these challenges and/or develop alternative solutions. *… more
- HNTB (New York, NY)
- …are looking for a dynamic, forward-thinking Aviation Architecture Project Director - Terminal Planner to help lead major terminal planning efforts at some of the ... firing, promotion, discipline, performance review, work allocation, training and mentoring of staff . + Performs other duties as assigned. **What You'll Need:** +… more
- Graham Windham (Bronx, NY)
- …placement. This intervention employs a team approach between the therapist, a case planner , the program supervisor and the model developer to engage the entire ... a safety plan with family members + Coordinate a team of family members, staff and service providers to evaluate safety and identify interventions that can reduce… more
- Deloitte (Jericho, NY)
- …with highly motivated and dedicated teams. Mentor and develop of engagement staff , providing leadership, counseling, career guidance, and guidance on issues related ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of… more
- Deloitte (New York, NY)
- …They also train, mentor and supervise seniors and new and experienced-level staff as well attend required national and sector-specific training for their own ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (Jericho, NY)
- …gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training. The Team ... + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the… more
- Deloitte (Jericho, NY)
- …engagement team resources, and engagement billing. + Mentor and develop junior staff , including those in our US India office, providing leadership, counseling, ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more