- JPMorgan Chase (New York, NY)
- …development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor -facing ... quickly become familiar with financial planning, retirement planning, charitable planning, tax planning, and estate planning strategies and solutions. + Experience… more
- The Research Foundation for SUNY (Albany, NY)
- …the RF's Chief Operating Officer. Key Responsibilities/Duties: + Serve as chief legal advisor to the RF and RF senior management, providing timely legal advice on ... a wide variety of legal issues, including tax -exempt and non-profit administration, government and industry sponsorship of...serve as the Corporation's Chief Legal Officer and legal advisor to the Corporation, the Board of Directors, and… more
- US Bank (New York, NY)
- …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net ... (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance,… more
- Cherry Bekaert (NY)
- …- Go-to-Market Focus** Cherry Bekaert is a top-ranked national firm providing assurance, tax , and advisory services for over 75 years. Consistently recognized as a ... and align RAS offerings to meet them. + Serve as a trusted advisor to clients, delivering high-impact risk solutions. Drive expansion within existing accounts and… more
- JPMorgan Chase (New York, NY)
- …Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage...could impair our ability to do business: eg, legal, tax , regulatory, compliance + Partner with various teams on… more
- Mizuho Corporate Bank (New York, NY)
- …determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ... Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC Onboarding is required… more
- Eliassen Group (Albany, NY)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... & Strategic Alignment** + Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the VA's strategic roadmap. +… more
- City of New York (New York, NY)
- …INCLUDE BUT NOT BE LIMITED TO: Under the direction of the Supervising Public Health Advisor , the Public Advisor II will: Conduct home visits to eligible mothers, ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more
- City of New York (New York, NY)
- …patients enrolled in program. PREFERRED SKILLS: Applicant MUST be a permanent Public Health Advisor or show proof of taking the recent Public Health Advisor exam ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more
- ADP (Rochester, NY)
- …life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and ... leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver on promises… more