• Institutional Fixed Income Business Analyst

    Tradeweb (New York, NY)
    …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... efforts for ICD, offering insights and recommendations to inform planning and delivery. + Assist in the sales prospecting...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
    Tradeweb (08/14/25)
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  • Special Needs Trust Manager - Fiduciary Manager

    Wells Fargo (Purchase, NY)
    …investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services… more
    Wells Fargo (08/29/25)
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  • KPB Sr Trust Officer

    KeyBank (Albany, NY)
    …consistent and comprehensive approach + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues and employs sound fiduciary ... is taxed on income and/or principal transactions, final year tax distributive items; Annual gift planning for non-charitable gifts + Provides estate planning … more
    KeyBank (08/19/25)
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  • Financial Advisor

    Robert Half Finance & Accounting (Utica, NY)
    …situations and develop customized financial plans. + Provide advice on investments, retirement planning , insurance, tax strategies, and estate planning . + ... Business, Economics, or related field Preferred + Proven experience in financial planning , investment advising, or wealth management. + Strong interpersonal and… more
    Robert Half Finance & Accounting (08/22/25)
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  • Operations Manager

    City of New York (New York, NY)
    …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... of the agency's financial empowerment projects and programs, including NYC Free Tax Prep, the NYC Financial Empowerment Centers and recently announced programs to… more
    City of New York (08/22/25)
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  • CFO - Merch Traffic

    House of Blues (New York, NY)
    …and commercially minded finance executive with deep expertise in accounting, planning , and operational finance, and would ideally have experience within retail, ... and creative adaptability. WHAT THIS ROLE WILL DO: + Lead all financial planning and analysis (FP&A), budgeting, forecasting, and strategic modeling across the Merch… more
    House of Blues (07/10/25)
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  • Director of Alumni Relations

    Touro University (Central Islip, NY)
    …support for program development. + Minimum of 3 years' experience in planning and executing multi-faceted advancement plans. + Experience in working strategically ... making the case for philanthropic support. + Proven management and strategic planning skills. + Demonstrated ability to devise strategies for events-based engagement… more
    Touro University (08/18/25)
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  • Senior Manager, US Credit and Special Accounts…

    Scotiabank (New York, NY)
    …of people through training and mentoring. + Take responsibility for the planning and presentation of training sessions for GRM/Banking staff as it relates ... in financial analysis and risk assessment. + Awareness of differences in the tax , legal and accounting rules of the various jurisdictions. + Strong understanding of… more
    Scotiabank (08/08/25)
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  • Financial Advisor

    Atria Wealth Solutions (Corning, NY)
    …level of service to credit union members and clientele to help manage their wealth . The ideal candidate will be self-motivated and be able to motivate other team ... themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training… more
    Atria Wealth Solutions (08/07/25)
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  • Controller

    SUNY Schenectady County Community College (Schenectady, NY)
    …Strategic Collaboration: Partner with senior leadership on budgeting and financial planning , influencing decision-making across the College. We invite candidates who ... College's Mission Statement, Vision Statement, and Strategic Plan. + Responsible for tax compliance and reporting to federal and state agencies. + Assists college… more
    SUNY Schenectady County Community College (07/28/25)
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