- Wells Fargo (New York, NY)
- …of financial and investment services. We offer a full range of personalized wealth management, investment, planning , and retirement products and services to help ... Fargo** . It all begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the United States' leading providers… more
- 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
- Broadridge Financial Solutions (New York, NY)
- …technology, and client service teams to support transformation initiatives, including Tax 3.0 and platform modernization. + Contribute to financial planning ... teams and delivering high-impact client solutions. + Solid understanding of Wealth Management operations and platforms. + Strong communication, project management,… more
- 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
- 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
- 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
- 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
- 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
- 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
- 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