- JPMorgan Chase (Fayetteville, NY)
- …should be able to grow the practice + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase...clients. **Job responsibilities** + Support a thriving book of business by delivering personalized investment solutions to clients by… more
- University of Rochester (Rochester, NY)
- …serves as a senior leader and key member of the University's executive team , responsible for overseeing and leading all aspects of the University's compliance ... program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board of… more
- TD Bank (New York, NY)
- …own area of expertise in own area and participate in knowledge transfer within the team and business unit + Keep current on emerging trends/ developments and ... skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to… more
- JPMorgan Chase (New York, NY)
- …and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. ... work closely with our most senior leaders across the business . As a Portfolio Manager within The AI in...reporting on program performance and outcomes + Proactively manage team to ensure the success of programs including clearing… more
- Amazon (New York, NY)
- …requirements, leading executive-level presentations and negotiations, and mentoring junior team members while sharing best practices. Objectives of this role: ... on building and nurturing C-Suite relationships while serving as a trusted advisor throughout the sales journey. You will own end-to-end sales strategy development,… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...development by assisting with the design, the drafting of business requirements and technology testing The Team … more
- The Estee Lauder Companies (New York, NY)
- …management and monthly estimate deliverables for brand(s). This role will serve as business partner to brand leadership, providing financial expertise to ... + Build strong relationships with to brand leadership, serving as a strategic advisor and influencer to align on financial insights and support impactful… more
- Citigroup (New York, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) ... coordinate and contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial potential impact,… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Hewlett, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more