- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. Financial planning is an important component of HSBC's Wealth customer acquisition ... as well as helping top-of-funnel conversion, converting banking clients into Wealth clients. Financial planning can also function as a wedge for access to… more
- Citigroup (New York, NY)
- …businesses in developing actionable strategies to optimize its global presence. The Business Lead Analyst role is a strategic professional who will be involved ... **Governance (Risk and Controls) -** Partnering with Resource Location Planning Risk and Control lead on all...experience + Track record as a Business / Strategy Analyst within the Financial Services/Investment Banking or… more
- City of New York (New York, NY)
- …Provide managerial support to the Assistant Commissioner in opening new sites, long-term planning goals, and initiatives by being the lead responsible for ... Job Description APPLICANTS MUST BE PERMANENT IN THE ADMINISTRATIVE STAFF ANALYST CIVIL SERVICE TITLE The New York City Department of Homeless Services (DHS) is the… more
- City of New York (New York, NY)
- …is accomplished timely and successfully. Budgeting and Procurement: Provide capital and expense financial planning to ensure spend plans and commitment plans are ... team efforts and helping to define goals, timelines, resource requirements and planning . Lead the Directorship in improving efficiencies and effectiveness at… more
- City of New York (New York, NY)
- Job Description APPLICANTS MUST BE PERMANENT IN THE ADMINISTRATIVE STAFF ANALYST CIVIL SERVICE TITLE, OR BE PERMANENT IN A COMPARABLE TITLE ELIGIBLE FOR 6.1.9 The ... decision making and action, the Assistant Deputy Commissioner, DSS Office of Planning Management, manages and directs the operational activities of the unit. This… more
- Citigroup (New York, NY)
- …Firm to help assist clients. This will also require partnering closely with Financial Planning and Insurance Product Heads to support the continuous enhancement ... risk management process. + Sales Material - Work with Financial Planning and Insurance Product to develop...66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst… more
- Thrivent Financial (Geneva, IL)
- …financial plans and presentation material for client meetings + Enter information into financial planning software and prepare draft financial plans + ... experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation;… more
- Truist (Atlanta, GA)
- …mitigate risks associated with ET's workforce. 9. Fully participate Workforce Management, Planning , & Engagement operating model and potentially lead projects ... may change from time to time. 1. Mature and lead the continued buildout of ET Learning Strategies, to...management experience supporting a large enterprise IT workforce management planning organization within a financial or banking… more
- City National Bank (Charlotte, NC)
- * LEAD IT RISK & CONTROL* WHAT IS THE OPPORTUNITY? "The Lead IT Risk Controls Analyst is a subject-area specialist with specialized training, methods and ... technical environment. Focus areas of security assessment by the Lead ITRC Security Analyst includes third party...working teams in areas of specialization.Provides input on resources planning , procedures," WHAT WILL YOU DO? * "Define analysis… more
- TXNM Energy (Alvin, TX)
- …areas including, but not limited to, generation, transmission, distribution, system planning , financial and regulatory issues, asset utilization, and ... areas including, but not limited to, generation, transmission, distribution, system planning , financial and regulatory issues, asset utilization, and… more