• Advanced Financial Planning

    Citigroup (New York, NY)
    The Advanced Financial Planning Strategist is a financial planning professional who closely follows the latest trends in their field and adapts ... information and strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will report to the… more
    Citigroup (06/04/25)
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  • Wealth Strategist City National Rochdale

    City National Bank (New York, NY)
    …Degree (JD or CPA or Masters in Tax/Accounting/Business ) * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience within ... Work with Senior Wealth Strategist and Wealth Strategist in developing integrated estate and financial ...events (both in-person and virtual) to educate prospective clients, financial advisors, and COIs on the various planning more
    City National Bank (05/17/25)
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  • Account Strategist

    Jacobs (New York, NY)
    …relationships with key clients and/or teaming partners in aligned accounts. * Advanced proficiency in using Salesforce for account planning and opportunity ... Jacobs Cities and Places East Region is seeking a highly motivated Account Strategist (AStrat) to support the implementation of the market growth strategy. This… more
    Jacobs (04/02/25)
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  • frog, Snr. Strategist Sustainable Futures

    Capgemini (New York, NY)
    …businesses, people and planet._ **YOUR ROLE** _We are looking for a Senior Strategist with expertise in commercial strategy and a passion for creating sustainable ... development, account growth, or client relationship management in sustainability, net zero planning , or a related field with 5 years of experience in consulting… more
    Capgemini (05/21/25)
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  • Global Marketing Strategist - Citrix

    Arrow Electronics (Melville, NY)
    …Marketing Strategist - Citrix **Job Description:** The Global Marketing Strategist oversees marketing strategy development and campaign planning / execution ... for regular communication of results to global stakeholders. + Uses advanced understanding of Citrix go-to-market strategies, product positioning and messaging and… more
    Arrow Electronics (05/17/25)
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  • Healthcare Payment & Financing Innovation Manager,…

    City of New York (New York, NY)
    …on grants. Host regular meetings to update managers/directors on staffing allocation and financial updates. Assists in the planning of budgetary needs by ... organizations to implement evidence based strategies; leveraging information to support planning and technical assistance for providers and payers; advancing policy… more
    City of New York (05/25/25)
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  • Healthcare Payment & Financing Innovation Senior…

    City of New York (New York, NY)
    …organizations to implement evidence based strategies, leveraging information to support planning and technical assistance for providers and payers; advancing policy ... organizations to implement evidence based strategies, leveraging information to support planning and technical assistance for providers and payers; advancing policy… more
    City of New York (05/25/25)
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  • Key Private Bank Licensed Relationship Manager

    KeyBank (Syracuse, NY)
    …(CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
    KeyBank (06/04/25)
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  • Deputy Director for Administration, Bureau…

    City of New York (New York, NY)
    …development and learning. Reporting to the Director of Administration and Strategic Planning the Deputy Director will measure and monitor the achievement of ... TO: - Provide leadership and general direction to bureau personnel in planning , conducting, and coordinating specific evaluation or research projects. - Prepare… more
    City of New York (05/14/25)
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  • Executive Director of Data Ecosystems…

    City of New York (New York, NY)
    …Capability Development for the Bureau- - Guide capability development in advanced analytics ensuring capabilities are aligned with organization needs and data ... per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's...and social justice initiatives. As the primary population health strategist and policy authority for NYC, with a rich… more
    City of New York (05/08/25)
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